Home/Smart Money/GOLDENTREE ASSET MANAGEMENT LP
§ 13F · FUND PROFILE

GOLDENTREE ASSET MANAGEMENT LP.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $192.2T (13F)Positions · 2Turnover · · Q4Filed · Feb 17, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$1729.6T deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 17, 2026
#TickerNameShares$ value% portΔ Q4
1IVVISHARES TR376K$257.5T14.0%NEW
2BHCBAUSCH HEALTH COS INC34.67M$240.6T13.0%NEW
3CMCSACOMCAST CORP NEW7.82M$233.6T12.7%NEW
4MGMMGM RESORTS INTERNATIONAL4.73M$172.8T9.4%NEW
5NCLHNORWEGIAN CRUISE LINE HLDG L4.58M$102.1T5.5%NEW
6PRKSUNITED PARKS & RESORTS INC2.44M$88.4T4.8%NEW
7JAZZJAZZ PHARMACEUTICALS PLC420K$71.3T3.9%−63%
8OVVOVINTIV INC1.57M$61.5T3.3%NEW
9OCOWENS CORNING NEW528K$59.0T3.2%NEW
10COFCAPITAL ONE FINL CORP236K$57.0T3.1%NEW
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE GOLDENTREE SIGNAL

AC read

GOLDENTREE ASSET MANAGEMENT LP is a Other fund managing $192227.4 trillion in assets. The fund runs a focused portfolio of just 2 positions.

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§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed