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Howard Marks

Oaktree Capital Management

Howard Marks Core Scientific, Inc stake

total: 853

Oaktree Capital Management CORZ trades

Total transactions:
4
New positions:
1
Added:
2
Reduced:
1
Held since:
2025 Q3
Held for:
4 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Howard Marks holds 4,993,708 Core Scientific, Inc (CORZ) shares with a market value of roughly $127.79M accounting for 2.41% of the overall portfolio. To date, the estimated cost basis is nearly $16.92 for "buy" trades and estimated average "sell" price is $25.59. Oaktree Capital Management first purchased CORZ in 2025 Q3, initially acquiring about 6.40M shares. Since the initial investment in Core Scientific, Inc (CORZ), Oaktree Capital Management has made 3 more transactions.

How many CORZ shares does Howard Marks currently hold?

According to 2026 Q2 report, Howard Marks holds 4,993,708 shares of Core Scientific, Inc (CORZ), valued at around $127.79M.

When did Howard Marks buy Core Scientific, Inc (CORZ)?

Howard Marks first invested in Core Scientific, Inc (CORZ) in 2025 Q3 at the reported quarter-end price of $17.94 per share.

What's the cost basis of Oaktree Capital Management's CORZ stake?

The estimated cost basis for Core Scientific, Inc (CORZ) stake is around $16.92 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$16.92
Weighted AVG sell price:
$25.59

Howard Marks's historical trades in Core Scientific, Inc

4 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
2.41%
4,993,708
$25.59
$127,788,987
-46.60% (-4,357,000)
-1.89%
2026 Q1
2.37%
9,350,708
$14.96
$139,886,591
+11.98% (+1,000,000)
+0.25%
2025 Q4
1.97%
8,350,708
$14.56
$121,586,308
+30.47% (+1,950,000)
+0.46%
2025 Q3
1.91%
6,400,708
$17.94
$114,828,701
new
+1.91%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.