Stonehill Capital Management LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Stonehill Capital Management LLC disclosed 22 US equity positions worth $333.8m in its Q4 2025 13F filing. The largest position was ECHO at 27.1% of the reported book, followed by JOYY and ELME. Against the Q3 2025 filing, it opened 8 new positions, added to 4 and reduced 4 among the top 22 holdings.
What did Stonehill Capital Management LLC own in Q4 2025? Top 22 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ECHO ECHOSTAR CORP CL A COMMON | Communication Services | 27.1% | $90.4m | 831,480 | -3% | reduced |
| 2 | JOYY JOYY INC ADR | Communication Services | 21.4% | $71.5m | 1,103,571 | -20% | reduced |
| 3 | ELME ELME COMMUNITIES REIT | Real Estate | 9.1% | $30.3m | 1,738,601 | 399% | added |
| 4 | ECHOSTAR SR UNSEC CONV PIK 3.875 11/30/2030 | 6.5% | $21.7m | 6,466,378 | -38% | reduced | |
| 5 | 8L8C LIBERTY BROADBAND CORP CL C COMMON | 6.3% | $21.1m | 433,513 | 0% | held | |
| 6 | MBC MASTERBRAND INC COMMON | Consumer Cyclical | 5.9% | $19.6m | 1,779,780 | -9% | reduced |
| 7 | ANYWHERE REAL ESTATE INC COMMON | 4.0% | $13.5m | 953,635 | 0% | held | |
| 8 | AMERICAN WOODMARK CORP COMMON | 3.8% | $12.5m | 232,301 | -0% | held | |
| 9 | MAN MANPOWERGROUP INC COMMON | Industrials | 2.8% | $9.4m | 316,522 | – | new |
| 10 | RHI ROBERT HALF INC COMMON | Industrials | 2.8% | $9.4m | 345,000 | – | new |
| 11 | TDAY USA TODAY CO INC COMMON | Communication Services | 2.3% | $7.7m | 1,490,059 | – | new |
| 12 | XNET XUNLEI LTD ADR | 2.1% | $6.9m | 976,385 | 307% | added | |
| 13 | SABR SABRE CORP COMMON | Technology | 2.0% | $6.7m | 4,897,216 | – | new |
| 14 | LIBERTY BROADBAND CORP CL A COMMON | 1.1% | $3.8m | 78,011 | 0% | held | |
| 15 | SG SWEETGREEN INC CL A COMMON | Consumer Cyclical | 0.8% | $2.5m | 375,000 | – | new |
| 16 | CDZI CADIZ INC COMMON | 0.6% | $1.9m | 331,305 | – | new | |
| 17 | DDI DOUBLEDOWN INTERACTIVE CO LTD ADR | 0.5% | $1.6m | 190,605 | 0% | held | |
| 18 | IRSA INVERSIONES SA WTS EXP 03/25/2026 | 0.3% | $1.1m | 602,130 | 0% | held | |
| 19 | ACH OWENS & MINOR INC COMMON | Healthcare | 0.3% | $959.0k | 342,583 | – | new |
| 20 | NFE NEW FORTRESS ENERGY INC COMMON | Energy | 0.2% | $530.0k | 465,191 | 2% | added |
| 21 | VIVID SEATS INC CL A COMMON | 0.1% | $460.0k | 63,740 | – | new | |
| 22 | FISCALNOTE HOLDINGS INC COMMON | 0.1% | $325.0k | 221,050 | 56% | added |
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.