Howard Marks’s Achari Ventures Holdings Corp I AVHI Stock Holding History

Howard Marks’s Portfolio AVHI Stock Details AVHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-200,000	Closed	-$2.04M	–	347
2022 Q4	$2.04M	Hold	200,000	–	–	0.02%	266
2022 Q3	$2.01M	Hold	200,000	–	–	0.02%	280
2022 Q2	$2M	Hold	200,000	–	–	0.02%	265
2022 Q1	$1.99M	Hold	200,000	–	–	0.02%	255
2021 Q4	$1.97M	Buy	+200,000	New	+$1.97M	0.02%	243

Other funds holding AVHI

GCWM

Graham Capital Wealth Management Washington D.c., District of Columbia $129M AUM 16.02% 1-Year Est. Return

Periscope Capital Toronto, Ontario, Canada $1.14B AUM 6.91% 1-Year Est. Return

ASM

ATW SPAC Management New York $79.2M AUM 10.67% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

SCM

Shaolin Capital Management Miami, Florida $2.1B AUM 64.05% 1-Year Est. Return

RCM

Radcliffe Capital Management Bala Cynwyd, Pennsylvania $1.32B AUM 1.82% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

OCAM

Owl Creek Asset Management New York $1.21B AUM 169.99% 1-Year Est. Return

Howard Marks's AVHI Position: Q1 2023 in Review

Howard Marks sold out of Achari Ventures Holdings Corp I (AVHI) in Q1 2023, closing a stake of 200,000 shares — an estimated $2.04M sold.

Howard Marks first reported a position in AVHI in Q4 2021 and held it in 5 quarters. The position peaked at $2.04M in Q4 2022. 13 funds tracked by Wall St. Rank hold AVHI as of Q1 2023.

Howard Marks reported no remaining Achari Ventures Holdings Corp I position as of Q1 2023 after selling out during the quarter.
Howard Marks sold 200,000 Achari Ventures Holdings Corp I shares in Q1 2023, an estimated $2.04M.
Howard Marks first reported a position in Achari Ventures Holdings Corp I in Q4 2021 and held it in 5 quarters.
Howard Marks's Achari Ventures Holdings Corp I position peaked at $2.04M in Q4 2022.
13 funds tracked by Wall St. Rank held Achari Ventures Holdings Corp I as of Q1 2023.

Based on Oaktree Capital Management's 13F filing for Q1 2023, filed 15 May 2023.