Current position

Howard Marks’s Liberty Global Ltd (LBTYA) 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 reportedQ4 2023Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares8.55MHighest verified quarter-end share count
Quarters reported10Verified quarters with shares above zero
What happened?

Oaktree Capital Management LP first reported Liberty Global Ltd in Q4 2023. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased across later filings. Oaktree Capital Management LP currently reports 8.55M shares. The latest verified filing showed: No change.

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
No change8.55M shares reported
Filing context

Quarter-end price $11.37 · Estimated holding basis $16.58

Q3 2025
Bought 4.1% more+339.00K shares · 8.55M shares reported after the change
Filing context

Quarter-end price $11.46 · Estimated holding basis $16.58

Q2 2025
Bought 14.0% more+1.01M shares · 8.21M shares reported after the change
Filing context

Quarter-end price $10.01 · Estimated holding basis $16.79

Q4 2024
Bought 20.6% more+1.23M shares · 7.20M shares reported after the change
Filing context

Quarter-end price $12.76 · Estimated holding basis $17.74

Q3 2024
Bought 57.1% more+2.17M shares · 5.97M shares reported after the change
Filing context

Quarter-end price $21.11 · Estimated holding basis $18.77

Q2 2024
New position+3.80M shares · 3.80M shares reported
Filing context

Quarter-end price $17.43 · Estimated holding basis $17.43

3 unchanged quarters are collapsed by default.

Portfolio importance

How important is Liberty Global Ltd 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 weight1.8%Q2 2026
Current rank#12of 138 reported positions
Peak portfolio weight2.1%Q3 2024
Best historical rank#9Q3 2024
At peak importanceQ3 2024
LBTYA
2.1%
Largest holding
23.0%
Cross-investor discovery

Who else owns Liberty Global Ltd?

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

David EinhornDME Capital Management
LBTYA1.4% of reported portfolio
Explore Liberty Global Ltd 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$9.872026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$11.37Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$16.58Historical 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.