Beach Point Capital Management LP

CIK 0001453885 · SANTA MONICA, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source

Beach Point Capital Management LP reported 14 positions worth $258.1M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: VEL (47.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$258.1M
2026 Q2
Positions
14
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
99.5%
Est. Net Flow (Q)
2026 Q2
10 / 14 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VELVELOCITY FINL INCSH$121.5M47.08%6,582,380
2DBDDIEBOLD NIXDORF INCSH$58.7M22.75%690,661
3CTEVCLARITEV CORPORATIONSH$26.3M10.19%770,612
4FOAFINANCE OF AMERICA COMPANSH$25.5M9.89%927,837
5FSKFS KKR CAP CORPSH$12.8M4.97%1,221,115
6OCSLOAKTREE SPECIALTY LENDINGSH$5.4M2.10%453,524
7MFICMIDCAP FINANCIAL INVSTMNT COSH$4.4M1.72%440,361
8VELVELOCITY FINL INCCALL$829.1K0.32%3,891
9KREFKKR REAL ESTATE FIN TR INCSH$786.7K0.30%115,016
10WWWW INTL INCSH$497.8K0.19%31,152

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Beach Point Capital Management LP hold as of Q2 2026?

Beach Point Capital Management LP reported 14 positions worth $258.1M in its Q2 2026 13F filing. Largest positions: VEL (47.1%), DBD (22.8%), CTEV (10.2%), FOA (9.9%) and FSK (5.0%).

What did Beach Point Capital Management LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Beach Point Capital Management LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.