Glendon Capital Management LP Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$1.8T

Holdings

24

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (24 positions)

#StockSharesValue% PortfolioType
1
FYBRFRONTIER COMMUNICATIONS PARE
24,158,619$902.3B49.21%
2
EXEEXPAND ENERGY CORPORATION
2,132,354$226.4B12.35%
3
VSTVISTRA CORP
656,732$128.7B7.02%
4
TLNTALEN ENERGY CORP
264,942$112.7B6.15%
5
NRANRG ENERGY INC
630,351$102.1B5.57%
6
ALLYALLY FINL INC
2,338,333$91.7B5.00%
7
DBDDIEBOLD NIXDORF INC
1,178,344$67.2B3.66%
8
ACTENACT HLDGS INC
1,298,718$49.8B2.72%
9
GASSSTEALTHGAS INC
4,883,048$32.0B1.74%
10
AFRMAFFIRM HLDGS INC
417,100$30.5B1.66%
11
CHRDCHORD ENERGY CORPORATION
297,550$29.6B1.61%
12
WSBCWESBANCO INC
909,091$29.0B1.58%
13
FPHFIVE POINT HOLDINGS LLC
1,289,375$7.9B0.43%
14
NCMINATIONAL CINEMEDIA INC
1,678,903$7.6B0.41%
15
NATLNCR ATLEOS CORPORATION
143,500$5.6B0.31%
16
BBTBEACON FINANCIAL CORP.
172,413$4.1B0.22%
17
HPOSERVICE PPTYS TR
692,346$1.9B0.10%
18
SKINTHE BEAUTY HEALTH COMPANY
636,954$1.3B0.07%
19
COOKTRAEGER INC
1,020,960$1.2B0.07%
20
AFRM 0 11/15/26AFFIRM HLDGS INC
1,074,000$1.0B0.06%
21
ONLORION OFFICE REIT INC
359,563$970.8M0.05%
22
GOCOGOHEALTH INC
42,745$206.0M0.01%
23
VALVALARIS LTD
658$32.1M0.00%
241,000$25.4M0.00%