Beach Point Capital Management LP
CIK
1453885
Location
Santa Monica, CA
Portfolio Value
Small
$257,799,446
Diversification
Highly concentrated
Filing Date
Global Rank
#5,677
/ 8,795
▼ 734
· as of Jun 2026
Top Industry
Mortgage Finance
47.4%
Period ended 3 months ago
Filed Jul 22, 2026 · 3mo
26 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
12 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
47.2%
+0.3 pts
Top 5
95.0%
+0.4 pts
Top 10
99.8%
−0.2 pts
HHI
2,978
Highly concentrated−39
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 66.0% | $170,194,297 |
| Technology | 22.8% | $58,719,998 |
| Healthcare | 10.4% | $26,783,383 |
| Unclassified | 0.5% | $1,224,913 |
| Real Estate | 0.3% | $876,855 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
4 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FSK | FS KKR Capital Corp | −1,908,672 | 1,221,115 | $12,821,707 | |
| OCSL | Oaktree Specialty Lending Corp | −658,035 | 453,524 | $5,415,076 | |
| DBD | DIEBOLD NIXDORF, Inc | −110,000 | 690,661 | $58,719,998 | |
| CTEV | Claritev Corp | −24,734 | 770,612 | $26,285,575 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
12 tracked positions ·
$257,799,446 total
· filing declares
14 positions · $258,077,240
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VEL |
Velocity Financial, Inc.
CALL
+ SHARES
Financial Services
|
Added | 6,586,271 | $121,582,561 | 47.16% | |
| DBD |
DIEBOLD NIXDORF, Inc
Technology
|
Reduced | 690,661 | $58,719,998 | 22.78% | |
| CTEV |
Claritev Corp
Healthcare
|
Reduced | 770,612 | $26,285,575 | 10.20% | |
| FOA |
Finance of America Companies Inc.
Financial Services
|
Held | 927,837 | $25,534,074 | 9.90% | |
| FSK |
FS KKR Capital Corp
Financial Services
|
Reduced | 1,221,115 | $12,821,707 | 4.97% | |
| OCSL |
Oaktree Specialty Lending Corp
Financial Services
|
Reduced | 453,524 | $5,415,076 | 2.10% | |
| MFIC |
MidCap Financial Investment Corp
Financial Services
|
NEW | 440,361 | $4,438,838 | 1.72% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
PUT
|
Added | 31,178 | $1,224,913 | 0.48% | |
| KREF |
KKR Real Estate Finance Trust Inc.
Real Estate
|
Held | 115,016 | $786,709 | 0.31% | |
| WW |
Ww International, Inc.
Healthcare
|
Held | 31,152 | $497,808 | 0.19% | |
| CCAP |
Crescent Capital BDC, Inc.
Financial Services
|
NEW | 36,817 | $402,041 | 0.16% | |
| INVH |
Invitation Homes Inc.
PUT
Real Estate
|
NEW | 2,984 | $90,146 | 0.03% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.