Howard Marks's YMM Position Overview
Howard Marks (via Oaktree Capital Management Lp) currently holds 3.8M shares of Full Truck Alliance Co. Ltd. (YMM) worth $49.26 M, representing 0.76% of the portfolio. First purchased in 2025-Q2, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Howard Marks has initiated a new position in YMM, representing a fresh investment thesis on this company. Largest addition occurred in Q3 2025, adding 2.0M shares.
Analysis based on 13F filings available since 2013 Q2
Howard Marks's Full Truck Alliance Co (YMM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Full Truck Alliance Co (YMM) Trades by Howard Marks
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | +1.84 M | New Buy | 1.84 M | $11.81 |
| Q3 2025 | +1.96 M | Add 106.13% | 3.8 M | $12.97 |
Howard Marks's Full Truck Alliance Co Investment FAQs
Howard Marks first purchased Full Truck Alliance Co. Ltd. (YMM) in Q2 2025, acquiring 1,842,337 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 Full Truck Alliance Co. Ltd. (YMM) for 2 quarters since Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Howard Marks's largest addition to Full Truck Alliance Co. Ltd. (YMM) was in Q3 2025, adding 3,797,697 shares worth $49.26 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 3,797,697 shares of Full Truck Alliance Co. Ltd. (YMM), valued at approximately $49.26 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Full Truck Alliance Co. Ltd. (YMM) represents approximately 0.76% 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 Full Truck Alliance Co. Ltd. (YMM) was 3,797,697 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.