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Portfolio (Quarterly) Guide ↗

Glendon Capital Management LP

· CIK 0001604350
13F Portfolio $805M AUM 25 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 3 Added 5 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 OCFC OCEANFIRST FINL CORP Financial Services 275,500.0 $5.0M 0.62% NEW $18.04 -0.1%
2 KRC KILROY REALTY CORP Real Estate 79,449.0 $2.2M 0.28% NEW $28.21 +30.5%
3 COOK TRAEGER INC Consumer Cyclical 37,960.0 $1.1M 0.14% NEW $29.00 +149.2%

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
Utilities 47.4%
Financial Services 31.1%
Industrials 7.9%
Technology 5.4%
Energy 4.9%
Real Estate 1.6%
Communication Services 1.3%
Consumer Cyclical 0.2%
Consumer Defensive 0.1%