GOLDENTREE ASSET MANAGEMENT LP
CIK 0001278951 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
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
Top Holdings
CMCSA
COMCAST CORP NEW
18.4%
BHC
BAUSCH HEALTH COS INC
9.9%
WAY
WAYSTAR HLDG CORP
7.3%
CHTR
CHARTER COMMUNICATIONS INC
6.8%
CBRE
CBRE GROUP INC
4.3%
JAZZ
JAZZ PHARMACEUTICALS PLC
4.1%
ESTC
ELASTIC N V
3.8%
PRKS
UNITED PARKS & RESORTS INC
3.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.