Current position

Howard Marks’s Bausch Plus Lomb Corp. (BLCO) 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 2025Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares3.44MHighest verified quarter-end share count
Quarters reported5Verified quarters with shares above zero
What happened?

Oaktree Capital Management LP first reported Bausch Plus Lomb Corp. in Q2 2025. The reported position was increased across later filings. Oaktree Capital Management LP currently reports 3.44M shares. The latest verified filing showed: Bought 1.7% more.

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
Bought 1.7% more+58.30K shares · 3.44M shares reported after the change
Filing context

Quarter-end price $16.56 · Estimated holding basis $13.67

Q4 2025
Bought 4.2% more+137.30K shares · 3.38M shares reported after the change
Filing context

Quarter-end price $17.08 · Estimated holding basis $13.62

Q3 2025
Bought 28.7% more+724.19K shares · 3.25M shares reported after the change
Filing context

Quarter-end price $15.07 · Estimated holding basis $13.47

Q2 2025
New position+2.52M shares · 2.52M shares reported
Filing context

Quarter-end price $13.01 · Estimated holding basis $13.01

1 unchanged quarter is collapsed by default.

Portfolio importance

How important is Bausch Plus Lomb Corp. 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 weight1.1%Q2 2026
Current rank#25of 138 reported positions
Peak portfolio weight1.1%Q2 2026
Best historical rank#25Q2 2026
At peak importanceQ2 2026
BLCO
1.1%
Largest holding
9.9%
Cross-investor discovery

Who else owns Bausch Plus Lomb Corp.?

Also reported by 2 other tracked investors in their latest verified filings.

Carl IcahnIcahn Enterprises
BLCO0.7% of reported portfolio
Daniel LoebThird Point LLC
BLCO0.0% of reported portfolio
Explore Bausch Plus Lomb Corp. 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$16.852026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$16.56Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$13.67Historical 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.