GOLDENTREE ASSET MANAGEMENT LP
Top Portfolio Positions
27 positions ·
$1,682,955,933 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CMCSA |
Comcast Corp
Communication Services
|
6,521,409 | $187,229,652 | 11.13% | |
| BHC |
Bausch Health Companies Inc.
Healthcare
|
34,665,731 | $187,194,947 | 11.12% | |
| MGM |
MGM Resorts International
Consumer Cyclical
|
4,771,865 | $176,606,723 | 10.49% | |
| WAY |
Waystar Holding Corp.
Healthcare
|
4,443,671 | $107,136,907 | 6.37% | |
| CBRE |
Cbre Group, Inc.
Real Estate
|
718,615 | $97,343,587 | 5.78% | |
| NCLH |
Norwegian Cruise Line Holdings Ltd.
Consumer Cyclical
|
5,194,517 | $97,137,467 | 5.77% | |
| JAZZ |
Jazz Pharmaceuticals plc
Healthcare
|
475,550 | $89,902,727 | 5.34% | |
| ALLY |
Ally Financial Inc.
Financial Services
|
2,128,514 | $83,501,604 | 4.96% | |
| ESTC |
Elastic N.V.
Technology
|
1,429,383 | $71,454,856 | 4.25% | |
| PRKS |
United Parks & Resorts Inc.
Consumer Cyclical
|
2,061,450 | $67,326,957 | 4.00% |
Portfolio Trend
Holdings in ARDT
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,714,647 | 2,303,113 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $20,336,487 | 2,303,113 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,278,747 | 1,153,113 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,751,523 | 1,153,113 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,543,401 | 1,348,611 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $23,034,275 | 1,348,611 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $22,949,470 | 1,248,611 | Shares | Sole | 2024-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||