GOLDENTREE ASSET MANAGEMENT LP 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
GA
GOLDENTREE ASSET MANAGEMENT LP
Institutional Filer 8.60%$1.69B29

Current Portfolio Holdings

Showing all 29 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1BHCBausch Health Companies Inc.Healthcare34.7M$187.0M11.09%
2CMCSAComcast CorporationCommunication Services6.5M$187.0M11.09%
3MGMMGM Resorts InternationalConsumer Cyclical4.8M$176.6M10.47%
4WAYWaystar Holding Corp.Technology4.4M$107.0M6.34%
5CBRECBRE Group, Inc.Real Estate719K$97.2M5.76%
6NCLHNorwegian Cruise Line Holdings Ltd.Consumer Cyclical5.2M$97.0M5.75%
7JAZZJazz Pharmaceuticals plcHealthcare476K$89.8M5.32%
8ALLYAlly Financial Inc.Financial Services2.1M$83.4M4.94%
9ESTCElastic N.V.Technology1.4M$71.3M4.23%
10PRKSUnited Parks & Resorts Inc.Consumer Cyclical2.1M$67.2M3.99%
11REZIResideo Technologies, Inc.Industrials1.7M$56.9M3.38%
12ANIPANI Pharmaceuticals, Inc.Healthcare668K$51.3M3.04%
13OVVOvintiv Inc.Energy826K$49.0M2.91%
14VSNTVERSANT MEDIA GROUP INC1.3M$48.3M2.86%
15GPORGulfport Energy CorporationEnergy216K$45.8M2.71%
Showing 1 to 15 of 29 holdings