GOLDENTREE ASSET MANAGEMENT LP

CIK 0001278951 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

GOLDENTREE ASSET MANAGEMENT LP reported 31 positions worth $1.72B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: CMCSA (18.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.72B
2026 Q2
Positions
31
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
65.2%
Est. Net Flow (Q)
2026 Q2
10 / 31 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1CMCSACOMCAST CORP NEWSH$316.3M18.39%12,898,317
2BHCBAUSCH HEALTH COS INCSH$170.7M9.92%34,665,731
3WAYWAYSTAR HLDG CORPSH$126.3M7.34%6,160,110
4CHTRCHARTER COMMUNICATIONS INCSH$117.6M6.84%828,085
5CBRECBRE GROUP INCSH$74.4M4.32%553,001
6JAZZJAZZ PHARMACEUTICALS PLCSH$70.8M4.12%294,435
7ESTCELASTIC N VSH$65.8M3.83%1,156,383
8PRKSUNITED PARKS & RESORTS INCSH$64.8M3.77%1,359,953
9REZIRESIDEO TECHNOLOGIES INCSH$58.8M3.42%1,892,416
10TDSTELEPHONE & DATA SYS INCSH$56.1M3.26%1,518,180

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

Frequently Asked Questions

What stocks does GOLDENTREE ASSET MANAGEMENT LP hold as of Q2 2026?

GOLDENTREE ASSET MANAGEMENT LP reported 31 positions worth $1.72B in its Q2 2026 13F filing. Largest positions: CMCSA (18.4%), BHC (9.9%), WAY (7.3%), CHTR (6.8%) and CBRE (4.3%).

What did GOLDENTREE ASSET MANAGEMENT LP buy in Q2 2026?

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

What did GOLDENTREE ASSET 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.