Current position

Howard Marks’s Anglogold Ashanti Plc (AU) 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 reportedQ3 2023Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares6.33MHighest verified quarter-end share count
Quarters reported12Verified quarters with shares above zero
What happened?

Oaktree Capital Management LP first reported Anglogold Ashanti Plc in Q3 2023. The reported position was increased and reduced across later filings. Oaktree Capital Management LP currently reports 3.18M shares. The latest verified filing showed: Sold 1.4% 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 1.4% of the position−44.00K shares · 3.18M shares remained
Filing context

Quarter-end price $80.89 · Estimated holding basis $16.61

Q1 2026
Sold 16.2% of the position−624.90K shares · 3.22M shares remained
Filing context

Quarter-end price $97.36 · Estimated holding basis $16.61

Q4 2025
Sold 8.1% of the position−337.27K shares · 3.85M shares remained
Filing context

Quarter-end price $85.28 · Estimated holding basis $16.61

Q3 2025
Sold 15.4% of the position−762.48K shares · 4.19M shares remained
Filing context

Quarter-end price $70.33 · Estimated holding basis $16.61

Q2 2025
Sold 9.5% of the position−517.11K shares · 4.95M shares remained
Filing context

Quarter-end price $45.57 · Estimated holding basis $16.61

Q1 2025
Sold 1.7% of the position−92.70K shares · 5.46M shares remained
Filing context

Quarter-end price $37.12 · Estimated holding basis $16.61

Portfolio importance

How important is Anglogold Ashanti Plc 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 weight4.8%Q2 2026
Current rank#4of 138 reported positions
Peak portfolio weight5.3%Q4 2025
Best historical rank#3Q4 2025
At peak importanceQ4 2025
AU
5.3%
Largest holding
9.1%
Cross-investor discovery

Who else owns Anglogold Ashanti Plc?

Also reported by 1 other tracked investor in their latest verified filings.

Ray DalioBridgewater Associates, LP
AU0.2% of reported portfolio
Explore Anglogold Ashanti Plc across all tracked investors →
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$103.292026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$80.89Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$16.61Historical 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.