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Portfolio (Quarterly) Guide ↗

Beach Point Capital Management LP

· CIK 0001453885
13F Portfolio $254M AUM 11 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 3 Added 5 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VEL VELOCITY FINL INC Financial Services 6,558,512.0 $118.6M 46.69% +563K +9.4% $18.09 +0.7%
2 FOA FINANCE OF AMERICA COMPAN Financial Services 927,837.0 $15.4M 6.06% +138K +17.5% $16.60 +45.8%
3 CTEV CLARITEV CORPORATION Healthcare 795,346.0 $13.0M 5.12% +40K +5.3% $16.34 +102.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 92.4%
Healthcare 7.2%
Real Estate 0.4%