GOLDENTREE ASSET MANAGEMENT LP Q1 2023 Filing
Filed May 11, 2023
Portfolio Value
$1.1T
Holdings
30
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BHCBAUSCH HEALTH COS INC | 16,532,998 | $133.9B | 12.55% | |
| 2 | BLCOBAUSCH PLUS LOMB CORP | 6,102,426 | $106.2B | 9.96% | |
| 3 | UBERUBER TECHNOLOGIES INC | 3,114,045 | $98.7B | 9.25% | |
| 4 | VALVALARIS LIMITED | 1,085,278 | $70.6B | 6.62% | |
| 5 | PDCEUSDPDC ENERGY INC | 1,006,312 | $64.6B | 6.05% | |
| 6 | MTGMGIC INVT CORP WIS | 3,767,474 | $50.6B | 4.74% | |
| 7 | BLDRBUILDERS FIRSTSOURCE INC | 532,752 | $47.3B | 4.43% | |
| 8 | FOXAFOX CORP | 1,305,502 | $44.5B | 4.17% | |
| 9 | SLMSLM CORP | 3,280,821 | $40.6B | 3.81% | |
| 10 | VODVODAFONE GROUP PLC NEW | 14,280,499 | $37.1B | 3.48% | Call |
| 11 | CRCCALIFORNIA RES CORP | 895,313 | $34.5B | 3.23% | |
| 12 | AGNCAGNC INVT CORP | 3,392,816 | $34.2B | 3.20% | |
| 13 | BPOPPOPULAR INC | 594,669 | $34.1B | 3.20% | |
| 14 | SDRLSEADRILL 2021 LTD | 830,223 | $33.3B | 3.12% | |
| 15 | NRPNATURAL RESOURCE PARTNERS L | 541,561 | $28.3B | 2.65% | |
| 16 | PNCPNC FINL SVCS GROUP INC | 193,315 | $24.6B | 2.30% | |
| 17 | PLAYDAVE & BUSTERS ENTMT INC | 658,588 | $24.2B | 2.27% | |
| 18 | THCTENET HEALTHCARE CORP | 401,584 | $23.9B | 2.24% | |
| 19 | WFGWEST FRASER TIMBER CO LTD | 328,750 | $23.4B | 2.19% | |
| 20 | MBCMASTERBRAND INC | 2,720,274 | $21.9B | 2.05% | |
| 21 | PRKSSEAWORLD ENTMT INC | 354,218 | $21.7B | 2.03% | |
| 22 | ASTLALGOMA STL GROUP INC | 2,423,282 | $19.6B | 1.83% | |
| 23 | VSCOVICTORIAS SECRET AND CO | 560,000 | $19.1B | 1.79% | |
| 24 | LILALIBERTY LATIN AMERICA LTD | 1,653,271 | $13.7B | 1.28% | |
| 25 | JPMJPMORGAN CHASE & CO | 76,865 | $10.0B | 0.94% | |
| 26 | ETENERGY TRANSFER L P | 378,307 | $4.7B | 0.44% | |
| 27 | —BERKSHIRE GREY INC | 1,335,000 | $1.8B | 0.17% | |
| 28 | —BERKSHIRE GREY INC | 111,666 | $36.9M | 0.00% | |
| 29 | COINCOINBASE GLOBAL INC | 205,000 | $16.4M | 0.00% | Call |
| 30 | —AMBAC FINL GROUP INC | 39,906 | $5.1M | 0.00% |