Latest Beach Point Capital Management LP Stock Portfolio
Beach Point Capital Management LP Performance:
2025 Q4: 9.35%YTD: 18.99%2024: 18.65%
Performance for 2025 Q4 is 9.35%, and YTD is 18.99%, and 2024 is 18.65%.
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 2026-02-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Beach Point Capital Management LP reported an equity portfolio of $258.5 Millions as of 31 Dec, 2025.
The top stock holdings of Beach Point Capital Management LP are VEL, , MPLN. The fund has invested 48.1% of it's portfolio in VELOCITY FINL INC and 28.9% of portfolio in DIEBOLD NIXDORF INC.
The fund managers got completely rid off ACADIA HEALTHCARE COMPANY IN (ACHC), GLOBAL BUSINESS TRAVEL GROUP (GBTG) and RITHM PPTY TR INC (AJX) stocks. They significantly reduced their stock positions in DIEBOLD NIXDORF INC. Beach Point Capital Management LP opened new stock positions in KKR REAL ESTATE FIN TR INC (KREF). The fund showed a lot of confidence in some stocks as they added substantially to FINANCE OF AMERICA COMPAN (FOA), CLARITEV CORPORATION (MPLN) and VELOCITY FINL INC (VEL).
The top stock holdings of Beach Point Capital Management LP are VEL, , MPLN. The fund has invested 48.1% of it's portfolio in VELOCITY FINL INC and 28.9% of portfolio in DIEBOLD NIXDORF INC.
The fund managers got completely rid off ACADIA HEALTHCARE COMPANY IN (ACHC), GLOBAL BUSINESS TRAVEL GROUP (GBTG) and RITHM PPTY TR INC (AJX) stocks. They significantly reduced their stock positions in DIEBOLD NIXDORF INC. Beach Point Capital Management LP opened new stock positions in KKR REAL ESTATE FIN TR INC (KREF). The fund showed a lot of confidence in some stocks as they added substantially to FINANCE OF AMERICA COMPAN (FOA), CLARITEV CORPORATION (MPLN) and VELOCITY FINL INC (VEL).
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 9.35% in the last quarter. In trailing 12 months, it's portfolio return was 18.99%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| kkr real estate fin tr inc | 1,633,670 |
New stocks bought by Beach Point Capital Management LP
Additions
| Ticker | % Inc. |
|---|---|
| finance of america compan | 557 |
| claritev corporation | 77.41 |
| velocity finl inc | 11.49 |
Additions to existing portfolio by Beach Point Capital Management LP
Reductions
| Ticker | % Reduced |
|---|---|
| diebold nixdorf inc | -18.96 |
Beach Point Capital Management LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| rithm ppty tr inc | -1,247,360 |
| global business travel group | -3,904,230 |
| acadia healthcare company in | -8,803,170 |
| dragonfly energy holdings co | -16,462 |
Beach Point Capital Management LP got rid off the above stocks
Sector Distribution
Beach Point Capital Management LP has about 56.7% of it's holdings in Financial Services sector.
- Financial Services
- Others
- Healthcare
| Sector | % |
|---|---|
| Financial Services | 56.7 |
| Others | 29.5 |
| Healthcare | 12.8 |
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
- MICRO-CAP
| Category | % |
|---|---|
| SMALL-CAP | 49.8 |
| UNALLOCATED | 29.5 |
| MICRO-CAP | 20.7 |
Stocks belong to which Index?
About 70.5% 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 | 70.5 |
| Others | 29.5 |
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 6 stocks in it's portfolio. MPLN proved to be the most loss making stock for the portfolio. VEL was the most profitable stock for Beach Point Capital Management LP last quarter.
Last Reported on: 10 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ACHC | acadia healthcare company in | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AJX | rithm ppty tr inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| FOA | finance of america compan | 7.39 | 789,399 | 19,111,400 | added | 557 | ||
| GBTG | global business travel group | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| KREF | kkr real estate fin tr inc | 0.63 | 198,743 | 1,633,670 | new | |||
| MPLN | claritev corporation | 12.49 | 755,002 | 32,276,300 | added | 77.41 | ||
| VEL | velocity finl inc | 48.15 | 5,995,470 | 124,466,000 | added | 11.49 | ||
| WW | ww intl inc | 0.35 | 31,152 | 910,106 | unchanged | 0.00 | ||
| diebold nixdorf inc | 28.88 | 1,099,500 | 74,645,200 | reduced | -18.96 | |||
| dragonfly energy holdings co | 0.00 | 0.00 | 0.00 | sold off | -100 | |||