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 NRP
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $3,284,424 | 31,460 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,810,155 | 45,811 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,097,549 | 63,842 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,633,183 | 63,842 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,086,462 | 63,842 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,850,719 | 121,173 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,276,084 | 125,793 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $37,725,520 | 410,060 | Shares | Sole | 2024-05-28 | |
| 2023-12-31 | $47,821,494 | 516,654 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $42,712,916 | 541,561 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $28,561,927 | 541,561 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $28,269,484 | 541,561 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $29,526,670 | 543,469 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $24,048,503 | 543,469 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $20,233,350 | 543,469 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $23,227,865 | 543,469 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $18,162,733 | 543,469 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,858,476 | 543,469 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,881,540 | 560,450 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $9,040,058 | 560,450 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,706,187 | 560,450 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,680,564 | 560,450 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $6,831,885 | 560,450 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $6,837,490 | 560,450 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||