Current position

Howard Marks’s Telecom Argentina Sa (TEO) 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 2019Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares3.08MHighest verified quarter-end share count
Quarters reported27Verified quarters with shares above zero
What happened?

Oaktree Capital Management LP first reported Telecom Argentina Sa in Q4 2019. The reported position was increased and reduced across later filings. Oaktree Capital Management LP currently reports 116.11K shares. The latest verified filing showed: Sold 92.8% 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 92.8% of the position−1.51M shares · 116.11K shares remained
Filing context

Quarter-end price $13.00 · Estimated holding basis $9.39

Q1 2026
Sold 30.9% of the position−725.26K shares · 1.62M shares remained
Filing context

Quarter-end price $11.69 · Estimated holding basis $9.39

Q4 2025
Sold 10.7% of the position−281.98K shares · 2.35M shares remained
Filing context

Quarter-end price $11.61 · Estimated holding basis $9.39

Q3 2025
Sold 0.6% of the position−14.78K shares · 2.63M shares remained
Filing context

Quarter-end price $7.27 · Estimated holding basis $9.39

Q2 2025
Sold 2.4% of the position−65.00K shares · 2.64M shares remained
Filing context

Quarter-end price $8.83 · Estimated holding basis $9.39

Q1 2025
Sold 3.2% of the position−90.00K shares · 2.71M shares remained
Filing context

Quarter-end price $10.19 · Estimated holding basis $9.39

10 unchanged quarters are collapsed by default.

Portfolio importance

How important is Telecom Argentina 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#126of 138 reported positions
Peak portfolio weight0.7%Q4 2024
Best historical rank#31Q2 2024
At peak importanceQ4 2024
TEO
0.7%
Largest holding
14.8%
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$13.802026-09-16

Market context only; not an investor transaction price.

Latest filing quarter-end price$13.00Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$9.39Historical 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.