Stonehill Capital Management LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Stonehill Capital Management LLC disclosed 15 US equity positions worth $280.4m in its Q3 2025 13F filing. The largest position was JOYY at 28.8% of the reported book, followed by ECHO and 8L8C. Against the Q2 2025 filing, it opened 4 new positions, added to 6 and reduced 4 among the top 15 holdings.
What did Stonehill Capital Management LLC own in Q3 2025? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | JOYY JOYY INC ADR | Communication Services | 28.8% | $80.9m | 1,380,054 | -34% | reduced |
| 2 | ECHO ECHOSTAR CORP CL A COMMON | Communication Services | 23.3% | $65.4m | 856,806 | 14% | added |
| 3 | 8L8C LIBERTY BROADBAND CORP CL C COMMON | 9.8% | $27.5m | 433,513 | -26% | reduced | |
| 4 | MBC MASTERBRAND INC COMMON | Consumer Cyclical | 9.2% | $25.7m | 1,954,780 | 312% | added |
| 5 | ECHOSTAR SR UNSEC CONV PIK 3.875 11/30/2030 | 9.0% | $25.3m | 10,466,378 | 91% | added | |
| 6 | AMERICAN WOODMARK CORP COMMON | 5.6% | $15.6m | 233,139 | 1066% | added | |
| 7 | TDS TELEPHONE AND DATA SYSTEMS COMMON | Communication Services | 4.5% | $12.6m | 320,194 | 70% | added |
| 8 | ANYWHERE REAL ESTATE INC COMMON | 3.6% | $10.1m | 953,635 | -55% | reduced | |
| 9 | ELME ELME COMMUNITIES REIT | Real Estate | 2.1% | $5.9m | 348,288 | – | new |
| 10 | LIBERTY BROADBAND CORP CL A COMMON | 1.8% | $4.9m | 78,011 | -25% | reduced | |
| 11 | XNET XUNLEI LTD ADR | 0.8% | $2.3m | 239,802 | – | new | |
| 12 | DDI DOUBLEDOWN INTERACTIVE CO LTD ADR | 0.6% | $1.8m | 190,605 | 49% | added | |
| 13 | NFE NEW FORTRESS ENERGY INC COMMON | Energy | 0.4% | $1.0m | 455,939 | – | new |
| 14 | IRSA INVERSIONES SA WTS EXP 03/25/2026 | 0.3% | $723.0k | 602,130 | 0% | held | |
| 15 | FISCALNOTE HOLDINGS INC COMMON | 0.2% | $656.0k | 141,751 | – | 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.