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GoldenTree Asset Management LP

All holdings · as of Mar 31, 2026

29 positions

CompanyClassValueShares% of portfolio
Bausch Health Companies Inc.BHCCommon Stock$186.98M34,665,73111.1%
Comcast Corp.$186.98M6,521,40911.1%
MGM Resorts International$176.61M4,771,86510.5%
Waystar Holding Corp.$106.98M4,443,6716.3%
CBRE Group Inc$97.18M718,6155.8%
Norwegian Cruise Line Holdings Ltd.$96.99M5,194,5175.8%
Jazz Pharmaceuticals PLC$89.76M475,5505.3%
Ally Financial Inc.$83.37M2,128,5144.9%
Elastic N.V.$71.33M1,429,3834.2%
United Parks & Resorts Inc.$67.22M2,061,4504.0%
RESIDEO TECHNOLOGIES, INC.$56.93M1,691,3433.4%
ANI PHARMACEUTICALS INC$51.30M667,9813.0%
Ovintiv Inc.$49.00M825,5022.9%
Versant Media Group, Inc.$48.26M1,305,9602.9%
GULFPORT ENERGY CORP$45.75M216,2502.7%
Bausch & Lomb CorpBLCOCommon Stock$42.21M2,660,5082.5%
SmartStop Self Storage REIT, Inc.$40.19M1,329,5752.4%
Celanese Corp$34.86M530,9072.1%
Fortune Brands Innovations, Inc.$31.37M806,3321.9%
Telephone and Data Systems Inc$21.69M516,0001.3%
WORKIVA INC$21.33M358,2481.3%
Ardent Health, Inc.ARDTCommon Stock$19.68M2,303,1131.2%
MPLX LPMPLXMLP$19.67M344,6861.2%
Owens Corning$19.04M176,2011.1%
Cable One, Inc.$6.64M73,1800.4%
Energy Transfer LPETMLP$5.01M259,7930.3%
VODAFONE GROUP PLC$4.50M300,0000.3%
LIBERTY MEDIA CORP DEL$3.03M75,030,0000.2%
LIBERTY MEDIA CORP DEL$2.86M94,975,0000.2%
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