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Howard Marks

Oaktree Capital Management

Howard Marks M/I Homes Inc stake

total: 853

Oaktree Capital Management MHO trades

Total transactions:
2
New positions:
1
Sold out:
1
Held since:
2022 Q2
Held for:
3 quarters
Latest activity:
2023 Q1
According to 2026 Q2 report, Howard Marks doesn't hold any M/I Homes Inc (MHO) shares. To date, the estimated cost basis is nearly $39.66 for "buy" trades and estimated average "sell" price is $46.18. Oaktree Capital Management first purchased MHO in 2022 Q2, initially acquiring 210,000 shares. Since the initial investment in M/I Homes Inc (MHO), Oaktree Capital Management has made 1 more transaction.

When did Howard Marks sell M/I Homes Inc (MHO)?

Howard Marks sold off the entire M/I Homes Inc (MHO) position in 2023 Q1.

When did Howard Marks buy M/I Homes Inc (MHO)?

Howard Marks first invested in M/I Homes Inc (MHO) in 2022 Q2 at the reported quarter-end price of $39.66 per share.

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

The estimated cost basis for M/I Homes Inc (MHO) stake is around $39.66 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$39.66
Weighted AVG sell price:
$46.18

Howard Marks's historical trades in M/I Homes Inc

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2023 Q1
0.00%
0
$46.18
-100% (-210,000)
-0.11%
2022 Q2
0.10%
210,000
$39.66
$8,328,000
new
+0.1%
* 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.