Glendon Capital Management LP — 13F holdings

Glendon Capital Management LP reported 26 holdings worth $773M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. EXE EXPAND ENERGY CORPORATION — $184M (23.8%)
2. NRG NRG Energy Inc — $104M (13.5%)
3. ALLY ALLY FINL INC — $95.7M (12.4%)
4. VST VISTRA CORP — $93.1M (12.0%)
5. ACT ENACT HLDGS INC — $59.4M (7.7%)
6. AFRM AFFIRM HLDGS INC — $41.9M (5.4%)
7. GASS STEALTHGAS INC — $36.4M (4.7%)
8. WSBC WESBANCO INC — $35.5M (4.6%)
9. TLN TALEN ENERGY CORP — $30.7M (4.0%)
10. CHRD CHORD ENERGY CORPORATION — $21.5M (2.8%)