Howard Marks and Oaktree Capital Management made a significant $60.89 million contrarian bet on Sea Limited (SE), buying over 635,000 shares at an average of $87.94, suggesting a belief in its underlying value despite recent volatility.
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Howard Marks Bets: Why Oaktree Capital Just Dropped $61 Million on Sea Limited
Aug 25, 2026
This episode discusses Oaktree Capital Management's significant $60.89 million investment in Sea Limited (SE), initiated in Q2 2026. The investment is framed as a contrarian value play by Howard Marks, who is known for his second-level thinking and understanding of market psychology. Despite Sea Limited's recent 50% market correction and volatility, Oaktree's substantial purchase at an average price of $87.94 suggests a belief in the company's underlying architecture that the broader market may be overlooking.
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