BP

Beach Point Capital Management LP

High-turnover traderConcentrated strategyMomentum follower

Total reported value

$254.1M

Reporting period: 2026-03-31 · Number of holdings: 11

Beach Point Capital Management LP disclosed 11 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $254.1M and a quarterly turnover rate of 100.0%.

Personality snowflake

Concentration
100
Portfolio Stability
100
Momentum/Contrarian
100
Sector conviction
0
Diversification
20
Sizing Uniformity
85.08

Recent moves

  • Trim CTEV

    +5.3%　-$32.3B

  • Trim DBD

    -27.2%　-$74.6B

  • Trim VEL

    -5.6%　-$126.4B

  • Trim FOA

    +17.5%　-$19.1B

  • Sold out HYG

    -100.0%　-$2.5B

  • Trim KREF

    -42.1%　-$1.6B

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 10 holdings (of 11 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VELVelocity Financial INCStock-Other46.84%-2.12%-5.55%
2DBDDiebold Nixdorf INCStock-Other23.77%-5.11%-27.18%
3FSKFs Kkr Capital CORPStock-Financials12.54%+12.54%NEW
4FOAFinance Of America Cos Inc-aStock-Other6.06%-1.33%+17.54%
5CTEVClaritev CORPStock-Other5.11%-7.38%+5.34%
6OCSLOaktree Specialty Lending CoStock-Other4.94%+4.94%NEW
7KREFKkr Real Estate Finance TrusStock-Other0.28%-0.35%-42.13%
8FXIIshares China Large-cap ETFETF-Emerging Markets0.19%+0.12%-98.15%
9WWWw International Inc-newStock-Other0.17%-0.18%—
10HYGIshr Ibx Usd Hiyld Cb Etf-uiETF-High Yield0.09%-0.87%EXIT

Holding changes this quarter

Beach Point Capital Management LP's most significant position changes for 2026-03-31: Sold out: Ishr Ibx Usd Hiyld Cb Etf-ui (HYG) — shares -100.00%; Sold out: Agnc Investment CORP (AGNC); Sold out: Slm CORP (SLM); Sold out: Ishares Msci Emerging Market (EEM); New buy: Fs Kkr Capital CORP (FSK).

Position changes disclosed by Beach Point Capital Management LP for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1FXIIshares China Large-cap ETF+0.1%-98.15%Trim
2WWWw International Inc-new-0.2%—Unchanged
3KREFKkr Real Estate Finance Trus-0.4%-42.13%Trim
4HYGIshr Ibx Usd Hiyld Cb Etf-ui-0.9%EXITSold out
5FOAFinance Of America Cos Inc-a-1.3%+17.54%Add
6VELVelocity Financial INC-2.1%-5.55%Trim
7DBDDiebold Nixdorf INC-5.1%-27.18%Trim
8CTEVClaritev CORP-7.4%+5.34%Add
9AGNCAgnc Investment CORP—EXITSold out
10SLMSlm CORP—EXITSold out
11EEMIshares Msci Emerging Market—EXITSold out
12FSKFs Kkr Capital CORP—NEWNew buy
13RCReady Capital CORP—EXITSold out
14OCSLOaktree Specialty Lending Co—NEWNew buy
15HTGCHercules Capital INC—EXITSold out
16SPYSs Spdr S&p 500 ETF Trust-us—EXITSold out
17QQQInvesco Qqq Trust Series 1—EXITSold out

FAQ

What is Beach Point Capital Management LP and what type of investor is it?
Beach Point Capital Management LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $254.1M, spread across 11 disclosed positions.
What are Beach Point Capital Management LP's largest equity positions?
Based on the latest 13F filing, Beach Point Capital Management LP's top holdings by market value are: 1. Velocity Financial INC (VEL) — $119.0M (46.8%) 2. Diebold Nixdorf INC (DBD) — $60.4M (23.8%) 3. Fs Kkr Capital CORP (FSK) — $31.9M (12.5%) 4. Finance Of America Cos Inc-a (FOA) — $15.4M (6.1%) 5. Claritev CORP (CTEV) — $13.0M (5.1%)
What changes did Beach Point Capital Management LP make in its most recent portfolio filing?
In the latest reported quarter, Beach Point Capital Management LP made 16 notable position adjustments: 2 new positions were initiated, 2 existing holdings were added to, 4 positions were partially reduced, and 8 were completely exited. The largest of these moves: Sold out: Ishr Ibx Usd Hiyld Cb Etf-ui (HYG) — shares -100.00%; Sold out: Agnc Investment CORP (AGNC); Sold out: Slm CORP (SLM); Sold out: Ishares Msci Emerging Market (EEM); New buy: Fs Kkr Capital CORP (FSK)
What sectors does Beach Point Capital Management LP focus on?
Beach Point Capital Management LP is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 100.0%