Beach Point Capital Management LP holds a concentrated book of 10 stocks worth $256.4M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-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. Cloning the disclosed picks since 2025 would be +4% (+5.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
Following at the filing date actually beat the quarter-end book by 8.6 points over this window.
Growth of $10,000 cloning Beach Point Capital Management LP's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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 how many of Beach Point Capital Management LP's top 10 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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 |
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 ~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. The performance line is a simulation of the disclosed long book, not an audited return.