Beach Point Capital Management

Latest statistics and disclosures from Beach Point Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VEL, DBD, NAC, AJX, MPLN, and represent 86.86% of Beach Point Capital Management's stock portfolio.
  • Added to shares of these 6 stocks: AJX (+$12M), WIW (+$8.4M), NAC (+$5.6M), VEL, HPP, MITT.
  • Started 3 new stock positions in WIW, AJX, HPP.
  • Reduced shares in these 7 stocks: DBD, , , MPLN, FLL, Hc2 Holdings, LLAP.
  • Sold out of its positions in MUC, FLL, Hc2 Holdings, VCV.
  • Beach Point Capital Management was a net buyer of stock by $14M.
  • Beach Point Capital Management has $251M in assets under management (AUM), dropping by 48.21%.
  • Central Index Key (CIK): 0001453885

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Portfolio Holdings for Beach Point Capital Management

Beach Point Capital Management holds 12 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Velocity Finl (VEL) 36.5 $91M +3% 5.3M 17.22
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Diebold Nixdorf Com Shs (DBD) 35.9 $90M -4% 3.1M 28.95
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Nuveen CA Dividend Advantage Muni. Fund (NAC) 6.2 $16M +55% 1.4M 11.09
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Great Ajax Corp reit (AJX) 4.8 $12M NEW 2.3M 5.30
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Churchill Capital Corp Iii-a (MPLN) 3.5 $8.8M -25% 6.1M 1.44
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Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW) 3.4 $8.4M NEW 974k 8.67
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Frontier Communications Pare (FYBR) 3.2 $7.9M 313k 25.34
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Terran Orbital Corporation (LLAP) 2.9 $7.2M -6% 6.3M 1.14
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Fs Kkr Capital Corp (FSK) 1.6 $4.0M 198k 19.97
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Ag Mtg Invt Tr Com New (MITT) 1.5 $3.7M +68% 575k 6.35
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Hudson Pacific Properties (HPP) 0.7 $1.7M NEW 178k 9.31
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Dragonfly Energy Holdings (DFLI) 0.1 $135k 249k 0.54
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Past Filings by Beach Point Capital Management

SEC 13F filings are viewable for Beach Point Capital Management going back to 2010

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