1y return+10.6%S&P 500 +20.9%
3y return+79.4%S&P 500 +68.5%
5y return+4.5%S&P 500 +74.5%
10y return+3.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $104 against $357 in the S&P 500.2
Beach Point Capital Management LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VELVelocity Finl Inc | $121.5M | 47.4% | |
| DBDDiebold Nixdorf Inc | $58.7M | 22.9% | −13.7% |
| CTEVClaritev Corporation | $26.3M | 10.3% | −3.1% |
| FOAFinance Of America Compan | $25.5M | 10.0% | |
| FSKFs Kkr Cap Corp | $12.8M | 5.0% | −61.0% |
| OCSLOaktree Specialty Lending | $5.4M | 2.1% | −59.2% |
| MFICMidcap Financial Invstmnt Co | $4.4M | 1.7% | New |
| KREFKkr Real Estate Fin Tr Inc | $787K | 0.3% | |
| WWWw Intl Inc | $498K | 0.2% | |
| CCAPCrescent Cap Bdc Inc | $402K | 0.2% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VELVelocity Finl Inc | June 30, 2020 | +367.3% | $121.5M |
| DBDDiebold Nixdorf Inc | September 30, 2023 | +348.9% | $58.7M |
| CTEVClaritev Corporation | September 30, 2024 | +346.5% | $26.3M |
| FOAFinance Of America Compan | March 31, 2025 | +29.4% | $25.5M |
| OCSLOaktree Specialty Lending | March 31, 2026 | +5.7% | $5.4M |
| FSKFs Kkr Cap Corp | March 31, 2026 | +3.1% | $12.8M |
| KREFKkr Real Estate Fin Tr Inc | December 31, 2025 | −16.8% | $787K |
| WWWw Intl Inc | September 30, 2025 | −41.6% | $498K |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.3% | +14.8% |
| March 31, 2026 | −13.7% | −4.6% |
| December 31, 2025 | +9.7% | +2.4% |
| September 30, 2025 | +2.1% | +7.8% |
| June 30, 2025 | +11.2% | +10.5% |
| March 31, 2025 | −4.2% | −4.6% |
| December 31, 2024 | +2.3% | +2.1% |
| September 30, 2024 | +12.2% | +5.4% |
| June 30, 2024 | +2.7% | +4.0% |
| March 31, 2024 | +5.5% | +10.0% |
| December 31, 2023 | +41.1% | +11.2% |
| September 30, 2023 | −13.1% | −3.6% |
| June 30, 2023 | +12.8% | +8.3% |
| March 31, 2023 | −2.4% | +7.0% |
| December 31, 2022 | −6.3% | +7.1% |
| September 30, 2022 | −26.6% | −5.3% |
| June 30, 2022 | −20.0% | −16.5% |
| March 31, 2022 | −2.8% | −4.9% |
| December 31, 2021 | −0.5% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Beach Point Capital Management LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1453885&type=13F-HR&dateb=&owner=include&count=40CIK 1453885
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1453885/000145388526000003/Filed July 22, 2026 · accession 0001453885-26-000003