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MARRIOTT VACATIONS WORLDWIDE CORP

VAC 3.25 12-15-27

Holders

2

Combined Value

$74M

Combined Shares

77,119,000

Investor Activity

$0.72$0.89$1.07$1.24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'2611111122
BUYSELLImplied priceClick a quarter to see who traded

Held By

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Howard Marks - Oaktree Capital$50M0.80%~$0.94Bought Q1 2026Q1 2026
Israel Englander - Millennium Management$24M0.01%~$0.95Bought Q1 2026Q1 2026

Recent Activity

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Howard Marks - Oaktree CapitalBUY+$11M~$0.96
Q1 2026Israel Englander - Millennium ManagementBUY+$4M~$0.96
Q4 2025Israel Englander - Millennium ManagementNEW BUY+$19M~$0.95
Q4 2025Howard Marks - Oaktree CapitalBUY+$4M~$0.95
Q3 2025Howard Marks - Oaktree CapitalBUY+$9M~$0.96
Q2 2025Howard Marks - Oaktree CapitalBUY+$9M~$0.93
Q1 2025Howard Marks - Oaktree CapitalBUY+$11M~$0.93
Q4 2024Howard Marks - Oaktree CapitalNEW BUY+$3M~$0.94
Q3 2024Howard Marks - Oaktree CapitalSOLD OUT−$3M~$0.92
Q2 2024Howard Marks - Oaktree CapitalNEW BUY+$3M~$0.92

Ownership History

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 2026277,119,000+27.7%$74M$0.96
Q4 2025260,370,000+68.5%$57M$0.95
Q3 2025135,832,000+38.7%$34M$0.96
Q2 2025125,833,000+68.4%$24M$0.93
Q1 2025115,336,000+369.3%$14M$0.93
Q4 202413,268,000−22.2%$3M$0.94
Q2 202414,201,000$3M$0.92