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Howard Marks Buys Altaba Inc, Vale SA, Crown Castle International Corp, Sells Vale SA, First ...


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Howard Marks
  • New Purchases: CCIPRA , NCMI , ORIG , CTRP, WPXP, KMIPRA, FRGI, RGS,
  • Added Positions:AABA, VALE, SWP, MX, BRFS, TSM, BABA, ITUB, AZUL, IBN,
  • Reduced Positions:FBP, AGNPRA, CX, CIT, ALLY, GGB, VSH, ANTX, AMTPRB, UPL,
  • Sold Out:VALEPR, AMX, HCC, PARR, NC, SN,

For the details of Howard Marks's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Howard+Marks

These are the top 5 holdings of Howard Marks

  1. Vistra Energy Corp ( VST ) - 50,280,227 shares, 22.14% of the total portfolio. Shares reduced by 0.08%
  2. Tribune Media Co ( TRCO ) - 14,184,998 shares, 13.65% of the total portfolio.
  3. Star Bulk Carriers Corp. ( SBLK ) - 32,579,506 shares, 7.45% of the total portfolio. Shares added by 0.43%
  4. Ally Financial Inc ( ALLY ) - 9,893,300 shares, 5.65% of the total portfolio. Shares reduced by 4.7%
  5. Altaba Inc ( AABA ) - 3,111,588 shares, 4.86% of the total portfolio. Shares added by 193.11%


New Purchase: Crown Castle International Corp (CCIPRA)

Howard Marks initiated holdings in Crown Castle International Corp. The purchase prices were between $1041.43 and $1110, with an estimated average price of $1078.29. The stock is now traded at around $1139.06. The impact to the portfolio due to this purchase was 0.75%. The holdings were 30,000 shares as of 2017-09-30.

New Purchase: National CineMedia Inc (NCMI)

Howard Marks initiated holdings in National CineMedia Inc. The purchase prices were between $5.15 and $7.7, with an estimated average price of $6.47. The stock is now traded at around $5.70. The impact to the portfolio due to this purchase was 0.6%. The holdings were 3,625,000 shares as of 2017-09-30.

New Purchase: Ocean Rig UDW Inc (ORIG)

Howard Marks initiated holdings in Ocean Rig UDW Inc. The purchase prices were between $24 and $2155.96, with an estimated average price of $1480.13. The stock is now traded at around $25.85. The impact to the portfolio due to this purchase was 0.44%. The holdings were 794,183 shares as of 2017-09-30.

New Purchase: Ctrip.com International Ltd (CTRP)

Howard Marks initiated holdings in Ctrip.com International Ltd. The purchase prices were between $49.19 and $59.73, with an estimated average price of $54.32. The stock is now traded at around $45.67. The impact to the portfolio due to this purchase was 0.35%. The holdings were 285,066 shares as of 2017-09-30.

New Purchase: WPX Energy Inc (WPXP)

Howard Marks initiated holdings in WPX Energy Inc. The purchase prices were between $45.45 and $53.42, with an estimated average price of $48.36. The stock is now traded at around $54.22. The impact to the portfolio due to this purchase was 0.31%. The holdings were 250,000 shares as of 2017-09-30.

New Purchase: Kinder Morgan Inc (KMIPRA)

Howard Marks initiated holdings in Kinder Morgan Inc. The purchase prices were between $40.75 and $44.69, with an estimated average price of $42.69. The stock is now traded at around $36.35. The impact to the portfolio due to this purchase was 0.3%. The holdings were 300,000 shares as of 2017-09-30.

Added: Altaba Inc ( AABA )

Howard Marks added to the holdings in Altaba Inc by 193.11%. The purchase prices were between $54.45 and $67.43, with an estimated average price of $61.16. The stock is now traded at around $69.57. The impact to the portfolio due to this purchase was 3.2%. The holdings were 3,111,588 shares as of 2017-09-30.

Added: Vale SA (VALE)

Howard Marks added to the holdings in Vale SA by 575.99%. The purchase prices were between $8.74 and $11.64, with an estimated average price of $10.06. The stock is now traded at around $9.72. The impact to the portfolio due to this purchase was 1.82%. The holdings were 9,037,993 shares as of 2017-09-30.

Added: Stanley Black & Decker Inc (SWP)

Howard Marks added to the holdings in Stanley Black & Decker Inc by 69.88%. The purchase prices were between $105.84 and $114.86, with an estimated average price of $110.12. The stock is now traded at around $119.70. The impact to the portfolio due to this purchase was 0.27%. The holdings were 243,100 shares as of 2017-09-30.

Added: MagnaChip Semiconductor Corp (MX)

Howard Marks added to the holdings in MagnaChip Semiconductor Corp by 44.89%. The purchase prices were between $9.5 and $12.45, with an estimated average price of $11.03. The stock is now traded at around $12.65. The impact to the portfolio due to this purchase was 0.2%. The holdings were 2,340,000 shares as of 2017-09-30.

Added: BRF SA (BRFS)

Howard Marks added to the holdings in BRF SA by 23.08%. The purchase prices were between $11.35 and $14.96, with an estimated average price of $12.98. The stock is now traded at around $12.86. The impact to the portfolio due to this purchase was 0.2%. The holdings were 3,062,998 shares as of 2017-09-30.

Added: Stonemor Partners LP (STON)

Howard Marks added to the holdings in Stonemor Partners LP by 22.00%. The purchase prices were between $5.9 and $9.55, with an estimated average price of $6.97. The stock is now traded at around $6.99. The impact to the portfolio due to this purchase was 0.04%. The holdings were 1,525,000 shares as of 2017-09-30.

Sold Out: Vale SA (VALEPR)

Howard Marks sold out the holdings in Vale SA. The sale prices were between $8.17 and $10.79, with an estimated average price of $9.36.

Sold Out: America Movil SAB de CV (AMX)

Howard Marks sold out the holdings in America Movil SAB de CV. The sale prices were between $15.89 and $18.88, with an estimated average price of $17.91.

Sold Out: Warrior Met Coal Inc (HCC)

Howard Marks sold out the holdings in Warrior Met Coal Inc. The sale prices were between $17.32 and $27.29, with an estimated average price of $22.86.

Sold Out: Par Pacific Holdings Inc (PARR)

Howard Marks sold out the holdings in Par Pacific Holdings Inc. The sale prices were between $16.43 and $20.57, with an estimated average price of $18.1.

Sold Out: NACCO Industries Inc (NC)

Howard Marks sold out the holdings in NACCO Industries Inc. The sale prices were between $14.79 and $20.3, with an estimated average price of $16.53.

Sold Out: Sanchez Energy Corp (SN)

Howard Marks sold out the holdings in Sanchez Energy Corp. The sale prices were between $4.04 and $7.48, with an estimated average price of $5.16.



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This article first appeared on GuruFocus .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.



This article appears in: Investing , Stocks
Referenced Symbols: VST , TRCO , SBLK , ALLY , AABA



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