GOLDENTREE ASSET MANAGEMENT LP

**GOLDENTREE ASSET MANAGEMENT LP** manages $1.8B across a diversified portfolio of 29 positions. The fund exhibits significant concentration in core holdings, notably maintaining substantial allocations to IVV ($257.5M), BHC ($240.6M), and CMCSA ($233.6M). These top ten positions represent a strategic deployment across key sectors, with the top three holdings alone accounting for over 53% of disclosed exposure. The structure suggests a conviction-driven approach targeting established market leaders.

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