BEACH POINT CAPITAL MANAGEMENT LP

PrivateCIK: 1453885
Location

SANTA MONICA, CA

13
Positions
$258.08M
Total AUM (reported)
11.31M
Total Shares

Allocation by class

TOTAL AUM$258.08M13 positions
COM$142.11M55.1%
COM SHS$58.72M22.8%
CL A NEW$51.82M20.1%
COM NEW$4.94M1.9%
CHINA LG-CAP ETF$249.4K0.1%
IBOXX HI YD ETF$240.0K0.1%

Portfolio Concentration

Top 380.3%4–1019.3%11–250.3%TOP 1099.7%0%100%
Top 3$207.35M80.3%
4–10$49.90M19.3%
11–25$835.6K0.3%

Top 3 weight

80.3%

Top 10 weight

99.7%

Voting Authority Distribution

Total shares with voting rights: 11.31M

Sole

Full voting authority

11.31M

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)

Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:

VELOCITY FINL INC

SOLE
COM
Shares6.59M
TypeSH
Market value$122.34M
47.40%
Sole
6.59M
Shared
0.00
None
0.00

DIEBOLD NIXDORF INC

SOLE
COM SHS
Shares690.66K
TypeSH
Market value$58.72M
22.75%
Sole
690.66K
Shared
0.00
None
0.00

CLARITEV CORPORATION

SOLE
CL A NEW
Shares770.61K
TypeSH
Market value$26.29M
10.19%
Sole
770.61K
Shared
0.00
None
0.00

FINANCE OF AMERICA COMPAN

SOLE
CL A NEW
Shares927.84K
TypeSH
Market value$25.53M
9.89%
Sole
927.84K
Shared
0.00
None
0.00

FS KKR CAP CORP

SOLE
COM
Shares1.22M
TypeSH
Market value$12.82M
4.97%
Sole
1.22M
Shared
0.00
None
0.00

OAKTREE SPECIALTY LENDING

SOLE
COM
Shares453.52K
TypeSH
Market value$5.42M
2.10%
Sole
453.52K
Shared
0.00
None
0.00

MIDCAP FINANCIAL INVSTMNT CO

SOLE
COM NEW
Shares440.36K
TypeSH
Market value$4.44M
1.72%
Sole
440.36K
Shared
0.00
None
0.00

KKR REAL ESTATE FIN TR INC

SOLE
COM
Shares115.02K
TypeSH
Market value$786.7K
0.30%
Sole
115.02K
Shared
0.00
None
0.00

WW INTL INC

SOLE
COM NEW
Shares31.15K
TypeSH
Market value$497.8K
0.19%
Sole
31.15K
Shared
0.00
None
0.00

CRESCENT CAP BDC INC

SOLE
COM
Shares36.82K
TypeSH
Market value$402.0K
0.16%
Sole
36.82K
Shared
0.00
None
0.00

INVITATION HOMES INC

SOLE
COM
Shares2.98K
TypeSH
Market value$346.1K
0.13%
Sole
2.98K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CHINA LG-CAP ETF
Shares31.18K
TypeSH
Market value$249.4K
0.10%
Sole
31.18K
Shared
0.00
None
0.00

ISHARES TR

SOLE
IBOXX HI YD ETF
Shares0.00
TypeSH
Market value$240.0K
0.09%
Sole
0.00
Shared
0.00
None
0.00