AU
ANGLOGOLD ASHANTI PLC
ANGLOGOLD ASHANTI PLC historical holders
total: 2
Oaktree Capital Management ANGLOGOLD ASHANTI PLC transactions over time
- Total transactions:
- 11
- New positions:
- 1
- Added:
- 3
- Reduced:
- 7
- Held since:
- 2023 Q3
- Held for:
- 11 quarters
- Latest activity:
- 2026 Q1
Howard Marks has been an institutional investor in ANGLOGOLD ASHANTI PLC (AU) since 2023 Q3. According to 2026 Q1 report, Howard Marks holds 3,223,092 shares with a market value of roughly $313.80M representing 5.31% of their equity portfolio. The fund/company first acquired AU in 2023 Q3, initially purchasing about 5.43M shares. Since the initial investment, Oaktree Capital Management has made 10 more transactions in this position.
Does Howard Marks still hold AU?
Yes, Howard Marks continues to hold ANGLOGOLD ASHANTI PLC (AU). According to their 2026 Q1 report, they maintain a position of 3,223,092 shares valued at approximately $313.80M, representing 5.31% of their equity portfolio.
When did Howard Marks first invest in AU?
Howard Marks first invested in ANGLOGOLD ASHANTI PLC (AU) in 2023 Q3 at the reported quarter-end price of $15.80 per share, acquiring 5,428,819 shares in their initial purchase.
What is Howard Marks's average cost basis for AU?
Based on historical transaction data, Howard Marks's estimated cost basis for ANGLOGOLD ASHANTI PLC (AU) is approximately $16.62 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $16.62
- Weighted AVG sell price:
- $61.31
AU transactions history by Oaktree Capital Management
11 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
5.31%
|
3,223,092
|
$97.36
|
$313,800,237
|
-16.24% (-624,899)
|
-0.99%
|
|
2025 Q4
|
5.32%
|
3,847,991
|
$85.28
|
$328,156,672
|
-8.06% (-337,270)
|
-0.48%
|
|
2025 Q3
|
4.91%
|
4,185,261
|
$70.33
|
$294,349,406
|
-15.41% (-762,476)
|
-1.06%
|
|
2025 Q2
|
4.47%
|
4,947,737
|
$45.57
|
$225,468,375
|
-9.46% (-517,114)
|
-0.48%
|
|
2025 Q1
|
4.12%
|
5,464,851
|
$37.12
|
$202,855,269
|
-1.67% (-92,700)
|
-0.07%
|
|
2024 Q4
|
2.44%
|
5,557,551
|
$23.08
|
$128,268,277
|
-1.77% (-99,900)
|
-0.04%
|
|
2024 Q3
|
2.51%
|
5,657,451
|
$26.63
|
$150,657,920
|
-10.61% (-671,437)
|
-0.31%
|
|
2024 Q2
|
2.74%
|
6,328,888
|
$25.13
|
$159,044,955
|
+5.48% (+328,837)
|
+0.14%
|
|
2024 Q1
|
2.14%
|
6,000,051
|
$22.20
|
$133,201,132
|
+2.13% (+125,100)
|
+0.04%
|
|
2023 Q4
|
1.72%
|
5,874,951
|
$18.69
|
$109,802,834
|
+8.22% (+446,132)
|
+0.13%
|
|
2023 Q3
|
1.30%
|
$15.80
|
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.
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.