Howard Marks's INFY Position Overview
Howard Marks (via Oaktree Capital Management Lp) currently holds 1.09 M shares of Infosys Limited (INFY) worth $19.51 M, representing 0.28% of the portfolio. First purchased in 2012-Q2, this long-term strategic position has been held for 28 quarters.
Based on 13F filings, Howard Marks has maintained a strategic position in INFY, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2017, adding 5.67 M shares. Largest reduction occurred in Q4 2019, reducing 3.59 M shares.
Analysis based on 13F filings available since 2013 Q2
Howard Marks's Infosys Limited (INFY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Infosys Limited (INFY) Trades by Howard Marks
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1.09 M | New Buy | 1.09 M | $17.82 |
| Q1 2025 | -1.68 M | Sold Out | 0 | $0.00 |
| Q4 2024 | -33,833 | Reduce 1.98% | 1.68 M | $21.92 |
| Q3 2024 | +1.71 M | New Buy | 1.71 M | $22.27 |
| Q1 2024 | -3.45 M | Sold Out | 0 | $0.00 |
| Q4 2023 | -355,108 | Reduce 9.32% | 3.45 M | $18.38 |
| Q3 2023 | +107,729 | Add 2.91% | 3.81 M | $17.11 |
| Q2 2023 | +3.7 M | New Buy | 3.7 M | $16.07 |
| Q4 2019 | -3.59 M | Sold Out | 0 | $0.00 |
| Q3 2019 | -85,103 | Reduce 2.32% | 3.59 M | $11.37 |
| Q2 2019 | +32,473 | Add 0.89% | 3.67 M | $10.70 |
| Q1 2019 | +331,966 | Add 10.03% | 3.64 M | $10.93 |
| Q4 2018 | -1.35 M | Reduce 28.94% | 3.31 M | $9.52 |
| Q3 2018 | -3.09 M | Reduce 39.89% | 4.66 M | $10.17 |
| Q2 2018 | +652,182 | Add 9.19% | 7.75 M | $9.72 |
| Q1 2018 | +1.36 M | Add 23.73% | 7.09 M | $8.92 |
| Q4 2017 | +5.67 M | Add 8942.62% | 5.73 M | $8.11 |
| Q3 2017 | +2,154 | Add 3.52% | 63,402 | $7.30 |
| Q2 2017 | -1,114 | Reduce 1.79% | 61,248 | $7.18 |
| Q1 2017 | +62,362 | New Buy | 62,362 | $7.66 |
| Q3 2016 | -431,200 | Sold Out | 0 | $0.00 |
| Q2 2016 | -7,200 | Reduce 1.64% | 431,200 | $9.51 |
| Q4 2015 | -502,000 | Reduce 53.38% | 438,400 | $8.38 |
| Q3 2015 | +940,400 | New Buy | 940,400 | $9.54 |
| Q4 2012 | -73,992 | Sold Out | 0 | $0.00 |
| Q3 2012 | -3,208 | Reduce 4.16% | 73,992 | $6.05 |
| Q2 2012 | +77,200 | New Buy | 77,200 | $5.67 |
Howard Marks's Infosys Limited Investment FAQs
Howard Marks first purchased Infosys Limited (INFY) in Q2 2012, acquiring 77,200 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 Infosys Limited (INFY) for 28 quarters since Q2 2012.
Howard Marks's largest addition to Infosys Limited (INFY) was in Q4 2017, adding 5,733,200 shares worth $46.5 M.
According to the latest 13F filing for Q4 2025, Howard Marks's firm, Oaktree Capital Management Lp, owns 1,094,752 shares of Infosys Limited (INFY), valued at approximately $19.51 M.
As of the Q4 2025 filing, Infosys Limited (INFY) represents approximately 0.28% of Howard Marks's publicly disclosed stock portfolio, making it one of their key holdings.
Howard Marks's peak holding in Infosys Limited (INFY) was 7,745,688 shares, as reported at the end of Q2 2018.