Beach Point Capital Management

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

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Positions held by Beach Point Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Beach Point Capital Management

Beach Point Capital Management holds 15 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Velocity Finl (VEL) 52.5 $144M +29% 6.9M 20.76
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Diebold Nixdorf Com Shs (DBD) 27.2 $75M -18% 1.1M 67.89
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Claritev Corporation Cl A New (CTEV) 11.8 $32M +77% 755k 42.75
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Finance Of America Compan Cl A New (FOA) 7.0 $19M +557% 789k 24.21
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Kkr Real Estate Finance Trust (KREF) 0.6 $1.6M NEW 199k 8.22
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Ww Intl Com New (WW) 0.3 $910k 31k 29.21
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Ishares Tr Iboxx Hi Yd Etf Call Option (HYG) 0.3 $786k +45% 12M 0.07
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Agnc Invt Corp Com reit Put Option (AGNC) 0.1 $327k +48% 5.3M 0.06
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SLM Corporation Put Option (SLM) 0.1 $256k +77% 1.3M 0.20
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Ishares Tr China Lg-cap Etf Put Option (FXI) 0.1 $179k NEW 1.6M 0.11
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Ishares Tr Msci Emg Mkt Etf Put Option (EEM) 0.0 $72k NEW 600k 0.12
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Ready Cap Corp Com reit Call Option (RC) 0.0 $25k +46% 500k 0.05
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Hercules Technology Growth Capital Put Option (HTGC) 0.0 $12k NEW 40k 0.30
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Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) 0.0 $750.000000 75k 0.01
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Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) 0.0 $500.000000 50k 0.01
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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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