GOLDENTREE ASSET MANAGEMENT LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.0T
Holdings
23
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BHCBAUSCH HEALTH COS INC | 34,833,431 | $224.4B | 22.04% | |
| 2 | MGMMGM RESORTS INTERNATIONAL | 4,155,183 | $144.0B | 14.15% | |
| 3 | NCLHNORWEGIAN CRUISE LINE HLDG L | 3,313,561 | $81.5B | 8.00% | |
| 4 | PRKSUNITED PARKS & RESORTS INC | 1,328,507 | $68.6B | 6.73% | |
| 5 | VSCOVICTORIAS SECRET AND CO | 2,448,507 | $66.3B | 6.51% | |
| 6 | CMCSACOMCAST CORP NEW | 2,034,630 | $63.8B | 6.27% | |
| 7 | GPORGULFPORT ENERGY CORP | 246,796 | $44.7B | 4.39% | |
| 8 | SMASMARTSTOP SELF STORAG REIT I | 1,181,767 | $44.4B | 4.36% | |
| 9 | BLCOBAUSCH PLUS LOMB CORP | 2,660,508 | $40.0B | 3.93% | |
| 10 | PHMPULTE GROUP INC | 303,092 | $40.0B | 3.93% | |
| 11 | CRMSALESFORCE INC | 168,186 | $39.8B | 3.91% | |
| 12 | ALLYALLY FINL INC | 975,205 | $38.2B | 3.75% | |
| 13 | PFSIPENNYMAC FINL SVCS INC NEW | 296,441 | $36.6B | 3.60% | |
| 14 | ARDTARDENT HEALTH INC | 1,153,113 | $15.2B | 1.50% | |
| 15 | MPLXMPLX LP | 293,069 | $14.6B | 1.44% | |
| 16 | CABOCABLE ONE INC | 74,043 | $13.0B | 1.28% | |
| 17 | ASTLALGOMA STL GROUP INC | 2,493,548 | $8.9B | 0.87% | |
| 18 | LINTA 3.75 02/15/30LIBERTY MEDIA CORP DEL | 92,401,000 | $7.7B | 0.75% | |
| 19 | ETENERGY TRANSFER L P | 415,993 | $7.1B | 0.70% | |
| 20 | LINTA 4 11/15/29LIBERTY MEDIA CORP DEL | 75,030,000 | $6.8B | 0.67% | |
| 21 | SNEXSTONEX GROUP INC | 57,191 | $5.8B | 0.57% | |
| 22 | NRPNATURAL RESOURCE PARTNERS L | 45,811 | $4.8B | 0.47% | |
| 23 | TIMBTIM S A | 82,834 | $1.8B | 0.18% |