Howard Marks's AU Position Overview
Howard Marks (via Oaktree Capital Management Lp) currently holds 4.2M shares of AngloGold Ashanti plc (AU) worth $294.35 M, representing 4.54% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 48 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 Q4 2023, adding 1.1M shares. Largest reduction occurred in Q2 2023, reducing 853.8K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2013 | +237,000 | New Buy | 237,000 | $11.72 |
| Q1 2014 | +998,044 | Add 421.12% | 1.24 M | $17.08 |
| Q2 2014 | +110,000 | Add 8.91% | 1.35 M | $17.21 |
| Q3 2014 | +374,700 | Add 27.86% | 1.72 M | $12.00 |
| Q4 2014 | +163,000 | Add 9.48% | 1.88 M | $8.70 |
| Q1 2015 | +196,553 | Add 10.44% | 2.08 M | $9.34 |
| Q2 2015 | +46,000 | Add 2.21% | 2.13 M | $8.95 |
| Q3 2015 | +123,434 | Add 5.81% | 2.25 M | $8.19 |
| Q4 2015 | -174,972 | Reduce 7.78% | 2.07 M | $7.10 |
| Q2 2016 | -270,700 | Reduce 13.05% | 1.8 M | $13.69 |
| Q3 2016 | -279,707 | Reduce 15.51% | 1.52 M | $15.91 |
| Q4 2016 | +684,301 | Add 44.92% | 2.21 M | $10.51 |
| Q1 2017 | +538,447 | Add 24.39% | 2.75 M | $10.77 |
| Q2 2017 | +331,125 | Add 12.06% | 3.08 M | $9.71 |
| Q3 2017 | +159,816 | Add 5.19% | 3.24 M | $9.29 |
| Q4 2017 | +133,281 | Add 4.12% | 3.37 M | $10.19 |
| Q1 2018 | +14,643 | Add 0.43% | 3.38 M | $9.49 |
| Q2 2018 | +288,335 | Add 8.52% | 3.67 M | $8.21 |
| Q3 2018 | +234,265 | Add 6.38% | 3.91 M | $8.58 |
| Q4 2018 | -831,327 | Reduce 21.27% | 3.08 M | $12.55 |
| Q1 2019 | +93,995 | Add 3.06% | 3.17 M | $13.10 |
| Q2 2019 | -172,029 | Reduce 5.43% | 3 M | $17.81 |
| Q3 2019 | -597,692 | Reduce 19.94% | 2.4 M | $18.27 |
| Q4 2019 | -25,931 | Reduce 1.08% | 2.37 M | $22.34 |
| Q1 2020 | +150,600 | Add 6.34% | 2.53 M | $16.63 |
| Q2 2020 | +687,100 | Add 27.21% | 3.21 M | $29.49 |
| Q3 2020 | -340,295 | Reduce 10.59% | 2.87 M | $26.38 |
| Q4 2020 | +230,000 | Add 8.01% | 3.1 M | $22.62 |
| Q1 2021 | +268,121 | Add 8.64% | 3.37 M | $21.97 |
| Q2 2021 | -63,300 | Reduce 1.88% | 3.31 M | $18.58 |
| Q3 2021 | +822,601 | Add 24.88% | 4.13 M | $15.99 |
| Q4 2021 | +124,413 | Add 3.01% | 4.25 M | $20.98 |
| Q1 2022 | +56,600 | Add 1.33% | 4.31 M | $23.69 |
| Q2 2022 | +920,400 | Add 21.35% | 5.23 M | $14.79 |
| Q3 2022 | -147,300 | Reduce 2.82% | 5.08 M | $13.82 |
| Q4 2022 | +263,928 | Add 5.19% | 5.35 M | $19.42 |
| Q1 2023 | +234,933 | Add 4.39% | 5.58 M | $24.19 |
| Q2 2023 | -853,760 | Reduce 15.29% | 4.73 M | $21.09 |
| Q3 2023 | -4.73 M | Sold Out | 4.73 M | $0.00 |
| Q4 2023 | +446,132 | Add 8.22% | 5.87 M | $18.69 |
| Q1 2024 | +125,100 | Add 2.13% | 6 M | $22.20 |
| Q2 2024 | +328,837 | Add 5.48% | 6.33 M | $25.13 |
| Q3 2024 | -671,437 | Reduce 10.61% | 5.66 M | $26.63 |
| Q4 2024 | -99,900 | Reduce 1.77% | 5.56 M | $23.08 |
| Q1 2025 | -92,700 | Reduce 1.67% | 5.46 M | $37.12 |
| Q2 2025 | -517,114 | Reduce 9.46% | 4.95 M | $45.57 |
| Q3 2025 | -762,476 | Reduce 15.41% | 4.19 M | $70.33 |
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 48 quarters since Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Howard Marks's largest addition to AngloGold Ashanti plc (AU) was in Q1 2014, adding 1,235,044 shares worth $21.1 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Howard Marks's firm, Oaktree Capital Management Lp, owns 4,185,261 shares of AngloGold Ashanti plc (AU), valued at approximately $294.35 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, AngloGold Ashanti plc (AU) represents approximately 4.54% of Howard Marks's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Howard Marks's peak holding in AngloGold Ashanti plc (AU) was 6,328,888 shares, as reported at the end of Q2 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.