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Portfolio (Quarterly) Guide ↗

Glendon Capital Management LP

· CIK 0001604350
13F Portfolio $805M AUM 25 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 3 Added 5 Reduced 3 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SVC SERVICE PPTYS TR Real Estate 692,346.0 $938K 0.12% $1.36 +32.8%
22 SKIN THE BEAUTY HEALTH COMPANY Consumer Defensive 636,954.0 $567K 0.07% $0.89 -11.7%
23 DIVERSIFIED ENERGY CO 17,009.0 $297K 0.04% $17.44
24 VAL VALARIS LTD Energy 658.0 $65K 0.01% $98.04 -6.2%
25 EPR PPTYS 1,000.0 $23K 0.00% $22.61
Page 2 of 2  ·  25 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Utilities 47.4%
Financial Services 31.1%
Industrials 7.9%
Technology 5.4%
Energy 4.9%
Real Estate 1.6%
Communication Services 1.3%
Consumer Cyclical 0.2%
Consumer Defensive 0.1%