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Howard Marks

Oaktree Capital Management

Howard Marks FORTRESS INVESTMENT GRP, CL-A stake

total: 853

Oaktree Capital Management FIG-OLD trades

Total transactions:
3
New positions:
1
Sold out:
1
Added:
1
Held since:
2015 Q3
Held for:
3 quarters
Latest activity:
2016 Q2
According to 2026 Q2 report, Howard Marks doesn't hold any FORTRESS INVESTMENT GRP, CL-A (FIG-OLD) shares. To date, the estimated cost basis is nearly $5.21 for "buy" trades and estimated average "sell" price is $4.78. Oaktree Capital Management first purchased FIG-OLD in 2015 Q3, initially acquiring 625,614 shares. Since the initial investment in FORTRESS INVESTMENT GRP, CL-A (FIG-OLD), Oaktree Capital Management has made 2 more transactions.

When did Howard Marks sell FORTRESS INVESTMENT GRP, CL-A (FIG-OLD)?

Howard Marks sold off the entire FORTRESS INVESTMENT GRP, CL-A (FIG-OLD) position in 2016 Q2.

When did Howard Marks buy FORTRESS INVESTMENT GRP, CL-A (FIG-OLD)?

Howard Marks first invested in FORTRESS INVESTMENT GRP, CL-A (FIG-OLD) in 2015 Q3 at the reported quarter-end price of $5.55 per share.

What's the cost basis of Oaktree Capital Management's FIG-OLD stake?

The estimated cost basis for FORTRESS INVESTMENT GRP, CL-A (FIG-OLD) stake is around $5.21 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$5.21
Weighted AVG sell price:
$4.78

Howard Marks's historical trades in FORTRESS INVESTMENT GRP, CL-A

3 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2016 Q2
0.00%
$4.78
-100% (-2,425,000)
2015 Q4
0.16%
$5.09
+287.62% (+1,799,386)
2015 Q3
0.05%
$5.55
new
* 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.