Stonehill Capital Management LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Stonehill Capital Management LLC disclosed 12 US equity positions worth $328.0m in its Q1 2025 13F filing. The largest position was 8L8C at 36.1% of the reported book, followed by JOYY and SGI. Against the Q4 2024 filing, it opened 3 new positions, added to 2 and reduced 5 among the top 12 holdings.
What did Stonehill Capital Management LLC own in Q1 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | 8L8C LIBERTY BROADBAND CORP CL C COMMON | 36.1% | $118.5m | 1,393,501 | 14% | added | |
| 2 | JOYY JOYY INC ADR | Communication Services | 29.3% | $96.0m | 2,286,321 | 83% | added |
| 3 | SGI SOMNIGROUP INTL INC RESTRICTED COMMON | Consumer Cyclical | 11.9% | $38.9m | 650,143 | – | new |
| 4 | ECHO ECHOSTAR CORP CL A COMMON | Communication Services | 7.3% | $23.9m | 932,425 | -10% | reduced |
| 5 | LIBERTY BROADBAND CORP CL A COMMON | 6.5% | $21.2m | 248,878 | 0% | held | |
| 6 | ECHOSTAR SR UNSEC CONV PIK 3.875 11/30/2030 | 3.2% | $10.6m | 9,433,950 | -51% | reduced | |
| 7 | ANYWHERE REAL ESTATE INC COMMON | 2.1% | $6.9m | 2,080,170 | – | new | |
| 8 | HP5A EQUITY COMMONWEALTH REAL ESTATE FUND | 1.6% | $5.1m | 3,158,233 | -13% | reduced | |
| 9 | PCG P G & E CORP COMMON | Utilities | 1.4% | $4.6m | 265,000 | – | new |
| 10 | NXDT NEXTPOINT DIVERSIFIED REAL ESTATE CLOSED-END FUND | 0.3% | $979.0k | 255,690 | -43% | reduced | |
| 11 | IRSA INVERSIONES SA WTS EXP 03/25/2026 | 0.3% | $849.0k | 602,130 | 0% | held | |
| 12 | DSACEUR FISCALNOTE HOLDINGS INC COMMON | 0.2% | $596.0k | 737,968 | -20% | reduced |
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.