Canyon Capital Advisors LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Canyon Capital Advisors LLC disclosed 19 US equity positions worth $772.0m in its Q1 2026 13F filing. The largest position was CBL at 42.1% of the reported book, followed by SEADRILL LTD and EA.
What did Canyon Capital Advisors LLC own in Q1 2026? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CBL CBL & ASSOC PPTYS INC | Real Estate | 42.1% | $325.4m | 8,466,294 | – | |
| 2 | SEADRILL LTD | 7.4% | $57.4m | 1,261,779 | – | ||
| 3 | EA ELECTRONIC ARTS INC | Communication Services | 7.3% | $56.3m | 275,994 | – | |
| 4 | QRVO QORVO INC | Technology | 6.2% | $48.1m | 621,975 | – | |
| 5 | 2682426D FIRST FNDTN INC | 6.2% | $48.1m | 8,152,392 | – | ||
| 6 | AMBP ARDAGH METAL PACKAGING S A | Consumer Cyclical | 6.0% | $46.7m | 11,523,328 | – | |
| 7 | RUN SUNRUN INC | Technology | 4.3% | $33.5m | 2,470,000 | – | |
| 8 | COMP COMPASS INC | Real Estate | 3.3% | $25.6m | 3,499,874 | – | |
| 9 | WBD WARNER BROS DISCOVERY INC | Communication Services | 3.2% | $24.7m | 900,000 | – | |
| 10 | ATKR ATKORE INC | Industrials | 2.3% | $18.0m | 305,000 | – | |
| 11 | AMCOR PLC | 2.2% | $17.2m | 431,885 | – | ||
| 12 | PFSI PENNYMAC FINL SVCS INC NEW | Financial Services | 2.1% | $16.4m | 187,500 | – | |
| 13 | MBC MASTERBRAND INC | Consumer Cyclical | 1.8% | $14.1m | 1,691,901 | – | |
| 14 | KVUE KENVUE INC | Consumer Defensive | 1.7% | $12.9m | 750,000 | – | |
| 15 | OCFC OCEANFIRST FINL CORP | Financial Services | 1.4% | $11.1m | 613,230 | – | |
| 16 | MAGN MAGNERA CORP | 1.0% | $7.7m | 810,000 | – | ||
| 17 | JHX JAMES HARDIE INDS PLC | Basic Materials | 1.0% | $7.6m | 398,700 | – | |
| 18 | FL8 FLUSHING FINL CORP | 0.2% | $1.4m | 91,155 | – | ||
| 19 | BRIDGER AEROSPACE GRP HLDGS | 0.0% | $68.2k | 175,000 | – |
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.