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Portfolio (Quarterly) Guide ↗

Beach Point Capital Management LP

· CIK 0001453885
13F Portfolio $258M AUM 14 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 4 New 2 Added 4 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MIDCAP FINANCIAL INVSTMNT CO 440,361.0 $4.4M 1.72% NEW $10.08
2 CCAP CRESCENT CAP BDC INC Financial Services 36,817.0 $402K 0.16% NEW $10.92 -5.0%
3 INVH PUT INVITATION HOMES INC Real Estate 2,984.0 $346K 0.13% NEW $116.00 -75.5%
4 HYG PUT ISHARES TR $240K 0.09% NEW

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 85.5%
Healthcare 14.0%
Real Estate 0.4%