Company Overview - Garrett Motion is a leading supplier of advanced turbocharging and electric-boosting technologies for both light and commercial vehicle markets, leveraging engineering expertise and a global manufacturing footprint to deliver high-performance solutions to automotive OEMs and aftermarket clients [1] - The company focuses on innovation and has a diversified customer base, which underpins its competitive position in the automotive parts industry [1] Stock Performance - As of March 19, 2026, shares of Garrett Motion were priced at $17.40, reflecting an increase of 89.5% over the past year, outperforming the S&P 500 by approximately 75% [2] - Oaktree Capital Management's holdings in Garrett Motion represent 4.25% of its 13F reportable AUM, making it the fifth largest holding after a significant sale [2] Oaktree Capital Management's Transactions - Oaktree Capital Management reduced its Garrett Motion holdings by 14,800,000 shares during Q4 2025, with an estimated transaction value of $235.64 million based on average unadjusted closing prices [3][4] - The quarter-end position value decreased by around $136.44 million, reflecting both sales and share price movements [3][4] Investment Implications - Despite cutting nearly half of its position in Garrett Motion, Oaktree still holds $298 million worth of shares, indicating a belief in the company's potential for further upside [5][7] - Oaktree's strategy typically involves entering as a creditor during troubled times and converting debt to equity, which was the case with Garrett Motion after its emergence from bankruptcy in 2020 [6] Analyst Recommendations - The Motley Fool Stock Advisor analyst team has identified ten stocks they believe are better investment opportunities than Garrett Motion at this time [8]