Howard Marks acquired 1.85M Oaktree Specialty Lending shares worth $25.6M. That's 0.68% of their equity portfolio (25th largest holding). The investor owns 2.08% of the outstanding Oaktree Specialty Lending stock. The first Oaktree Specialty Lending trade was made in Q4 2017. Since then Howard Marks bought shares four more times and sold shares on one occasions. The investor's estimated purchase price is $37.7M, resulting in a loss of 32%.
We discuss Q2 results from Oaktree Specialty Lending and highlight key income dynamics of the portfolio.