Glendon Capital Management LP Q3 2022 vs. Q4 2022 13F Holdings Comparison

As investors, we often look to the actions of prominent funds to help us make informed decisions on our own investments. One of those prominent funds, Glendon Capital Management LP, recently released their 13F holdings comparison for Q3 2022 and Q4 2022. It's an interesting read, and one that investors can learn from. In this blog post, we'll take a look at some of the changes in holdings for Glendon Capital Management LP and what it might mean for investors.

Frontier Communications Holding Steady

Frontier Communications (FYBR) is Glendon Capital Management LP's top holding in both Q3 and Q4. With 21278800 shares held in both quarters, it looks like Glendon is holding steady on this position. While the value of the shares did increase in Q4, it was only by 8.7%.

Chesapeake Energy Down

Chesapeake Energy (CHK) took a hit in Q4, with Glendon Capital Management LP selling off 200464 shares. This brought their total down to 2124060 shares from the 2323524 they held in Q3. The value of the shares also decreased by 8.4%.

Vistra Corp Up

In contrast, Vistra Corp (VST) showed a 15.7% increase in value between Q3 and Q4 for Glendon Capital Management LP. The 3447293 shares held in Q3 increased to 3609793 shares in Q4.

Affirm Holdings Makes An Appearance

The biggest change in holdings for Glendon Capital Management LP in this 13F comparison was the addition of Affirm Holdings. Glendon didn't hold any shares in Q3, but in Q4 they added 103074000 shares. It will be interesting to see how this position develops in the future and what it might mean for Glendon's portfolio.

Conclusion

Overall, Glendon Capital Management LP's 13F holdings comparison for Q3 2022 and Q4 2022 shows a mix of holding steady, increasing, and decreasing positions. This could be an indication of the fund making strategic moves, or simply reflects the changing market conditions. In any case, it's worth paying attention to the actions of prominent funds like Glendon Capital Management LP when making investment decisions.