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CIK: 0001453885
Total reported value
$228.7M
$228.7M
13 檔
107.4%
At the close of Q2 2026, Beach Point Capital Management LP disclosed equity holdings valued at approximately $228.7M, spread across 13 reported holdings.
In Q2 2026, Beach Point Capital Management LP displayed an active expansion posture, initiating 3 new positions and adding to 2 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEL | Velocity Financial Inc | Stock-Other | 47.40% | -2.18% | +0.37% | |
| 2 | DBD | Diebold Nixdorf Inc | Stock-Other | 22.75% | -4.90% | -13.74% | |
| 3 | CTEV | Claritev CORP | Stock-Other | 10.19% | -3.24% | -3.11% | |
| 4 | FOA | Finance Of America Cos Inc-a | Stock-Other | 9.89% | -4.96% | — | |
| 5 | FSK | Fs Kkr Capital CORP | Stock-Financials | 4.97% | -3.25% | -60.98% | |
| 6 | OCSL | Oaktree Specialty Lending Co | Stock-Other | 2.10% | -2.10% | EXIT | |
| 7 | MFIC | Midcap Financial Investment | Stock-Other | 1.72% | -0.80% | — | |
| 8 | KREF | Kkr Real Estate Finance Trus | Stock-Other | 0.30% | +0.01% | — | |
| 9 | WW | Ww International Inc-new | Stock-Other | 0.19% | +0.02% | — | |
| 10 | CCAP | Crescent Capital Bdc Inc | Stock-Other | 0.16% | +1.91% | — | |
| 11 | INVH | Invitation Homes Inc | Stock-Real Estate | 0.13% | +0.10% | — | |
| 12 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 0.10% | -0.09% | +3.46% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.09% | +1.98% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CTEV | Claritev CORP | +5.1% | -3.11% | Trim |
| 2 | FOA | Finance Of America Cos Inc-a | +3.8% | — | Unchanged |
| 3 | MFIC | Midcap Financial Investment | +1.7% | NEW | New buy |
| 4 | VEL | Velocity Financial Inc | +0.6% | +0.37% | Add |
| 5 | CCAP | Crescent Capital Bdc Inc | +0.2% | NEW | New buy |
| 6 | INVH | Invitation Homes Inc | +0.1% | NEW | New buy |
| 7 | KREF | Kkr Real Estate Finance Trus | 0% | — | Unchanged |
| 8 | WW | Ww International Inc-new | 0% | — | Unchanged |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | — | Unchanged |
| 10 | FXI | Ishares China Large-cap ETF | -0.1% | +3.46% | Add |
| 11 | DBD | Diebold Nixdorf Inc | -1% | -13.74% | Trim |
| 12 | OCSL | Oaktree Specialty Lending Co | -2.8% | -59.20% | Trim |
| 13 | FSK | Fs Kkr Capital CORP | -7.6% | -60.98% | Trim |
According to official SEC Form 13F filings, Beach Point Capital Management LP reported a total U.S. public equity portfolio value of $228.7M across 13 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VEL, DBD, CTEV) accounted for 107.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
MFIC
市值: $4.4M
Top Position Liquidated / Trimmed
DBD
前期市值: $60.4M
During Q2 2026, Beach Point Capital Management LP's top holdings by market value included VEL (47.4%)、DBD (22.8%)、CTEV (10.2%). The largest single position, VEL, represented 47.4% of total portfolio value.
In Q2 2026, Beach Point Capital Management LP made 9 total portfolio adjustments, initiating 3 new buys, adding to 2 positions, trimming 4 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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