Howard Marks’s Vacasa, Inc. Class A Common Stock VCSA Stock Holding History

Howard Marks’s Portfolio VCSA Stock Details VCSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,375,448	Closed	-$7.4M	–	187
2025 Q1	$7.4M	Hold	1,375,448	–	–	0.14%	86
2024 Q4	$6.74M	Hold	1,375,448	–	–	0.12%	92
2024 Q3	$3.87M	Hold	1,375,448	–	–	0.06%	115
2024 Q2	$6.7M	Buy	1,375,448 +978,160	+246%	+$5.39M	0.11%	81
2024 Q1	$2.71M	Buy	+397,288	New	+$3.24M	0.04%	129

Howard Marks's VCSA Position: Q2 2025 in Review

Howard Marks sold out of Vacasa, Inc. Class A Common Stock (VCSA) in Q2 2025, closing a stake of 1,375,448 shares — an estimated $7.4M sold.

Howard Marks first reported a position in VCSA in Q1 2024 and held it in 5 quarters. The position peaked at $7.4M in Q1 2025. 0 funds tracked by Wall St. Rank hold VCSA as of Q2 2025.

Howard Marks reported no remaining Vacasa, Inc. Class A Common Stock position as of Q2 2025 after selling out during the quarter.
Howard Marks sold 1,375,448 Vacasa, Inc. Class A Common Stock shares in Q2 2025, an estimated $7.4M.
Howard Marks first reported a position in Vacasa, Inc. Class A Common Stock in Q1 2024 and held it in 5 quarters.
Howard Marks's Vacasa, Inc. Class A Common Stock position peaked at $7.4M in Q1 2025.
0 funds tracked by Wall St. Rank held Vacasa, Inc. Class A Common Stock as of Q2 2025.

Based on Oaktree Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.