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Howard Marks

Oaktree Capital Management

Howard Marks FTAI AVIATION INVESTORS LLC stake

total: 853

Oaktree Capital Management FTAI-OLD trades

Total transactions:
4
New positions:
1
Sold out:
1
Added:
2
Held since:
2021 Q1
Held for:
7 quarters
Latest activity:
2022 Q4
According to 2026 Q2 report, Howard Marks doesn't hold any FTAI AVIATION INVESTORS LLC (FTAI-OLD) shares. To date, the estimated cost basis is nearly $28.46 for "buy" trades and estimated average "sell" price is $15. Oaktree Capital Management first purchased FTAI-OLD in 2021 Q1, initially acquiring about 1.64M shares. Since the initial investment in FTAI AVIATION INVESTORS LLC (FTAI-OLD), Oaktree Capital Management has made 3 more transactions.

When did Howard Marks sell FTAI AVIATION INVESTORS LLC (FTAI-OLD)?

Howard Marks sold off the entire FTAI AVIATION INVESTORS LLC (FTAI-OLD) position in 2022 Q4.

When did Howard Marks buy FTAI AVIATION INVESTORS LLC (FTAI-OLD)?

Howard Marks first invested in FTAI AVIATION INVESTORS LLC (FTAI-OLD) in 2021 Q1 at the reported quarter-end price of $28.19 per share.

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

The estimated cost basis for FTAI AVIATION INVESTORS LLC (FTAI-OLD) stake is around $28.46 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$28.46
Weighted AVG sell price:
$15.00

Howard Marks's historical trades in FTAI AVIATION INVESTORS LLC

4 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2022 Q4
0.00%
0
$14.99
-100% (-2,033,110)
-0.35%
2021 Q3
0.76%
2,033,110
$25.38
$51,600,000
+10.31% (+190,000)
+0.07%
2021 Q2
0.83%
1,843,110
$33.55
$61,836,000
+12.17% (+200,000)
+0.09%
2021 Q1
0.65%
1,643,110
$28.19
$46,319,000
new
+0.65%
* 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.