Beach Point Capital Management LP
Position in VEL — Velocity Financial, Inc.
CIK 1453885
Santa Monica, CA
Position in VEL
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$121,510,734
+$2,867,252 QoQ
Shares Held
6,582,380
+0.4% QoQ
Ownership
16.7%
of shares outstanding
% of Portfolio
47.39%
of 13F equity value
Holder Rank
#3
of 99 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VEL Over Time
Shares Held
Position Value (USD)
Derivatives in VEL
reported options exposure · as of Jun 30, 2026CallValue
$71,827
CallShares
3,891
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Beach Point Capital Management LP holds $121,510,734 across 1 Mortgage Finance name. VEL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEL |
Velocity Financial, Inc.
This page
|
6,582,380 | $121,510,734 |
All Filings in VEL
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,827 | 3,891 | Call | Sole | 2026-07-22 | |
| 2026-06-30 | $121,510,734 | 6,582,380 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $57,417 | 3,174 | Call | Sole | 2026-04-20 | |
| 2026-03-31 | $118,643,482 | 6,558,512 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,095,360 | 952,100 | Call | Sole | 2026-02-10 | |
| 2025-12-31 | $124,465,874 | 5,995,466 | Shares | Sole | 2026-02-10 | |
| 2025-12-31 | $144,272,990 | 6,949,566 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $97,546,961 | 5,377,451 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $98,277,925 | 5,300,859 | Shares | Sole | 2025-08-08 | |
| 2025-06-30 | $98,277,925 | 5,300,859 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $102,750,399 | 5,491,737 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,031,316 | 206,100 | Call | Sole | 2025-01-30 | |
| 2024-12-31 | $103,095,615 | 5,270,737 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $108,564,215 | 5,536,166 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $99,263,456 | 5,536,166 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $97,829,640 | 5,434,980 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $91,400,918 | 5,307,835 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $57,900,284 | 5,123,919 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $57,343,244 | 4,973,395 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $42,115,017 | 4,663,900 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $38,160,384 | 3,954,444 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $38,041,234 | 3,509,339 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $36,014,361 | 3,277,012 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $33,609,506 | 3,072,167 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $39,776,251 | 2,903,376 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $36,273,105 | 2,756,315 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $34,426,374 | 2,756,315 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $18,172,368 | 2,048,745 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $12,731,914 | 2,043,646 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $10,011,742 | 1,994,371 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $7,452,646 | 1,886,746 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $6,574,834 | 873,152 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||