Canyon Capital Advisors LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Canyon Capital Advisors LLC disclosed 16 US equity positions worth $723.0m in its Q2 2025 13F filing. The largest position was CBL at 29.7% of the reported book, followed by AMCOR PLC and SEADRILL LTD. Against the Q1 2025 filing, it opened 3 new positions, added to 3 and reduced 2 among the top 16 holdings.
What did Canyon Capital Advisors LLC own in Q2 2025? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CBL CBL & ASSOC PPTYS INC | Real Estate | 29.7% | $215.0m | 8,466,294 | 0% | held |
| 2 | AMCOR PLC | 24.8% | $179.6m | 19,547,124 | – | new | |
| 3 | SEADRILL LTD | 17.8% | $128.6m | 4,897,709 | 0% | held | |
| 4 | AMBP ARDAGH METAL PACKAGING S A | Consumer Cyclical | 6.7% | $48.1m | 11,239,492 | -8% | reduced |
| 5 | 2682426D FIRST FNDTN INC | 5.8% | $41.6m | 8,152,392 | 0% | held | |
| 6 | NOBLE CORP PLC | 5.4% | $38.8m | 1,462,837 | 0% | held | |
| 7 | RUN SUNRUN INC | Technology | 2.3% | $16.4m | 2,000,000 | -29% | reduced |
| 8 | ALLY ALLY FINL INC | Financial Services | 2.1% | $15.3m | 394,045 | 76% | added |
| 9 | ACHC ACADIA HEALTHCARE COMPANY IN | Healthcare | 1.6% | $11.8m | 521,774 | 666% | added |
| 10 | MBC MASTERBRAND INC | Consumer Cyclical | 1.6% | $11.6m | 1,065,146 | – | new |
| 11 | MAGN MAGNERA CORP | 1.4% | $9.8m | 810,000 | 14% | added | |
| 12 | ANYWHERE REAL ESTATE INC | 0.4% | $3.2m | 877,425 | 0% | held | |
| 13 | SPIRIT AVIATION HLDGS INC | 0.4% | $3.2m | 635,818 | – | new | |
| 14 | SONDER HOLDINGS INC | 0.0% | $15.0k | 80,000 | 0% | held | |
| 15 | BRIDGER AEROSPACE GRP HLDGS | 0.0% | $13.6k | 175,000 | 0% | held | |
| 16 | BOLT PROJS HLDGS INC | 0.0% | $4.3k | 166,666 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.