Beach Point Capital Management Lp Top Holdings and 13F Report (2025) About Beach Point Capital Management LpInvestment ActivityBeach Point Capital Management Lp has $239.53 million in total holdings as of June 30, 2025.Beach Point Capital Management Lp owns shares of 18 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 1.43% of the portfolio was purchased this quarter.About 31.38% of the portfolio was sold this quarter.This quarter, Beach Point Capital Management Lp has purchased 18 new stocks and bought additional shares in 2 stocks.Beach Point Capital Management Lp sold shares of 7 stocks and completely divested from 2 stocks this quarter.Largest Holdings Velocity Financial $98,277,926DIEBOLD NIXDORF INC $87,007,363CLARITEV CORPORATION $18,867,996FINANCE OF AMERICA COMPAN $10,946,175Acadia Healthcare $8,067,203 Largest New Holdings this Quarter 00123Q104 - AGNC Investment $664,646 Holding78464A888 - SPDR S&P Homebuilders ETF $66,420 Holding Largest Purchases this Quarter iShares iBoxx $ High Yield Corporate Bond ETF 4,752,300 shares (about $1.36M)CLARITEV CORPORATION 29,428 shares (about $1.33M)AGNC Investment 5,579,400 shares (about $664.65K)SPDR S&P Homebuilders ETF 123,000 shares (about $66.42K) Largest Sales this Quarter DIEBOLD NIXDORF INC 317,399 shares (about $17.58M)Global Business Travel Group 1,313,322 shares (about $8.27M)Velocity Financial 190,878 shares (about $3.54M)SLM 138,300 shares (about $257.27K)Great Ajax 92,293 shares (about $249.19K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBeach Point Capital Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVELVelocity Financial$98,277,926$3,538,878 ▼-3.5%5,300,85941.0%FinanceDIEBOLD NIXDORF INC$87,007,363$17,583,905 ▼-16.8%1,570,53036.3%COM SHSCLARITEV CORPORATION$18,867,996$1,328,086 ▲7.6%418,0817.9%CL A NEWFINANCE OF AMERICA COMPAN$10,946,175$151,393 ▼-1.4%469,3904.6%CL A NEWACHCAcadia Healthcare$8,067,2030.0%355,5403.4%MedicalAJXGreat Ajax$6,789,639$249,191 ▼-3.5%2,514,6812.8%FinanceGBTGGlobal Business Travel Group$4,851,901$8,273,929 ▼-63.0%770,1432.0%Computer and TechnologyHYGiShares iBoxx $ High Yield Corporate Bond ETF$3,533,712$1,363,355 ▲62.8%12,317,6001.5%ETFAGNCAGNC Investment$664,646$664,646 ▲New Holding5,579,4000.3%FinanceSLMSLM$300,990$257,274 ▼-46.1%161,8000.1%FinanceSPYSPDR S&P 500 ETF Trust$69,000$23,000 ▼-25.0%75,0000.0%FinanceXHBSPDR S&P Homebuilders ETF$66,420$66,420 ▲New Holding123,0000.0%ETFQQQInvesco QQQ$55,0000.0%50,0000.0%FinanceRCReady Capital$17,0250.0%340,5000.0%FinanceDRAGONFLY ENERGY HOLDINGS CO$4,5500.0%27,6770.0%COM NEWABRArbor Realty Trust$2,9840.0%103,1000.0%FinanceRITMRithm Capital$2,5200.0%25,2000.0%FinanceCOINCoinbase Global$2000.0%10,0000.0%FinanceREALOGY GRP LLC/REALOGY CO$0$44,590,400 ▼-100.0%00.0%NOTE 0.250% 6/1JBBBJanus Henderson B-BBB CLO ETF$0$483,730 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
