Beach Point Capital Management LP

Santa Monica, CA · CIK 1453885 · 13F filing filed 2026-07-22

SEC-registered investment adviser since 2008 · limited partnership

Assets managed$29.8bn
Staff173 · 77 in investment roles
Main clients (by assets)Private funds 86%, Pension plans 7%, State and local governments 6%
Private funds43 (33 hedge) · $21.4bn gross assets
Websitebeachpoint.capital
Form ADV · 2026-08-07SEC adviser record

Legal entityBEACH POINT CAPITAL MANAGEMENT LP (US)

$256.4m reported value +1.3% vs Q1 2026

10positions

100.0%in top 10

2 new 1 added 4 reduced 0 sold out vs Q1 2026

Options: 1 call positions ($829.1k notional), 3 put positions ($835.6k notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VELOCITY FINL INC COM VEL	VEL	6,582,380	$121.5m47.39%	47.39%	Added +23.9k	+23,868 0.4%
2	DIEBOLD NIXDORF INC COM SHS DBD	DBD	690,661	$58.7m22.90%	22.90%	Reduced -110.0k	-110,000 -13.7%
3	CLARITEV CORPORATION CL A NEW CTEV	CTEV	770,612	$26.3m10.25%	10.25%	Reduced -24.7k	-24,734 -3.1%
4	FINANCE OF AMERICA COMPAN CL A NEW FOA	FOA	927,837	$25.5m9.96%	9.96%	Unchanged
5	FS KKR CAP CORP COM FSK	FSK	1,221,115	$12.8m5.00%	5.00%	Reduced -1.9m	-1,908,672 -61.0%
6	OAKTREE SPECIALTY LENDING CO COM OCSL	OCSL	453,524	$5.4m2.11%	2.11%	Reduced -658.0k	-658,035 -59.2%
7	MIDCAP FINANCIAL INVSTMNT CO COM NEW MFIC	MFIC	440,361	$4.4m1.73%	1.73%	New
8	KKR REAL ESTATE FIN TR INC COM KREF	KREF	115,016	$786.7k0.31%	0.31%	Unchanged
9	WW INTL INC COM NEW WW	WW	31,152	$497.8k0.19%	0.19%	Unchanged
10	CRESCENT CAP BDC INC COM CCAP	CCAP	36,817	$402.0k0.16%	0.16%	New

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
VELOCITY FINL INC VEL · Call	VEL	Call	3,891	$829.1k3.9k shares	Added
INVITATION HOMES INC INVH · Put	INVH	Put	2,984	$346.1k3.0k shares	New
ISHARES TR FXI · Put	FXI	Put	31,178	$249.4k31.2k shares	Added
ISHARES TR HYG · Put	HYG	Put	0	$240.0k0 shares	Unchanged

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
VELOCITY FINL INC VEL · 13G · filed 2026-02-13	VEL	17.9%≈ $128.3m	+3.4 pts	13G	2026-02-13
FINANCE OF AMERICA COMPAN FOA · 13G · filed 2026-04-07	FOA	10.8%≈ $25.5m	+2.5 pts	13G	2026-04-07