Beach Point Capital Management LP — 13F Holdings & Portfolio
CIK 1453885 · latest 13F-HR filed 2026-10-20
Beach Point Capital Management LP manages $228.7M in 13F-reported U.S. long-equity assets across 20 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are VEL (45.16%), DBD (17.85%), CTEV (6.95%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 6 new positions and exited 1; 1 existing position rose in reported value and 7 fell.
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.
Long-equity book
Distinct positions
Filed 2026-10-20
vs 2026-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q2 26 → Q3 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 96.4%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Aug 7, 2026.
SUITE 6000N
SANTA MONICA, CA 90404
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BAUMGARTEN, JOSHUA, SEAN Control | PRESIDENT AND CHIEF INVESTMENT OFFICER since Sep 2025 | Less than 5% | Individual |
| BEACH POINT GP LLC Control | GENERAL PARTNER since Oct 2008 | Less than 5% | Domestic Entity |
| BOYACK, THOMAS, PAUL Control | CHIEF FINANCIAL OFFICER since Oct 2008 | Less than 5% | Individual |
| GOLDSMITH, CARL, HENRY Control | LIMITED PARTNER AND CO-CHIEF EXECUTIVE OFFICER since Oct 2008 | 25–50% | Individual |
| KLEIN, SCOTT, MARTIN Control | LIMITED PARTNER AND CO-CHIEF EXECUTIVE OFFICER since Oct 2008 | 25–50% | Individual |
| ROSENBLUM, DAVID, ADAM Control | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL since Oct 2008 | Less than 5% | Individual |
| SCHWEITZER, ALLAN, E. Control | PORTFOLIO MANAGER since Jan 2025 | Less than 5% | Individual |
| GOLDSMITH, CARL, HENRY Control Indirect owner via BEACH POINT GP LLC | MANAGING MEMBER since Oct 2008 | 25–50% | Individual |
| KLEIN, SCOTT, MARTIN Control Indirect owner via BEACH POINT GP LLC | MANAGING MEMBER since Oct 2008 | 25–50% | Individual |
Ownership & leadership changes · 8 filings with changes since Mar 30, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedDESAI, DARSHAN, CHANDRA · CHIEF OPERATING OFFICER · Less than 5% · control person · listed since Mar 2013
- No longer listedGOLDMAN, LAWRENCE, MICHAEL · CHIEF ADMINISTRATIVE OFFICER · Less than 5% · control person · listed since Oct 2008
- AddedBAUMGARTEN, JOSHUA, SEAN · PRESIDENT AND CHIEF INVESTMENT OFFICER · Less than 5% · control person
- AddedSCHWEITZER, ALLAN, E. · PORTFOLIO MANAGER · Less than 5% · control person
- ChangedGOLDSMITH, CARL, HENRY · indirect via BEACH POINT GP LLC: ownership 50–75% → 25–50%
- ChangedKLEIN, SCOTT, MARTIN · indirect via BEACH POINT GP LLC: ownership 50–75% → 25–50%
- ChangedGOLDMAN, LAWRENCE, MICHAEL · title CHIEF ADMINISTRATIVE OFFICER AND GENERAL COUNSEL → CHIEF ADMINISTRATIVE OFFICER
- ChangedROSENBLUM, DAVID, ADAM · title CHIEF COMPLIANCE OFFICER AND DEPUTY GENERAL COUNSEL → CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL
- ChangedGOLDSMITH, CARL, HENRY · title LIMITED PARTNER AND CO-CHIEF INVESTMENT OFFICER → LIMITED PARTNER AND CO-CHIEF EXECUTIVE OFFICER
- ChangedKLEIN, SCOTT, MARTIN · title LIMITED PARTNER AND CO-CHIEF INVESTMENT OFFICER → LIMITED PARTNER AND CO-CHIEF EXECUTIVE OFFICER
- ChangedROSENBLUM, DAVID, ADAM · title CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER AND DEPUTY GENERAL COUNSEL
- ChangedGOLDSMITH, CARL, HENRY · title LIMITED PARTNER AND SENIOR PORTFOLIO MANAGER → LIMITED PARTNER AND CO-CHIEF INVESTMENT OFFICER
- ChangedKLEIN, SCOTT, MARTIN · title LIMITED PARTNER AND SENIOR PORTFOLIO MANAGER → LIMITED PARTNER AND CO-CHIEF INVESTMENT OFFICER
- AddedDESAI, DARSHAN, CHANDRA · CHIEF OPERATING OFFICER · Less than 5% · control person
- ListedBEACH POINT GP LLC · GENERAL PARTNER · Less than 5% · control person
- ListedBOYACK, THOMAS, PAUL · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- ListedGOLDMAN, LAWRENCE, MICHAEL · CHIEF ADMINISTRATIVE OFFICER AND GENERAL COUNSEL · Less than 5% · control person
- ListedGOLDSMITH, CARL, HENRY · LIMITED PARTNER AND SENIOR PORTFOLIO MANAGER · 25–50% · control person
- ListedGOLDSMITH, CARL, HENRY · MANAGING MEMBER · 50–75% · indirect via BEACH POINT GP LLC · control person
- ListedKLEIN, SCOTT, MARTIN · LIMITED PARTNER AND SENIOR PORTFOLIO MANAGER · 25–50% · control person
- ListedKLEIN, SCOTT, MARTIN · MANAGING MEMBER · 50–75% · indirect via BEACH POINT GP LLC · control person
- ListedROSENBLUM, DAVID, ADAM · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Trims
- VELOCITY FINL INC-$18.2M -15.0%
- DIEBOLD NIXDORF INC-$17.9M -30.5%
- FINANCE OF AMERICA COMPAN-$14.3M -55.8%
- CLARITEV CORPORATION-$10.4M -39.5%
- FS KKR CAP CORP-$8.9M -69.3%
New Positions
- ZIFF DAVIS INC$13.4M
- GUGGENHEIM STRATEGIC OPPORTU$8.9M
- PENNYMAC MTG INVT TR$6.7M
- BAUSCH PLUS LOMB CORP$5.9M
- CCC INTELLIGENT SOLUTIONS HL$4.0M
Beach Point Capital Management LP Holdings (2026-09-30)
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 | $103.3M | 45.16% | 6,876,912 | SH |
| 2 | DIEBOLD NIXDORF INC | DBD | 253651202 | $40.8M | 17.85% | 666,931 | SH |
| 3 | CLARITEV CORPORATION | CTEV | 62548M209 | $15.9M | 6.95% | 750,599 | SH |
| 4 | ZIFF DAVIS INC | ZD | 48123V102 | $13.4M | 5.86% | 236,427 | SH |
| 5 | FINANCE OF AMERICA COMPAN | FOA | 31738L206 | $11.3M | 4.93% | 891,993 | SH |
| 6 | GUGGENHEIM STRATEGIC OPPORTU | GOF | 40167F101 | $8.9M | 3.87% | 1,041,150 | SH |
| 7 | PENNYMAC MTG INVT TR | PMT | 70931T103 | $6.7M | 2.93% | 850,483 | SH |
| 8 | BAUSCH PLUS LOMB CORP | BLCO | 071705107 | $5.9M | 2.57% | 346,019 | SH |
| 9 | CRESCENT CAP BDC INC | CCAP | 225655109 | $4.7M | 2.07% | 515,892 | SH |
| 10 | ISHARES TR Put | HYG | 464288513 | $4.7M | 2.07% | 1,574 | SH |
| 11 | CCC INTELLIGENT SOLUTIONS HL | CCC | 12510Q100 | $4.0M | 1.77% | 608,022 | SH |
| 12 | FS KKR CAP CORP | FSK | 302635206 | $3.9M | 1.72% | 358,670 | SH |
| 13 | MIDCAP FINANCIAL INVSTMNT CO | MFIC | 03761U502 | $2.1M | 0.92% | 240,361 | SH |
| 14 | GOLDMAN SACHS BDC INC | GSBD | 38147U107 | $718.0K | 0.31% | 78,988 | SH |
| 15 | KKR REAL ESTATE FIN TR INC | KREF | 48251K100 | $714.2K | 0.31% | 115,016 | SH |
| 16 | INVITATION HOMES INC Put | INVH | 46187W107 | $537.1K | 0.23% | 2,984 | SH |
| 17 | WW INTL INC | WW | 98262P200 | $481.6K | 0.21% | 31,152 | SH |
| 18 | AGNC INVT CORP Put | AGNC | 00123Q104 | $411.6K | 0.18% | 7,658 | SH |
| 19 | VELOCITY FINL INC Call | VEL | 92262D101 | $139.2K | 0.06% | 4,316 | SH |
| 20 | ISHARES TR Put | FXI | 464287184 | $31.2K | 0.01% | 31,178 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-09-30 | 2026-10-20 | $228.7M | 20 | 0001453885-26-000005 |
| 2026-06-30 | 2026-07-22 | $258.1M | 14 | 0001453885-26-000003 |
| 2026-03-31 | 2026-04-20 | $254.1M | 11 | 0001453885-26-000002 |
| 2025-12-31 | 2026-02-10 | $258.5M | 17 | 0001453885-26-000001 |
SUITE 6000N
SANTA MONICA, CA 90404