HM
EXE

Howard Marks’s Expand Energy Corp EXE Stock Holding History

Howard Marks’s Portfolio EXE Stock Details EXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$478M Hold
5,237,477
– – 6.63% 4
2026
Q1 		$575M Buy
5,237,477
+175,114
+3% +$18.7M 8.77% 2
2025
Q4 		$559M Hold
5,062,363
– – 7.95% 1
2025
Q3 		$538M Sell
5,062,363
-1
-0% -$100 8.29% 2
2025
Q2 		$592M Sell
5,062,364
-500,000
-9% -$55.8M 10.18% 3
2025
Q1 		$619M Sell
5,562,364
-1,375,000
-20% -$143M 11.98% 2
2024
Q4 		$691M Buy
6,937,364
+66,480
+1% +$6.14M 12.26% 2
2024
Q3 		$565M Hold
6,870,884
– – 9.06% 2
2024
Q2 		$565M Sell
6,870,884
-113,200
-2% -$10M 8.97% 2
2024
Q1 		$620M Sell
6,984,084
-15,983
-0.2% -$1.28M 9.75% 2
2023
Q4 		$539M Hold
7,000,067
– – 7.83% 2
2023
Q3 		$604M Sell
7,000,067
-349,933
-5% -$29.7M 8.76% 2
2023
Q2 		$615M Sell
7,350,000
-1,229,879
-14% -$98.1M 8.1% 2
2023
Q1 		$652M Sell
8,579,879
-50,000
-0.6% -$4.12M 7.22% 2
2022
Q4 		$814M Sell
8,629,879
-1,170,121
-12% -$116M 8.56% 2
2022
Q3 		$923M Sell
9,800,000
-701,153
-7% -$65.9M 10.14% 2
2022
Q2 		$852M Sell
10,501,153
-500,000
-5% -$45.2M 9.89% 1
2022
Q1 		$957M Sell
11,001,153
-1,000,000
-8% -$73.4M 9.98% 1
2021
Q4 		$774M Buy
12,001,153
+62,036
+0.5% +$3.94M 8.47% 1
2021
Q3 		$735M Hold
11,939,117
– – 10.27% 1
2021
Q2 		$620M Hold
11,939,117
– – 8.32% 1
2021
Q1 		$518M Buy
+11,939,117
New +$526M 7.21% 3

Other funds holding EXE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Howard Marks's EXE Position: Q2 2026 in Review

Howard Marks held its Expand Energy Corp (EXE) position steady in Q2 2026 at 5,237,477 shares worth $478M. The position accounts for 6.63% of the portfolio, ranked #4.

Howard Marks first reported a position in EXE in Q1 2021 and has held it in 22 quarters since. The position peaked at $957M in Q1 2022. 845 funds tracked by Wall St. Rank hold EXE as of Q2 2026.

  • Howard Marks held 5,237,477 shares of Expand Energy Corp worth $478M as of Q2 2026.
  • Howard Marks left its Expand Energy Corp share count unchanged in Q2 2026.
  • Expand Energy Corp made up 6.63% of Howard Marks's portfolio in Q2 2026, its #4 holding.
  • Howard Marks first reported a position in Expand Energy Corp in Q1 2021 and has held it in 22 quarters since.
  • Howard Marks's Expand Energy Corp position peaked at $957M in Q1 2022.
  • 845 funds tracked by Wall St. Rank held Expand Energy Corp as of Q2 2026.

Based on Oaktree Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.