GOLDENTREE ASSET MANAGEMENT LP — 13F holdings

GOLDENTREE ASSET MANAGEMENT LP reported 31 holdings worth $1.72B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. CMCSA COMCAST CORP NEW — $316M (18.4%)
2. BHC BAUSCH HEALTH COS INC — $171M (9.9%)
3. WAY WAYSTAR HLDG CORP — $126M (7.3%)
4. CHTR CHARTER COMMUNICATIONS INC N — $118M (6.8%)
5. CBRE CBRE GROUP INC — $74.4M (4.3%)
6. JAZZ JAZZ PHARMACEUTICALS PLC — $70.8M (4.1%)
7. ESTC ELASTIC N V — $65.8M (3.8%)
8. PRKS UNITED PARKS & RESORTS INC — $64.8M (3.8%)
9. REZI RESIDEO TECHNOLOGIES INC — $58.8M (3.4%)
10. TDS TELEPHONE & DATA SYS INC — $56.1M (3.3%)