13F HOLDINGS REPORT
GOLDENTREE ASSET MANAGEMENT LP
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001085146-25-003138
Total Value
$1.40B
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BAUSCH HEALTH COS INC | 071734107 | 30,250,000 | $195.5M | 13.97% |
| 2 | MGM RESORTS INTERNATIONAL | MGM | 4,477,282 | $132.7M | 9.48% |
| 3 | VODAFONE GROUP PLC NEW | 92857W908 | 13,000,000 | $130.0M | 9.29% |
| 4 | BXP INC | BXP | 1,087,212 | $72.9M | 5.21% |
| 5 | OWENS CORNING NEW | OC | 479,068 | $68.3M | 4.88% |
| 6 | WARNER BROS DISCOVERY INC | WBD | 6,108,277 | $65.4M | 4.67% |
| 7 | NORWEGIAN CRUISE LINE HLDG L | NCLH | 3,225,837 | $61.0M | 4.36% |
| 8 | UNITED PARKS & RESORTS INC | PRKS | 1,335,924 | $60.6M | 4.33% |
| 9 | VIKING HOLDINGS LTD | VIK | 1,325,835 | $52.6M | 3.76% |
| 10 | ECHOSTAR CORP | SATS | 2,006,195 | $51.2M | 3.66% |
| 11 | NMI HLDGS INC | NMIH | 1,345,857 | $48.4M | 3.46% |
| 12 | TIDEWATER INC NEW | TDGMW | 975,133 | $41.1M | 2.94% |
| 13 | MATADOR RES CO | MTDR | 770,000 | $39.3M | 2.81% |
| 14 | SLM CORP | SLMBP | 1,160,138 | $34.0M | 2.43% |
| 15 | BAUSCH PLUS LOMB CORP | 071705107 | 2,248,269 | $32.5M | 2.33% |
| 16 | VICTORIAS SECRET AND CO | 926400102 | 1,740,022 | $32.3M | 2.31% |
| 17 | LIBERTY MEDIA CORP DEL | FWONB | 473,804 | $32.2M | 2.30% |
| 18 | BOYD GAMING CORP | BYD | 475,115 | $31.3M | 2.23% |
| 19 | LIBERTY MEDIA CORP DEL | FWONB | 92,401,000 | $23.2M | 1.66% |
| 20 | UBER TECHNOLOGIES INC | UBER | 304,598 | $22.2M | 1.58% |
| 21 | OKTA INC | OKTA | 195,294 | $20.5M | 1.47% |
| 22 | LIBERTY MEDIA CORP DEL | FWONB | 75,030,000 | $20.1M | 1.44% |
| 23 | QUIDELORTHO CORP | QDEL | 570,966 | $19.9M | 1.42% |
| 24 | ARDENT HEALTH PARTNERS INC | ARDT | 1,348,611 | $18.5M | 1.32% |
| 25 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 1,179,215 | $18.1M | 1.29% |
| 26 | AERCAP HOLDINGS NV | AER | 136,596 | $13.9M | 1.00% |
| 27 | LIBERTY LATIN AMERICA LTD | LILAB | 2,205,722 | $13.7M | 0.98% |
| 28 | ALGOMA STL GROUP INC | 015658107 | 2,493,548 | $13.5M | 0.97% |
| 29 | MPLX LP | MPLXP | 252,500 | $13.5M | 0.97% |
| 30 | SELECT SECTOR SPDR TR | 81369Y605 | 139,000 | $6.9M | 0.49% |
| 31 | NATURAL RESOURCE PARTNERS L | 63900P608 | 63,842 | $6.6M | 0.47% |
| 32 | ENERGY TRANSFER L P | ET-PI | 281,949 | $5.2M | 0.37% |
| 33 | TIM S A | TIMB | 100,000 | $1.6M | 0.11% |
| 34 | VODAFONE GROUP PLC NEW | 92857W308 | 44,654 | $418,408 | 0.03% |