Howard Marks's TAC Position Overview
Howard Marks (via Oaktree Capital Management Lp) currently holds 3 M shares of TransAlta Corporation (TAC) worth $41.49 M, representing 0.58% of the portfolio. First purchased in 2025-Q1, this short-term holding has been held for 6 quarters.
Based on 13F filings, Howard Marks has maintained this position in TAC for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 500,000 shares. Largest reduction occurred in Q2 2026, reducing 3.42 M shares.
Analysis based on 13F filings available since 2013 Q2
Howard Marks's TransAlta Corporation (TAC) Holding Value Over Time
Track share changes against reported price movement
Quarterly TransAlta Corporation (TAC) Trades by Howard Marks
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -3.42 M | Reduce 53.24% | 3 M | $13.83 |
| Q3 2025 | +330,000 | Add 5.42% | 6.42 M | $13.66 |
| Q2 2025 | +500,000 | Add 8.95% | 6.09 M | $10.77 |
| Q1 2025 | +5.59 M | New Buy | 5.59 M | $9.33 |
Howard Marks's TransAlta Corporation Investment FAQs
Howard Marks first purchased TransAlta Corporation (TAC) in Q1 2025, acquiring 5,585,253 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 TransAlta Corporation (TAC) for 6 quarters since Q1 2025.
Howard Marks's largest addition to TransAlta Corporation (TAC) was in Q1 2025, adding 5,585,253 shares worth $52.12 M.
According to the latest 13F filing for Q2 2026, Howard Marks's firm, Oaktree Capital Management Lp, owns 3,000,000 shares of TransAlta Corporation (TAC), valued at approximately $41.49 M.
As of the Q2 2026 filing, TransAlta Corporation (TAC) represents approximately 0.58% of Howard Marks's publicly disclosed stock portfolio, making it one of their key holdings.
Howard Marks's peak holding in TransAlta Corporation (TAC) was 6,415,253 shares, as reported at the end of Q3 2025.