DOSSIER · 13F-HR · Q1 2026

Beach Point Capital Management LP

Beach Point's holding co. based in Omaha, NE — $254M in tracked AUM across 11 positions as of Q1 2026.

BP

Beach Point·Omaha, NE·Holding Co.

CIK 0001453885 · last filed Mar 31, 2026

Total AUM

$254M

▲ 1.3%

vs prior

Holdings

11

—

positions

Whale Score

69

69

tracked

Activity

—

no data

changes this Q

Top sector

Tech

5% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

following is a comprehensive analysis of Beach Point Capital Management LP’s SEC 13F filing for the period ending September 30, 2025.

Portfolio Overview

Beach Point Capital Management’s portfolio underwent a significant transformation during the quarter, characterized by substantial deleveraging and a sharp pivot toward concentration. The total portfolio value contracted by 41.2%, declining from $239.53M to $140.82M. This reduction in assets under management (AUM) was driven...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

VELOCITY FINL INC

$119M6.6M46.8%

02

DIEBOLD NIXDORF INC

$60M801K23.8%

03

FS KKR CAP CORP

$32M3.1M12.5%

04

FINANCE OF AMERICA COMPAN

$15M928K6.1%

05

CLARITEV CORPORATION

$13M795K5.1%

06

OAKTREE SPECIALTY LENDING

$13M1.1M4.9%

07

KKR REAL ESTATE FIN TR INC

$703,898115K0.3%

08

ISHARES TR

$482,17630K0.2%

09

WW INTL INC

$428,02831K0.2%

10

ISHARES TR

$225,84800.1%

Filing history

Filing history loading…