Beach Point Capital Management LP
Beach Point Capital Management LP reported 15 US-listed holdings worth $222.9 million in its 13F for the quarter ended 30 September 2026, filed 20 October 2026. Its largest: Velocity Finl Inc. (46.3%), Diebold Nixdorf, Inc. (18.3%) and Multiplan Corporation (7.1%). Against the quarter before, it opened 6 positions, added to 2, trimmed 5 and sold out of 1.
The 14 largest of its 15 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -9.2% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Opened 6
- Ziff Davis, Inc. ZD$13.4 million
- Guggenheim Strategic Opportu GOF$8.9 million
- PennyMac Mortgage Investment Trust PMT$6.7 million
- Bausch Plus Lomb Corp. BLCO$5.9 million
- CCC Intelligent Solutions HL CCC$4.0 million
- Goldman Sachs BDC Inc GSBD$718,001
Added to 2
- Velocity Finl Inc. VEL+294,532 shares · +4%
- Crescent Cap BDC Inc. CCAP+479,075 shares · +1301%
Trimmed 5
- FS KKR Cap Corp. FSK-862,445 shares · -71%
- Midcap Financial Invstmnt Co. MFIC-200,000 shares · -45%
- Diebold Nixdorf, Inc. DBD-23,730 shares · -3%
- Finance of America Compan FOA-35,844 shares · -4%
- Multiplan Corporation CTEV-20,013 shares · -3%
Sold out of 1
- Oaktree Specialty Lending Corp. Com OCSL$5.4 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Velocity Finl Inc. VEL | 6.9M | $103.3 million | 46.34% | +294.5K |
| Diebold Nixdorf, Inc. DBD | 666.9K | $40.8 million | 18.32% | -23.7K |
| Multiplan Corporation CTEV | 750.6K | $15.9 million | 7.13% | -20.0K |
| Ziff Davis, Inc. ZD | 236.4K | $13.4 million | 6.01% | new |
| Finance of America Compan FOA | 892.0K | $11.3 million | 5.06% | -35.8K |
| Guggenheim Strategic Opportu GOF | 1.0M | $8.9 million | 3.98% | new |
| PennyMac Mortgage Investment Trust PMT | 850.5K | $6.7 million | 3.01% | new |
| Bausch Plus Lomb Corp. BLCO | 346.0K | $5.9 million | 2.64% | new |
| Crescent Cap BDC Inc. CCAP | 515.9K | $4.7 million | 2.12% | +479.1K |
| CCC Intelligent Solutions HL CCC | 608.0K | $4.0 million | 1.82% | new |
| FS KKR Cap Corp. FSK | 358.7K | $3.9 million | 1.77% | -862.4K |
| Midcap Financial Invstmnt Co. MFIC | 240.4K | $2.1 million | 0.94% | -200.0K |
| Goldman Sachs BDC Inc GSBD | 79.0K | $718,001 | 0.32% | new |
| KKR Real Estate Fin Trust Inc. KREF | 115.0K | $714,249 | 0.32% | no change |
| WW Intl Inc. WW | 31.2K | $481,610 | 0.22% | no change |
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Change is shares against its 13F for the quarter before; the 1 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| iShares Trust HYG | Puts | 1.6K | $4.7 million |
| Invitation Homes Inc. INVH | Puts | 3.0K | $537,120 |
| Agnc Invt Corp. AGNC | Puts | 7.7K | $411,594 |
| Velocity Finl Inc. VEL | Calls | 4.3K | $139,220 |
| iShares Trust FXI | Puts | 31.2K | $31,178 |
5 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.