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Howard Marks

Oaktree Capital Management

Howard Marks SmartRent Inc stake

total: 853

Oaktree Capital Management SMRT trades

Total transactions:
5
New positions:
1
Added:
4
Held since:
2022 Q1
Held for:
18 quarters
Latest activity:
2023 Q1
According to 2026 Q2 report, Howard Marks holds 7,505,294 SmartRent Inc (SMRT) shares with a market value of roughly $8.93M accounting for 0.17% of the overall portfolio. To date, the estimated cost basis is nearly $3.42 for "buy" trades. Oaktree Capital Management first purchased SMRT in 2022 Q1, initially acquiring about 1.57M shares. Since the initial investment in SmartRent Inc (SMRT), Oaktree Capital Management has made 4 more transactions.

How many SMRT shares does Howard Marks currently hold?

According to 2026 Q2 report, Howard Marks holds 7,505,294 shares of SmartRent Inc (SMRT), valued at around $8.93M.

When did Howard Marks buy SmartRent Inc (SMRT)?

Howard Marks first invested in SmartRent Inc (SMRT) in 2022 Q1 at the reported quarter-end price of $5.06 per share.

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

The estimated cost basis for SmartRent Inc (SMRT) stake is around $3.42 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$3.42

Howard Marks's historical trades in SmartRent Inc

5 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2023 Q1
0.22%
7,505,294
$2.55
$19,138,502
+71.37% (+3,125,820)
+0.09%
2022 Q4
0.12%
4,379,474
$2.43
$10,642,122
+18.58% (+686,334)
+0.02%
2022 Q3
0.09%
3,693,140
$2.27
$8,383,000
+22.83% (+686,333)
+0.02%
2022 Q2
0.16%
3,006,807
$4.52
$13,590,000
+91.39% (+1,435,760)
+0.08%
2022 Q1
0.08%
1,571,047
$5.06
$7,949,000
new
+0.08%
* 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.