Beach Point Capital Management LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Beach Point Capital Management LP disclosed 8 US equity positions worth $234.8m in its Q2 2025 13F filing. The largest position was VEL at 41.9% of the reported book, followed by DBD and CTEV. Against the Q1 2025 filing, it opened 0 new positions, added to 1 and reduced 5 among the top 8 holdings.
What did Beach Point Capital Management LP own in Q2 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | VEL VELOCITY FINL INC | 41.9% | $98.3m | 5,300,859 | -3% | reduced | |
| 2 | DBD DIEBOLD NIXDORF INC | Technology | 37.1% | $87.0m | 1,570,530 | -17% | reduced |
| 3 | CTEV CLARITEV CORPORATION | 8.0% | $18.9m | 418,081 | 8% | added | |
| 4 | FOA FINANCE OF AMERICA COMPAN | 4.7% | $10.9m | 469,390 | -1% | reduced | |
| 5 | ACHC ACADIA HEALTHCARE COMPANY IN | Healthcare | 3.4% | $8.1m | 355,540 | 0% | held |
| 6 | RITHM PPTY TR INC | 2.9% | $6.8m | 2,514,681 | -4% | reduced | |
| 7 | GBTG GLOBAL BUSINESS TRAVEL GROUP | 2.1% | $4.9m | 770,143 | -63% | reduced | |
| 8 | DRAGONFLY ENERGY HOLDINGS CO | 0.0% | $4.5k | 27,677 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.