13F-HR 1 acn3q11.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: September 30, 2011 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: 028-10632 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 November 14, 2011 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 Form 13F Information Table Entry Total: 18 Form 13F Information Table Value Total: $456,702 (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 ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- AMERICAN CAP LTD COM 02503Y103 12557 1841190 SH SOLE 1841190 0 0 ASHLAND INC NEW COM 044209104 8224 186320 SH SOLE 186320 0 0 BOOZ ALLEN HAMILTON HLDG COR CL A 099502106 6424 432002 SH SOLE 432002 0 0 CEDAR FAIR L P DEPOSITRY UNIT 150185106 937 49575 SH SOLE 49575 0 0 CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 20305 433501 SH SOLE 433501 0 0 CIT GROUP INC COM NEW 125581801 25046 824705 SH SOLE 824705 0 0 CONSOL ENERGY INC COM 20854P109 8146 240075 SH SOLE 240075 0 0 GANNETT INC COM 364730101 49116 5153844 SH SOLE 5153844 0 0 HALLIBURTON CO COM 406216101 8318 272535 SH SOLE 272535 0 0 ISHARES TR PUT 464287955 196497 2973000 SH PUT SOLE 2350500 0 0 KKR & CO L P DEL COM UNITS 48248M102 3984 383124 SH SOLE 383124 0 0 PENN NATL GAMING INC COM 707569109 9294 279175 SH SOLE 279175 0 0 POPULAR INC COM 733174106 3053 2035293 SH SOLE 2035293 0 0 ROWAN COS INC COM 779382100 13418 444438 SH SOLE 444438 0 0 SOLUTIA INC COM NEW 834376501 9547 742930 SH SOLE 742930 0 0 TENET HEALTHCARE CORP COM 88033G100 55220 13435413 SH SOLE 13435413 0 0 TENNECO INC COM 880349105 11345 442990 SH SOLE 442990 0 0 TRW AUTOMOTIVE HLDGS CORP COM 87264S106 15271 466567 SH SOLE 466567 0 0