Current position

Howard Marks’s Alvotech Sa (ALVO) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Oaktree Capital Management LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2022Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares7.76MHighest verified quarter-end share count
Quarters reported17Verified quarters with shares above zero
What happened?

Oaktree Capital Management LP first reported Alvotech Sa in Q2 2022. The reported position was increased and reduced across later filings. Oaktree Capital Management LP currently reports 97.98K shares. The latest verified filing showed: Sold 59.2% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 59.2% of the position−142.06K shares · 97.98K shares remained
Filing context

Quarter-end price $3.69 · Estimated holding basis $9.25

Q1 2026
Sold 55.0% of the position−293.62K shares · 240.04K shares remained
Filing context

Quarter-end price $1.41 · Estimated holding basis $9.25

Q4 2025
Sold 65.9% of the position−1.03M shares · 533.66K shares remained
Filing context

Quarter-end price $3.79 · Estimated holding basis $9.25

Q2 2025
Sold 16.3% of the position−304.81K shares · 1.56M shares remained
Filing context

Quarter-end price $9.12 · Estimated holding basis $9.25

Q1 2025
Sold 3.0% of the position−57.22K shares · 1.87M shares remained
Filing context

Quarter-end price $9.67 · Estimated holding basis $9.25

Q4 2024
Sold 23.9% of the position−606.32K shares · 1.93M shares remained
Filing context

Quarter-end price $13.23 · Estimated holding basis $9.25

4 unchanged quarters are collapsed by default.

Portfolio importance

How important is Alvotech Sa in Oaktree Capital Management LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight0.0%Q2 2026
Current rank#136of 138 reported positions
Peak portfolio weight1.1%Q1 2023
Best historical rank#18Q1 2023
At peak importanceQ1 2023
ALVO
1.1%
Largest holding
18.6%
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$5.102026-09-16

Market context only; not an investor transaction price.

Latest filing quarter-end price$3.69Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$9.25Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Oaktree Capital Management LP’s Form 13F disclosures, not Howard Marks’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.