Howard Marks's GRAB Position Overview
Howard Marks (via Oaktree Capital Management Lp) currently holds 11.21 M shares of Grab Holdings Limited (GRAB) worth $55.93 M, representing 0.80% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 4 quarters.
Based on 13F filings, Howard Marks has maintained this position in GRAB for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 1.29 M shares. Largest reduction occurred in Q4 2025, reducing 886,796 shares.
Analysis based on 13F filings available since 2013 Q2
Howard Marks's Grab Holdings Limited (GRAB) Holding Value Over Time
Track share changes against reported price movement
Quarterly Grab Holdings Limited (GRAB) Trades by Howard Marks
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -886,796 | Reduce 7.33% | 11.21 M | $4.99 |
| Q3 2025 | +525,200 | Add 4.54% | 12.09 M | $6.02 |
| Q2 2025 | +1.29 M | Add 12.59% | 11.57 M | $5.03 |
| Q1 2025 | +10.28 M | New Buy | 10.28 M | $4.53 |
Howard Marks's Grab Holdings Limited Investment FAQs
Howard Marks first purchased Grab Holdings Limited (GRAB) in Q1 2025, acquiring 10,275,995 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 Grab Holdings Limited (GRAB) for 4 quarters since Q1 2025.
Howard Marks's largest addition to Grab Holdings Limited (GRAB) was in Q1 2025, adding 10,275,995 shares worth $46.55 M.
According to the latest 13F filing for Q4 2025, Howard Marks's firm, Oaktree Capital Management Lp, owns 11,207,699 shares of Grab Holdings Limited (GRAB), valued at approximately $55.93 M.
As of the Q4 2025 filing, Grab Holdings Limited (GRAB) represents approximately 0.80% of Howard Marks's publicly disclosed stock portfolio, making it one of their key holdings.
Howard Marks's peak holding in Grab Holdings Limited (GRAB) was 12,094,495 shares, as reported at the end of Q3 2025.