Glendon Capital Management
$772M 13F equity value
26 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Glendon Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| EXE | EXPAND ENERGY CORPORATION | 2,019,894 | $184M | 23.9% |
| NRG | NRG ENERGY INC | 712,345 | $104M | 13.5% |
| ALLY | ALLY FINL INC | 2,083,219 | $96M | 12.4% |
| VST | VISTRA CORP | 586,724 | $93M | 12.1% |
| ACT | ENACT HLDGS INC | 1,298,718 | $59M | 7.7% |
| AFRM | AFFIRM HLDGS INC | 514,100 | $42M | 5.4% |
| GASS | STEALTHGAS INC | 4,613,384 | $36M | 4.7% |
| WSBC | WESBANCO INC | 909,091 | $35M | 4.6% |
| TLN | TALEN ENERGY CORP | 79,793 | $31M | 4.0% |
| CHRD | CHORD ENERGY CORPORATION | 187,840 | $21M | 2.8% |
Track Glendon Capital Management's 13F portfolio: $772M in reported holdings, 26 positions. Top holdings and quarterly changes on SentiSense.
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