Garrett Motion Inc. (GTX): Billionaire Howard Marks Trims Position

Garrett Motion Inc. (NASDAQ:GTX) has been a changeless diagnostic successful the 13F portfolio of Oaktree Capital Management since precocious 2020, barring a fewer exceptions. The money archetypal disclosed a involvement successful the institution successful the 3rd 4th of 2020. This presumption comprised conscionable implicit 3.5 cardinal shares and was sold disconnected by the adjacent quarter. A caller presumption was opened successful the 2nd 4th of 2021. This comprised adjacent to 3.6 cardinal shares. After sitting connected this involvement for galore quarters, the money loaded up connected the banal successful the 2nd 4th of 2023, increasing the holding to implicit 44 cardinal shares. Filings for the 4th fourth of 2025 amusement that the money owned conscionable implicit 17 cardinal shares successful the company, down 46% compared to filings for the erstwhile quarter.

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Garrett Motion Inc. (NASDAQ:GTX) has been a bequest person successful turbochargers. However, the contiguous involvement successful the banal is driven by its palmy pivot into information halfway cooling and hybrid conveyance technology. Earlier this year, Garrett announced a strategical collaboration with Trane Technologies to integrate its high-speed centrifugal compressors into commercialized HVAC systems. These oil-free compressors, primitively developed for high-performance automotive engines, connection implicit 10% vigor savings for information centers. In its Q4 2025 net report, the institution reported a 6% gross summation to $891 million, driven by gasoline stock request gains arsenic consumers displacement toward hybrids implicit axenic EVs.

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