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BPCM

Beach Point Capital Management Portfolio holdings

AUM $258M
1-Year Est. Return 20.26%
This Fund
S&P 500
This Quarter Est. Return
+0.6%
1 Year Est. Return
+20.26%
3 Year Est. Return
+110.45%
5 Year Est. Return
+46.34%
10 Year Est. Return
+68.77%
AUM
$185M
AUM Growth
-$37.1M
Cap. Flow
-$33.8M
Cap. Flow %
-18.24%
Top 10 Hldgs %
93.34%
Holding
15
New
2
Increased
2
Reduced
10
Closed
1

Sector Composition

Rank Sector Weight
1 Communication Services 38.21%
2 Consumer Discretionary 20.63%
3 Healthcare 17.43%
4 Energy 10.23%
5 Industrials 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MGM icon
1
MGM Resorts International
MGM
$10.4B
$34M 18.34%
1,500,759
-34,911
-2% -$793K
HZNP
2
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
$32.3M 17.43%
1,960,149
-153,536
-7% -$2.48M
SBGI icon
3
Sinclair Inc
SBGI
$999M
$23.6M 12.77%
792,025
-48,393
-6% -$1.51M
WLL
4
DELISTED
Whiting Petroleum Corporation
WLL
$18.9M 10.23%
6,821
-46
-0.7% -$152K
ZAYO
5
DELISTED
Zayo Group Holdings, Inc.
ZAYO
$14M 7.55%
500,834
-362,061
-42% -$9.63M
LBTYA icon
6
Liberty Global Class A
LBTYA
$3.62B
$13.8M 7.48%
476,377
-217,252
-31% -$7.05M
LBTYK icon
7
Liberty Global Class C
LBTYK
$3.56B
$13.6M 7.34%
474,192
-225,067
-32% -$7.09M
DAL icon
8
Delta Air Lines
DAL
$52.7B
$9.47M 5.12%
260,074
-16,382
-6% -$697K
MGP
9
DELISTED
MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP
$6.78M 3.66%
+254,083
New +$6.04M
GASS icon
10
StealthGas
GASS
$350M
$6.33M 3.42%
1,675,488
-78,211
-4% -$330K
PSG
11
DELISTED
Performance Sports Group Ltd.
PSG
$4.25M 2.29%
+1,415,792
New +$4.68M
LILAK icon
12
Liberty Latin America Class C
LILAK
$1.66B
$2.86M 1.54%
102,694
+68,918
+204% +$2.29M
LILA icon
13
Liberty Latin America Class A
LILA
$1.67B
$2.84M 1.53%
137,506
+92,559
+206% +$2.18M
TBF icon
14
ProShares Short 20+ Year Treasury ETF
TBF
$114M
$2.4M 1.3%
113,975
-16,252
-12% -$362K
INXN
15
DELISTED
Interxion Holding N.V.
INXN
-543,431
Closed -$18.8M

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Beach Point Capital Management's Q2 2016 Portfolio in Review

As of Q2 2016, Beach Point Capital Management held 15 positions worth $185M, down 17% from $222M the previous quarter. Its ten largest holdings account for 93% of the portfolio.

Beach Point Capital Management withdrew a net $33.8M in Q2 2016, closing 1 position and reducing 10 holdings. Its most notable exit was Interxion Holding N.V., an estimated $18.8M position sold in full.

By sector, the portfolio is most concentrated in Communication Services at 38% of assets, down from 52% a quarter earlier, followed by Consumer Discretionary and Healthcare.

Against the trend, Beach Point Capital Management opened a new position in MGM Growth Properties LLC Class A common shares representing limited liability company interests worth $6.78M.

  • Beach Point Capital Management's largest Q2 2016 buy was MGM Growth Properties LLC Class A common shares representing limited liability company interests: 254,083 shares worth $6.78M.
  • Beach Point Capital Management added most to Liberty Latin America Class C in Q2 2016, an estimated $2.29M increase.
  • Beach Point Capital Management's biggest Q2 2016 reduction was Zayo Group Holdings, Inc., cutting an estimated $9.63M.
  • Beach Point Capital Management fully exited Interxion Holding N.V. in Q2 2016, selling an estimated $18.8M.
  • Beach Point Capital Management's ten largest holdings make up 93% of its $185M portfolio in Q2 2016.
  • Beach Point Capital Management opened 2 new positions and closed 1 in Q2 2016.
  • Beach Point Capital Management's portfolio value fell 17% quarter-over-quarter to $185M.

Based on Beach Point Capital Management's 13F filing for Q2 2016, filed 12 Aug 2016.