GoldenTree Asset Management
Latest statistics and disclosures from Goldentree Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BHC, CMCSA, MGM, WAY, CBRE, and represent 44.75% of Goldentree Asset Management's stock portfolio.
- Added to shares of these 10 stocks: WAY (+$107M), CBRE (+$97M), ANIP (+$51M), VSNT (+$48M), ESTC (+$39M), ALLY (+$38M), CE (+$35M), TDS (+$22M), WK (+$21M), REZI (+$14M).
- Started 8 new stock positions in CBRE, CE, TDS, WAY, WK, VOD, VSNT, ANIP.
- Reduced shares in these 10 stocks: IVV (-$258M), , SOLS (-$47M), Indivior (-$45M), OVV (-$44M), OC (-$38M), CMCSA (-$37M), PFSI (-$30M), PRKS (-$12M), ASTL (-$10M).
- Sold out of its positions in ASTL, COF, IVV, NRP, PFSI, SOLS, TIMB, Indivior.
- Goldentree Asset Management was a net seller of stock by $-69M.
- Goldentree Asset Management has $1.7B in assets under management (AUM), dropping by -8.60%.
- Central Index Key (CIK): 0001278951
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Positions held by GoldenTree Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Goldentree Asset Management
Goldentree Asset Management holds 29 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Bausch Health Companies (BHC) | 11.1 | $187M | 35M | 5.39 |
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| Comcast Corp Cl A (CMCSA) | 11.1 | $187M | -16% | 6.5M | 28.67 |
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| MGM Resorts International. (MGM) | 10.5 | $177M | 4.8M | 37.01 |
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| Waystar Holding Corp (WAY) | 6.3 | $107M | NEW | 4.4M | 24.07 |
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| Cbre Group Cl A (CBRE) | 5.8 | $97M | NEW | 719k | 135.24 |
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| Norwegian Cruise Line Hldgs SHS (NCLH) | 5.8 | $97M | +13% | 5.2M | 18.67 |
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| Jazz Pharmaceuticals Shs Usd (JAZZ) | 5.3 | $90M | +13% | 476k | 188.76 |
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| Ally Financial (ALLY) | 4.9 | $83M | +82% | 2.1M | 39.17 |
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| Elastic N V Ord Shs (ESTC) | 4.2 | $71M | +118% | 1.4M | 49.91 |
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| Seaworld Entertainment (PRKS) | 4.0 | $67M | -15% | 2.1M | 32.61 |
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| Resideo Technologies (REZI) | 3.4 | $57M | +32% | 1.7M | 33.66 |
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| Biosante Pharmaceuticals (ANIP) | 3.0 | $51M | NEW | 668k | 76.79 |
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| Encana Corporation (OVV) | 2.9 | $49M | -47% | 826k | 59.36 |
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| Versant Media Group Com Cl A (VSNT) | 2.9 | $48M | NEW | 1.3M | 36.96 |
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| Gulfport Energy Corp Common Shares (GPOR) | 2.7 | $46M | +43% | 216k | 211.57 |
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| Bausch Plus Lomb Corp Common Shares (BLCO) | 2.5 | $42M | 2.7M | 15.87 |
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| Smartstop Self Storag Reit I Common Stock (SMA) | 2.4 | $40M | +14% | 1.3M | 30.23 |
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| Celanese Corporation (CE) | 2.1 | $35M | NEW | 531k | 65.66 |
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| Fortune Brands (FBIN) | 1.9 | $31M | +4% | 806k | 38.90 |
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| Telephone & Data Sys Com New (TDS) | 1.3 | $22M | NEW | 516k | 42.03 |
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| Workiva Com Cl A (WK) | 1.3 | $21M | NEW | 358k | 59.53 |
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| Ardent Health Partners (ARDT) | 1.2 | $20M | 2.3M | 8.55 |
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| MPLX Com Unit Rep Ltd (MPLX) | 1.2 | $20M | -18% | 345k | 57.07 |
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| Owens Corning (OC) | 1.1 | $19M | -66% | 176k | 108.05 |
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| Cable One (CABO) | 0.4 | $6.6M | 73k | 90.74 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $5.0M | -23% | 260k | 19.30 |
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| Vodafone Group Sponsored Adr (VOD) | 0.3 | $4.5M | NEW | 300k | 15.00 |
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| Liberty Media Corp Del Deb 4.000%11/1 (Principal) | 0.2 | $3.0M | 75M | 0.04 |
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| Liberty Media Corp Del Deb 3.750% 2/1 (Principal) | 0.2 | $2.9M | 95M | 0.03 |
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Past Filings by Goldentree Asset Management
SEC 13F filings are viewable for Goldentree Asset Management going back to 2010
- Goldentree Asset Management 2026 Q1 filed May 14, 2026
- Goldentree Asset Management 2025 Q4 filed Feb. 17, 2026
- Goldentree Asset Management 2025 Q3 amended filed Dec. 2, 2025
- Goldentree Asset Management 2025 Q3 filed Nov. 14, 2025
- Goldentree Asset Management 2025 Q2 filed Aug. 14, 2025
- Goldentree Asset Management 2025 Q1 filed May 14, 2025
- Goldentree Asset Management 2024 Q4 filed Feb. 14, 2025
- Goldentree Asset Management 2024 Q3 filed Nov. 14, 2024
- Goldentree Asset Management 2024 Q2 filed Aug. 14, 2024
- Goldentree Asset Management 2024 Q1 filed May 28, 2024
- Goldentree Asset Management 2023 Q3 filed Nov. 13, 2023
- Goldentree Asset Management 2023 Q2 filed Aug. 9, 2023
- Goldentree Asset Management 2023 Q1 filed May 11, 2023
- Goldentree Asset Management 2022 Q4 filed Feb. 14, 2023
- Goldentree Asset Management 2022 Q3 filed Nov. 14, 2022
- Goldentree Asset Management 2022 Q2 filed Aug. 15, 2022