13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001453885
Total reported value
$258.1M
$258.1M
28 檔
213.2%
At the close of Q4 2024, Beach Point Capital Management LP disclosed equity holdings valued at approximately $258.1M, spread across 28 reported holdings.
In Q4 2024, Beach Point Capital Management LP displayed an active expansion posture, initiating 22 new positions and adding to 1 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | Stock-Consumer Disc | 22.25% | — | — | |
| 2 | VEL | Velocity Financial Inc | Stock-Other | 11.38% | +0.56% | -1.07% | |
| 3 | XLF | Ss Financial Select Sector | ETF-Other | 9.76% | — | — | |
| 4 | DBD | Diebold Nixdorf Inc | Stock-Other | 8.63% | -1.02% | -7.65% | |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 6.45% | — | — | |
| 6 | SOFI | Sofi Technologies Inc | Stock-Financials | 6.38% | — | — | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.23% | — | — | |
| 8 | ARCC | Ares Capital CORP | Stock-Financials | 5.12% | — | — | |
| 9 | HOUS 0.25 06-15-26Bond | Anywhere Re Grp/realogy | Bond | 4.28% | — | -8.41% | |
| 10 | 07WA | Mr Cooper Group Inc | Stock-Other | 3.06% | — | — | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.72% | — | — | |
| 12 | GBTG | Global Business Travel Group | Stock-Other | 2.68% | — | -45.96% | |
| 13 | ABR | Arbor Realty Trust Inc | Stock-Real Estate | 1.67% | — | — | |
| 14 | ACHC | Acadia Healthcare Co Inc | Stock-Other | 1.50% | — | — | |
| 15 | AFRM | Affirm Holdings Inc | Stock-Financials | 1.41% | — | — | |
| 16 | UPST | Upstart Holdings Inc | Stock-Financials | 1.31% | — | — | |
| 17 | RPT-PC | Rithm Property Trust Inc. | Stock-Other | 1.00% | — | — | |
| 18 | SLM | Slm CORP | Stock-Financials | 0.88% | — | — | |
| 19 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.85% | — | — | |
| 20 | AGNC | Agnc Investment CORP | Stock-Real Estate | 0.79% | — | — | |
| 21 | CTEV | Claritev CORP | Stock-Other | 0.60% | +5.08% | +9.25% | |
| 22 | UWMC | Uwm Holdings CORP | Stock-Other | 0.39% | — | — | |
| 23 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.26% | — | — | |
| 24 | OPEN | Opendoor Technologies Inc | Stock-Real Estate | 0.15% | — | — | |
| 25 | BXMT | Blackstone Mortgage Tru-cl A | Stock-Real Estate | 0.14% | — | — | |
| 26 | HTGC | Hercules Capital Inc | Stock-Financials | 0.07% | — | — | |
| 27 | RITM | Rithm Capital CORP | Stock-Real Estate | 0.03% | — | — | |
| 28 | ✓ | Dragonfly Energy Holdings Co | Stock-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | +22.3% | NEW | New buy |
| 2 | XLF | Ss Financial Select Sector | +9.8% | NEW | New buy |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +6.5% | NEW | New buy |
| 4 | SOFI | Sofi Technologies Inc | +6.4% | NEW | New buy |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +6.2% | NEW | New buy |
| 6 | ARCC | Ares Capital CORP | +5.1% | NEW | New buy |
| 7 | 07WA | Mr Cooper Group Inc | +3.1% | NEW | New buy |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +2.7% | NEW | New buy |
| 9 | ABR | Arbor Realty Trust Inc | +1.7% | NEW | New buy |
| 10 | ACHC | Acadia Healthcare Co Inc | +1.5% | NEW | New buy |
| 11 | AFRM | Affirm Holdings Inc | +1.4% | NEW | New buy |
| 12 | UPST | Upstart Holdings Inc | +1.3% | NEW | New buy |
| 13 | SLM | Slm CORP | +0.9% | NEW | New buy |
| 14 | BXSL | Blackstone Secured Lending F | +0.9% | NEW | New buy |
| 15 | AGNC | Agnc Investment CORP | +0.8% | NEW | New buy |
| 16 | UWMC | Uwm Holdings CORP | +0.4% | NEW | New buy |
| 17 | COIN | Coinbase Global Inc -class A | +0.3% | NEW | New buy |
| 18 | OPEN | Opendoor Technologies Inc | +0.2% | NEW | New buy |
| 19 | BXMT | Blackstone Mortgage Tru-cl A | +0.1% | NEW | New buy |
| 20 | HTGC | Hercules Capital Inc | +0.1% | NEW | New buy |
| 21 | RITM | Rithm Capital CORP | 0% | NEW | New buy |
| 22 | ✓ | Dragonfly Energy Holdings Co | 0% | NEW | New buy |
| 23 | ✓ | 0% | EXIT | Sold out | |
| 24 | CTEV | Claritev CORP | -0.3% | +9.25% | Add |
| 25 | ✓ | Terran Orbital CORP | -0.5% | EXIT | Sold out |
| 26 | RPT-PC | Rithm Property Trust Inc. | -2.6% | — | Unchanged |
| 27 | GBTG | Global Business Travel Group | -10.3% | -45.96% | Trim |
| 28 | HOUS 0.25 06-15-26Bond | Anywhere Re Grp/realogy | -10.4% | -8.41% | Trim |
| 29 | DBD | Diebold Nixdorf Inc | -22.1% | -7.65% | Trim |
| 30 | VEL | Velocity Financial Inc | -25.2% | -1.07% | Trim |
According to official SEC Form 13F filings, Beach Point Capital Management LP reported a total U.S. public equity portfolio value of $258.1M across 28 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CVNA, VEL, XLF) accounted for 213.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
CVNA
市值: $209.4M
Top Position Liquidated / Trimmed
TERRAN ORBITAL CORP
前期市值: $1.6M
During Q4 2024, Beach Point Capital Management LP's top holdings by market value included CVNA (22.3%)、VEL (11.4%)、XLF (9.8%). The largest single position, CVNA, represented 22.3% of total portfolio value.
In Q4 2024, Beach Point Capital Management LP made 29 total portfolio adjustments, initiating 22 new buys, adding to 1 positions, trimming 4 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.