Howard Marks's XP Position Overview
Howard Marks (via Oaktree Capital Management Lp) currently holds 3.32 M shares of XP Inc. (XP) worth $54.35 M, representing 0.77% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Howard Marks has maintained a strategic position in XP, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 2.03 M shares. Largest reduction occurred in Q4 2024, reducing 510,764 shares.
Analysis based on 13F filings available since 2013 Q2
Howard Marks's XP (XP) Holding Value Over Time
Track share changes against reported price movement
Quarterly XP (XP) Trades by Howard Marks
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1.29 M | Add 63.32% | 3.32 M | $16.37 |
| Q3 2025 | +2.03 M | New Buy | 2.03 M | $18.79 |
| Q4 2024 | -510,764 | Sold Out | 0 | $0.00 |
| Q3 2024 | +510,764 | New Buy | 510,764 | $17.94 |
| Q1 2023 | -120,289 | Sold Out | 0 | $0.00 |
| Q3 2022 | -9,872 | Reduce 7.58% | 120,289 | $19.00 |
| Q1 2022 | -31,638 | Reduce 19.55% | 130,161 | $30.09 |
| Q4 2021 | +161,799 | New Buy | 161,799 | $28.74 |
Howard Marks's XP Investment FAQs
Howard Marks first purchased XP Inc. (XP) in Q4 2021, acquiring 161,799 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 XP Inc. (XP) for 10 quarters since Q4 2021.
Howard Marks's largest addition to XP Inc. (XP) was in Q3 2025, adding 2,032,877 shares worth $38.2 M.
According to the latest 13F filing for Q4 2025, Howard Marks's firm, Oaktree Capital Management Lp, owns 3,320,159 shares of XP Inc. (XP), valued at approximately $54.35 M.
As of the Q4 2025 filing, XP Inc. (XP) represents approximately 0.77% of Howard Marks's publicly disclosed stock portfolio, making it one of their key holdings.
Howard Marks's peak holding in XP Inc. (XP) was 3,320,159 shares, as reported at the end of Q4 2025.