GOLDENTREE ASSET MANAGEMENT LP
CIK 1278951
13F filing for Q2 2026・No. 1,816
- Holdings
- US$1.72B
- Quarter change
- +US$33.53M
- Entries
- 31
- Net bought (estimate)
- −US$16.04M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 11
- Cut 9
- Added 5
- Corporate actions 0
- Unchanged 2
Largest holdings
29 stocks worth US$1.71B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| CMCSACOMCAST CORP NEWCL A | Added | 12,898,317 | US$316.29M | 18.49% |
| BHCBAUSCH HEALTH COS INCCOM | Unchanged | 34,665,731 | US$170.71M | 9.98% |
| WAYWAYSTAR HLDG CORPCOM | Added | 6,160,110 | US$126.28M | 7.38% |
| CHTRCHARTER COMMUNICATIONS INCCL A | New | 828,085 | US$117.61M | 6.87% |
| CBRECBRE GROUP INCCL A | Cut | 553,001 | US$74.36M | 4.35% |
| JAZZJAZZ PHARMACEUTICALS PLCSHS USD | Cut | 294,435 | US$70.84M | 4.14% |
| ESTCELASTIC N VORD SHS | Cut | 1,156,383 | US$65.83M | 3.85% |
| PRKSUNITED PARKS & RESORTS INCCOM | Cut | 1,359,953 | US$64.83M | 3.79% |
| REZIRESIDEO TECHNOLOGIES INCCOM | Added | 1,892,416 | US$58.76M | 3.43% |
| TDSTELEPHONE & DATA SYS INCCOM NEW | Added | 1,518,180 | US$56.09M | 3.28% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.