🧭 Howard Marks — Q3 2025 Portfolio Snapshot ($6.49B)
Top holdings: $TRMD 12.9% $EXE 8.3% $GTX, $AU, $VNOM Details: https://13radar.com/guru/howard-marks

📊 Sector Breakdown: Energy 37% | Materials 13% | Comm Services 10%

Marks is positioning for commodity cycles, distressed value, and inflation hedges. This isn’t tech chasing — it’s macro-aware capital deployment.
#HowardMarks #Portfolio #ValueInvesting #EnergyCycle #DistressedAssets #Howardmarks #stockmarketcrash #stockstobuy

A secured party, represented by Holland & Knight, will sell the collateral pledged to it by borrower, LQD Loans Two LLC (“Borrower”). The bid deadline is May 2, 2025.
https://www.dailydac.com/public-notice-of-ucc-article-9-sale-lqd-laons-two-lcc/
#PublicAuction #AssetSale #Receivership #CommercialLoans #CreditBid #BusinessSale #DistressedAssets #MergersAndAcquisitions #LQDLoans

https://www.dailydac.com/public-notice-of-ucc-article-9-sale-lqd-loans-two-lcc/

Nelson Mullins Riley & Scarborough announces the April 14th sale of Membership Interest in True North Services, LLC. Read the full notice linked below.
https://www.dailydac.com/public-notice-notice-of-ucc-article-9-sale-true-north-services-llc/
#Article9Sale #TrueNorthServices​ #UCCSale​ #SecuredPartySale #DistressedAssets​ #Insolvency

https://www.dailydac.com/public-notice-notice-of-ucc-article-9-sale-true-north-services-llc/