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Howard Marks’s EXE Holdings & Trades

First Buy
Q1 2021
Duration Held
21 Quarters
Largest Add
Q1 2021
+11.94 M Shares
Current Position
5.24 M Shares
$574.97 M Value

Howard Marks's EXE Position Overview

Howard Marks (via Oaktree Capital Management Lp) currently holds 5.24 M shares of Expand Energy Corporation (EXE) worth $574.97 M, representing 9.15% of the portfolio. First purchased in 2021-Q1, this long-term strategic position has been held for 21 quarters.

Based on 13F filings, Howard Marks has maintained a strategic position in EXE, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 175,114 shares. Largest reduction occurred in Q1 2025, reducing 1.38 M shares.

Analysis based on 13F filings available since 2013 Q2

Howard Marks's Expand Energy Corporation (EXE) Holding Value Over Time

Track share changes against reported price movement

Quarterly Expand Energy Corporation (EXE) Trades by Howard Marks

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +175,114 Add 3.46% 5.24 M $109.78
Q3 2025 -1 Reduce 0.00% 5.06 M $106.24
Q2 2025 -500,000 Reduce 8.99% 5.06 M $116.94
Q1 2025 -1.38 M Reduce 19.82% 5.56 M $111.32
Q4 2024 +66,480 Add 0.97% 6.94 M $99.55
Q2 2024 -113,200 Reduce 1.62% 6.87 M $82.19
Q1 2024 -15,983 Reduce 0.23% 6.98 M $88.83
Q3 2023 -349,933 Reduce 4.76% 7 M $86.23
Q2 2023 -1.23 M Reduce 14.33% 7.35 M $83.68
Q1 2023 -50,000 Reduce 0.58% 8.58 M $76.04
Q4 2022 -1.17 M Reduce 11.94% 8.63 M $94.37
Q3 2022 -701,153 Reduce 6.68% 9.8 M $94.21
Q2 2022 -500,000 Reduce 4.54% 10.5 M $81.10
Q1 2022 -1 M Reduce 8.33% 11 M $87.00
Q4 2021 +62,036 Add 0.52% 12 M $64.52
Q1 2021 +11.94 M New Buy 11.94 M $43.39

Howard Marks's Expand Energy Corporation Investment FAQs

Howard Marks first purchased Expand Energy Corporation (EXE) in Q1 2021, acquiring 11,939,117 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 Expand Energy Corporation (EXE) for 21 quarters since Q1 2021.

Howard Marks's largest addition to Expand Energy Corporation (EXE) was in Q1 2021, adding 11,939,117 shares worth $518.04 M.

According to the latest 13F filing for Q1 2026, Howard Marks's firm, Oaktree Capital Management Lp, owns 5,237,477 shares of Expand Energy Corporation (EXE), valued at approximately $574.97 M.

As of the Q1 2026 filing, Expand Energy Corporation (EXE) represents approximately 9.15% of Howard Marks's publicly disclosed stock portfolio, making it one of their key holdings.

Howard Marks's peak holding in Expand Energy Corporation (EXE) was 12,001,153 shares, as reported at the end of Q4 2021.