GOLDENTREE ASSET MANAGEMENT LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $1.8B in reported equity holdings across 29 positions. The largest holdings are IVW (14.0%), BHC (13.0%), CMCSA (12.7%), LRCX (9.4%), NCLH (5.5%). The portfolio is concentrated in Other (90.8%), Consumer Cyclical (5.5%), Energy (2.0%). Data sourced from SEC EDGAR 13F filings (CIK 1278951).