Canyon Capital Advisors LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Canyon Capital Advisors LLC disclosed 14 US equity positions worth $760.7m in its Q4 2025 13F filing. The largest position was CBL at 41.2% of the reported book, followed by SEADRILL LTD and AMCOR PLC. Against the Q3 2025 filing, it opened 2 new positions, added to 3 and reduced 2 among the top 14 holdings.
What did Canyon Capital Advisors LLC own in Q4 2025? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CBL CBL & ASSOC PPTYS INC | Real Estate | 41.2% | $313.3m | 8,466,294 | 0% | held |
| 2 | SEADRILL LTD | 17.0% | $129.5m | 3,742,062 | -12% | reduced | |
| 3 | AMCOR PLC | 7.2% | $54.6m | 6,544,432 | -59% | reduced | |
| 4 | AMBP ARDAGH METAL PACKAGING S A | Consumer Cyclical | 6.7% | $51.0m | 12,442,844 | 11% | added |
| 5 | 2682426D FIRST FNDTN INC | 6.6% | $50.2m | 8,152,392 | 0% | held | |
| 6 | NOBLE CORP PLC | 4.8% | $36.8m | 1,304,230 | 0% | held | |
| 7 | RUN SUNRUN INC | Technology | 4.1% | $31.3m | 1,700,000 | 0% | held |
| 8 | KVUE KENVUE INC | Consumer Defensive | 3.4% | $25.9m | 1,500,000 | – | new |
| 9 | MBC MASTERBRAND INC | Consumer Cyclical | 2.8% | $21.6m | 1,960,766 | 9% | added |
| 10 | COMP COMPASS INC | Real Estate | 2.8% | $21.1m | 2,000,936 | – | new |
| 11 | ANYWHERE REAL ESTATE INC | 1.7% | $13.1m | 926,699 | 6% | added | |
| 12 | MAGN MAGNERA CORP | 1.6% | $12.3m | 810,000 | 0% | held | |
| 13 | BRIDGER AEROSPACE GRP HLDGS | 0.0% | $34.9k | 175,000 | 0% | held | |
| 14 | BOLT PROJS HLDGS INC | 0.0% | $2.8k | 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.