Latest Beach Point Capital Management LP Stock Portfolio
Beach Point Capital Management LP Performance:
2026 Q1: -11.97%YTD: -11.97%2025: 18.99%
Performance for 2026 Q1 is -11.97%, and YTD is -11.97%, and 2025 is 18.99%.
About Beach Point Capital Management LP and 13F Hedge Fund Stock Holdings
Beach Point Capital Management LP is a hedge fund based in Santa Monica, CA. On 2026-04-20, the fund reported it's updated stock portfolio. In the 13F Holdings report, Beach Point Capital Management LP reported an equity portfolio of $254.1 Millions as of 31 Mar, 2026.
The top stock holdings of Beach Point Capital Management LP are VEL, , FSK. The fund has invested 46.7% of it's portfolio in VELOCITY FINL INC and 23.8% of portfolio in DIEBOLD NIXDORF INC.
They significantly reduced their stock positions in KKR REAL ESTATE FIN TR INC (KREF) and DIEBOLD NIXDORF INC. Beach Point Capital Management LP opened new stock positions in FS KKR CAP CORP (FSK) and OAKTREE SPECIALTY LENDING (OCSL). The fund showed a lot of confidence in some stocks as they added substantially to FINANCE OF AMERICA COMPAN (FOA), VELOCITY FINL INC (VEL) and CLARITEV CORPORATION (MPLN).
The top stock holdings of Beach Point Capital Management LP are VEL, , FSK. The fund has invested 46.7% of it's portfolio in VELOCITY FINL INC and 23.8% of portfolio in DIEBOLD NIXDORF INC.
They significantly reduced their stock positions in KKR REAL ESTATE FIN TR INC (KREF) and DIEBOLD NIXDORF INC. Beach Point Capital Management LP opened new stock positions in FS KKR CAP CORP (FSK) and OAKTREE SPECIALTY LENDING (OCSL). The fund showed a lot of confidence in some stocks as they added substantially to FINANCE OF AMERICA COMPAN (FOA), VELOCITY FINL INC (VEL) and CLARITEV CORPORATION (MPLN).
Beach Point Capital Management LP Annual Return Estimates Vs S&P 500
Our best estimate is that Beach Point Capital Management LP made a return of -11.97% in the last quarter. In trailing 12 months, it's portfolio return was 8.84%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| fs kkr cap corp | 31,861,200 |
| oaktree specialty lending | 12,560,600 |
New stocks bought by Beach Point Capital Management LP
Additions
| Ticker | % Inc. |
|---|---|
| finance of america compan | 17.54 |
| velocity finl inc | 9.39 |
| claritev corporation | 5.34 |
Additions to existing portfolio by Beach Point Capital Management LP
Reductions
| Ticker | % Reduced |
|---|---|
| kkr real estate fin tr inc | -42.13 |
| diebold nixdorf inc | -27.18 |
Beach Point Capital Management LP reduced stake in above stock
Sold off
Sector Distribution
Beach Point Capital Management LP has about 70.5% of it's holdings in Financial Services sector.
- Financial Services
- Others
- Healthcare
| Sector | % |
|---|---|
| Financial Services | 70.5 |
| Others | 23.9 |
| Healthcare | 5.1 |
Market Cap. Distribution
Beach Point Capital Management LP has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- SMALL-CAP
- UNALLOCATED
- MID-CAP
- MICRO-CAP
| Category | % |
|---|---|
| SMALL-CAP | 57.3 |
| UNALLOCATED | 23.9 |
| MID-CAP | 12.6 |
| MICRO-CAP | 6.3 |
Stocks belong to which Index?
About 58.6% of the stocks held by Beach Point Capital Management LP either belong to S&P 500 or RUSSELL 2000 index.
- RUSSELL 2000
- Others
| Index | % |
|---|---|
| RUSSELL 2000 | 58.6 |
| Others | 41.4 |
Beach Point Capital Management LP Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Beach Point Capital Management LP
Beach Point Capital Management LP has 8 stocks in it's portfolio. MPLN proved to be the most loss making stock for the portfolio. was the most profitable stock for Beach Point Capital Management LP last quarter.
Last Reported on: 20 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| FOA | finance of america compan | 6.06 | 927,837 | 15,402,100 | added | 17.54 | ||
| FSK | fs kkr cap corp | 12.54 | 3,129,790 | 31,861,200 | new | |||
| KREF | kkr real estate fin tr inc | 0.28 | 115,016 | 703,898 | reduced | -42.13 | ||
| MPLN | claritev corporation | 5.12 | 795,346 | 12,996,000 | added | 5.34 | ||
| OCSL | oaktree specialty lending | 4.94 | 1,111,560 | 12,560,600 | new | |||
| VEL | velocity finl inc | 46.69 | 6,558,510 | 118,643,000 | added | 9.39 | ||
| WW | ww intl inc | 0.17 | 31,152 | 428,028 | unchanged | 0.00 | ||
| diebold nixdorf inc | 23.77 | 800,661 | 60,401,900 | reduced | -27.18 | |||