GOLDENTREE ASSET MANAGEMENT LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.0T
Holdings
27
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BHCBAUSCH HEALTH COS INC | 34,254,889 | $227.8B | 22.01% | |
| 2 | MGMMGM RESORTS INTERNATIONAL | 5,402,092 | $185.8B | 17.94% | |
| 3 | NCLHNORWEGIAN CRUISE LINE HLDG L | 3,997,792 | $80.9B | 7.81% | |
| 4 | PRKSUNITED PARKS & RESORTS INC | 1,217,470 | $57.3B | 5.53% | |
| 5 | VSCOVICTORIAS SECRET AND CO | 2,989,087 | $55.2B | 5.34% | |
| 6 | XLVSELECT SECTOR SPDR TR | 350,000 | $47.1B | 4.55% | |
| 7 | SMASMARTSTOP SELF STORAG REIT I | 949,301 | $34.3B | 3.31% | |
| 8 | TDWTIDEWATER INC NEW | 731,333 | $33.7B | 3.25% | |
| 9 | BLCOBAUSCH PLUS LOMB CORP | 2,583,185 | $33.5B | 3.24% | |
| 10 | SNEXSTONEX GROUP INC | 357,152 | $32.5B | 3.14% | |
| 11 | BYDBOYD GAMING CORP | 403,815 | $31.6B | 3.05% | |
| 12 | THCTENET HEALTHCARE CORP | 179,183 | $31.5B | 3.04% | |
| 13 | PFSIPENNYMAC FINL SVCS INC NEW | 294,199 | $29.2B | 2.82% | |
| 14 | WBDWARNER BROS DISCOVERY INC | 2,331,096 | $26.7B | 2.57% | |
| 15 | FWONALIBERTY MEDIA CORP DEL | 249,530 | $20.2B | 1.95% | |
| 16 | ASTLALGOMA STL GROUP INC | 2,493,548 | $17.2B | 1.66% | |
| 17 | ARDTARDENT HEALTH INC | 1,153,113 | $15.7B | 1.52% | |
| 18 | LILALIBERTY LATIN AMERICA LTD | 2,205,722 | $13.7B | 1.33% | |
| 19 | MPLXMPLX LP | 252,500 | $13.0B | 1.26% | |
| 20 | MCYMERCURY GENL CORP NEW | 162,718 | $10.9B | 1.06% | |
| 21 | ETENERGY TRANSFER L P | 548,720 | $9.9B | 0.96% | |
| 22 | LINTA 3.75 02/15/30LIBERTY MEDIA CORP DEL | 92,401,000 | $9.3B | 0.90% | |
| 23 | LINTA 4 11/15/29LIBERTY MEDIA CORP DEL | 75,030,000 | $7.6B | 0.73% | |
| 24 | NRPNATURAL RESOURCE PARTNERS L | 63,842 | $6.1B | 0.59% | |
| 25 | TIMBTIM S A | 100,000 | $2.0B | 0.19% | |
| 26 | JBSJBS N.V. | 135,659 | $2.0B | 0.19% | |
| 27 | VODVODAFONE GROUP PLC NEW | 60,328 | $643.1M | 0.06% |