Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GOLDENTREE ASSET MANAGEMENT LP (CIK 1278951) reported $1.69B across 26 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BHC ($187.0M, 11.09%), CMCSA ($187.0M, 11.09%), MGM ($176.6M, 10.47%), WAY ($107.0M, 6.34%), CBRE ($97.2M, 5.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BHC | BAUSCH HEALTH COS INC | $187.0M | 11.09% | 34.7M | Hold |
| 2 | CMCSA | COMCAST CORP NEW | $187.0M | 11.09% | 6.5M | Trimmed |
| 3 | MGM | MGM RESORTS INTERNATIONAL | $176.6M | 10.47% | 4.8M | Added |
| 4 | WAY | WAYSTAR HLDG CORP | $107.0M | 6.34% | 4.4M | New |
| 5 | CBRE | CBRE GROUP INC | $97.2M | 5.76% | 718,615 | New |
| 6 | NCLH | NORWEGIAN CRUISE LINE HLDGS | $97.0M | 5.75% | 5.2M | Added |
| 7 | JAZZ | JAZZ PHARMACEUTICALS PLC | $89.8M | 5.32% | 475,550 | Added |
| 8 | ALLY | ALLY FINL INC | $83.4M | 4.94% | 2.1M | Added |
| 9 | ESTC | ELASTIC N V | $71.3M | 4.23% | 1.4M | Added |
| 10 | SEAS | UNITED PARKS & RESORTS INC | $67.2M | 3.99% | 2.1M | Trimmed |
| 11 | REZI | RESIDEO TECHNOLOGIES INC | $56.9M | 3.38% | 1.7M | Added |
| 12 | ANIP | ANI PHARMACEUTICALS INC | $51.3M | 3.04% | 667,981 | New |
| 13 | OVV | OVINTIV INC | $49.0M | 2.91% | 825,502 | Trimmed |
| 14 | VERSANT MEDIA GROUP INC | $48.3M | 2.86% | 1.3M | New | |
| 15 | GPOR | GULFPORT ENERGY CORP | $45.8M | 2.71% | 216,250 | Added |
| 16 | BLCO | BAUSCH PLUS LOMB CORP | $42.2M | 2.50% | 2.7M | Hold |
| 17 | SMA | SMARTSTOP SELF STORAG REIT I | $40.2M | 2.38% | 1.3M | Added |
| 18 | CE | CELANESE CORP DEL | $34.9M | 2.07% | 530,907 | New |
| 19 | FBIN | FORTUNE BRANDS INNOVATIONS I | $31.4M | 1.86% | 806,332 | Added |
| 20 | TDS | TELEPHONE & DATA SYS INC | $21.7M | 1.29% | 516,000 | New |
| 21 | WK | WORKIVA INC | $21.3M | 1.26% | 358,248 | New |
| 22 | MPLX | MPLX LP | $19.7M | 1.17% | 344,686 | Trimmed |
| 23 | ARDT | ARDENT HEALTH INC | $19.7M | 1.17% | 2.3M | Hold |
| 24 | OC | OWENS CORNING NEW | $19.0M | 1.13% | 176,201 | Trimmed |
| 25 | CABO | CABLE ONE INC | $6.6M | 0.39% | 73,180 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31