Howard Marks’s Infinera Corporation Common Stock INFN Stock Holding History

Howard Marks’s Portfolio INFN Stock Details INFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-25,175,384	Closed	-$165M	–	182
2024 Q4	$165M	Hold	25,175,384	–	–	2.94%	6
2024 Q3	$170M	Hold	25,175,384	–	–	2.72%	6
2024 Q2	$153M	Hold	25,175,384	–	–	2.44%	8
2024 Q1	$152M	Hold	25,175,384	–	–	2.39%	6
2023 Q4	$120M	Hold	25,175,384	–	–	1.74%	13
2023 Q3	$105M	Hold	25,175,384	–	–	1.53%	12
2023 Q2	$122M	Hold	25,175,384	–	–	1.6%	12
2023 Q1	$195M	Hold	25,175,384	–	–	2.16%	8
2022 Q4	$170M	Hold	25,175,384	–	–	1.78%	12
2022 Q3	$122M	Hold	25,175,384	–	–	1.34%	16
2022 Q2	$135M	Hold	25,175,384	–	–	1.57%	13
2022 Q1	$218M	Hold	25,175,384	–	–	2.28%	11
2021 Q4	$241M	Hold	25,175,384	–	–	2.64%	11
2021 Q3	$209M	Hold	25,175,384	–	–	2.92%	7
2021 Q2	$257M	Hold	25,175,384	–	–	3.45%	8
2021 Q1	$242M	Hold	25,175,384	–	–	3.37%	9
2020 Q4	$264M	Hold	25,175,384	–	–	4.54%	7
2020 Q3	$155M	Hold	25,175,384	–	–	3.37%	7
2020 Q2	$149M	Hold	25,175,384	–	–	3.31%	8
2020 Q1	$133M	Buy	25,175,384 +4,200,000	+20%	+$28.8M	3.75%	6
2019 Q4	$167M	Hold	20,975,384	–	–	3.14%	7
2019 Q3	$114M	Hold	20,975,384	–	–	2.24%	10
2019 Q2	$61M	Hold	20,975,384	–	–	1.14%	17
2019 Q1	$91M	Hold	20,975,384	–	–	1.73%	13
2018 Q4	$83.7M	Buy	+20,975,384	New	+$105M	1.52%	10

Other funds holding INFN

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Howard Marks's INFN Position: Q1 2025 in Review

Howard Marks sold out of Infinera Corporation Common Stock (INFN) in Q1 2025, closing a stake of 25,175,384 shares — an estimated $165M sold.

Howard Marks first reported a position in INFN in Q4 2018 and held it in 25 quarters. The position peaked at $264M in Q4 2020. 4 funds tracked by Wall St. Rank hold INFN as of Q1 2025.

Howard Marks reported no remaining Infinera Corporation Common Stock position as of Q1 2025 after selling out during the quarter.
Howard Marks sold 25,175,384 Infinera Corporation Common Stock shares in Q1 2025, an estimated $165M.
Howard Marks first reported a position in Infinera Corporation Common Stock in Q4 2018 and held it in 25 quarters.
Howard Marks's Infinera Corporation Common Stock position peaked at $264M in Q4 2020.
4 funds tracked by Wall St. Rank held Infinera Corporation Common Stock as of Q1 2025.

Based on Oaktree Capital Management's 13F filing for Q1 2025, filed 15 May 2025.