Glendon Capital Management LP

Based on the SEC 13F filing data provided for Glendon Capital Management LP as of September 30, 2025, here is a comprehensive analysis.

Portfolio Overview

Glendon Capital Management LP manages a highly concentrated portfolio valued at approximately $1.32 billion, spread across just 16 holdings. The firm executed a significant reduction in portfolio size during the quarter, with total assets under management (AUM) declining by 27.7% from $1.82 billion in the previous quarter. This reduction...