Howard Marks's YMM Position Overview
Howard Marks (via Oaktree Capital Management Lp) currently holds 0 shares of Full Truck Alliance Co. Ltd. (YMM) worth $0, representing 0.00% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 4 quarters.
Based on 13F filings, Howard Marks has maintained this position in YMM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 1.96 M shares. Largest reduction occurred in Q1 2026, reducing 3.52 M 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -3.52 M | Sold Out | 0 | $0.00 |
| Q4 2025 | -277,933 | Reduce 7.32% | 3.52 M | $10.73 |
| Q3 2025 | +1.96 M | Add 106.13% | 3.8 M | $12.97 |
| Q2 2025 | +1.84 M | New Buy | 1.84 M | $11.81 |
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 4 quarters since Q2 2025.
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.
According to the latest 13F filing for Q1 2026, Howard Marks's firm, Oaktree Capital Management Lp, owns 0 shares of Full Truck Alliance Co. Ltd. (YMM), valued at approximately $0.
As of the Q1 2026 filing, Full Truck Alliance Co. Ltd. (YMM) represents approximately 0.00% of Howard Marks's publicly disclosed stock portfolio, making it one of their key holdings.
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.