Beach Point Capital Management LP

CIK

1453885

Location

Santa Monica, CA

Portfolio Value

Small $253,054,583

Diversification

Highly concentrated

Filing Date

Global Rank

#3,738 / 8,586 ▼ 912

Top Industry

Mortgage Finance 46.9%

3Y Alpha vs SPY

+8.7%

Period ended 3 months ago

Filed Apr 20, 2026 · 57d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+119.3%

SPY

+78.1%

Annualised alpha

+8.7%

Max drawdown

−22.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

8 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

46.9%

+14.7 pts

Top 5

94.6%

+13.9 pts

Top 10

100.0%

+0.4 pts

HHI

3,017

Highly concentrated+1,233

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	70.5%	$178,524,840	4
Technology	23.9%	$60,401,865	1
Healthcare	5.3%	$13,423,981	2
Real Estate	0.3%	$703,897	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
FOA	Finance of America Companies Inc.	+138,438	927,837	$15,402,094
CTEV	Claritev Corp	+40,344	795,346	$12,995,953
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
VEL	Velocity Financial, Inc.	−385,880	6,561,686	$118,700,899
DBD	DIEBOLD NIXDORF, Inc	−298,841	800,661	$60,401,865
KREF	KKR Real Estate Finance Trust Inc.	−83,727	115,016	$703,897
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
FSK	FS KKR Capital Corp	3,129,787	$31,861,231
OCSL	Oaktree Specialty Lending Corp	1,111,559	$12,560,616
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
AGNC	AGNC Investment Corp.	5,279,700	$56,598,384
SPY	Spdr S&P 500 ETF Trust	75,000	$51,144,000
SLM	SLM Corp	1,277,600	$34,571,856
QQQ	Invesco Qqq Trust, Series 1	50,000	$30,715,500
RC	Ready Capital Corp	500,000	$1,090,000
HTGC	Hercules Capital, Inc.	40,200	$756,564
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

8 positions · $253,054,583 total · as of Mar 31, 2026

All sectors Financial Services Healthcare Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WW	Ww International, Inc. Healthcare	Held	31,152	0	$428,028	−53.0%	0.17%
KREF	KKR Real Estate Finance Trust Inc. Real Estate	Reduced	115,016	-83,727	$703,897	−56.9%	0.28%
OCSL	Oaktree Specialty Lending Corp Financial Services	NEW	1,111,559	NEW	$12,560,616	NEW	4.96%
CTEV	Claritev Corp Healthcare	Added	795,346	+40,344	$12,995,953	−59.7%	5.14%
FOA	Finance of America Companies Inc. Financial Services	Reduced	927,837	-650,961	$15,402,094	−59.7%	6.09%
FSK	FS KKR Capital Corp Financial Services	NEW	3,129,787	NEW	$31,861,231	NEW	12.59%
DBD	DIEBOLD NIXDORF, Inc Technology	Reduced	800,661	-298,841	$60,401,865	−19.1%	23.87%
VEL	Velocity Financial, Inc. Financial Services	Reduced	6,561,686	-7,335,446	$118,700,899	−58.9%	46.91%