Howard Marks’s Bel Fuse Inc Class A BELFA Stock Holding History

Howard Marks’s Portfolio BELFA Stock Details BELFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-51,056	Closed	-$1.65M	–	304
2022 Q4	$1.65M	Sell	51,056 -8,944	-15%	-$290K	0.02%	282
2022 Q3	$1.68M	Sell	60,000 -11,613	-16%	-$321K	0.02%	301
2022 Q2	$1.54M	Hold	71,613	–	–	0.02%	293
2022 Q1	$1.5M	Hold	71,613	–	–	0.02%	282
2021 Q4	$1.07M	Hold	71,613	–	–	0.01%	290
2021 Q3	$1.04M	Hold	71,613	–	–	0.01%	241
2021 Q2	$1.02M	Hold	71,613	–	–	0.01%	184
2021 Q1	$1.33M	Hold	71,613	–	–	0.02%	173
2020 Q4	$951K	Hold	71,613	–	–	0.02%	179
2020 Q3	$838K	Hold	71,613	–	–	0.02%	179
2020 Q2	$717K	Hold	71,613	–	–	0.02%	176
2020 Q1	$542K	Hold	71,613	–	–	0.02%	168
2019 Q4	$1.16M	Hold	71,613	–	–	0.02%	182
2019 Q3	$987K	Hold	71,613	–	–	0.02%	191
2019 Q2	$1.09M	Hold	71,613	–	–	0.02%	187
2019 Q1	$1.53M	Hold	71,613	–	–	0.03%	195
2018 Q4	$985K	Hold	71,613	–	–	0.02%	188
2018 Q3	$1.59M	Buy	71,613 +50,751	+243%	+$1.14M	0.02%	206
2018 Q2	$436K	Buy	+20,862	New	+$394K	0.01%	203

Other funds holding BELFA

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PCR

Potrero Capital Research San Francisco, California $180M AUM 110.13% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SMP

Santa Monica Partners Palm Beach Gardens, Florida $185M AUM 35.82% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Howard Marks's BELFA Position: Q1 2023 in Review

Howard Marks sold out of Bel Fuse Inc Class A (BELFA) in Q1 2023, closing a stake of 51,056 shares — an estimated $1.65M sold.

Howard Marks first reported a position in BELFA in Q2 2018 and held it in 19 quarters. The position peaked at $1.68M in Q3 2022. 19 funds tracked by Wall St. Rank hold BELFA as of Q1 2023.

Howard Marks reported no remaining Bel Fuse Inc Class A position as of Q1 2023 after selling out during the quarter.
Howard Marks sold 51,056 Bel Fuse Inc Class A shares in Q1 2023, an estimated $1.65M.
Howard Marks first reported a position in Bel Fuse Inc Class A in Q2 2018 and held it in 19 quarters.
Howard Marks's Bel Fuse Inc Class A position peaked at $1.68M in Q3 2022.
19 funds tracked by Wall St. Rank held Bel Fuse Inc Class A as of Q1 2023.

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