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Vulcan Infrastructure and Power Inc

VIP-OLD

Vulcan Infrastructure and Power Inc

Vulcan Infrastructure and Power Inc historical holders

total: 2

Oaktree Capital Management Vulcan Infrastructure and Power Inc transactions over time

Total transactions:
6
New positions:
1
Sold out:
1
Added:
3
Reduced:
1
Held since:
2014 Q1
Held for:
12 quarters
Latest activity:
2017 Q1
Howard Marks has been an institutional investor in Vulcan Infrastructure and Power Inc (VIP-OLD) since 2014 Q1. According to 2026 Q2 report, Howard Marks doesn't hold any shares. The fund/company first acquired VIP-OLD in 2014 Q1, initially purchasing 260,000 shares. Since the initial investment, Oaktree Capital Management has made 5 more transactions in this position.

When did Howard Marks exit their VIP-OLD position?

Howard Marks no longer holds Vulcan Infrastructure and Power Inc (VIP-OLD). They sold off their entire position in 2017 Q1, closing out an investment that began in 2014 Q1.

When did Howard Marks first invest in VIP-OLD?

Howard Marks first invested in Vulcan Infrastructure and Power Inc (VIP-OLD) in 2014 Q1 at the reported quarter-end price of $9.03 per share, acquiring 260,000 shares in their initial purchase.

What is Howard Marks's average cost basis for VIP-OLD?

Based on historical transaction data, Howard Marks's estimated cost basis for Vulcan Infrastructure and Power Inc (VIP-OLD) is approximately $4.97 per share. This represents their average reported price* across all buy transactions.

Estimated cost basis*

Weighted AVG buy price:
$4.97
Weighted AVG sell price:
$3.85

VIP-OLD transactions history by Oaktree Capital Management

6 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2017 Q1
0.00%
$3.85
-100% (-4,642,818)
2016 Q4
0.27%
$3.85
-5.16% (-252,455)
2016 Q3
0.24%
$3.48
+191.58% (+3,216,373)
2014 Q4
0.07%
$4.18
+19.07% (+268,900)
2014 Q2
0.21%
$8.40
+442.31% (+1,150,000)
2014 Q1
0.04%
$9.03
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.