Howard Marks's TGS Position Overview
Howard Marks (via Oaktree Capital Management Lp) currently holds 56,522 shares of Transportadora de Gas del Sur S.A. (TGS) worth $1.19 M, representing 0.02% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 46 quarters.
Based on 13F filings since 2013, Howard Marks has maintained a long-term strategic position in TGS, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2019, adding 618,409 shares. Largest reduction occurred in Q2 2025, reducing 346,976 shares.
Analysis based on 13F filings available since 2013 Q2
Howard Marks's Transportadora de Gas del Sur (TGS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Transportadora de Gas del Sur (TGS) Trades by Howard Marks
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2014 | +569,375 | New Buy | 569,375 | $2.65 |
| Q1 2015 | -569,375 | Sold Out | 569,375 | $0.00 |
| Q3 2018 | +332,800 | New Buy | 332,800 | $13.96 |
| Q4 2018 | +190,320 | Add 57.19% | 523,120 | $14.42 |
| Q1 2019 | +193,440 | Add 36.98% | 716,560 | $12.65 |
| Q2 2019 | +368,160 | Add 51.38% | 1.08 M | $13.90 |
| Q3 2019 | +171,600 | Add 15.82% | 1.26 M | $8.16 |
| Q4 2019 | +618,409 | Add 49.22% | 1.87 M | $7.17 |
| Q1 2020 | +100,000 | Add 5.33% | 1.97 M | $4.60 |
| Q2 2020 | +20,000 | Add 1.01% | 1.99 M | $5.63 |
| Q2 2021 | -31,154 | Reduce 1.56% | 1.96 M | $4.63 |
| Q1 2022 | +1 | Add 0.00% | 1.96 M | $7.01 |
| Q3 2022 | -179,164 | Reduce 9.12% | 1.78 M | $7.38 |
| Q2 2023 | -98,174 | Reduce 5.50% | 1.69 M | $13.78 |
| Q3 2023 | -55,000 | Reduce 3.26% | 1.63 M | $10.18 |
| Q4 2023 | -302,664 | Reduce 18.55% | 1.33 M | $15.09 |
| Q1 2024 | -260,016 | Reduce 19.57% | 1.07 M | $15.10 |
| Q2 2024 | -95,375 | Reduce 8.93% | 973,183 | $18.98 |
| Q3 2024 | -50,000 | Reduce 5.14% | 923,183 | $18.34 |
| Q4 2024 | -129,000 | Reduce 13.97% | 794,183 | $29.27 |
| Q1 2025 | -309,577 | Reduce 38.98% | 484,606 | $26.46 |
| Q2 2025 | -346,976 | Reduce 71.60% | 137,630 | $25.90 |
| Q3 2025 | -81,108 | Reduce 58.93% | 56,522 | $21.03 |
Howard Marks's Transportadora de Gas del Sur Investment FAQs
Howard Marks first purchased Transportadora de Gas del Sur S.A. (TGS) in Q2 2014, acquiring 569,375 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 Transportadora de Gas del Sur S.A. (TGS) for 46 quarters since Q2 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Howard Marks's largest addition to Transportadora de Gas del Sur S.A. (TGS) was in Q4 2019, adding 1,874,729 shares worth $13.44 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Howard Marks's firm, Oaktree Capital Management Lp, owns 56,522 shares of Transportadora de Gas del Sur S.A. (TGS), valued at approximately $1.19 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Transportadora de Gas del Sur S.A. (TGS) represents approximately 0.02% of Howard Marks's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Howard Marks's peak holding in Transportadora de Gas del Sur S.A. (TGS) was 1,994,729 shares, as reported at the end of Q2 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.