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CIK: 0001453885
Total reported value
$258.1M
$258.1M
18 檔
1815.2%
As reported in its official Q2 2025 Form 13F filing, Beach Point Capital Management LP's tracked investment portfolio stood at $258.1M with 18 total positions.
In Q2 2025, Beach Point Capital Management LP displayed an active expansion posture, initiating 18 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 71.68% | — | — | |
| 2 | AGNC | Agnc Investment CORP | Stock-Real Estate | 13.48% | — | — | |
| 3 | SLM | Slm CORP | Stock-Financials | 6.11% | — | — | |
| 4 | VEL | Velocity Financial Inc | Stock-Other | 1.99% | +0.56% | — | |
| 5 | DBD | Diebold Nixdorf Inc | Stock-Other | 1.76% | -1.02% | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.40% | — | — | |
| 7 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 1.35% | — | — | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.12% | — | — | |
| 9 | CTEV | Claritev CORP | Stock-Other | 0.38% | +5.08% | — | |
| 10 | FOA | Finance Of America Cos Inc-a | Stock-Other | 0.22% | +3.83% | — | |
| 11 | ACHC | Acadia Healthcare Co Inc | Stock-Other | 0.16% | — | — | |
| 12 | RPT-PC | Rithm Property Trust Inc. | Stock-Other | 0.14% | — | — | |
| 13 | GBTG | Global Business Travel Group | Stock-Other | 0.10% | — | — | |
| 14 | ABR | Arbor Realty Trust Inc | Stock-Real Estate | 0.06% | — | — | |
| 15 | RC | Ready Capital CORP | Stock-Other | 0.03% | — | — | |
| 16 | RITM | Rithm Capital CORP | Stock-Real Estate | 0.01% | — | — | |
| 17 | COIN | Coinbase Global Inc -class A | Stock-Financials | — | — | — | |
| 18 | ✓ | Dragonfly Energy Holdings Co | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | NEW | New buy |
| 2 | AGNC | Agnc Investment CORP | — | NEW | New buy |
| 3 | SLM | Slm CORP | — | NEW | New buy |
| 4 | VEL | Velocity Financial Inc | — | NEW | New buy |
| 5 | DBD | Diebold Nixdorf Inc | — | NEW | New buy |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 7 | XHB | Ss Spdr S&p Homebldrs ETF | — | NEW | New buy |
| 8 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 9 | CTEV | Claritev CORP | — | NEW | New buy |
| 10 | FOA | Finance Of America Cos Inc-a | — | NEW | New buy |
| 11 | ACHC | Acadia Healthcare Co Inc | — | NEW | New buy |
| 12 | RPT-PC | Rithm Property Trust Inc. | — | NEW | New buy |
| 13 | GBTG | Global Business Travel Group | — | NEW | New buy |
| 14 | ABR | Arbor Realty Trust Inc | — | NEW | New buy |
| 15 | RC | Ready Capital CORP | — | NEW | New buy |
| 16 | RITM | Rithm Capital CORP | — | NEW | New buy |
| 17 | COIN | Coinbase Global Inc -class A | — | NEW | New buy |
| 18 | ✓ | Dragonfly Energy Holdings Co | — | NEW | New buy |
| 19 | HOUS 0.25 06-15-26Bond | Anywhere Re Grp/realogy | — | — | Unchanged |
| 20 | JBBB | Janus Henderson B-bbb Clo Et | — | — | Unchanged |
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 18 disclosed positions in Q2 2025.
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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 HYG, AGNC, SLM) accounted for 1815.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
HYG
市值: $3.5B
During Q2 2025, Beach Point Capital Management LP's top holdings by market value included HYG (71.7%)、AGNC (13.5%)、SLM (6.1%). The largest single position, HYG, represented 71.7% of total portfolio value.
In Q2 2025, Beach Point Capital Management LP made 18 total portfolio adjustments, initiating 18 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
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