GOLDENTREE ASSET MANAGEMENT LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $1.7B in reported equity holdings across 29 positions. The largest holdings are BHC (11.1%), CMCSA (11.1%), LRCX (10.5%), WAY (6.3%), CBRE (5.8%). The portfolio is concentrated in Other (91.2%), Consumer Cyclical (5.8%), Energy (3.0%). Data sourced from SEC EDGAR 13F filings (CIK 1278951).