Oaktree Capital Management LP Buys Taylor Morrison Home Corp, Ally Financial Inc, Alibaba Group Holding, Sells BRF SA, YPF SA, YETI Holdings Inc

• New Purchases: TMHC, BIDU, LBTYK, PBR, SRLP, ERI, BATL, WMB, MELI, SQM, VVR, EFT, IIM, VMO, JFR, HFRO, ASC, FRA, EFR, BAK, EVF, ORCC, MDRIQ,
• Added Positions: ALLY, VST, BABA, SMCI, INFN, TSM, CX, AFYA, TV, TRMD, SBLK, MTG, ITUB, AU, AZUL, PBR.A, BBD, PAM, TEO, VIST, TGS, INDA, VEON, LOMA,
• Reduced Positions: BRFS, IBN, CEO, BCEI, MX, CCIPA.PFD, QTSPB.PFD, NEEPO, DHRPA.PFD,
• Sold Out: YPF, YETI, HUYA, VRS, AVGOP.PFD, FTVPA.PFD, SREPB.PFD, BACPL.PFD, SOLN, BDXA.PFD, DCUE, WFCPL.PFD, FPI, WTRU, XOG,

For the details of Howard Marks's stock buys and sells, go to https://www.gurufocus.com/guru/howard+marks/current-portfolio/portfolio

1. Vistra Energy Corp (VST) - 30,278,055 shares, 16.67% of the total portfolio. Shares added by 11.00%
2. TORM PLC (TRMD) - 48,900,506 shares, 14.34% of the total portfolio. Shares added by 1.32%
3. Star Bulk Carriers Corp. (SBLK) - 39,006,017 shares, 7.59% of the total portfolio. Shares added by 2.48%
4. Ally Financial Inc (ALLY) - 14,318,541 shares, 7.13% of the total portfolio. Shares added by 30.84%
5. Taiwan Semiconductor Manufacturing Co Ltd (TSM) - 3,457,927 shares, 5.70% of the total portfolio. Shares added by 15.03%

Oaktree Capital Management LP initiated holding in Taylor Morrison Home Corp. The purchase prices were between $7.05 and $28.3, with an estimated average price of $21.65. The stock is now traded at around $14.66. The impact to a portfolio due to this purchase was 1.83%. The holding were 4,825,000 shares as of .

Oaktree Capital Management LP initiated holding in Baidu Inc. The purchase prices were between $83.62 and $144.51, with an estimated average price of $122.37. The stock is now traded at around $97.50. The impact to a portfolio due to this purchase was 1.16%. The holding were 332,415 shares as of .

Oaktree Capital Management LP initiated holding in Liberty Global PLC. The purchase prices were between $14.75 and $21.8, with an estimated average price of $18.87. The stock is now traded at around $21.26. The impact to a portfolio due to this purchase was 1.08%. The holding were 2,000,000 shares as of .

Oaktree Capital Management LP initiated holding in Petroleo Brasileiro SA Petrobras. The purchase prices were between $4.31 and $16.27, with an estimated average price of $12.09. The stock is now traded at around $6.30. The impact to a portfolio due to this purchase was 0.71%. The holding were 3,728,093 shares as of .

Oaktree Capital Management LP initiated holding in Sprague Resources LP. The purchase prices were between $10.27 and $17.3, with an estimated average price of $14.67. The stock is now traded at around $13.54. The impact to a portfolio due to this purchase was 0.61%. The holding were 1,350,000 shares as of .

Oaktree Capital Management LP initiated holding in Eldorado Resorts Inc. The purchase prices were between $7.1 and $69.47, with an estimated average price of $47.55. The stock is now traded at around $22.64. The impact to a portfolio due to this purchase was 0.5%. The holding were 1,000,000 shares as of .

Oaktree Capital Management LP added to a holding in Ally Financial Inc by 30.84%. The purchase prices were between $11.7 and $33.06, with an estimated average price of $26.51. The stock is now traded at around $15.41. The impact to a portfolio due to this purchase was 1.68%. The holding were 14,318,541 shares as of .

Oaktree Capital Management LP added to a holding in Alibaba Group Holding Ltd by 141.19%. The purchase prices were between $176.34 and $230.48, with an estimated average price of $209.23. The stock is now traded at around $201.35. The impact to a portfolio due to this purchase was 1.53%. The holding were 390,681 shares as of .

Oaktree Capital Management LP added to a holding in Super Micro Computer Inc by 44.56%. The purchase prices were between $15.98 and $29.46, with an estimated average price of $25.34. The stock is now traded at around $23.52. The impact to a portfolio due to this purchase was 0.79%. The holding were 3,469,505 shares as of .

Oaktree Capital Management LP added to a holding in Infinera Corp by 20.02%. The purchase prices were between $3.86 and $8.33, with an estimated average price of $6.91. The stock is now traded at around $4.28. The impact to a portfolio due to this purchase was 0.77%. The holding were 25,175,384 shares as of .

Oaktree Capital Management LP added to a holding in Cemex SAB de CV by 75.50%. The purchase prices were between $1.63 and $4.35, with an estimated average price of $3.41. The stock is now traded at around $1.93. The impact to a portfolio due to this purchase was 0.48%. The holding were 15,194,909 shares as of .

Oaktree Capital Management LP added to a holding in Afya Ltd by 96.44%. The purchase prices were between $13.99 and $30.2, with an estimated average price of $24.93. The stock is now traded at around $19.99. The impact to a portfolio due to this purchase was 0.47%. The holding were 1,439,762 shares as of .

Oaktree Capital Management LP sold out a holding in YPF SA. The sale prices were between $2.57 and $11.58, with an estimated average price of $8.22.

Oaktree Capital Management LP sold out a holding in YETI Holdings Inc. The sale prices were between $15.58 and $37.91, with an estimated average price of $29.85.

Oaktree Capital Management LP sold out a holding in HUYA Inc. The sale prices were between $12.36 and $21.05, with an estimated average price of $18.63.

Oaktree Capital Management LP sold out a holding in Verso Corp. The sale prices were between $10.71 and $19.13, with an estimated average price of $15.7.

Oaktree Capital Management LP sold out a holding in Broadcom Inc. The sale prices were between $647.29 and $1201.94, with an estimated average price of $1074.02.

Oaktree Capital Management LP sold out a holding in Sempra Energy. The sale prices were between $76.5 and $125.59, with an estimated average price of $113.14.