Beach Point Capital Management
Beach Point Capital Management reported 15 stocks worth $223M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are VEL (46.3%), DBD (18.3%) and CTEV (7.1%). Compared with Q2 2026, the fund opened new positions in ZD, GOF and PMT, added to VEL and CCAP, trimmed DBD, CTEV and FOA and sold out of OCSL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VEL Velocity Finl Inc | $103M | 46.3% | 6.9M | +295K (+4%) | 8 of 8 | |
| 2 |  DBD Diebold Nixdorf Inc | $40.8M | 18.3% | 667K | −24K (−3%) | 8 of 8 | |
| 3 |  CTEV Claritev Corporation | $15.9M | 7.1% | 751K | −20K (−3%) | 8 of 8 | |
| 4 |  ZD Ziff Davis Inc | $13.4M | 6.0% | 236K | New position | 1 of 8 | |
| 5 |  FOA Finance of America Compan | $11.3M | 5.1% | 892K | −36K (−4%) | 7 of 8 | |
| 6 |  GOF Guggenheim Strategic Opportu | $8.9M | 4.0% | 1M | New position | 1 of 8 | |
| 7 |  PMT Pennymac Mtg Invt TR | $6.7M | 3.0% | 850K | New position | 1 of 8 | |
| 8 |  BLCO Bausch Plus Lomb Corp | $5.9M | 2.6% | 346K | New position | 1 of 8 | |
| 9 |  CCAP Crescent Cap Bdc Inc | $4.7M | 2.1% | 516K | +479K (+1301%) | 2 of 8 | |
| 10 |  CCC Ccc Intelligent Solutions HL | $4M | 1.8% | 608K | New position | 1 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 OCSL Oaktree Specialty Lending Com | $5.4M | 454K |
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Beach Point Capital Management 13F FAQ
What does Beach Point Capital Management own?
Beach Point Capital Management reported 15 stocks worth $223M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are VEL (46.3%), DBD (18.3%) and CTEV (7.1%). The table above lists every position in the filing (the top 10 without an account).
What did Beach Point Capital Management buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 2 added to, 5 trimmed and 1 sold out. New positions include ZD, GOF and PMT. It sold all of OCSL.
When will Beach Point Capital Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Beach Point Capital Management's portfolio worth?
The Q3 2026 filing reports $223M in US stocks ($229M including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.