Beach Point Capital Management as of Sept. 30, 2014
Portfolio Holdings for Beach Point Capital Management
Beach Point Capital Management holds 22 positions in its portfolio as reported in the September 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Time Warner Cable | 17.8 | $77M | 537k | 143.49 | |
Anadarko Petroleum Corporation | 9.0 | $39M | 384k | 101.44 | |
General Motors Company (GM) | 8.6 | $37M | 1.2M | 31.94 | |
Twenty-first Century Fox | 6.8 | $30M | 862k | 34.29 | |
Cheniere Energy (LNG) | 5.8 | $25M | 317k | 80.03 | |
E TRADE Financial Corporation | 5.6 | $24M | 1.1M | 22.59 | |
Liberty Global Inc Com Ser A | 5.5 | $24M | 563k | 42.54 | |
Liberty Global Inc C | 5.4 | $23M | 567k | 41.01 | |
CF Industries Holdings (CF) | 5.1 | $22M | 79k | 279.22 | |
Scripps Networks Interactive | 3.7 | $16M | 205k | 78.09 | |
Interxion Holding | 3.3 | $15M | 523k | 27.69 | |
American Capital | 3.2 | $14M | 986k | 14.16 | |
Stealthgas (GASS) | 3.1 | $14M | 1.5M | 9.11 | |
Axiall | 2.9 | $12M | 344k | 35.81 | |
Golar Lng (GLNG) | 2.7 | $12M | 176k | 66.40 | |
EnPro Industries (NPO) | 2.6 | $11M | 188k | 60.53 | |
Cooper Tire & Rubber Company | 2.4 | $11M | 368k | 28.70 | |
MGM Resorts International. (MGM) | 2.1 | $9.2M | 405k | 22.78 | |
Walter Investment Management | 2.1 | $9.1M | 413k | 21.95 | |
American Airls (AAL) | 1.0 | $4.5M | 126k | 35.48 | |
Scorpio Tankers | 0.8 | $3.6M | 437k | 8.31 | |
Scorpio Bulkers | 0.3 | $1.2M | 204k | 5.82 |