Goldentree Asset Management LP holds a focused book of 29 stocks worth $1.7B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened Waystar Holding Corp and trimmed Comcast Corp-Class A. Their largest long position is Bausch Health Cos Inc at 11% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1278951/holdings"
Use Arkolith to show GOLDENTREE ASSET MANAGEMENT LP's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% 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
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Bausch Health Cos Inc COM | $187.0M | 34.67M | 11.1% | —Held | |
| 2 | Comcast Corp New CL A | $187.0M | 6.52M | 11.1% | ▼−17% Reduced · −1.3M sh | |
| 3 | MGM Resorts International COM | $176.6M | 4.77M | 10.5% | ▲+0.8% Added · +37K sh | |
| 4 | Waystar Hldg Corp COM | $107.0M | 4.44M | 6.3% | ▲New New position | |
| 5 | Cbre Group Inc CL A | $97.2M | 718.6K | 5.8% | ▲New New position | |
| 6 | Norwegian Cruise Line Hldgs SHS | $97.0M | 5.19M | 5.8% | ▲+13% Added · +612K sh | |
| 7 | Jazz Pharmaceuticals PLC SHS USD | $89.8M | 475.6K | 5.3% | ▲+13% Added · +55K sh | |
| 8 | Ally Finl Inc COM | $83.4M | 2.13M | 4.9% | ▲+83% Added · +963K sh | |
| 9 | Elastic N V ORD SHS | $71.3M | 1.43M | 4.2% | ▲+118% Added · +774K sh | |
| 10 | United Parks & Resorts Inc COM | $67.2M | 2.06M | 4.0% | ▼−15% Reduced · −377K sh | |
| 11 | Resideo Technologies Inc COM | $56.9M | 1.69M | 3.4% | ▲+33% Added · +418K sh | |
| 12 | Ani Pharmaceuticals Inc COM | $51.3M | 668.0K | 3.0% | ▲New New position | |
| 13 | Ovintiv Inc COM | $49.0M | 825.5K | 2.9% | ▼−47% Reduced · −744K sh | |
| 14 | Versant Media Group Inc COM CL A | $48.3M | 1.31M | 2.9% | ▲New New position | |
| 15 | Gulfport Energy Corp COMMON SHARES | $45.8M | 216.3K | 2.7% | ▲+43% Added · +65K sh | |
| 16 | Bausch Plus Lomb Corp COMMON SHARES | $42.2M | 2.66M | 2.5% | —Held | |
| 17 | Smartstop Self Storag REIT I COMMON STOCK | $40.2M | 1.33M | 2.4% | ▲+14% Added · +164K sh | |
| 18 | Celanese Corp Del COM | $34.9M | 530.9K | 2.1% | ▲New New position | |
| 19 | Fortune Brands Innovations I COM | $31.4M | 806.3K | 1.9% | ▲+4.2% Added · +32K sh | |
| 20 | Telephone & Data Sys Inc COM NEW | $21.7M | 516.0K | 1.3% | ▲New New position | |
| 21 | Workiva Inc COM CL A | $21.3M | 358.2K | 1.3% | ▲New New position | |
| 22 | Ardent Health Inc COM | $19.7M | 2.30M | 1.2% | —Held | |
| 23 | MPLX LP COM UNIT REP LTD | $19.7M | 344.7K | 1.2% | ▼−19% Reduced · −80K sh | |
| 24 | Owens Corning New COM | $19.0M | 176.2K | 1.1% | ▼−67% Reduced · −352K sh | |
| 25 | Cable One Inc COM | $6.6M | 73.2K | 0.4% | —Held | |
| 26 | Energy Transfer L P COM UT LTD PTN | $5.0M | 259.8K | 0.3% | ▼−23% Reduced · −79K sh | |
| 27 | Vodafone Group PLC SPONSORED ADR | $4.5M | 300.0K | 0.3% | ▲New New position | |
| 28 | Liberty Media Corp Del DEB 4.000%11/1 | $3.0M | 75.03M | 0.2% | —Held | |
| 29 | Liberty Media Corp Del DEB 3.750% 2/1 | $2.9M | 94.97M | 0.2% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 29 | $1.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 29 | $1.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Dec 2, 2025 | 25 | $1.2B | 13F-HR/A |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 27 | $1.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 34 | $1.4B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 28 | $1.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 32 | $1.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 41 | $1.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 28, 2024 | 37 | $1.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 30 | $963.2M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 26 | $947.9M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 9, 2023 | 33 | $1.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 11, 2023 | 31 | $1.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 28 | $1.2B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 27 | $1.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 30 | $1.5B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 32 | $2.2B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 39 | $2.3B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 46 | $2.4B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 17, 2021 | 46 | $3.8B | 13F-HR/A |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 42 | $2.2B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 39 | $2.5B | 13F-HR |
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. Price-derived performance is withheld until the price-source policy and freshness gate are green.