HM
LOMA

Howard Marks’s Loma Negra LOMA Stock Holding History

Howard Marks’s Portfolio LOMA Stock Details LOMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-220,403
Closed -$1.56M – 177
2023
Q4 		$1.56M Sell
220,403
-15,000
-6% -$95.6K 0.02% 172
2023
Q3 		$1.42M Hold
235,403
– – 0.02% 192
2023
Q2 		$1.6M Hold
235,403
– – 0.02% 208
2023
Q1 		$1.64M Hold
235,403
– – 0.02% 254
2022
Q4 		$1.61M Hold
235,403
– – 0.02% 285
2022
Q3 		$1.47M Sell
235,403
-15,521
-6% -$92.5K 0.02% 318
2022
Q2 		$1.27M Hold
250,924
– – 0.01% 311
2022
Q1 		$1.44M Hold
250,924
– – 0.02% 297
2021
Q4 		$1.67M Sell
250,924
-75,000
-23% -$496K 0.02% 264
2021
Q3 		$2.32M Sell
325,924
-16,076
-5% -$120K 0.03% 169
2021
Q2 		$2.33M Hold
342,000
– – 0.03% 166
2021
Q1 		$2.16M Hold
342,000
– – 0.03% 166
2020
Q4 		$2.1M Hold
342,000
– – 0.04% 165
2020
Q3 		$1.47M Hold
342,000
– – 0.03% 172
2020
Q2 		$1.46M Hold
342,000
– – 0.03% 168
2020
Q1 		$1.21M Buy
342,000
+90,000
+36% +$539K 0.03% 150
2019
Q4 		$1.97M Buy
252,000
+40,000
+19% +$254K 0.04% 168
2019
Q3 		$1.22M Buy
212,000
+105,000
+98% +$883K 0.02% 186
2019
Q2 		$1.25M Buy
+107,000
New +$1.13M 0.02% 185

Other funds holding LOMA

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
RCM
Redwood Capital Management New York $927M AUM 153.64% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $1.58B AUM 19.49% 1-Year Est. Return
SC
Sagil Capital London, United Kingdom $280M AUM 64.58% 1-Year Est. Return

Howard Marks's LOMA Position: Q1 2024 in Review

Howard Marks sold out of Loma Negra (LOMA) in Q1 2024, closing a stake of 220,403 shares — an estimated $1.56M sold.

Howard Marks first reported a position in LOMA in Q2 2019 and held it in 19 quarters. The position peaked at $2.33M in Q2 2021. 52 funds tracked by Wall St. Rank hold LOMA as of Q1 2024.

  • Howard Marks reported no remaining Loma Negra position as of Q1 2024 after selling out during the quarter.
  • Howard Marks sold 220,403 Loma Negra shares in Q1 2024, an estimated $1.56M.
  • Howard Marks first reported a position in Loma Negra in Q2 2019 and held it in 19 quarters.
  • Howard Marks's Loma Negra position peaked at $2.33M in Q2 2021.
  • 52 funds tracked by Wall St. Rank held Loma Negra as of Q1 2024.

Based on Oaktree Capital Management's 13F filing for Q1 2024, filed 14 May 2024.