GOLDENTREE ASSET MANAGEMENT LP
13F filer · CIK 1278951 · New York, NY
Summary
GOLDENTREE ASSET MANAGEMENT LP reported $1.72B across 31 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are CMCSA (18.4%), BHC (9.9%), WAY (7.3%). Versus 2026 Q1, leaving options aside, it opened 13 new positions, added to 6, trimmed 9 and sold out of 11.
Reported value$1.72B
Positions31
Report period2026 Q2
FiledAug 14, 2026
New positions13
Added6
Trimmed9
Sold out11
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 18.4%Value $316.29MPrice $21.79Shares 12.90M +97.78%Since Jun 30 -11.14%
Weight 9.9%Value $170.71MPrice $5.77Shares 34.67MSince Jun 30 +17.17%
Weight 7.3%Value $126.28MPrice $25.74Shares 6.16M +38.63%Since Jun 30 +25.57%
Weight 6.8%Value $117.61MPrice $111.40Shares 828KSince Jun 30 -21.56%
Weight 4.3%Value $74.36MPrice $130.35Shares 553K -23.05%Since Jun 30 -3.06%
Weight 4.1%Value $70.84MPrice $238.28Shares 294K -38.09%Since Jun 30 -0.96%
Weight 3.8%Value $65.83MPrice $87.94Shares 1.16M -19.10%Since Jun 30 +54.47%
Weight 3.8%Value $64.83MPrice $32.04Shares 1.36M -34.03%Since Jun 30 -32.79%
Weight 3.4%Value $58.76MPrice $18.22Shares 1.89M +11.89%Since Jun 30 -41.32%
Weight 3.3%Value $56.09MPrice $34.75Shares 1.52M +194.22%Since Jun 30 -5.95%
Weight 3.1%Value $52.83MPrice $91.75Shares 652KSince Jun 30 +13.25%
Weight 3.0%Value $50.89MPrice $60.47Shares 774KSince Jun 30 -7.98%
Weight 2.9%Value $50.30MPrice $45.92Shares 1.10M +106.32%Since Jun 30 -0.00%
Weight 2.7%Value $47.18MPrice $46.73Shares 1.14MSince Jun 30 +13.09%
Weight 2.6%Value $43.96MPrice $16.95Shares 2.66MSince Jun 30 +2.58%
Weight 2.5%Value $43.73MPrice $312.68Shares 155KSince Jun 30 +11.19%
Weight 2.5%Value $43.48MPrice $31.86Shares 909K -80.94%Since Jun 30 -33.36%
Weight 2.4%Value $40.59MPrice $517.84Shares 57KSince Jun 30 -27.28%
Weight 2.0%Value $35.02MPrice $9.10Shares 2.84MSince Jun 30 -26.07%
Weight 2.0%Value $33.90MPrice $32.46Shares 943K -27.80%Since Jun 30 -9.71%
Weight 1.6%Value $26.92MPrice $22.63Shares 745KSince Jun 30 -37.38%
Weight 1.5%Value $25.96MPrice $56.98Shares 448KSince Jun 30 -1.62%
Weight 1.2%Value $20.25MPrice $15.66Shares 845KSince Jun 30 -34.70%
Weight 0.9%Value $16.28MPrice $31.69Shares 536KSince Jun 30 +4.31%
Weight 0.9%Value $16.28MPrice $31.20Shares 502K -62.26%Since Jun 30 -3.84%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 18.4% | $316.29M | -11.14% | +97.78% | Add | |
| 9.9% | $170.71M | +17.17% | — | Hold | |
| 7.3% | $126.28M | +25.57% | +38.63% | Add | |
| 6.8% | $117.61M | -21.56% | — | New | |
| 4.3% | $74.36M | -3.06% | -23.05% | Trim | |
| 4.1% | $70.84M | -0.96% | -38.09% | Trim | |
| 3.8% | $65.83M | +54.47% | -19.10% | Trim | |
| 3.8% | $64.83M | -32.79% | -34.03% | Trim | |
| 3.4% | $58.76M | -41.32% | +11.89% | Add | |
| 3.3% | $56.09M | -5.95% | +194.22% | Add | |
| 3.1% | $52.83M | +13.25% | — | New | |
| 3.0% | $50.89M | -7.98% | — | New | |
| 2.9% | $50.30M | -0.00% | +106.32% | Add | |
| 2.7% | $47.18M | +13.09% | — | New | |
| 2.6% | $43.96M | +2.58% | — | Hold | |
| 2.5% | $43.73M | +11.19% | — | New | |
| 2.5% | $43.48M | -33.36% | -80.94% | Trim | |
| 2.4% | $40.59M | -27.28% | — | New | |
| 2.0% | $35.02M | -26.07% | — | New | |
| 2.0% | $33.90M | -9.71% | -27.80% | Trim | |
| 1.6% | $26.92M | -37.38% | — | New | |
| 1.5% | $25.96M | -1.62% | — | New | |
| 1.2% | $20.25M | -34.70% | — | New | |
| 0.9% | $16.28M | +4.31% | — | New | |
| 0.9% | $16.28M | -3.84% | -62.26% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.