Canyon Capital Advisors LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Canyon Capital Advisors LLC disclosed 22 US equity positions worth $882.0m in its Q2 2026 13F filing. The largest position was CBL at 44.6% of the reported book, followed by FSUN and WBD. Against the Q1 2026 filing, it opened 8 new positions, added to 2 and reduced 8 among the top 22 holdings.
What did Canyon Capital Advisors LLC own in Q2 2026? Top 22 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | CBL CBL & ASSOC PPTYS INC | Real Estate | 44.6% | $393.7m | 7,416,294 | -12% | reduced |
| 2 | FSUN FIRSTSUN CAP BANCORP | 8.5% | $74.9m | 1,931,052 | – | new | |
| 3 | WBD WARNER BROS DISCOVERY INC | Communication Services | 6.3% | $56.0m | 2,100,000 | 133% | added |
| 4 | AMBP ARDAGH METAL PACKAGING S A | Consumer Cyclical | 5.6% | $49.2m | 10,385,711 | -10% | reduced |
| 5 | COMP COMPASS INC | Real Estate | 4.8% | $42.7m | 3,463,162 | -1% | reduced |
| 6 | QRVO QORVO INC | Technology | 4.1% | $36.2m | 387,903 | -38% | reduced |
| 7 | RUN SUNRUN INC | Technology | 3.7% | $33.0m | 2,470,000 | 0% | held |
| 8 | CNM CORE & MAIN INC | Industrials | 2.8% | $24.6m | 510,000 | – | new |
| 9 | TPG TPG INC | Financial Services | 2.7% | $23.7m | 584,200 | – | new |
| 10 | EA ELECTRONIC ARTS INC | Communication Services | 2.3% | $20.5m | 100,000 | -64% | reduced |
| 11 | UNF UNIFIRST CORP MASS | Industrials | 2.2% | $19.8m | 75,000 | – | new |
| 12 | AMCOR PLC | 2.1% | $18.7m | 431,885 | 0% | held | |
| 13 | JHX JAMES HARDIE INDS PLC | Basic Materials | 1.4% | $12.7m | 484,748 | 22% | added |
| 14 | SEADRILL LTD | 1.4% | $12.6m | 332,630 | -74% | reduced | |
| 15 | ASH ASHLAND INC | Basic Materials | 1.3% | $11.8m | 179,000 | – | new |
| 16 | MBC MASTERBRAND INC | Consumer Cyclical | 1.3% | $11.1m | 1,077,523 | -36% | reduced |
| 17 | ATKR ATKORE INC | Industrials | 1.2% | $10.6m | 139,700 | -54% | reduced |
| 18 | MAGN MAGNERA CORP | 1.1% | $9.5m | 810,000 | 0% | held | |
| 19 | SWKS SKYWORKS SOLUTIONS INC | Technology | 0.9% | $8.3m | 122,000 | – | new |
| 20 | AZUL S A | 0.7% | $6.5m | 721,828 | – | new | |
| 21 | UWMC UWM HOLDINGS CORPORATION | Financial Services | 0.7% | $5.8m | 2,531,196 | – | new |
| 22 | BRIDGER AEROSPACE GRP HLDGS | 0.0% | $49.0k | 175,000 | 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.