Howard Marks's BLCO Position Overview
Howard Marks (via Oaktree Capital Management Lp) currently holds 3.2M shares of Bausch + Lomb Corporation (BLCO) worth $48.91 M, representing 0.75% of the portfolio. First purchased in 2025-Q2, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Howard Marks has initiated a new position in BLCO, representing a fresh investment thesis on this company. Largest addition occurred in Q3 2025, adding 724.2K shares.
Analysis based on 13F filings available since 2013 Q2
Howard Marks's Bausch + Lomb Corporation (BLCO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Bausch + Lomb Corporation (BLCO) Trades by Howard Marks
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | +2.52 M | New Buy | 2.52 M | $13.01 |
| Q3 2025 | +724,194 | Add 28.72% | 3.25 M | $15.07 |
Howard Marks's Bausch + Lomb Corporation Investment FAQs
Howard Marks first purchased Bausch + Lomb Corporation (BLCO) in Q2 2025, acquiring 2,521,245 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 Bausch + Lomb Corporation (BLCO) for 2 quarters since Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Howard Marks's largest addition to Bausch + Lomb Corporation (BLCO) was in Q2 2025, adding 2,521,245 shares worth $32.8 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 3,245,439 shares of Bausch + Lomb Corporation (BLCO), valued at approximately $48.91 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Bausch + Lomb Corporation (BLCO) represents approximately 0.75% 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 Bausch + Lomb Corporation (BLCO) was 3,245,439 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.