Beach Point Capital Management LP

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 23, 2024), Beach Point Capital Management LP reported 9 stock positions worth $265.7 million. Its top holding was Velocity Financial (VEL) at 37.4% of the portfolio, followed by Diebold Nixdorf (DBD, 31.6%) and Global Business Travel (GBTG, 17.5%). Compared with Q1 2024, it sold out of 2, added to 2 and reduced 4. The biggest buy was Velocity Financial (VEL, shares +2%) and the biggest sale Diebold Nixdorf (DBD, shares −22%).

Most Recent 13F
Q2 2026
Location
Santa Monica, CA
CIK
0001453885
Portfolio Value
$265.7M (Q2 2024)
SEC Filing
0001085146-24-003172 ↗ filed Jul 23, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $285.9M Q1 2024 Q2 2024: $265.7M $265.7M Q2 2024 Q3 2024: $253.5M Q3 2024 Q4 2024: $238.8M Q4 2024 Q1 2025: $236.8M Q1 2025 Q2 2025: $234.8M Q2 2025 Q3 2025: $215.0M Q3 2025 Q4 2025: $253.0M Q4 2025 Q1 2026: $253.0M Q1 2026 Q2 2026: $256.4M Q2 2026

Holdings 9 stocks · $265.7M
VEL Velocity Financial Inc. 37.36% 5,536,166 $99.3M Add +1.9%
DBD Diebold Nixdorf Inc. 31.60% 2,182,150 $84.0M Reduce -21.8%
GBTG Global Business Travel Group 17.54% 7,062,143 $46.6M Reduce -0.2%
RITHM PPTY TR INC filed as GREAT AJAX CORP 4.26% 3,167,288 $11.3M No change
WIW Western Asst Infl-LNK Opp 4.11% 1,281,927 $10.9M Reduce -2.2%
LLAP Terran Orbital Corp. 1.94% 6,301,168 $5.2M No change
MULTIPLAN CORP 1.83% 12,506,693 $4.9M Add +105.9%
FYBR Frontier Communications Pare 1.29% 131,138 $3.4M Reduce -45.9%
DRAGONFLY ENERGY HOLDINGS CO 0.08% 249,095 $211K No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $16.7M (not counted above)
SecurityClassShares / PrincipalValueChange
ANYWHERE RE GRP/REALOGY (HOUS 0.25 06/15/26) NOTE 0.250% 6/1 · principal 20,769,000$16.7MNew

Total filed on the 13F, all lines: $282.4M.

Portfolio Sells Q1 2024 → Q2 2024
DBD Diebold Nixdorf Inc. Reduce -21.8% 31.60% −2.02
HUDSON PAC PPTYS INC Sold out 0.00% −1.91
FYBR Frontier Communications Pare Reduce -45.9% 1.29% −0.79
FSK FS KKR Capital Corp. Sold out 0.00% −0.50
WIW Western Asst Infl-LNK Opp Reduce -2.2% 4.11% +0.15
GBTG Global Business Travel Group Reduce -0.2% 17.54% +2.67

Portfolio Buys Q1 2024 → Q2 2024
VEL Velocity Financial Inc. Add +1.9% 37.36% +3.14
MULTIPLAN CORP Add +105.9% 1.83% +0.11

Notes & Other Activity Q1 2024 → Q2 2024
ANYWHERE RE GRP/REALOGY (HOUS 0.25 06/15/26) NOTE 0.250% 6/1 · principal New 20,769,000 $16.7M

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 10$256.4MVEL, DBD, CTEV, FOA, FSK
Q1 2026 8$253.0MVEL, DBD, FSK, FOA, CTEV
Q4 2025 6$253.0MVEL, DBD, CTEV, FOA, KREF
Q3 2025 9$215.0MVEL, DBD, CTEV, ACHC, GBTG
Q2 2025 8$234.8MVEL, DBD, CTEV, FOA, ACHC
Q1 2025 8$236.8MVEL, DBD, GBTG, ACHC, FOA
Q4 2024 7$238.8MVEL, DBD, GBTG, ACHC, RITHM PPTY TR INC
Q3 2024 7$253.5MVEL, DBD, GBTG, RITHM PPTY TR INC, CTEV
Q2 2024 9$265.7MVEL, DBD, GBTG, RITHM PPTY TR INC, WIW
Q1 2024 11$285.9MVEL, DBD, GBTG, RITHM PPTY TR INC, WIW