Goldentree Asset Management Lp Top Holdings and 13F Report (2026) About Goldentree Asset Management LpInvestment ActivityGoldentree Asset Management Lp has $1.72 billion in total holdings as of June 30, 2026.Goldentree Asset Management Lp owns shares of 31 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 44.27% of the portfolio was purchased this quarter.About 45.16% of the portfolio was sold this quarter.This quarter, Goldentree Asset Management Lp has purchased 29 new stocks and bought additional shares in 6 stocks.Goldentree Asset Management Lp sold shares of 9 stocks and completely divested from 11 stocks this quarter.Largest Holdings Comcast $316,291,325Bausch Health Cos $170,706,865WAYSTAR HLDG CORP $126,275,710Charter Communications $117,610,728CBRE Group $74,362,329 Largest New Holdings this Quarter 16119P108 - Charter Communications $117,610,728 Holding93627C101 - Warrior Met Coal $52,828,055 Holding146869102 - Carvana $50,885,752 Holding25179M103 - Devon Energy $47,176,986 Holding50212V100 - LPL Financial $43,727,466 Holding Largest Purchases this Quarter Comcast 6,376,908 shares (about $156.37M)Charter Communications 828,085 shares (about $117.61M)Warrior Met Coal 652,071 shares (about $52.83M)Carvana 774,333 shares (about $50.89M)Devon Energy 1,141,747 shares (about $47.18M) Largest Sales this Quarter MGM Resorts International 3,862,408 shares (about $184.66M)Jazz Pharmaceuticals 181,115 shares (about $43.57M)UNITED PARKS & RESORTS INC 701,497 shares (about $33.44M)SMARTSTOP SELF STORAG REIT I 827,807 shares (about $26.86M)CBRE Group 165,614 shares (about $22.27M) 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 PortfolioSectorCMCSAComcast$316,291,325$156,373,942 â–²97.8%12,898,31718.4%Communication ServicesBHCBausch Health Cos$170,706,8650.0%34,665,7319.9%HealthcareWAYSTAR HLDG CORP$126,275,710$35,185,176 â–²38.6%6,160,1107.3%COMCHTRCharter Communications$117,610,728$117,610,728 â–²New Holding828,0856.8%Communication ServicesCBRECBRE Group$74,362,329$22,270,200 â–¼-23.0%553,0014.3%Real EstateJAZZJazz Pharmaceuticals$70,838,675$43,574,801 â–¼-38.1%294,4354.1%HealthcareESTCElastic$65,831,951$15,541,670 â–¼-19.1%1,156,3833.8%TechnologyUNITED PARKS & RESORTS INC$64,826,788$33,439,242 â–¼-34.0%1,359,9533.8%COMREZIResideo Technologies$58,762,086$6,243,590 â–²11.9%1,892,4163.4%IndustrialsTDSTelephone and Data Systems$56,094,914$37,029,338 â–²194.2%1,518,1803.3%Communication ServicesHCCWarrior Met Coal$52,828,055$52,828,055 â–²New Holding652,0713.1%MaterialsCVNACarvana$50,885,752$50,885,752 â–²New Holding774,3333.0%Consumer DiscretionaryCECelanese$50,302,573$25,922,271 â–²106.3%1,095,3922.9%MaterialsDVNDevon Energy$47,176,986$47,176,986 â–²New Holding1,141,7472.7%EnergyBLCOBausch + Lomb$43,961,7880.0%2,660,5082.6%HealthcareLPLALPL Financial$43,727,466$43,727,466 â–²New Holding155,4952.5%FinanceMGMMGM Resorts International$43,481,139$184,661,726 â–¼-80.9%909,4572.5%Consumer DiscretionaryCMICummins$40,591,485$40,591,485 â–²New Holding57,0002.4%IndustrialsCOMPCompass$35,015,223$35,015,223 â–²New Holding2,844,6902.0%Real EstateVERSANT MEDIA GROUP INC$33,898,473$13,053,771 â–¼-27.8%942,8742.0%COM CL ACOLLCollegium Pharmaceutical$26,920,882$26,920,882 â–²New Holding744,8891.6%HealthcareEPREPR Properties$25,963,979$25,963,979 â–²New Holding448,2991.5%Real EstateLIFTOFF MOBILE INC$20,252,899$20,252,899 â–²New Holding844,5051.2%COMCXWCoreCivic$16,283,680$16,283,680 â–²New Holding536,0000.9%IndustrialsSMARTSTOP SELF STORAG REIT I$16,279,825$26,858,136 â–¼-62.3%501,7680.9%COMMON STOCKARDENT HEALTH INC$15,526,017$7,099,680 â–¼-31.4%1,580,4230.9%COMGEOGeo Group$15,100,050$15,100,050 â–²New Holding511,0000.9%IndustrialsCOMMCommScope$7,727,783$7,727,783 â–²New Holding605,6490.4%TechnologyLIBERTY MEDIA CORP DEL$5,401,707$636,675 â–²13.4%107,665,0000.3%DEB 3.750% 2/1LIBERTY MEDIA CORP DEL$3,788,2050.0%75,030,0000.2%DEB 4.000%11/1ETEnergy Transfer$3,533,242$1,434,000 â–¼-28.9%184,7930.2%EnergyNCLHNorwegian Cruise Line$0$96,988,526 â–¼-100.0%00.0%Consumer DiscretionaryALLYAlly Financial$0$83,367,857 â–¼-100.0%00.0%FinanceANIPANI Pharmaceuticals$0$51,295,618 â–¼-100.0%00.0%HealthcareOVVOvintiv$0$49,001,799 â–¼-100.0%00.0%EnergyGULFPORT ENERGY CORP$0$45,752,012 â–¼-100.0%00.0%COMMON SHARESFBINFortune Brands Innovations$0$31,368,408 â–¼-100.0%00.0%IndustrialsWKWorkiva$0$21,325,302 â–¼-100.0%00.0%TechnologyMPLXMplx$0$19,671,230 â–¼-100.0%00.0%EnergyOCOwens Corning$0$19,038,677 â–¼-100.0%00.0%IndustrialsCABOCable One$0$6,640,486 â–¼-100.0%00.0%Communication ServicesVODVodafone Group$0$4,499,163 â–¼-100.0%00.0%Communication ServicesShowing largest 100 holdings. 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