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Goldentree Asset Management Lp

Portfolio Manager
Goldentree Asset Management Lp
Performance
-4.90% (2026 Q1)
AUM (13F)
$1.69B
# of Holdings
29
Performance Rank
Allocation (Top 20)
93.98%

Goldentree Asset Management Lp Holdings Map

Top 27 Goldentree Asset Management Lp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BHC
BAUSCH HEALTH COS INC
11.09%34.67M$187.0M
+0.00%(+0)
2025-Q1: 30.25M shares2025-Q2: 34.25M shares2025-Q3: 0 shares2025-Q4: 34.67M shares2026-Q1: 34.67M shares
$10.44(-47.81%)
2026-03-31
CMCSA
COMCAST CORP NEW
11.09%6.52M$187.0M
-16.66%(-1.30M)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 7.82M shares2026-Q1: 6.52M shares
$28.73(-12.39%)
2026-03-31
MGM
MGM RESORTS INTERNATIONAL
10.47%4.77M$176.6M
+0.78%(+36.92K)
2025-Q1: 4.48M shares2025-Q2: 5.40M shares2025-Q3: 0 shares2025-Q4: 4.73M shares2026-Q1: 4.77M shares
$38.74(-4.98%)
2026-03-31
WAY
WAYSTAR HLDG CORP
6.34%4.44M$107.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 4.44M shares
$27.69(-32.00%)
2026-03-31
CBRE
CBRE GROUP INC
5.76%718.6K$97.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 718.6K shares
$148.13(-10.58%)
2026-03-31
NCLH
NORWEGIAN CRUISE LINE HLDGS
5.75%5.19M$97.0M
+13.36%(+612.13K)
2025-Q1: 3.23M shares2025-Q2: 4.00M shares2025-Q3: 0 shares2025-Q4: 4.58M shares2026-Q1: 5.19M shares
$22.01(-27.62%)
2026-03-31
JAZZ
JAZZ PHARMACEUTICALS PLC
5.32%475.6K$89.8M
+13.13%(+55.21K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 1.14M shares2025-Q4: 420.3K shares2026-Q1: 475.6K shares
$125.99(+83.39%)
2026-03-31
ALLY
ALLY FINL INC
4.94%2.13M$83.4M
+82.67%(+963.31K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.17M shares2026-Q1: 2.13M shares
$42.25(+0.28%)
2026-03-31
ESTC
ELASTIC N V
4.23%1.43M$71.3M
+118.22%(+774.36K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 655.0K shares2026-Q1: 1.43M shares
$70.62(-29.51%)
2026-03-31
PRKS
UNITED PARKS & RESORTS INC
3.99%2.06M$67.2M
-15.46%(-376.99K)
2025-Q1: 1.34M shares2025-Q2: 1.22M shares2025-Q3: 0 shares2025-Q4: 2.44M shares2026-Q1: 2.06M shares
$48.45(-26.72%)
2026-03-31

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