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Latest Beach Point Capital Management LP Stock Portfolio

$258Million | No. of Holdings #10

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 2026-07-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, Beach Point Capital Management LP reported an equity portfolio of $258.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Beach Point Capital Management LP are VEL, , MPLN. The fund has invested 47.1% of it's portfolio in VELOCITY FINL INC and 22.8% of portfolio in DIEBOLD NIXDORF INC. <br><br> They significantly reduced their stock positions in FS KKR CAP CORP (FSK), OAKTREE SPECIALTY LENDING (OCSL) and DIEBOLD NIXDORF INC. Beach Point Capital Management LP opened new stock positions in MIDCAP FINANCIAL INVSTMNT CO (AIB) and CRESCENT CAP BDC INC (CCAP). The fund showed a lot of confidence in some stocks as they added substantially to VELOCITY FINL INC (VEL).
Beach Point Capital Management LP Equity Portfolio Value
Last Reported on: 22 Jul, 2026
$258Million
  as of Jul 22, 2026

Beach Point Capital Management LP Annual Return Estimates Vs S&P 500

  • Performance

New Buys

Ticker$ Bought
midcap financial invstmnt co4,438,840
crescent cap bdc inc402,042
New stocks bought by Beach Point Capital Management LP

Additions

Ticker% Inc.
velocity finl inc0.36
Additions to existing portfolio by Beach Point Capital Management LP

Reductions

Ticker% Reduced
fs kkr cap corp-60.98
oaktree specialty lending-59.2
diebold nixdorf inc-13.74
claritev corporation-3.11
Beach Point Capital Management LP reduced stake in above stock

Sold off

None of the stocks were completely sold off by Beach Point Capital Management LP

Sector Distribution

  • Financial Services
  • Others
  • Healthcare
Sector%
Financial Services64.6
Others24.6
Healthcare10.3

Market Cap. Distribution

  • SMALL-CAP
  • UNALLOCATED
  • MICRO-CAP
  • MID-CAP
Category%
SMALL-CAP60.2
UNALLOCATED24.6
MICRO-CAP10.2
MID-CAP5

Stocks belong to which Index?

  • RUSSELL 2000
  • Others
Index%
RUSSELL 200068.1
Others31.9
Top 5 Winners (%)%
MPLN
claritev corporation
107.1 %
FOA
finance of america compan
65.8 %
WW
ww intl inc
16.3 %
diebold nixdorf inc
11.8 %
KREF
kkr real estate fin tr inc
11.8 %
Top 5 Winners ($)$
MPLN
claritev corporation
13.9 M
FOA
finance of america compan
10.1 M
diebold nixdorf inc
7.1 M
VEL
velocity finl inc
2.4 M
FSK
fs kkr cap corp
0.7 M
Top 5 Losers (%)%
Top 5 Losers ($)$

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

$256.41MTotal Value
10.00Positions
22 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Beach Point Capital Management LP, last reported on 22 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AIB
Midcap Financial Invstmnt Co

Midcap Financial Invstmnt Co

AIB
Beach Point Capital Management LP's holding in Midcap Financial Invstmnt Co over time
1.72%440,361
$4.44M
1.72%
new position
Com Shs
Diebold Nixdorf Inc

Diebold Nixdorf Inc

Beach Point Capital Management LP's holding in Diebold Nixdorf Inc over time
22.75%690,661
$58.72M
22.75%
decreased 13.74 percentreduced