Howard Marks's AU Position Overview
Howard Marks (via Oaktree Capital Management Lp) currently holds 3.85 M shares of AngloGold Ashanti plc (AU) worth $328.16 M, representing 4.67% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, Howard Marks has maintained a long-term strategic position in AU, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2014, adding 998,044 shares. Largest reduction occurred in Q2 2023, reducing 853,760 shares.
Analysis based on 13F filings available since 2013 Q2
Howard Marks's AngloGold Ashanti plc (AU) Holding Value Over Time
Track share changes against reported price movement
Quarterly AngloGold Ashanti plc (AU) Trades by Howard Marks
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -337,270 | Reduce 8.06% | 3.85 M | $85.28 |
| Q3 2025 | -762,476 | Reduce 15.41% | 4.19 M | $70.33 |
| Q2 2025 | -517,114 | Reduce 9.46% | 4.95 M | $45.57 |
| Q1 2025 | -92,700 | Reduce 1.67% | 5.46 M | $37.12 |
| Q4 2024 | -99,900 | Reduce 1.77% | 5.56 M | $23.08 |
| Q3 2024 | -671,437 | Reduce 10.61% | 5.66 M | $26.63 |
| Q2 2024 | +328,837 | Add 5.48% | 6.33 M | $25.13 |
| Q1 2024 | +125,100 | Add 2.13% | 6 M | $22.20 |
| Q4 2023 | +446,132 | Add 8.22% | 5.87 M | $18.69 |
| Q3 2023 | +700,197 | Add 14.81% | 5.43 M | $15.80 |
| Q2 2023 | -853,760 | Reduce 15.29% | 4.73 M | $21.09 |
| Q1 2023 | +234,933 | Add 4.39% | 5.58 M | $24.19 |
| Q4 2022 | +263,928 | Add 5.19% | 5.35 M | $19.42 |
| Q3 2022 | -147,300 | Reduce 2.82% | 5.08 M | $13.82 |
| Q2 2022 | +920,400 | Add 21.35% | 5.23 M | $14.79 |
| Q1 2022 | +56,600 | Add 1.33% | 4.31 M | $23.69 |
| Q4 2021 | +124,413 | Add 3.01% | 4.25 M | $20.98 |
| Q3 2021 | +822,601 | Add 24.88% | 4.13 M | $15.99 |
| Q2 2021 | -63,300 | Reduce 1.88% | 3.31 M | $18.58 |
| Q1 2021 | +268,121 | Add 8.64% | 3.37 M | $21.97 |
| Q4 2020 | +230,000 | Add 8.01% | 3.1 M | $22.62 |
| Q3 2020 | -340,295 | Reduce 10.59% | 2.87 M | $26.38 |
| Q2 2020 | +687,100 | Add 27.21% | 3.21 M | $29.49 |
| Q1 2020 | +150,600 | Add 6.34% | 2.53 M | $16.63 |
| Q4 2019 | -25,931 | Reduce 1.08% | 2.37 M | $22.34 |
| Q3 2019 | -597,692 | Reduce 19.94% | 2.4 M | $18.27 |
| Q2 2019 | -172,029 | Reduce 5.43% | 3 M | $17.81 |
| Q1 2019 | +93,995 | Add 3.06% | 3.17 M | $13.10 |
| Q4 2018 | -831,327 | Reduce 21.27% | 3.08 M | $12.55 |
| Q3 2018 | +234,265 | Add 6.38% | 3.91 M | $8.58 |
| Q2 2018 | +288,335 | Add 8.52% | 3.67 M | $8.21 |
| Q1 2018 | +14,643 | Add 0.43% | 3.38 M | $9.49 |
| Q4 2017 | +133,281 | Add 4.12% | 3.37 M | $10.19 |
| Q3 2017 | +159,816 | Add 5.19% | 3.24 M | $9.29 |
| Q2 2017 | +331,125 | Add 12.06% | 3.08 M | $9.71 |
| Q1 2017 | +538,447 | Add 24.39% | 2.75 M | $10.77 |
| Q4 2016 | +684,301 | Add 44.92% | 2.21 M | $10.51 |
| Q3 2016 | -279,707 | Reduce 15.51% | 1.52 M | $15.91 |
| Q2 2016 | -270,700 | Reduce 13.05% | 1.8 M | $13.69 |
| Q4 2015 | -174,972 | Reduce 7.78% | 2.07 M | $7.10 |
| Q3 2015 | +123,434 | Add 5.81% | 2.25 M | $8.19 |
| Q2 2015 | +46,000 | Add 2.21% | 2.13 M | $8.95 |
| Q1 2015 | +196,553 | Add 10.44% | 2.08 M | $9.34 |
| Q4 2014 | +163,000 | Add 9.48% | 1.88 M | $8.70 |
| Q3 2014 | +374,700 | Add 27.86% | 1.72 M | $12.00 |
| Q2 2014 | +110,000 | Add 8.91% | 1.35 M | $17.21 |
| Q1 2014 | +998,044 | Add 421.12% | 1.24 M | $17.08 |
| Q4 2013 | +237,000 | New Buy | 237,000 | $11.72 |
Howard Marks's AngloGold Ashanti plc Investment FAQs
Howard Marks first purchased AngloGold Ashanti plc (AU) in Q4 2013, acquiring 237,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Howard Marks has held AngloGold Ashanti plc (AU) for 49 quarters since Q4 2013.
Howard Marks's largest addition to AngloGold Ashanti plc (AU) was in Q1 2014, adding 1,235,044 shares worth $21.1 M.
According to the latest 13F filing for Q4 2025, Howard Marks's firm, Oaktree Capital Management Lp, owns 3,847,991 shares of AngloGold Ashanti plc (AU), valued at approximately $328.16 M.
As of the Q4 2025 filing, AngloGold Ashanti plc (AU) represents approximately 4.67% of Howard Marks's publicly disclosed stock portfolio, making it one of their key holdings.
Howard Marks's peak holding in AngloGold Ashanti plc (AU) was 6,328,888 shares, as reported at the end of Q2 2024.