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Howard Marks

Oaktree Capital Management

Howard Marks LIBERTY INTERACTIVE CORP SER A LIBERTY VENTURES COM STK(DE) stake

total: 853

Oaktree Capital Management LVNTA trades

Total transactions:
7
New positions:
1
Sold out:
1
Added:
2
Reduced:
3
Held since:
2015 Q1
Held for:
12 quarters
Latest activity:
2018 Q1
According to 2026 Q2 report, Howard Marks doesn't hold any LIBERTY INTERACTIVE CORP SER A LIBERTY VENTURES COM STK(DE) (LVNTA) shares. To date, the estimated cost basis is nearly $40.11 for "buy" trades and estimated average "sell" price is $46.71. Oaktree Capital Management first purchased LVNTA in 2015 Q1, initially acquiring 308,196 shares. Since the initial investment in LIBERTY INTERACTIVE CORP SER A LIBERTY VENTURES COM STK(DE) (LVNTA), Oaktree Capital Management has made 6 more transactions.

When did Howard Marks sell LIBERTY INTERACTIVE CORP SER A LIBERTY VENTURES COM STK(DE) (LVNTA)?

Howard Marks sold off the entire LIBERTY INTERACTIVE CORP SER A LIBERTY VENTURES COM STK(DE) (LVNTA) position in 2018 Q1.

When did Howard Marks buy LIBERTY INTERACTIVE CORP SER A LIBERTY VENTURES COM STK(DE) (LVNTA)?

Howard Marks first invested in LIBERTY INTERACTIVE CORP SER A LIBERTY VENTURES COM STK(DE) (LVNTA) in 2015 Q1 at the reported quarter-end price of $42.01 per share.

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

The estimated cost basis for LIBERTY INTERACTIVE CORP SER A LIBERTY VENTURES COM STK(DE) (LVNTA) stake is around $40.11 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$40.10
Weighted AVG sell price:
$46.71

Howard Marks's historical trades in LIBERTY INTERACTIVE CORP SER A LIBERTY VENTURES COM STK(DE)

7 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2018 Q1
0.00%
$54.24
-100% (-150,000)
2017 Q4
0.13%
$54.24
-50.00% (-150,000)
2017 Q2
0.26%
$52.29
-49.52% (-294,270)
2016 Q4
0.33%
$36.87
-40.00% (-396,180)
2016 Q1
0.70%
$39.12
+13.19% (+115,450)
2015 Q2
0.40%
$39.27
+183.91% (+566,804)
2015 Q1
0.14%
$42.01
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.