Beach Point Capital Management LP — 13F Holdings & Portfolio
CIK 1453885 · latest 13F-HR filed 2026-04-20
Beach Point Capital Management LP manages $254.1M in 13F-reported U.S. long-equity assets across 11 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VEL (46.69%), DBD (23.77%), FSK (12.54%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 0, added to 0, and trimmed 5.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$254.1M
Long-equity book
11
Distinct positions
2026-03-31
Filed 2026-04-20
+2 / −0 / ↑0 / ↓5
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- CLARITEV CORPORATION-$19.3M -59.7%
- DIEBOLD NIXDORF INC-$14.2M -19.1%
- FINANCE OF AMERICA COMPAN-$3.7M -19.4%
- KKR REAL ESTATE FIN TR INC-$929.8K -56.9%
- WW INTL INC-$482.1K -53.0%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VELOCITY FINL INC | VEL | 92262D101 | $118.6M | 46.69% | 6,558,512 | SH |
| 2 | DIEBOLD NIXDORF INC | DBD | 253651202 | $60.4M | 23.77% | 800,661 | SH |
| 3 | FS KKR CAP CORP | FSK | 302635206 | $31.9M | 12.54% | 3,129,787 | SH |
| 4 | FINANCE OF AMERICA COMPAN | FOA | 31738L206 | $15.4M | 6.06% | 927,837 | SH |
| 5 | CLARITEV CORPORATION | CTEV | 62548M209 | $13.0M | 5.11% | 795,346 | SH |
| 6 | OAKTREE SPECIALTY LENDING | OCSL | 67401P405 | $12.6M | 4.94% | 1,111,559 | SH |
| 7 | KKR REAL ESTATE FIN TR INC | KREF | 48251K100 | $703.9K | 0.28% | 115,016 | SH |
| 8 | ISHARES TR Put | FXI | 464287184 | $482.2K | 0.19% | 30,136 | SH |
| 9 | WW INTL INC | WW | 98262P200 | $428.0K | 0.17% | 31,152 | SH |
| 10 | VELOCITY FINL INC Call | VEL | 92262D101 | $381.6K | 0.15% | 3,174 | SH |
| 11 | ISHARES TR Put | HYG | 464288513 | $225.8K | 0.09% | 0 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-20 | $254.1M | 11 | 0001453885-26-000002 |
| 2025-12-31 | 2026-02-10 | $258.5M | 17 | 0001453885-26-000001 |