Equal-WT
WhaleScore 2.0
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GOLDENTREE ASSET MANAGEMENT LP
NEW YORK NY
Investment Advisor
Hedge Fund
Goldentree Asset Management is based out of New York. Goldentree Asset Management is a hedge fund with 141 clients and discretionary assets under management (AUM) of $56,621,903,470 (Form ADV from 2025-02-26). Their last reported 13F filing for Q1 2025 included $1,399,513,104 in managed 13F securities
and a top 10 holdings concentration of 63.62%. Goldentree Asset Management's largest holding is Bausch Health Companies Inc with shares held of 30,250,000. Whalewisdom has at least 89 13F filings, 54 13D filings, 55 13G filings, and 115 Form 4 filings
Investment Strategy
GoldenTree is a fundamental value investor employing a total-return, catalyst-driven investment process. Their investment philosophy centers on actively managing portfolios to achieve competitive risk-adjusted returns on a total return basis, while also designing their investment process to minimize potential losses. This philosophy is built upon four pillars: robust fundamental analysis to determine enterprise value, analysis of capital structure to ensure a high margin of safety, and two other factors not specified in the provided text.
Depending on the client's investment mandate, GoldenTree may pursue specific investment returns relative to a benchmark or focus on absolute total returns. They may also implement their investment strategy on a levered or unlevered basis, depending on the client's mandate. Risk management is integral to their portfolio management approach, with the Macro Committee playing a key role in determining risk tolerance, establishing macroeconomic views, identifying primary risk factors, and executing portfolio hedging strategies. The goal is to seek attractive returns while controlling portfolio volatility and protecting investors' capital through a firm-wide risk management effort.
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2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| MGM MGM Resorts Internat | 9.48% |
| VOD Vodafone Group plc (CALL) | 9.28% |
| WBD Warner Bros. Discove | 4.67% |
| VIK Viking Holdings Ltd | 3.76% |
| SATS EchoStar Corp | 3.28% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| IVV iShares Core S&P 500 | 24.65% |
| CZR Caesars Entertainmen | 2.31% |
| BECN Beacon Roofing Suppl | 2.3% |
| OC Owens Corning | 2.23% |
| TEVA Teva Pharmaceutical | 2.03% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| BHC Bausch Health Compan | 13.97% |
| MGM MGM Resorts Internat | 9.48% |
| VOD Vodafone Group plc(CALL) | 9.29% |
| BXP BXP Inc. | 5.21% |
| OC Owens Corning | 4.88% |
2025-03-31
13F Activity
| Market Value | $1.40b, Prior: $1.30b |
| Inflows (Outflows) as % of Total MV | +5.5407% |
| New Purchases | 11 stocks |
| Added To | 12 stocks |
| Sold out of | 5 stocks |
| Reduced holdings in | 6 stocks |
| Top 10 Holdings % | 63.62% |
| Turnover %[1] | 41.03% |
| Turnover Alt %[2] | 36.1% |
| Time Held Top 20 | 3.3 quarters |
| Time Held Top 10 | 3.8 quarters |
| Time Held All | 5.59 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31