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Goldentree Asset Management LP

CIK:0001278951
Asset Manager
$63B AUM
27 holdings
New York, NY, United States
Founded:2000
310 employees
Latest filing:Jun 30, 2025

GoldenTree Asset Management LP is a global asset management firm headquartered in New York, NY. Founded in 2000, the firm manages investments across global credit markets, with a focus that includes high yield bonds, leveraged loans, distressed assets, structured products, and other credit-based strategies. The firm primarily serves institutional investors such as pension funds, insurance companies, sovereign wealth funds, and endowments and has grown to an employee base of over 300 professionals.

Investment Strategy

GoldenTree employs a fundamental, value-driven investment approach focused on global credit markets. The firm specializes in identifying undervalued credit opportunities, including high yield bonds, leveraged loans, distressed debt, direct lending, structured products, and emerging markets credit. The investment process combines rigorous fundamental analysis, active portfolio management, and risk controls tailored to navigating complex and often illiquid areas of the credit spectrum. GoldenTree is known for deep research, opportunistic capital allocation, and a focus on both capital preservation and attractive risk-adjusted returns for its clients.

Latest 13F Filing Activity

Goldentree Asset Management LP filed their most recent 13F report on Jun 30, 2025 disclosing 25 equity positions with a total 13F market value of $1B. The fund increased holdings in MGM Resorts International, Select Sector SPDR TR, Smartstop Self Storag Reit I among other positions. Goldentree Asset Management LP reduced exposure to BXP Inc., Owens Corning New, Viking Holdings LTD among others.

Top Buys
M
MGMMGM RESORTS INTERNATIONAL
+$53.1M
X
XLVSELECT SECTOR SPDR TR
+$47.1M
S
SMASMARTSTOP SELF STORAG REIT I
+$34.3M
S
SNEXSTONEX GROUP INC
+$32.5M
B
BHCBAUSCH HEALTH COS INC
+$32.4M
Top Sells
B
BXPBXP INC
-$72.9M
O
OCOWENS CORNING NEW
-$68.3M
V
VIKVIKING HOLDINGS LTD
-$52.6M
S
SATSECHOSTAR CORP
-$51.2M
N
NMIHNMI HLDGS INC
-$48.4M

Top Holdings

B
BHCBAUSCH HEALTH COS INC
+22.0%$227.8M
M
MGMMGM RESORTS INTERNATIONAL
+17.9%$185.8M
N
NCLHNORWEGIAN CRUISE LINE HLDG L
+7.8%$80.9M
P
PRKSUNITED PARKS & RESORTS INC
+5.5%$57.3M
V
VSCOVICTORIAS SECRET AND CO
+5.3%$55.2M

Equity Positions (25)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
BAUSCH HEALTH COS INC22.01%$227.8M34,254,889$9.69$6.66+$32.4M
MGM RESORTS INTERNATIONAL17.94%$185.8M5,402,092$30.45$34.39+$53.1M
NORWEGIAN CRUISE LINE HLDG L7.81%$80.9M3,997,792$20.86$20.28+$19.9M
UNITED PARKS & RESORTS INC5.53%$57.3M1,217,470$51.42$47.15-$3.3M
VICTORIAS SECRET AND CO5.34%$55.2M2,989,087$18.55$18.52+$23.0M

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+34.4%
HOTELS & MOTELS
+11.9%
WATER TRANSPORTATION
+6.7%
CABLE & OTHER PAY TELEVISION SERVICES
+6.3%
SERVICES-MISCELLANEOUS AMUSEMENT & RECREATION
+5.7%