Howard Marks's MX Position Overview
Howard Marks (via Oaktree Capital Management Lp) currently holds 2.85 M shares of Magnachip Semiconductor Corporation (MX) worth $7.98 M, representing 0.13% of the portfolio. First purchased in 2017-Q1, this long-term strategic position has been held for 37 quarters.
Based on 13F filings, Howard Marks has maintained a strategic position in MX, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2017, adding 725,000 shares. Largest reduction occurred in Q2 2021, reducing 825,000 shares.
Analysis based on 13F filings available since 2013 Q2
Howard Marks's Magnachip Semiconductor Corporation (MX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Magnachip Semiconductor Corporation (MX) Trades by Howard Marks
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2023 | +549,858 | Add 23.91% | 2.85 M | $11.18 |
| Q4 2021 | +293,463 | Add 14.63% | 2.3 M | $20.97 |
| Q2 2021 | -825,000 | Reduce 29.14% | 2.01 M | $23.86 |
| Q1 2021 | -383,000 | Reduce 11.91% | 2.83 M | $24.90 |
| Q4 2020 | +275,000 | Add 9.36% | 3.21 M | $13.52 |
| Q1 2020 | -231,192 | Reduce 7.29% | 2.94 M | $11.05 |
| Q4 2019 | -79,271 | Reduce 2.44% | 3.17 M | $11.61 |
| Q2 2018 | +250,000 | Add 8.33% | 3.25 M | $10.25 |
| Q4 2017 | +660,000 | Add 28.21% | 3 M | $9.95 |
| Q3 2017 | +725,000 | Add 44.89% | 2.34 M | $11.35 |
| Q2 2017 | +359,725 | Add 28.66% | 1.62 M | $9.80 |
| Q1 2017 | +1.26 M | New Buy | 1.26 M | $9.55 |
Howard Marks's Magnachip Semiconductor Corporation Investment FAQs
Howard Marks first purchased Magnachip Semiconductor Corporation (MX) in Q1 2017, acquiring 1,255,275 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 Magnachip Semiconductor Corporation (MX) for 37 quarters since Q1 2017.
Howard Marks's largest addition to Magnachip Semiconductor Corporation (MX) was in Q1 2017, adding 1,255,275 shares worth $11.99 M.
According to the latest 13F filing for Q1 2026, Howard Marks's firm, Oaktree Capital Management Lp, owns 2,849,858 shares of Magnachip Semiconductor Corporation (MX), valued at approximately $7.98 M.
As of the Q1 2026 filing, Magnachip Semiconductor Corporation (MX) represents approximately 0.13% of Howard Marks's publicly disclosed stock portfolio, making it one of their key holdings.
Howard Marks's peak holding in Magnachip Semiconductor Corporation (MX) was 3,250,000 shares, as reported at the end of Q2 2018.