GOLDENTREE ASSET MANAGEMENT LP

CIK

1278951

City

NEW YORK

State / Country

Stock

BHC — Bausch Health Companies Inc.

Top Portfolio Positions

27 positions · $1,682,955,933 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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

25 quarters · across all stocks

Holdings in BHC

Compact Export CSV

Shares Held

Position Value (USD)

26 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$187,194,947	34,665,731	0.0%	Shares	Sole	2026-05-14
2025-12-31	$240,926,830	34,665,731	-0.5%	Shares	Sole	2026-02-17
2025-09-30	$224,675,629	34,833,431	-1.2%	Shares	Sole	2025-11-14
2025-06-30	$234,723,121	35,243,712	+2.9%	Shares	Sole	2025-08-14
2025-06-30	$228,137,560	34,254,889	+13.2%	Shares	Sole	2025-08-14
2025-03-31	$195,717,500	30,250,000	+9.8%	Shares	Sole	2025-05-14
2024-12-31	$221,973,004	27,540,075	-6.3%	Shares	Sole	2025-02-14
2024-09-30	$239,869,279	29,395,745	+31.0%	Shares	Sole	2024-11-14
2024-06-30	$156,386,085	22,437,028	-18.8%	Shares	Sole	2024-08-14
2024-03-31	$293,313,014	27,644,959	0.0%	Shares	Sole	2024-05-28
2023-12-31	$221,712,571	27,644,959	+15.2%	Shares	Sole	2024-02-14
2023-09-30	$197,176,937	23,987,462	+19.6%	Shares	Sole	2023-11-13
2023-06-30	$160,449,824	20,056,228	+21.3%	Shares	Sole	2023-08-09
2023-03-31	$133,917,283	16,532,998	-22.3%	Shares	Sole	2023-05-11
2022-12-31	$133,661,692	21,283,709	+29.1%	Shares	Sole	2023-02-14
2022-09-30	$113,584,281	16,485,382	+17.1%	Shares	Sole	2022-11-14
2022-06-30	$117,654,167	14,073,465	+76.5%	Shares	Sole	2022-08-15
2022-03-31	$182,205,305	7,973,974	+34.1%	Shares	Sole	2022-05-16
2021-12-31	$164,213,760	5,947,619	-36.3%	Shares	Sole	2022-02-14
2021-09-30	$260,191,911	9,342,618	+14.4%	Shares	Sole	2021-11-15
2021-06-30	$239,449,432	8,166,761	-4.9%	Shares	Sole	2021-08-17
2021-03-31	$272,592,388	8,588,292	-23.3%	Shares	Sole	2021-05-14
2020-12-31	$232,780,142	11,191,353	+57.0%	Shares	Sole	2021-02-16
2020-09-30	$110,788,389	7,129,240	-9.3%	Shares	Sole	2020-11-16
2020-06-30	$143,749,596	7,859,464	-9.1%	Shares	Sole	2020-08-14
2020-03-31	$133,989,858	8,644,507	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.