Stonehill Capital Management LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Stonehill Capital Management LLC disclosed 14 US equity positions worth $228.2m in its Q2 2025 13F filing. The largest position was JOYY at 46.6% of the reported book, followed by 8L8C and ECHO. Against the Q1 2025 filing, it opened 5 new positions, added to 2 and reduced 6 among the top 14 holdings.
What did Stonehill Capital Management LLC own in Q2 2025? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | JOYY JOYY INC ADR | Communication Services | 46.6% | $106.3m | 2,087,587 | -9% | reduced |
| 2 | 8L8C LIBERTY BROADBAND CORP CL C COMMON | 25.2% | $57.5m | 584,370 | -58% | reduced | |
| 3 | ECHO ECHOSTAR CORP CL A COMMON | Communication Services | 9.1% | $20.8m | 751,418 | -19% | reduced |
| 4 | LIBERTY BROADBAND CORP CL A COMMON | 4.5% | $10.2m | 104,493 | -58% | reduced | |
| 5 | ANYWHERE REAL ESTATE INC COMMON | 3.3% | $7.6m | 2,110,000 | 1% | added | |
| 6 | TDS TELEPHONE AND DATA SYSTEMS COMMON | Communication Services | 2.9% | $6.7m | 188,198 | – | new |
| 7 | ECHOSTAR SR UNSEC CONV PIK 3.875 11/30/2030 | 2.8% | $6.4m | 5,466,378 | -42% | reduced | |
| 8 | MBC MASTERBRAND INC COMMON | Consumer Cyclical | 2.3% | $5.2m | 475,000 | – | new |
| 9 | PCG P G & E CORP COMMON | Utilities | 1.2% | $2.8m | 200,673 | -24% | reduced |
| 10 | DDI DOUBLEDOWN INTERACTIVE CO LTD ADR | 0.5% | $1.2m | 127,870 | – | new | |
| 11 | AMERICAN WOODMARK CORP COMMON | 0.5% | $1.1m | 20,000 | – | new | |
| 12 | DSACEUR FISCALNOTE HOLDINGS INC COMMON | 0.4% | $898.0k | 1,674,785 | 127% | added | |
| 13 | IRSA INVERSIONES SA WTS EXP 03/25/2026 | 0.4% | $807.0k | 602,130 | 0% | held | |
| 14 | BUR BURFORD CAPITAL LTD COMMON | Financial Services | 0.3% | $673.0k | 47,229 | – | new |
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.