Oaktree Capital Management LP Buys Eagle Bulk Shipping Inc, Infinera Corp, Ally Financial Inc, Sells Tribune Media Co, Energy XXI Gulf Coast Inc, Fortive Corp

Los Angeles, CA, based Investment company Oaktree Capital Management LP buys Eagle Bulk Shipping Inc, Infinera Corp, Ally Financial Inc, Caesars Entertainment Corp, Alibaba Group Holding, Itau Unibanco Holding SA, Bonanza Creek Energy Inc, Contura Energy Inc, Dominion Energy Inc, C&J Energy Services Inc, Halcon Resources Corp, Yandex NV, Cimarex Energy Co, Rowan PLC, DTE Energy Co, YETI Holdings Inc, Yum China Holdings Inc, MGIC Investment Corp, iShares iBoxx $ High Yield Corporate Bond, Telecom Argentina SA, Vistra Energy Corp, Sempra Energy, Pampa Energia SA, Transportadora de Gas del Sur SA, sells Tribune Media Co, Energy XXI Gulf Coast Inc, Fortive Corp, Super Micro Computer Inc, Becton, Dickinson and Co, Bank Bradesco SA, Petroleo Brasileiro SA Petrobras, Hess Corp, Ctrip.com International, U.S. Well Services Inc, Sempra Energy, Infosys, Stanley Black & Decker Inc, South Jersey Industries Inc, Northern Oil & Gas Inc, Crown Castle International Corp, Azul SA, Anglogold Ashanti, SIGA Technologies Inc, Bank of America Corporation, International Flavors & Fragrances Inc, Cumulus Media Inc during the 3-months ended 2018Q4, according to the most recent filings of the investment company, Oaktree Capital Management LP. As of 2018Q4, Oaktree Capital Management LP owns 84 stocks with a total value of $3.8 billion. These are the details of the buys and sells.

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

These are the top 5 holdings of Howard Marks
  1. Vistra Energy Corp (VST) - 30,157,877 shares, 18.34% of the total portfolio. Shares reduced by 15.56%
  2. TORM PLC (TRMD) - 47,600,172 shares, 8.50% of the total portfolio.
  3. Star Bulk Carriers Corp. (SBLK) - 34,161,751 shares, 8.30% of the total portfolio. Shares added by 11.79%
  4. Ally Financial Inc (ALLY) - 11,723,541 shares, 7.06% of the total portfolio. Shares added by 34.56%
  5. Taiwan Semiconductor Manufacturing Co Ltd (TSM) - 3,848,577 shares, 3.77% of the total portfolio. Shares added by 6.14%
New Purchase: Infinera Corp (INFN)

Oaktree Capital Management LP initiated holding in Infinera Corp. The purchase prices were between $3.67 and $6.39, with an estimated average price of $4.96. The stock is now traded at around $4.99. The impact to a portfolio due to this purchase was 2.22%. The holding were 20,975,384 shares as of .

New Purchase: Caesars Entertainment Corp (CZR)

Oaktree Capital Management LP initiated holding in Caesars Entertainment Corp. The purchase prices were between $5.9 and $10.33, with an estimated average price of $8.35. The stock is now traded at around $9.15. The impact to a portfolio due to this purchase was 1.8%. The holding were 10,000,000 shares as of .

New Purchase: Alibaba Group Holding Ltd (BABA)

Oaktree Capital Management LP initiated holding in Alibaba Group Holding Ltd. The purchase prices were between $131.89 and $163.74, with an estimated average price of $147.56. The stock is now traded at around $166.15. The impact to a portfolio due to this purchase was 1.16%. The holding were 318,380 shares as of .

New Purchase: Contura Energy Inc (CTRA)

Oaktree Capital Management LP initiated holding in Contura Energy Inc. The purchase prices were between $62 and $79.25, with an estimated average price of $70.51. The stock is now traded at around $62.99. The impact to a portfolio due to this purchase was 0.62%. The holding were 355,590 shares as of .

New Purchase: C&J Energy Services Inc (CJ)

Oaktree Capital Management LP initiated holding in C&J Energy Services Inc. The purchase prices were between $12.67 and $22.2, with an estimated average price of $17.67. The stock is now traded at around $16.98. The impact to a portfolio due to this purchase was 0.48%. The holding were 1,325,000 shares as of .

New Purchase: Yandex NV (YNDX)

Oaktree Capital Management LP initiated holding in Yandex NV. The purchase prices were between $25.81 and $35.88, with an estimated average price of $29.25. The stock is now traded at around $31.47. The impact to a portfolio due to this purchase was 0.44%. The holding were 600,903 shares as of .

Added: Eagle Bulk Shipping Inc (EGLE)

Oaktree Capital Management LP added to a holding in Eagle Bulk Shipping Inc by 3224.52%. The purchase prices were between $4.2 and $5.72, with an estimated average price of $4.81. The stock is now traded at around $4.83. The impact to a portfolio due to this purchase was 3.1%. The holding were 26,109,536 shares as of .

Added: Ally Financial Inc (ALLY)

Oaktree Capital Management LP added to a holding in Ally Financial Inc by 34.56%. The purchase prices were between $20.74 and $27.04, with an estimated average price of $24.91. The stock is now traded at around $27.01. The impact to a portfolio due to this purchase was 1.81%. The holding were 11,723,541 shares as of .

Added: Itau Unibanco Holding SA (ITUB)

Oaktree Capital Management LP added to a holding in Itau Unibanco Holding SA by 45.98%. The purchase prices were between $7.65 and $9.34, with an estimated average price of $8.86. The stock is now traded at around $10.12. The impact to a portfolio due to this purchase was 0.84%. The holding were 11,002,800 shares as of .

Added: Bonanza Creek Energy Inc (BCEI)

Oaktree Capital Management LP added to a holding in Bonanza Creek Energy Inc by 197.64%. The purchase prices were between $18.93 and $30.66, with an estimated average price of $26.14. The stock is now traded at around $24.47. The impact to a portfolio due to this purchase was 0.62%. The holding were 1,700,156 shares as of .

Added: Dominion Energy Inc (DCUD)

Oaktree Capital Management LP added to a holding in Dominion Energy Inc by 452.06%. The purchase prices were between $47.2 and $49.69, with an estimated average price of $48.4. The stock is now traded at around $48.37. The impact to a portfolio due to this purchase was 0.56%. The holding were 535,500 shares as of .

Added: Halcon Resources Corp (HK)

Oaktree Capital Management LP added to a holding in Halcon Resources Corp by 805.51%. The purchase prices were between $1.53 and $4.61, with an estimated average price of $3.07. The stock is now traded at around $1.89. The impact to a portfolio due to this purchase was 0.46%. The holding were 11,500,000 shares as of .

Sold Out: Fortive Corp (FTVPA.PFD)

Oaktree Capital Management LP sold out a holding in Fortive Corp. The sale prices were between $872.45 and $1077.99, with an estimated average price of $982.62.

Sold Out: Energy XXI Gulf Coast Inc (EGC)

Oaktree Capital Management LP sold out a holding in Energy XXI Gulf Coast Inc. The sale prices were between $7.63 and $9.1, with an estimated average price of $8.42.

Sold Out: Super Micro Computer Inc (SMCI)

Oaktree Capital Management LP sold out a holding in Super Micro Computer Inc. The sale prices were between $11.65 and $21.46, with an estimated average price of $14.17.

Sold Out: Bank Bradesco SA (BBD)

Oaktree Capital Management LP sold out a holding in Bank Bradesco SA. The sale prices were between $7.57 and $10, with an estimated average price of $9.32.

Sold Out: Hess Corp (HESPA.PFD)

Oaktree Capital Management LP sold out a holding in Hess Corp. The sale prices were between $46.47 and $82.08, with an estimated average price of $63.46.

Sold Out: Ctrip.com International Ltd (CTRP)

Oaktree Capital Management LP sold out a holding in Ctrip.com International Ltd. The sale prices were between $25.27 and $38.65, with an estimated average price of $30.24.

Reduced: Tribune Media Co (TRCO)

Oaktree Capital Management LP reduced to a holding in Tribune Media Co by 99.27%. The sale prices were between $36.83 and $45.38, with an estimated average price of $40.61. The stock is now traded at around $46.43. The impact to a portfolio due to this sale was -3.86%. Oaktree Capital Management LP still held 39,551 shares as of .

Reduced: Becton, Dickinson and Co (BDXA.PFD)

Oaktree Capital Management LP reduced to a holding in Becton, Dickinson and Co by 65.68%. The sale prices were between $54.77 and $66.16, with an estimated average price of $60.09. The stock is now traded at around $60.91. The impact to a portfolio due to this sale was -0.53%. Oaktree Capital Management LP still held 224,820 shares as of .

Reduced: Petroleo Brasileiro SA Petrobras (PBR.A)

Oaktree Capital Management LP reduced to a holding in Petroleo Brasileiro SA Petrobras by 31.75%. The sale prices were between $10.86 and $15.12, with an estimated average price of $13.07. The stock is now traded at around $14.45. The impact to a portfolio due to this sale was -0.5%. Oaktree Capital Management LP still held 5,552,116 shares as of .

Reduced: Infosys Ltd (INFY)

Oaktree Capital Management LP reduced to a holding in Infosys Ltd by 28.94%. The sale prices were between $8.97 and $10.27, with an estimated average price of $9.52. The stock is now traded at around $10.76. The impact to a portfolio due to this sale was -0.25%. Oaktree Capital Management LP still held 3,308,499 shares as of .

Reduced: South Jersey Industries Inc (SJIU)

Oaktree Capital Management LP reduced to a holding in South Jersey Industries Inc by 69%. The sale prices were between $46.47 and $56.8, with an estimated average price of $51.76. The stock is now traded at around $50.70. The impact to a portfolio due to this sale was -0.21%. Oaktree Capital Management LP still held 93,000 shares as of .

Reduced: Northern Oil & Gas Inc (NOG)

Oaktree Capital Management LP reduced to a holding in Northern Oil & Gas Inc by 59.23%. The sale prices were between $1.95 and $4.33, with an estimated average price of $2.9. The stock is now traded at around $2.56. The impact to a portfolio due to this sale was -0.2%. Oaktree Capital Management LP still held 1,789,667 shares as of .



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