Exited position

Howard Marks’s Mercadolibre Inc (MELI) 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 reportedQ1 2020Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares32.70KHighest verified quarter-end share count
Quarters reported5Verified quarters with shares above zero
What happened?

Oaktree Capital Management LP first reported Mercadolibre Inc in Q1 2020. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Oaktree Capital Management LP sold the entire position in Q2 2021, and the stock is no longer reported in the latest verified portfolio.

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 2021
Sold the entire position−24.00K shares · No shares reported at quarter-end
Q1 2021
Bought 86.1% more+11.10K shares · 24.00K shares reported after the change
Filing context

Quarter-end price $1,464.95 · Estimated holding basis $999.93

Q4 2020
Sold 50.8% of the position−13.31K shares · 12.89K shares remained
Filing context

Quarter-end price $1,675.20 · Estimated holding basis $599.54

Q3 2020
Sold 19.9% of the position−6.50K shares · 26.20K shares remained
Filing context

Quarter-end price $1,082.44 · Estimated holding basis $599.54

Q2 2020
Bought 28.7% more+7.30K shares · 32.70K shares reported after the change
Filing context

Quarter-end price $985.75 · Estimated holding basis $599.54

Q1 2020
New position+25.40K shares · 25.40K shares reported
Filing context

Quarter-end price $488.54 · Estimated holding basis $488.54

Portfolio importance

How important was Mercadolibre Inc in Oaktree Capital Management LP’s reported portfolio?

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

Last reported portfolio weight0.5%Q1 2021
Last reported rank#36of 182 reported positions
Peak portfolio weight0.7%Q2 2020
Best historical rank#27Q2 2020
At peak importanceQ2 2020
MELI
0.7%
Largest holding
12.5%
Cross-investor discovery

Who else owns Mercadolibre Inc?

Also reported by 3 other tracked investors in their latest verified filings.

Chase ColemanTiger Global Management LLC
MELI1.1% of reported portfolio
Cathie WoodARK Investment Management
MELI0.2% of reported portfolio
Ray DalioBridgewater Associates, LP
MELI0.1% of reported portfolio
Explore Mercadolibre Inc 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$1,900.242026-09-14

Market context only; not an investor transaction price.

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.