GOLDENTREE ASSET MANAGEMENT LP Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$1.4T
Holdings
34
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BHCBAUSCH HEALTH COS INC | 30,250,000 | $195.5B | 13.97% | |
| 2 | MGMMGM RESORTS INTERNATIONAL | 4,477,282 | $132.7B | 9.48% | |
| 3 | —VODAFONE GROUP PLC NEW | 13,000,000 | $130.0B | 9.29% | Call |
| 4 | BXPBXP INC | 1,087,212 | $72.9B | 5.21% | |
| 5 | OCOWENS CORNING NEW | 479,068 | $68.3B | 4.88% | |
| 6 | WBDWARNER BROS DISCOVERY INC | 6,108,277 | $65.4B | 4.67% | |
| 7 | NCLHNORWEGIAN CRUISE LINE HLDG L | 3,225,837 | $61.0B | 4.36% | |
| 8 | PRKSUNITED PARKS & RESORTS INC | 1,335,924 | $60.6B | 4.33% | |
| 9 | VIKVIKING HOLDINGS LTD | 1,325,835 | $52.6B | 3.76% | |
| 10 | SATSECHOSTAR CORP | 2,006,195 | $51.2B | 3.66% | |
| 11 | NMIHNMI HLDGS INC | 1,345,857 | $48.4B | 3.46% | |
| 12 | TDWTIDEWATER INC NEW | 975,133 | $41.1B | 2.94% | |
| 13 | MTDRMATADOR RES CO | 770,000 | $39.3B | 2.81% | |
| 14 | SLMSLM CORP | 1,160,138 | $34.0B | 2.43% | |
| 15 | BLCOBAUSCH PLUS LOMB CORP | 2,248,269 | $32.5B | 2.33% | |
| 16 | VSCOVICTORIAS SECRET AND CO | 1,740,022 | $32.3B | 2.31% | |
| 17 | FWONALIBERTY MEDIA CORP DEL | 473,804 | $32.2B | 2.30% | |
| 18 | BYDBOYD GAMING CORP | 475,115 | $31.3B | 2.23% | |
| 19 | LINTA 3.75 02/15/30LIBERTY MEDIA CORP DEL | 92,401,000 | $23.2B | 1.66% | |
| 20 | UBERUBER TECHNOLOGIES INC | 304,598 | $22.2B | 1.58% | |
| 21 | OKTAOKTA INC | 195,294 | $20.5B | 1.47% | |
| 22 | LINTA 4 11/15/29LIBERTY MEDIA CORP DEL | 75,030,000 | $20.1B | 1.44% | |
| 23 | QDELQUIDELORTHO CORP | 570,966 | $19.9B | 1.42% | |
| 24 | ARDTARDENT HEALTH PARTNERS INC | 1,348,611 | $18.5B | 1.32% | |
| 25 | TEVATEVA PHARMACEUTICAL INDS LTD | 1,179,215 | $18.1B | 1.29% | |
| 26 | AERAERCAP HOLDINGS NV | 136,596 | $13.9B | 1.00% | |
| 27 | LILALIBERTY LATIN AMERICA LTD | 2,205,722 | $13.7B | 0.98% | |
| 28 | ASTLALGOMA STL GROUP INC | 2,493,548 | $13.5B | 0.97% | |
| 29 | MPLXMPLX LP | 252,500 | $13.5B | 0.97% | |
| 30 | XLFSELECT SECTOR SPDR TR | 139,000 | $6.9B | 0.49% | |
| 31 | NRPNATURAL RESOURCE PARTNERS L | 63,842 | $6.6B | 0.47% | |
| 32 | ETENERGY TRANSFER L P | 281,949 | $5.2B | 0.37% | |
| 33 | TIMBTIM S A | 100,000 | $1.6B | 0.11% | |
| 34 | VODVODAFONE GROUP PLC NEW | 44,654 | $418.4M | 0.03% |