13F-HR 1 gtam2q07.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2007 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: GoldenTree Asset Management, LP Address: 300 Park Avenue 21st Floor New York, New York 10022 13F File Number: 28-10632 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: George Travers Title: Chief Compliance Officer Phone: 212-847-3549 Signature, Place, and Date of Signing: George Travers New York, NY August 14, 2007 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form13F Information Table Entry Total: 74 Form13F Information Table Value Total: $2,963,340 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ACCURIDE CORP COM 004398103 3544 230000 SH SOLE 230000 0 0 AIRTRAN HLDGS INC COM 00949P108 4008 367000 SH SOLE 367000 0 0 AMERICAN INTL GROUP INC COM 026874107 66852 954625 SH SOLE 954625 0 0 ANADARKO PETE CORP COM 032511107 40355 776205 SH SOLE 776205 0 0 ANNALY CAP MGMT INC COM 035710409 43635 3026000 SH SOLE 3026000 0 0 ARROW ELECTRS INC COM 042735100 29941 779095 SH SOLE 779095 0 0 ATWOOD OCEANICS INC COM 050095108 98040 1428743 SH SOLE 1428743 0 0 BARR PHARMACEUTICALS INC COM 068306109 30701 611206 SH SOLE 611206 0 0 BAYER A G SPONSORED ADR 072730302 14728 195400 SH SOLE 195400 0 0 BELO CORP COM SER A 080555105 5442 264301 SH SOLE 264301 0 0 CBS CORP NEW CL B 124857202 40584 1218010 SH SOLE 1218010 0 0 CELANESE CORP DEL COM SER A 150870103 58196 1500665 SH SOLE 1500665 0 0 CHART INDS INC COM PAR $0.01 16115Q308 4508 158500 SH SOLE 158500 0 0 CHEMTURA CORP COM 163893100 67130 6042267 SH SOLE 6042267 0 0 CITRIX SYS INC COM 177376100 56914 1690353 SH SOLE 1690353 0 0 COCA COLA ENTERPRISES INC COM 191219104 25123 1046780 SH SOLE 1046780 0 0 COMPANHIA VALE DO RIO DOCE SPONSORED ADR 204412209 42465 950131 SH SOLE 950131 0 0 CONTINENTAL RESOURCES INC COM 212015101 7696 481029 SH SOLE 481029 0 0 CROWN HOLDINGS INC COM 228368106 30269 1212195 SH SOLE 1212195 0 0 DAVITA INC COM 23918K108 41942 778431 SH SOLE 778431 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 91103 4624514 SH SOLE 4624514 0 0 E M C CORP MASS COM 268648102 42174 2330035 SH SOLE 2330035 0 0 EXPRESS SCRIPTS INC COM 302182100 22269 445300 SH SOLE 445300 0 0 FAIRCHILD SEMICONDUCTOR INTL COM 303726103 43124 2232095 SH SOLE 2232095 0 0 FBR CAPITAL MARKETS CORP COM 30247C301 3972 235000 SH SOLE 235000 0 0 FEDERAL NATL MTG ASSN COM 313586109 45784 700814 SH SOLE 700814 0 0 FELCOR LODGING TR INC COM 31430F101 3832 147224 SH SOLE 147224 0 0 FIRSTENERGY CORP COM 337932107 27043 417775 SH SOLE 417775 0 0 FLORIDA ROCK INDS INC COM 341140101 23341 345800 SH SOLE 345800 0 0 FLORIDA ROCK INDS INC PUT 341140951 14260 356500 SH PUT SOLE 356500 0 0 FOREST OIL CORP COM PAR $0.01 346091705 65411 1547814 SH SOLE 1547814 0 0 FREEPORT-MCMORAN COPPER & GO COM 35671D857 19380 234000 SH SOLE 234000 0 0 FRIEDMAN BILLINGS RAMSEY GRO CL A 358434108 11919 2182936 SH SOLE 2182936 0 0 GENERAL MTRS CORP COM 370442105 48569 1284900 SH SOLE 1284900 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 90240 2596097 SH SOLE 2596097 0 0 GOOGLE INC CL A 38259P508 66828 127685 SH SOLE 127685 0 0 HARTFORD FINL SVCS GROUP INC COM 416515104 36271 368200 SH SOLE 368200 0 0 HEWITT ASSOCS INC COM 42822Q100 36110 1128422 SH SOLE 1128422 0 0 HOME DEPOT INC COM 437076102 23500 597192 SH SOLE 597192 0 0 ICO GLOBAL COMM HLDGS LTD DE CL A 44930K108 98 28259 SH SOLE 28259 0 0 LANDAMERICA FINL GROUP INC COM 514936103 4324 44810 SH SOLE 44810 0 0 LIBERTY GLOBAL INC COM SER A 530555101 97933 2386271 SH SOLE 2386271 0 0 LIBERTY GLOBAL INC COM SER C 530555309 61026 1552818 SH SOLE 1552818 0 0 LIBERTY MEDIA HLDG CORP INT COM SER A 53071M104 62752 2810231 SH SOLE 2810231 0 0 LORAL SPACE & COMMUNICATNS L COM 543881106 5762 116925 SH SOLE 116925 0 0 LOWES COS INC COM 548661107 28430 926355 SH SOLE 926355 0 0 M D C HLDGS INC COM 552676108 35418 732385 SH SOLE 732385 0 0 MICROSEMI CORP COM 595137100 76515 3194794 SH SOLE 3194794 0 0 MSC SOFTWARE CORP COM 553531104 8290 612245 SH SOLE 612245 0 0 NORTHWEST AIRLS CORP COM 667280408 8354 376312 SH SOLE 376312 0 0 NRG ENERGY INC COM NEW 629377508 51256 1232998 SH SOLE 1232998 0 0 PACKAGING CORP AMER COM 695156109 6328 250000 SH SOLE 250000 0 0 PORTLAND GEN ELEC CO COM NEW 736508847 869 31676 SH SOLE 31676 0 0 POWERSHARES QQQ TRUST PUT 73935A954 107494 2287100 SH PUT SOLE 2287100 0 0 PPL CORP COM 69351T106 109126 2332259 SH SOLE 2332259 0 0 R H DONNELLEY CORP COM NEW 74955W307 101742 1342599 SH SOLE 1342599 0 0 RANGE RES CORP COM 75281A109 34766 929314 SH SOLE 929314 0 0 ROCKWOOD HLDGS INC COM 774415103 15356 420141 SH SOLE 420141 0 0 SIRIUS SATELLITE RADIO INC COM 82966U103 16689 5526000 SH SOLE 5526000 0 0 SLM CORP COM 78442P106 24383 423465 SH SOLE 423465 0 0 SOUTHWEST AIRLS CO CALL 844741908 23800 2380000 SH CALL SOLE 2380000 0 0 SOVEREIGN BANCORP INC COM 845905108 22693 1073445 SH SOLE 1073445 0 0 SPDR TR PUT 78462F953 335682 2194000 SH PUT SOLE 2194000 0 0 SPRINT NEXTEL CORP CALL 852061900 17100 760000 SH CALL SOLE 760000 0 0 STANDARD PAC CORP NEW COM 85375C101 31743 1810795 SH SOLE 1810795 0 0 SYBASE INC COM 871130100 23030 964000 SH SOLE 964000 0 0 TFS FINL CORP COM 87240R107 6128 531015 SH SOLE 531015 0 0 TIME WARNER CABLE INC CL A 88732J108 40526 1034618 SH SOLE 1034618 0 0 TOLL BROTHERS INC COM 889478103 16520 661330 SH SOLE 661330 0 0 WARNER CHILCOTT LIMITED COM CL A G9435N108 56096 3100961 SH SOLE 3100961 0 0 WASHINGTON GROUP INTL INC COM NEW 938862208 12024 150282 SH SOLE 150282 0 0 WYETH COM 983024100 35875 625651 SH SOLE 625651 0 0 WYNDHAM WORLDWIDE CORP COM 98310W108 34982 964757 SH SOLE 964757 0 0 ZENITH NATL INS CORP COM 989390109 23027 488995 SH SOLE 488995 0 0