account_balance
Investment manager · 13F filer · SEC CIK 1604350
Glendon Capital Management LP
Reported value$773Mas of Jun 30, 2026
Positions26 2 new, 1 sold out
Top 10 weight90.9%EXE alone is 24%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
EXEExpand Energy Corporation
23.8%
NRGNRG Energy Inc
13.5%Added +24%
ALLYAlly Finl Inc
12.4%
VSTVistra Corp
12.0%Trimmed −7%
ACTEnact Hldgs Inc
7.7%
AFRMAffirm Hldgs Inc
5.4%
GASSStealthgas Inc
4.7%Trimmed −3%
WSBCWesbanco Inc
4.6%
TLNTalen Energy Corp
4.0%Trimmed −69%
CHRD2.8%DBD2.4%BBT1.5%EXEExpand Energy Corporation
23.8%
NRG13.5%ALLYAlly Finl Inc
12.4%
VSTVistra Corp
12.0%Trimmed −7%
ACT7.7%AFRM5.4%GASS4.7%WSBC4.6%TLN4.0%CHRD2.8%DBD2.4%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
EXE Expand Energy Corporation 23.8% HeldNRG NRG Energy Inc 13.5% Added +24%ALLY Ally Finl Inc 12.4% HeldVST Vistra Corp 12.0% Trimmed −7%ACT Enact Hldgs Inc 7.7% HeldAFRM Affirm Hldgs Inc 5.4% HeldGASS Stealthgas Inc 4.7% Trimmed −3%WSBC Wesbanco Inc 4.6% HeldTLN Talen Energy Corp 4.0% Trimmed −69%CHRD Chord Energy Corporation 2.8% HeldDBD Diebold Nixdorf Inc 2.4% HeldBBT Beacon Financial Corp. 1.5% Held
What changed