Mason Capital Management LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Mason Capital Management LLC disclosed 7 US equity positions worth $612.9m in its Q1 2026 13F filing. The largest position was ATS at 75.5% of the reported book, followed by NVRI and BKD.
What did Mason Capital Management LLC own in Q1 2026? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | ATS ATS CORPORATION | Industrials | 75.5% | $462.6m | 16,404,170 | – | |
| 2 | NVRI ENVIRI CORP | Industrials | 14.4% | $88.2m | 4,494,536 | – | |
| 3 | BKD BROOKDALE SENIOR LIVING INC | Healthcare | 5.0% | $30.6m | 2,233,741 | – | |
| 4 | CCO CLEAR CHANNEL OUTDOOR HLDGS | Communication Services | 3.8% | $23.3m | 9,828,401 | – | |
| 5 | RC READY CAPITAL CORP | 1.1% | $7.0m | 4,319,933 | – | ||
| 6 | JELD JELD-WEN HOLDING INC | Industrials | 0.2% | $963.3k | 776,885 | – | |
| 7 | SBNY SIGNATURE BANK | Financial Services | 0.0% | $260.0k | 400,000 | – |
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.