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CIK: 0001453885
Total reported value
$258.1M
$258.1M
10 檔
92.9%
At the close of Q1 2026, Beach Point Capital Management LP disclosed equity holdings valued at approximately $258.1M, spread across 10 reported holdings.
In Q1 2026, Beach Point Capital Management LP adopted a defensive or profit-taking posture, trimming 4 positions and completely liquidating 8 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEL | Velocity Financial Inc | Stock-Other | 46.84% | +0.56% | -5.55% | |
| 2 | DBD | Diebold Nixdorf Inc | Stock-Other | 23.77% | -1.02% | -27.18% | |
| 3 | FSK | Fs Kkr Capital CORP | Stock-Financials | 12.54% | -7.57% | — | |
| 4 | FOA | Finance Of America Cos Inc-a | Stock-Other | 6.06% | +3.83% | +17.54% | |
| 5 | CTEV | Claritev CORP | Stock-Other | 5.11% | +5.08% | +5.34% | |
| 6 | OCSL | Oaktree Specialty Lending Co | Stock-Other | 4.94% | -2.84% | — | |
| 7 | KREF | Kkr Real Estate Finance Trus | Stock-Other | 0.28% | +0.02% | -42.13% | |
| 8 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 0.19% | -0.09% | -98.15% | |
| 9 | WW | Ww International Inc-new | Stock-Other | 0.17% | +0.02% | — | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.09% | — | -100.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEL | Velocity Financial Inc | +42.8% | -5.55% | Trim |
| 2 | DBD | Diebold Nixdorf Inc | +21.7% | -27.18% | Trim |
| 3 | FSK | Fs Kkr Capital CORP | +12.5% | NEW | New buy |
| 4 | FOA | Finance Of America Cos Inc-a | +5.5% | +17.54% | Add |
| 5 | OCSL | Oaktree Specialty Lending Co | +4.9% | NEW | New buy |
| 6 | CTEV | Claritev CORP | +4.2% | +5.34% | Add |
| 7 | KREF | Kkr Real Estate Finance Trus | +0.2% | -42.13% | Trim |
| 8 | WW | Ww International Inc-new | +0.1% | — | Unchanged |
| 9 | QQQ | Invesco Qqq Trust Series 1 | 0% | EXIT | Sold out |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | EXIT | Sold out |
| 11 | HTGC | Hercules Capital Inc | -0.3% | EXIT | Sold out |
| 12 | RC | Ready Capital CORP | -0.7% | EXIT | Sold out |
| 13 | EEM | Ishares Msci Emerging Market | -2% | EXIT | Sold out |
| 14 | FXI | Ishares China Large-cap ETF | -4.8% | -98.15% | Trim |
| 15 | SLM | Slm CORP | -7.1% | EXIT | Sold out |
| 16 | AGNC | Agnc Investment CORP | -9% | EXIT | Sold out |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -68.3% | EXIT | Sold out |
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 10 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VEL, DBD, FSK) accounted for 92.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
FSK
市值: $31.9M
Top Position Liquidated / Trimmed
HYG
前期市值: $2.5B
During Q1 2026, Beach Point Capital Management LP's top holdings by market value included VEL (46.8%)、DBD (23.8%)、FSK (12.5%). The largest single position, VEL, represented 46.8% of total portfolio value.
In Q1 2026, Beach Point Capital Management LP made 16 total portfolio adjustments, initiating 2 new buys, adding to 2 positions, trimming 4 holdings, and fully liquidating 8 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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