Institutions / Glendon Capital Management L.P.

Glendon Capital Management L.P.

CIK 1604350 · Institution · as of Dec 31, 2025
Portfolio value
$1.68B
Positions
25
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
Frontier Communications Pare$796.29M20,916,43947.4%
EXPAND ENERGY Corp$221.54M2,008,51413.2%
NRG Energy Inc$100.38M630,3516.0%
Talen Energy Corp$99.31M264,9425.9%
Vistra Corp.$95.36M591,0595.7%
Ally Financial Inc.$94.35M2,083,2195.6%
DIEBOLD NIXDORF, Inc$53.45M787,3123.2%
Enact Holdings, Inc.ACTCommon Stock$51.48M1,298,7183.1%
Stealthgas Inc$33.27M4,739,9022.0%
Affirm Holdings Inc Class a$31.04M417,1001.8%
Wesbanco Inc$30.22M909,0911.8%
Chord Energy Corp$27.58M297,5501.6%
Cinemark Holdings Inc$12.06M519,1250.7%
Beacon Financial Corp$10.05M381,1840.6%
National CineMedia, Inc.$6.53M1,678,9030.4%
Five Point Holdings, LLCFPHCommon Stock$6.47M1,158,1620.4%
NCR Atleos Corp$5.47M143,5000.3%
Service Properties Trust$1.27M692,3460.1%
Traeger Inc$1.10M1,020,9600.1%
Affirm Hldgs Inc$1.03M1,074,0000.1%
Expand Energy Corporation$929.6K9,3290.1%
The Beauty Health Company$885.4K636,9540.1%
Diversified Energy CoDECCommon Stock$246.3K17,0090.0%
Valaris Ltd$33.2K6580.0%
Epr Pptys$22.2K1,0000.0%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.