account_balance
Investment manager · 13F filer · SEC CIK 1278951
Goldentree Asset Management LP
Reported value$1.72Bas of Jun 30, 2026
Positions31 13 new, 11 sold out
Top 10 weight65.2%CMCSA alone is 18%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CMCSAComcast Corp New
18.4%Added +98%
BHCBausch Health Cos Inc
9.9%
WAYWaystar HLDG Corp
7.3%Added +39%
CHTRCharter Communications Inc
6.8%New
CBRECbre Group Inc
4.3%Trimmed −23%
JAZZJazz Pharmaceuticals PLC
4.1%Trimmed −38%
ESTCElastic N V
3.8%Trimmed −19%
PRKSUnited Parks & Resorts Inc
3.8%Trimmed −34%
REZIResideo Technologies Inc
3.4%Added +12%
TDSTelephone & Data Sys Inc
3.3%Added +194%
HCCWarrior Met Coal Inc
3.1%New
CVNACarvana Co
3.0%New
CMCSAComcast Corp New
18.4%Added +98%
BHC9.9%WAY7.3%CHTR6.8%CBRE4.3%JAZZ4.1%ESTC3.8%PRKS3.8%REZI3.4%TDS3.3%HCC3.1%CVNA3.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CMCSA Comcast Corp New 18.4% Added +98%BHC Bausch Health Cos Inc 9.9% HeldWAY Waystar HLDG Corp 7.3% Added +39%CHTR Charter Communications Inc 6.8% NewCBRE Cbre Group Inc 4.3% Trimmed −23%JAZZ Jazz Pharmaceuticals PLC 4.1% Trimmed −38%ESTC Elastic N V 3.8% Trimmed −19%PRKS United Parks & Resorts Inc 3.8% Trimmed −34%REZI Resideo Technologies Inc 3.4% Added +12%TDS Telephone & Data Sys Inc 3.3% Added +194%HCC Warrior Met Coal Inc 3.1% NewCVNA Carvana Co 3.0% New
What changed