Oaktree Capital Management LP Buys Americold Realty Trust, Vale SA, Lufax Holding, Sells Taiwan Semiconductor Manufacturing Co, Montrose Environmental Group Inc, Baidu Inc

• New Purchases: COLD, LU, LBRDK, OAS, CRC,
• Added Positions: VALE, BBD, ITUB, PBR, AZUL, EQR, AU, TV, MX, CX, NMIH, IBN, SMCI, MTG, AFYA, AMX, LEA,
• Reduced Positions: TSM, MELI, UNIT, ALLY, KC, COOP, INDA, HFRO,
• Sold Out: MEG, BIDU, CEO, SQM, JQC, CCS, GTXMQ, GLIBA, GTH, BACPL.PFD, FRA, XPEV, API, JFR, VVR, EFR, MSGE, VTA, SIGA, CPLP, DSSI,

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 Corp (VST) - 30,278,055 shares, 12.77% of the total portfolio.
2. Ally Financial Inc (ALLY) - 14,026,541 shares, 10.73% of the total portfolio. Shares reduced by 2.04%
3. Americold Realty Trust (COLD) - 11,771,646 shares, 9.43% of the total portfolio. New Position
4. TORM PLC (TRMD) - 53,812,988 shares, 8.54% of the total portfolio. Shares added by 0.87%
5. Star Bulk Carriers Corp. (SBLK) - 39,006,017 shares, 7.39% of the total portfolio.

Oaktree Capital Management LP initiated holding in Americold Realty Trust. The purchase prices were between $33.33 and $39.13, with an estimated average price of $35.96. The stock is now traded at around $35.520000. The impact to a portfolio due to this purchase was 9.43%. The holding were 11,771,646 shares as of 2020-12-31.

Oaktree Capital Management LP initiated holding in Lufax Holding Ltd. The purchase prices were between $12.66 and $19.72, with an estimated average price of $14.96. The stock is now traded at around $17.430000. The impact to a portfolio due to this purchase was 0.81%. The holding were 2,645,651 shares as of 2020-12-31.

Oaktree Capital Management LP initiated holding in Liberty Broadband Corp. The purchase prices were between $135.85 and $164.99, with an estimated average price of $152.25. The stock is now traded at around $150.390000. The impact to a portfolio due to this purchase was 0.3%. The holding were 86,999 shares as of 2020-12-31.

Oaktree Capital Management LP initiated holding in Oasis Petroleum Inc. The purchase prices were between $31 and $39.23, with an estimated average price of $36.74. The stock is now traded at around $51.180000. The impact to a portfolio due to this purchase was 0.23%. The holding were 285,918 shares as of 2020-12-31.

Oaktree Capital Management LP initiated holding in California Resources Corp. The purchase prices were between $11.4 and $26.75, with an estimated average price of $18.43. The stock is now traded at around $26.440000. The impact to a portfolio due to this purchase was 0.09%. The holding were 172,465 shares as of 2020-12-31.

Oaktree Capital Management LP added to a holding in Vale SA by 55.21%. The purchase prices were between $10.39 and $17.37, with an estimated average price of $13.37. The stock is now traded at around $18.030000. The impact to a portfolio due to this purchase was 0.86%. The holding were 6,756,996 shares as of 2020-12-31.

Oaktree Capital Management LP added to a holding in Bank Bradesco SA by 94.24%. The purchase prices were between $3.44 and $5.39, with an estimated average price of $4.44. The stock is now traded at around $4.720000. The impact to a portfolio due to this purchase was 0.78%. The holding were 14,261,189 shares as of 2020-12-31.

Oaktree Capital Management LP added to a holding in Itau Unibanco Holding SA by 29.81%. The purchase prices were between $3.98 and $6.3, with an estimated average price of $5.16. The stock is now traded at around $5.180000. The impact to a portfolio due to this purchase was 0.77%. The holding were 25,728,310 shares as of 2020-12-31.

Oaktree Capital Management LP added to a holding in Petroleo Brasileiro SA Petrobras by 55.53%. The purchase prices were between $6.47 and $11.37, with an estimated average price of $8.9. The stock is now traded at around $10.700000. The impact to a portfolio due to this purchase was 0.54%. The holding were 6,311,209 shares as of 2020-12-31.

Oaktree Capital Management LP added to a holding in Azul SA by 35.30%. The purchase prices were between $11.85 and $24.68, with an estimated average price of $17.99. The stock is now traded at around $24.380000. The impact to a portfolio due to this purchase was 0.29%. The holding were 2,262,454 shares as of 2020-12-31.

Oaktree Capital Management LP added to a holding in Equity Residential by 67.37%. The purchase prices were between $46.24 and $63.37, with an estimated average price of $56.55. The stock is now traded at around $67.180000. The impact to a portfolio due to this purchase was 0.25%. The holding were 477,000 shares as of 2020-12-31.

Oaktree Capital Management LP sold out a holding in Montrose Environmental Group Inc. The sale prices were between $22.47 and $34.71, with an estimated average price of $28.49.

Oaktree Capital Management LP sold out a holding in Baidu Inc. The sale prices were between $124.62 and $219.63, with an estimated average price of $148.88.

Oaktree Capital Management LP sold out a holding in CNOOC Ltd. The sale prices were between $86.17 and $124.01, with an estimated average price of $98.92.

Oaktree Capital Management LP sold out a holding in Sociedad Quimica Y Minera De Chile SA. The sale prices were between $32.51 and $49.74, with an estimated average price of $42.28.

Oaktree Capital Management LP sold out a holding in Nuveen Credit Strategies Income Fund. The sale prices were between $5.79 and $6.45, with an estimated average price of $6.11.

Oaktree Capital Management LP sold out a holding in Century Communities Inc. The sale prices were between $38.84 and $47.6, with an estimated average price of $44.06.