Beach Point Capital Management LP holds a concentrated book of 10 stocks worth $256.4M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened Midcap Financial Investment and trimmed Diebold Nixdorf Inc. Their largest long position is Velocity Financial Inc at 47% of the equity book. They also disclosed $836K in put options (a bearish bet) and $829K in call options (bullish), shown separately below and excluded from the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Beach Point Capital Management LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 10 / 10 | $253.2M |
| UBS Group AG | 10 / 10 | $113.1M |
| MORGAN STANLEY | 10 / 10 | $106.9M |
| WELLS FARGO & COMPANY/MN | 10 / 10 | $16.4M |
| ROYAL BANK OF CANADA | 10 / 10 | $10.8M |
| Allworth Financial LP | 10 / 10 | $290K |
| Russell Investments Group, Ltd. | 9 / 10 | $35.0M |
| MILLENNIUM MANAGEMENT LLC | 9 / 10 | $28.5M |
Ranked by the share of each fund's own book sitting in the names it shares with Beach Point Capital Management LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Velocity Finl Inc COM | $121.5M | 6.58M | 47.4% | ▲+0.4% Added · +24K sh | |
| 2 | Diebold Nixdorf Inc COM SHS | $58.7M | 690.7K | 22.9% | ▼−14% Reduced · −110K sh | |
| 3 | Claritev Corporation CL A NEW | $26.3M | 770.6K | 10.3% | ▼−3.1% Reduced · −25K sh | |
| 4 | Finance Of America Compan CL A NEW | $25.5M | 927.8K | 10.0% | —Held | |
| 5 | FS KKR Cap Corp COM | $12.8M | 1.22M | 5.0% | ▼−61% Reduced · −1.9M sh | |
| 6 | Oaktree Specialty Lending COM | $5.4M | 453.5K | 2.1% | ▼−59% Reduced · −658K sh | |
| 7 | Midcap Financial Invstmnt Co COM NEW | $4.4M | 440.4K | 1.7% | ▲New New position | |
| 8 | KKR Real Estate Fin TR Inc COM | $787K | 115.0K | 0.3% | —Held | |
| 9 | WW Intl Inc COM NEW | $498K | 31.2K | 0.2% | —Held | |
| 10 | Crescent Cap BDC Inc COM | $402K | 36.8K | 0.2% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1453885/holdings"
Use Arkolith to show Beach Point Capital Management LP's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | VELOCITY FINANCIAL INCVEL | $829K | 4K |
| PUT · bearish | INVITATION HOMES INCINVH | $346K | 3K |
| PUT · bearish | ISHARES CHINA LARGE-CAP ETFFXI | $249K | 31K |
| PUT · bearish | ISHR IBX USD HIYLD CB ETF-UIHYG | $240K | — |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.