GOLDENTREE ASSET MANAGEMENT LP Q2 2023 Filing
Filed August 9, 2023
Portfolio Value
$1.1T
Holdings
32
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (32 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BHCBAUSCH HEALTH COS INC | 20,056,228 | $160.4B | 14.55% | |
| 2 | BLCOBAUSCH PLUS LOMB CORP | 5,796,996 | $116.3B | 10.55% | |
| 3 | MTGMGIC INVT CORP WIS | 5,054,823 | $79.8B | 7.24% | |
| 4 | VALVALARIS LIMITED | 1,069,917 | $67.3B | 6.11% | |
| 5 | SLMSLM CORP | 3,925,497 | $64.1B | 5.81% | |
| 6 | UBERUBER TECHNOLOGIES INC | 1,470,805 | $63.5B | 5.76% | |
| 7 | AERAERCAP HOLDINGS NV | 898,217 | $57.1B | 5.17% | |
| 8 | PRKSSEAWORLD ENTMT INC | 948,779 | $53.1B | 4.82% | |
| 9 | TFCTRUIST FINL CORP | 1,715,274 | $52.1B | 4.72% | |
| 10 | GTLSCHART INDS INC | 308,489 | $49.3B | 4.47% | |
| 11 | VSTVISTRA CORP | 1,675,346 | $44.0B | 3.99% | |
| 12 | VODVODAFONE GROUP PLC NEW | 10,928,874 | $36.0B | 3.26% | Call |
| 13 | BLDRBUILDERS FIRSTSOURCE INC | 210,388 | $28.6B | 2.60% | |
| 14 | NRPNATURAL RESOURCE PARTNERS L | 541,561 | $28.6B | 2.59% | |
| 15 | FT2FIRST HORIZON CORPORATION | 2,475,000 | $27.9B | 2.53% | |
| 16 | MBCMASTERBRAND INC | 2,392,274 | $27.8B | 2.52% | |
| 17 | FDO.FMACYS INC | 1,679,571 | $27.0B | 2.45% | |
| 18 | KGSKODIAK GAS SVCS INC | 1,380,000 | $22.4B | 2.03% | |
| 19 | WFGWEST FRASER TIMBER CO LTD | 242,715 | $20.9B | 1.89% | |
| 20 | ASTLALGOMA STL GROUP INC | 2,592,185 | $18.4B | 1.67% | |
| 21 | DISHDISH NETWORK CORPORATION | 2,751,930 | $18.1B | 1.64% | |
| 22 | LILALIBERTY LATIN AMERICA LTD | 1,851,642 | $16.0B | 1.45% | |
| 23 | VSCOVICTORIAS SECRET AND CO | 371,720 | $6.5B | 0.59% | |
| 24 | COINCOINBASE GLOBAL INC | 68,907 | $4.9B | 0.45% | |
| 25 | ETENERGY TRANSFER L P | 341,347 | $4.3B | 0.39% | |
| 26 | —HUT 8 MNG CORP | 667,671 | $2.2B | 0.20% | |
| 27 | —BERKSHIRE GREY INC | 1,335,000 | $1.9B | 0.17% | |
| 28 | CLSKCLEANSPARK INC | 330,000 | $1.4B | 0.13% | |
| 29 | CIFRCIPHER MINING INC | 382,010 | $1.1B | 0.10% | |
| 30 | APLDAPPLIED DIGITAL CORP | 87,443 | $817.6M | 0.07% | |
| 31 | IRENIRIS ENERGY LTD | 152,810 | $712.1M | 0.06% | |
| 32 | —BERKSHIRE GREY INC | 111,666 | $37.4M | 0.00% |