Filed: 4/20/2026ACC: 0001453885-26-000002
📋 What this filing means
BEACH POINT CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $254.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$254.09M
Total AUM (reported)
13.50M
Total Shares
Allocation by class
COM$164.15M64.6%
COM SHS$60.40M23.8%
CL A NEW$28.40M11.2%
CHINA LG-CAP ETF$482.2K0.2%
COM NEW$428.0K0.2%
IBOXX HI YD ETF$225.8K0.1%
Portfolio Concentration
Top 3$211.29M83.2%
4–10$42.80M16.8%
Top 3 weight
83.2%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 13.50M
Sole
Full voting authority
13.50M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
VELOCITY FINL INC
SOLEShares6.56M
TypeSH
Market value$119.03M
46.84%
Sole
6.56M
Shared
0.00
None
0.00
DIEBOLD NIXDORF INC
SOLEShares800.66K
TypeSH
Market value$60.40M
23.77%
Sole
800.66K
Shared
0.00
None
0.00
FS KKR CAP CORP
SOLEShares3.13M
TypeSH
Market value$31.86M
12.54%
Sole
3.13M
Shared
0.00
None
0.00
FINANCE OF AMERICA COMPAN
SOLEShares927.84K
TypeSH
Market value$15.40M
6.06%
Sole
927.84K
Shared
0.00
None
0.00
CLARITEV CORPORATION
SOLEShares795.35K
TypeSH
Market value$13.00M
5.11%
Sole
795.35K
Shared
0.00
None
0.00
OAKTREE SPECIALTY LENDING
SOLEShares1.11M
TypeSH
Market value$12.56M
4.94%
Sole
1.11M
Shared
0.00
None
0.00
KKR REAL ESTATE FIN TR INC
SOLEShares115.02K
TypeSH
Market value$703.9K
0.28%
Sole
115.02K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares30.14K
TypeSH
Market value$482.2K
0.19%
Sole
30.14K
Shared
0.00
None
0.00
WW INTL INC
SOLEShares31.15K
TypeSH
Market value$428.0K
0.17%
Sole
31.15K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares0.00
TypeSH
Market value$225.8K
0.09%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VELOCITY FINL INCSOLE | COM | 6.56M | SH | $119.03M 46.84% | 6.56M | 0.00 | 0.00 |
DIEBOLD NIXDORF INCSOLE | COM SHS | 800.66K | SH | $60.40M 23.77% | 800.66K | 0.00 | 0.00 |
FS KKR CAP CORPSOLE | COM | 3.13M | SH | $31.86M 12.54% | 3.13M | 0.00 | 0.00 |
FINANCE OF AMERICA COMPANSOLE | CL A NEW | 927.84K | SH | $15.40M 6.06% | 927.84K | 0.00 | 0.00 |
CLARITEV CORPORATIONSOLE | CL A NEW | 795.35K | SH | $13.00M 5.11% | 795.35K | 0.00 | 0.00 |
OAKTREE SPECIALTY LENDINGSOLE | COM | 1.11M | SH | $12.56M 4.94% | 1.11M | 0.00 | 0.00 |
KKR REAL ESTATE FIN TR INCSOLE | COM | 115.02K | SH | $703.9K 0.28% | 115.02K | 0.00 | 0.00 |
ISHARES TRSOLE | CHINA LG-CAP ETF | 30.14K | SH | $482.2K 0.19% | 30.14K | 0.00 | 0.00 |
WW INTL INCSOLE | COM NEW | 31.15K | SH | $428.0K 0.17% | 31.15K | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX HI YD ETF | 0.00 | SH | $225.8K 0.09% | 0.00 | 0.00 | 0.00 |