Fund HoldingsBeach Point Capital Management LP

Total Portfolio Value
$285.95M
Total Bought
$55.62M
Total Sold
$33.73M
Net Transaction
+$21.89M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
GLOBAL BUSINESS TRAVEL GROUP(GBTG)07,074,482+7,074,482042,51814.87%+42,518
VELOCITY FINL INC5,307,8355,434,980+127,14591,40197,83034.21%+6,429
DIEBOLD NIXDORF INC(DBD)3,108,5882,791,220-317,36889,99496,13033.62%+6,136
HUDSON PAC PPTYS INC178,184844,995+666,8111,6595,4501.91%+3,791
WESTERN AST INFL LKD OPP & I(WIW)974,4351,310,706+336,2718,44811,3113.96%+2,863
TERRAN ORBITAL CORPORATION6,301,1686,301,16807,1838,2552.89%+1,071
DRAGONFLY ENERGY HOLDINGS CO249,095249,09501351350.05%-0
GREAT AJAX CORP2,273,7993,167,288+893,48912,05112,0364.21%-15
FRONTIER COMMUNICATIONS PARE312,627242,596-70,0317,9225,9442.08%-1,978
FS KKR CAP CORP(FSK)198,01274,256-123,7563,9541,4160.50%-2,538
AG MTG INVT TR INC575,1990-575,1993,6530-3,653
MULTIPLAN CORPORATION6,143,4976,073,397-70,1008,8474,9271.72%-3,920
NUVEEN CA QUALTY MUN INCOME(NAC)1,398,0810-1,398,08115,5050-15,505
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