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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 NRG NRG ENERGY INC Utilities 572,985.0 $83.7M 10.40% -57K -9.1% $146.14 -7.6%
2 TLN TALEN ENERGY CORP Utilities 257,024.0 $82.0M 10.19% -8K -3.0% $319.23 +36.7%
3 CHRD CHORD ENERGY CORPORATION Energy 187,840.0 $26.7M 3.32% -110K -36.9% $142.18 -13.4%
4 DIEBOLD NIXDORF INC 215,568.0 $16.3M 2.02% -572K -72.6% $75.44
5 CNK CINEMARK HLDGS INC Communication Services 259,563.0 $7.4M 0.92% -260K -50.0% $28.52 +18.4%

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%