SEC 13F Intelligence

Beach Point Capital Management LP / VEL

Beach Point Capital Management LP’s Velocity Finl Inc Position

Does Beach Point Capital Management LP own Velocity Finl Inc (VEL)? Yes — 6.56M shares worth $119M (+46.69% of its 13F portfolio) as of Q1 2026, up from 6.00M shares the prior filed quarter.

Position Value
$119M
Q1 2026
Shares
6.56M
% of Portfolio
+46.69%
Quarters Held
25
currently held

Position History VEL

Reported value by quarter
Q1 ’20: $7MQ1 ’20Q2 ’20: $7MQ3 ’20: $10MQ4 ’20: $13MQ1 ’21: $18MQ1 ’21Q2 ’21: $34MQ3 ’21: $36MQ4 ’21: $40MQ1 ’22: $34MQ1 ’22Q2 ’22: $36MQ3 ’22: $38MQ4 ’22: $38MQ1 ’23: $42MQ1 ’23Q2 ’23: $57MQ3 ’23: $58MQ4 ’23: $91MQ1 ’24: $98MQ1 ’24Q2 ’24: $99MQ3 ’24: $109MQ4 ’24: $103MQ1 ’25: $103MQ1 ’25Q2 ’25: $98MQ3 ’25: $98MQ4 ’25: $124MQ1 ’26: $119MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.56M$119M+46.69%
Q4 20256.00M$124M+48.15%
Q3 20255.38M$98M+44.14%
Q2 20255.30M$98M+41.03%
Q1 20255.49M$103M+36.21%
Q4 20245.27M$103M+10.96%
Q3 20245.54M$109M+36.56%
Q2 20245.54M$99M+35.15%
Q1 20245.43M$98M+34.21%
Q4 20235.31M$91M+36.45%
Q3 20235.12M$58M+34.22%
Q2 20234.97M$57M+23.87%
Q1 20234.66M$42M+20.28%
Q4 20223.95M$38M+15.51%
Q3 20223.51M$38M+12.89%
Q2 20223.28M$36M+7.46%
Q1 20223.07M$34M+5.08%
Q4 20212.90M$40M+6.39%
Q3 20212.76M$36M+6.39%
Q2 20212.76M$34M+5.67%
Q1 20212.05M$18M+3.99%
Q4 20202.04M$13M+4.13%
Q3 20201.99M$10M+4.42%
Q2 20201.89M$7M+2.85%
Q1 2020873.2K$7M+6.16%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beach Point Capital Management LP’s full portfolio or all institutional holders of VEL.