GOLDENTREE ASSET MANAGEMENT LP 13F Holdings
CIK 0001278951 · NEW YORK, NY
As of Sep 30, 2025, GOLDENTREE ASSET MANAGEMENT LP reported 23 positions worth
CIK 0001278951 · NEW YORK, NY
As of Sep 30, 2025, GOLDENTREE ASSET MANAGEMENT LP reported 23 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| BAUSCH HEALTH COMPANIES INC | BHC | Healthcare | 34,833,431 | $224.4M | 22.04% |
| MGM RESORTS INTERNATIONAL | MGM | Consumer Cyclical | 4,155,183 | 44.0M | 14.15% |
| NORWEGIAN CRUISE LINE HOLDINGS LTD | NCLH | Industrials | 3,313,561 | $81.5M | 8.00% |
| UNITED PARKS & RESORTS INC | PRKS | Consumer Cyclical | 1,328,507 | $68.6M | 6.73% |
| VICTORIA'S SECRET & CO | VSCO | Consumer Cyclical | 2,448,507 | $66.3M | 6.51% |
| COMCAST CORP | CMCSA | Communication Services | 2,034,630 | $63.8M | 6.27% |
| GULFPORT ENERGY CORP | GPOR | Energy | 246,796 | $44.7M | 4.39% |
| SMARTSTOP SELF STORAG REIT I | SMA | Real Estate | 1,181,767 | $44.4M | 4.36% |
| BAUSCH & LOMB CORP | BLCO | Healthcare | 2,660,508 | $40.0M | 3.93% |
| PULTEGROUP INC | PHM | Consumer Cyclical | 303,092 | $40.0M | 3.93% |
| SALESFORCE INC | CRM | Technology | 168,186 | $39.8M | 3.91% |
| ALLY FINANCIAL INC | ALLY | Financial Services | 975,205 | $38.2M | 3.75% |
| PENNYMAC FINANCIAL SERVICES INC | PFSI | Financial Services | 296,441 | $36.6M | 3.60% |
| ARDENT HEALTH INC | ARDT | Healthcare | 1,153,113 | 5.2M | 1.50% |
| MPLX LP | MPLX | Energy | 293,069 | 4.6M | 1.44% |
| CABLE ONE INC | CABO | Communication Services | 74,043 | 3.0M | 1.28% |
| ALGOMA STEEL GROUP INC | ASTL | Basic Materials | 2,493,548 | $8.9M | 0.87% |
| LIBERTY MEDIA CORP DEL | — | — | 92,401,000 | $7.7M | 0.75% |
| ENERGY TRANSFER LP | ET | Energy | 415,993 | $7.1M | 0.70% |
| LIBERTY INTERACTIVE LLC | — | — | 75,030,000 | $6.8M | 0.67% |
| STONEX GROUP INC | SNEX | Financial Services | 57,191 | $5.8M | 0.57% |
| NATURAL RESOURCE PARTNERS L | NRP | — | 45,811 | $4.8M | 0.47% |
| TIM S A | TIMB | — | 82,834 | .8M | 0.18% |