Howard Marks' Oaktree Capital Management reduced its SunOpta Inc (STKL) position by 100% in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake went from 20.7M to 74.3K shares, worth about $406.5K, and from 2.27% to 0.01% of the reported portfolio.
What did the 2026 Q2 filing report for STKL?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 20.7M | 74.3K |
| Shares sold | -20.7M (100%) | |
| Reported value | $134.2M | $406.5K |
| Portfolio weight | 2.27% | 0.01% |
| Rank in portfolio | 48th of 51 |
How much did Howard Marks cut STKL?
Howard Marks sold 20.7M shares of STKL during 2026 Q2, cutting the stake from 20.7M to 74.3K. The reported value of the position fell by about $133.8M, from about $134.2M to about $406.5K.
Where does STKL sit in the Howard Marks portfolio?
STKL ranks 48th of 51 stock positions in the Howard Marks portfolio at 0.01%, below the fund's average stock position of 1%. The STKL cut was the 3rd largest of the quarter's 47 position changes by percent change to portfolio. The largest stock position is TRMD at 9.87%. Next come EXE at 8.99% and GTX at 5.18%. The three largest stocks together are 24.05% of the book. Across the 2026 Q2 portfolio, Howard Marks reported 51 stock positions, with 10 opened and 11 closed. The total portfolio value is about $5.3B, down 10% from the prior quarter.
How long has Howard Marks held STKL?
Howard Marks first reported STKL in the quarter ended March 31, 2017. The weight peaked at 4.27% in 2021 Q1. The share count had been unchanged the quarter before. Every reported trade is on the Howard Marks STKL trade history page.
FAQ
How many STKL shares did Howard Marks sell in 2026 Q2?
Howard Marks sold 20.7M shares of STKL, 100% of the position, leaving 74.3K shares.
What remains of the STKL position of Howard Marks?
Howard Marks still holds 74.3K shares of STKL, worth about $406.5K at June 30, 2026 prices.
How much of the Howard Marks portfolio is STKL now?
STKL is 0.01% of the Howard Marks portfolio, down from 2.27% a quarter earlier.