Beach Point Capital Management LP
Annual return '25
+23.2%
SPY '25
+17.7%
Alpha
+5.5ptsvs SPY
Invested
$254.1M
Holdings
10
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VEL
VELOCITY FINL INC
Q4 2025: Exited (was 5.38M shares)
46.8%
02
$DBD
DIEBOLD NIXDORF INC
Q4 2025: Exited (was 1.36M shares)
23.8%
03
$FSK
FS KKR CAP CORP
Held since at least Q1 2024
12.5%
04
$FOA
FINANCE OF AMERICA COMPAN
Q4 2025: Exited (was 120.1k shares)
6.1%
05
$CTEV
CLARITEV CORPORATION
Q4 2025: Exited (was 425.6k shares)
5.1%
06
$OCSL
OAKTREE SPECIALTY LENDING
Held since at least Q1 2024
4.9%
07
$KREF
KKR REAL ESTATE FIN TR INC
Held since at least Q1 2024
0.3%
08
$FXI
ISHARES TR
Held since at least Q1 2024
0.2%
09
$WW
WW INTL INC
Q4 2025: Exited (was 31.2k shares)
0.2%
10
$HYG
ISHARES TR
Q1 2026: Sold 94.0% (149.0k → 8.9k shares)
0.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:32 UTC.