Beach Point Capital Management LP

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
24
Quarter
2025 Q4
Top Holding
VEL (48.2%)
Top 10 Concentration
99.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-24 of 24
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VEL
VELOCITY FINL I...
Financial Services 48.15% 44.14% #1
Prev: #1
10.0 618,015 11.5%
P
S
5,995,466 $124,465,874,000
$nan nan%
$nan nan%
2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DBD
DIEBOLD NIXDORF...
Technology 28.88% 35.01% #2
Prev: #2
10.0 -257,275 -19.0%
P
S
1,099,502 $74,645,191,000
$18.94 +237.7%
$67.89 -5.8%
2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CTEV
CLARITEV CORPOR...
Healthcare 12.49% 10.22% #3
Prev: #3
7.2 329,424 77.4%
P
S
755,002 $32,276,336,000
$25.24 +34.3%
$42.75 -20.7%
2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
FOA
FINANCE OF AMER...
Financial Services 7.39% 1.22% #4 4
Prev: #8
5.3 669,336 557.5%
P
S
789,399 $19,111,350,000 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VEL
VELOCITY FINL I...
CALL
CALL Option 0.81% #5
Prev: #—
2.3 952,100 no change
NEW
952,100 $2,095,360,000 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HYG
ISHARES TR
PUT
PUT Option 0.78% 1.26% #6
Prev: #6
0.4 -3,235,800 -40.4%
P
S
4,764,200 $2,013,236,000 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
KREF
KKR REAL ESTATE...
Real Estate 0.63% #7
Prev: #—
2.3 198,743 no change
NEW
198,743 $1,633,667,000 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WW
WW INTL INC
Consumer Cyclical 0.35% 0.39% #8 2
Prev: #10
0.1 no change no change
P
S
31,152 $910,106,000 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HYG
ISHARES TR
CALL
CALL Option 0.18% #9
Prev: #—
2.1 6,910,500 no change
NEW
6,910,500 $465,232,000 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AGNC
AGNC INVT CORP
PUT
PUT Option 0.13% 0.20% #10 1
Prev: #11
2.2 1,717,800 48.2%
P
S
5,279,700 $326,966,000 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SLM
SLM CORP
PUT
PUT Option 0.10% 1.22% #11 4
Prev: #7
2.3 559,100 77.8%
P
S
1,277,600 $255,520,000 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FXI
ISHARES TR
PUT
PUT Option 0.07% #12
Prev: #—
2.0 1,627,000 no change
NEW
1,627,000 $178,970,000 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EEM
ISHARES TR
PUT
PUT Option 0.03% #13
Prev: #—
2.0 600,000 no change
NEW
600,000 $72,000,000 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RC
READY CAPITAL C...
CALL
CALL Option 0.01% 0.01% #14 1
Prev: #15
2.1 159,500 46.8%
P
S
500,000 $25,000,000 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HTGC
HERCULES CAPITA...
PUT
PUT Option 0.00% #15
Prev: #—
2.0 40,200 no change
NEW
40,200 $12,060,000 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
PUT
PUT Option 0.00% 0.01% #16 4
Prev: #12
0.0 no change no change
P
S
75,000 $750,000 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
PUT
PUT Option 0.00% 0.01% #17 3
Prev: #14
0.0 no change no change
P
S
50,000 $500,000 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ACHC
ACADIA HEALTHCA...
Healthcare 0.00% 3.98%
Sold All 😨
(Was: #4)
0.3 -355,540 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GBTG
GLOBAL BUSINESS...
Consumer Cyclical 0.00% 1.77%
Sold All 😨
(Was: #5)
0.3 -483,197 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RPT
RITHM PPTY TR I...
Real Estate 0.00% 0.56%
Sold All 😨
(Was: #9)
0.3 -494,985 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DFLI
DRAGONFLY ENERG...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #13)
0.3 -27,677 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RITM
RITHM CAPITAL C...
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #16)
0.3 -25,200 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ABR
ARBOR REALTY TR...
CALL
CALL Option 0.00% 0.00%
Sold All 😨
(Was: #17)
0.3 -64,400 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
COIN
COINBASE GLOBAL...
PUT
PUT Option 0.00% 0.00%
Sold All 😨
(Was: #18)
0.3 -10,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-24 of 24 holdings

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