George Travers
Goldentree Asset Management Lp
Assets Managed
$1.687B
Holdings
29
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
-8.6%(2Q avg: 21.95%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Goldentree Asset Management Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 29 positions.
Assets under management
The assets under management (AUM) of Goldentree Asset Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.687B in assets, with a quarterly growth rate of -8.6% and a 2-quarter average growth rate of 21.95%. The portfolio is managed by George Travers, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
BHC Bausch Health Cos Inc
| 11.09% | $186.982M 34.666M shares@ $5.4 avg price | |
CMCSA Comcast Corp-class A
| 11.09% | $186.98M 6.521M shares@ $28.68 avg price | Decreased -16.65% |
MGM Mgm Resorts International
| 10.48% | $176.607M 4.772M shares@ $37.02 avg price | Increased 0.78% |
WAY Waystar Holding Corp
| 6.35% | $106.976M 4.444M shares@ $24.08 avg price | New Position |
CBRE Cbre Group Inc - A
| 5.77% | $97.184M 718,615 shares@ $135.24 avg price | New Position |
NCLH Norwegian Cruise Line Holdin
| 5.76% | $96.989M 5.195M shares@ $18.68 avg price | Increased 13.36% |
JAZZ Jazz Pharmaceuticals Plc
| 5.33% | $89.763M 475,550 shares@ $188.76 avg price | Increased 13.14% |
ALLY Ally Financial Inc
| 4.95% | $83.368M 2.129M shares@ $39.17 avg price | Increased 82.68% |
ESTC Elastic Nv
| 4.23% | $71.335M 1.429M shares@ $49.91 avg price | Increased 118.22% |
PRKS United Parks & Resorts Inc
| 3.99% | $67.22M 2.061M shares@ $32.61 avg price | Decreased -15.46% |
1-10 of 29