Fund HoldingsBeach Point Capital Management LP

Total Portfolio Value
$258.49M
Total Bought
$60.04M
Total Sold
$17.47M
Net Transaction
+$42.57M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
VELOCITY FINL INC5,377,4515,995,466+618,01597,547124,46648.15%+26,919
FINANCE OF AMERICA COMPAN120,063789,399+669,3362,69319,1117.39%+16,418
CLARITEV CORPORATION425,578755,002+329,42422,59032,27612.49%+9,687
VELOCITY FINL INC(Call)0952,100+952,10002,095+2,095
KKR REAL ESTATE FIN TR INC0198,743+198,74301,6340.63%+1,634
ISHARES TR(Call)06,910,500+6,910,5000465+465
ISHARES TR(Put)01,627,000+1,627,0000179+179
ISHARES TR(Put)0600,000+600,000072+72
WW INTL INC31,15231,15208529100.35%+58
HERCULES CAPITAL INC(HCXY)(Put)040,200+40,200012+12
READY CAPITAL CORP(Call)340,500500,000+159,5001425+11
COINBASE GLOBAL INC(COIN)(Put)10,0000-10,00000-0
ARBOR REALTY TRUST INC(Call)64,4000-64,40010-1
RITHM CAPITAL CORP(RITM)(Put)25,2000-25,20010-1
INVESCO QQQ TR(Put)50,00050,0000141-13
DRAGONFLY ENERGY HOLDINGS CO27,6770-27,677160-16
SPDR S&P 500 ETF TR(SPY)(Put)75,00075,0000181-17
AGNC INVT CORP(AGNC)(Put)3,561,9005,279,700+1,717,800436327-109
ISHARES TR(Put)8,000,0004,764,200-3,235,8002,7802,013-767
RITHM PPTY TR INC494,9850-494,9851,2470-1,247
SLM CORP(SLM)(Put)718,5001,277,600+559,1002,694256-2,439
DIEBOLD NIXDORF INC(DBD)1,356,7771,099,502-257,27577,37774,64528.88%-2,732
GLOBAL BUSINESS TRAVEL GROUP(GBTG)483,1970-483,1973,9040-3,904
ACADIA HEALTHCARE COMPANY IN(ACHC)355,5400-355,5408,8030-8,803
Page 1 of 1