Beach Point Capital Management Lp Portfolio Stock Holdings
Beach Point Capital Management Lp disclosed 8 stock positions valued at approximately $253.0 million in its latest SEC 13F filing. The largest holdings include VELOCITY FINL INC, DIEBOLD NIXDORF INC, and FS KKR CAP CORP. The filing reflects positions held as of March 31, 2026 and was filed on April 20, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 8
- Portfolio Value
- $253.0M
Holdings by Sector
Beach Point Capital Management Lp Portfolio Holdings in Q1 2026
6 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VELOCITY FINL INC | VEL | Financial Services | 46.90% | 6,558,512 | +563,046 | +9.39% | $118,643,482 |
| DIEBOLD NIXDORF INC | DBD | Technology | 23.87% | 800,661 | -298,841 | -27.18% | $60,401,867 |
| FS KKR CAP CORP | FSK | Financial Services | 12.59% | 3,129,787 | +3,129,787 | +100.00% | $31,861,232 |
| CLARITEV CORPORATION | 62548M209 | Other | 5.14% | 795,346 | +40,344 | +5.34% | $12,995,954 |
| OAKTREE SPECIALTY LENDING | OCSL | Financial Services | 4.96% | 1,111,559 | +1,111,559 | +100.00% | $12,560,617 |
| KKR REAL ESTATE FIN TR INC | KREF | Real Estate | 0.28% | 115,016 | -83,727 | -42.13% | $703,898 |
Beach Point Capital Management Lp Options Holdings in Q1 2026
3 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | FXI | iShares China Large-Cap ETF | PUT | 30,136 | $482,176 |
| Q1 2026 | VEL | Velocity Financial, Inc. | CALL | 3,174 | $381,630 |
| Q1 2026 | HYG | iShares iBoxx $ High Yield Corp | PUT | — | $225,848 |
Notional value represents the total exposure of the options position.