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
25 quarters · across all stocks
Holdings in BLCO
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $42,302,077 | 2,660,508 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $45,441,476 | 2,660,508 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $40,093,855 | 2,660,508 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $33,607,236 | 2,583,185 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $32,599,900 | 2,248,269 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $31,283,477 | 1,732,197 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $64,726,379 | 3,355,437 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $74,068,407 | 5,101,130 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $81,583,841 | 4,715,829 | Shares | Sole | 2024-05-28 | |
| 2023-12-31 | $80,452,042 | 4,715,829 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $85,865,801 | 5,065,829 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $116,345,709 | 5,796,996 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $106,243,236 | 6,102,426 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $98,153,080 | 6,328,374 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $103,584,884 | 6,752,600 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $103,784,400 | 6,810,000 | Shares | Sole | 2022-08-15 | |
| No 13F history on record for this holder in this stock. | ||||||