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Howard Marks

Oaktree Capital Management

Howard Marks ENDURANCE ACQUISITIO, CL-A stake

total: 853

Oaktree Capital Management EDNC trades

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2021 Q4
Held for:
1 quarter
Latest activity:
2022 Q1
According to 2026 Q2 report, Howard Marks doesn't hold any ENDURANCE ACQUISITIO, CL-A (EDNC) shares. To date, the estimated cost basis is nearly $9.78 for "buy" trades and estimated average "sell" price is $9.78. Oaktree Capital Management first purchased EDNC in 2021 Q4, initially acquiring 150,000 shares. Since the initial investment in ENDURANCE ACQUISITIO, CL-A (EDNC), Oaktree Capital Management has made 1 more transaction.

When did Howard Marks sell ENDURANCE ACQUISITIO, CL-A (EDNC)?

Howard Marks sold off the entire ENDURANCE ACQUISITIO, CL-A (EDNC) position in 2022 Q1.

When did Howard Marks buy ENDURANCE ACQUISITIO, CL-A (EDNC)?

Howard Marks first invested in ENDURANCE ACQUISITIO, CL-A (EDNC) in 2021 Q4 at the reported quarter-end price of $9.78 per share.

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

The estimated cost basis for ENDURANCE ACQUISITIO, CL-A (EDNC) stake is around $9.78 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$9.78
Weighted AVG sell price:
$9.78

Howard Marks's historical trades in ENDURANCE ACQUISITIO, CL-A

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2022 Q1
0.00%
0
$9.78
-100% (-150,000)
-0.02%
2021 Q4
0.02%
150,000
$9.78
$1,467,000
new
+0.02%
* 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.