Goldentree Asset Management Lp Top Holdings and 13F Report (2026) About Goldentree Asset Management LpInvestment ActivityGoldentree Asset Management Lp has $1.69 billion in total holdings as of March 31, 2026.Goldentree Asset Management Lp owns shares of 29 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 30.81% of the portfolio was purchased this quarter.About 34.92% of the portfolio was sold this quarter.This quarter, Goldentree Asset Management Lp has purchased 29 new stocks and bought additional shares in 9 stocks.Goldentree Asset Management Lp sold shares of 6 stocks and completely divested from 8 stocks this quarter.Largest Holdings Bausch Health Cos $186,982,483Comcast $186,979,827MGM Resorts International $176,606,724WAYSTAR HLDG CORP $106,975,513CBRE Group $97,184,390 Largest New Holdings this Quarter 946784105 - WAYSTAR HLDG CORP $106,975,513 Holding12504L109 - CBRE Group $97,184,390 Holding00182C103 - ANI Pharmaceuticals $51,295,618 Holding925283103 - VERSANT MEDIA GROUP INC $48,262,362 Holding150870103 - Celanese $34,858,566 Holding Largest Purchases this Quarter WAYSTAR HLDG CORP 4,443,671 shares (about $106.98M)CBRE Group 718,615 shares (about $97.18M)ANI Pharmaceuticals 667,981 shares (about $51.30M)VERSANT MEDIA GROUP INC 1,305,960 shares (about $48.26M)Elastic 774,363 shares (about $38.65M) Largest Sales this Quarter Ovintiv 744,498 shares (about $44.19M)Owens Corning 352,000 shares (about $38.03M)Comcast 1,303,205 shares (about $37.37M)UNITED PARKS & RESORTS INC 376,987 shares (about $12.29M)Mplx 80,200 shares (about $4.58M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGoldentree Asset Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBHCBausch Health Cos$186,982,4830.0%34,665,73111.1%MedicalCMCSAComcast$186,979,827$37,365,092 â–¼-16.7%6,521,40911.1%Consumer DiscretionaryMGMMGM Resorts International$176,606,724$1,366,372 â–²0.8%4,771,86510.5%Consumer DiscretionaryWAYSTAR HLDG CORP$106,975,513$106,975,513 â–²New Holding4,443,6716.3%COMCBRECBRE Group$97,184,390$97,184,390 â–²New Holding718,6155.8%FinanceNCLHNorwegian Cruise Line$96,988,526$11,429,205 â–²13.4%5,194,5175.8%Consumer DiscretionaryJAZZJazz Pharmaceuticals$89,762,591$10,420,992 â–²13.1%475,5505.3%MedicalALLYAlly Financial$83,367,857$37,730,082 â–²82.7%2,128,5144.9%FinanceESTCElastic$71,334,830$38,645,383 â–²118.2%1,429,3834.2%Computer and TechnologyUNITED PARKS & RESORTS INC$67,219,978$12,292,832 â–¼-15.5%2,061,4504.0%COMREZIResideo Technologies$56,926,928$14,064,057 â–²32.8%1,691,3433.4%IndustrialsANIPANI Pharmaceuticals$51,295,618$51,295,618 â–²New Holding667,9813.0%MedicalOVVOvintiv$49,001,799$44,193,402 â–¼-47.4%825,5022.9%EnergyVERSANT MEDIA GROUP INC$48,262,362$48,262,362 â–²New Holding1,305,9602.9%COM CL AGULFPORT ENERGY CORP$45,752,012$13,784,632 â–²43.1%216,2502.7%COMMON SHARESBLCOBausch + Lomb$42,210,2640.0%2,660,5082.5%MedicalSMARTSTOP SELF STORAG REIT I$40,187,087$4,941,871 â–²14.0%1,329,5752.4%COMMON STOCKCECelanese$34,858,566$34,858,566 â–²New Holding530,9072.1%Basic MaterialsFBINFortune Brands Innovations$31,368,408$1,253,831 â–²4.2%806,3321.9%Retail/WholesaleTDSTelephone and Data Systems$21,688,221$21,688,221 â–²New Holding516,0001.3%UtilitiesWKWorkiva$21,325,302$21,325,302 â–²New Holding358,2481.3%Computer and TechnologyARDENT HEALTH INC$19,682,7180.0%2,303,1131.2%COMMPLXMplx$19,671,230$4,577,014 â–¼-18.9%344,6861.2%EnergyOCOwens Corning$19,038,677$38,033,918 â–¼-66.6%176,2011.1%ConstructionCABOCable One$6,640,4860.0%73,1800.4%Consumer DiscretionaryETEnergy Transfer$5,014,005$1,528,560 â–¼-23.4%259,7930.3%EnergyVODVodafone Group$4,499,163$4,499,163 â–²New Holding300,0000.3%Computer and TechnologyLIBERTY MEDIA CORP DEL$3,028,5700.0%75,030,0000.2%DEB 4.000%11/1LIBERTY MEDIA CORP DEL$2,859,5620.0%94,975,0000.2%DEB 3.750% 2/1IVViShares Core S&P 500 ETF$0$257,537,440 â–¼-100.0%00.0%ETFCOFCapital One Financial$0$57,021,434 â–¼-100.0%00.0%FinanceSOLSTICE ADVANCED MATLS INC$0$47,302,695 â–¼-100.0%00.0%COM SHSINDVIndivior$0$44,460,908 â–¼-100.0%00.0%MedicalPFSIPennyMac Financial Services$0$29,917,270 â–¼-100.0%00.0%FinanceASTLAlgoma Steel Group$0$10,223,547 â–¼-100.0%00.0%Basic MaterialsNRPNatural Resource Partners$0$3,284,424 â–¼-100.0%00.0%EnergyTIMBTIM$0$1,264,444 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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