Q4 2025 · 13F-HR
CANYON CAPITAL ADVISORS LLCholdings as filed
Filed 2026-02-17 · accession 0001074034-26-000001
$760.7M
Reported value
14
Positions
2025-12-31
Period end
The Brief · CANYON CAPITAL ADVISORS LLC · Q4 2025
AI · grounded in 13F
CANYON CAPITAL ADVISORS LLC established a new position in KVUE valued at $25.88M. The fund also opened a new stake in COMP worth $21.15M. On the selling side, the fund closed its position in ACHC, reducing its holdings by $12.92M, and trimmed its stake in AMCR by 59.07%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 124830878 | CBL | CBL & ASSOC PPTYS INC | $313.3M | 41.2% | 8,466,294 | Common | SOLE |
| G7997W102 | SDRL | SEADRILL LTD | $129.5M | 17.0% | 3,742,062 | Common | SOLE |
| G0250X107 | AMCR | AMCOR PLC | $54.6M | 7.17% | 6,544,432 | Common | SOLE |
| L02235106 | AMBP | ARDAGH METAL PACKAGING S A | $51.0M | 6.71% | 12,442,844 | Common | SOLE |
| 32026V104 | FFWM | FIRST FNDTN INC | $50.2M | 6.60% | 8,152,392 | Common | SOLE |
| G65431127 | NE | NOBLE CORP PLC | $36.8M | 4.84% | 1,304,230 | Common | SOLE |
| 86771W105 | RUN | SUNRUN INC | $31.3M | 4.11% | 1,700,000 | Common | SOLE |
| 49177J102 | KVUE | KENVUE INC | $25.9M | 3.40% | 1,500,000 | Common | SOLE |
| 57638P104 | MBC | MASTERBRAND INC | $21.6M | 2.85% | 1,960,766 | Common | SOLE |
| 20464U100 | COMP | COMPASS INC | $21.1M | 2.78% | 2,000,936 | Common | SOLE |
| 75605Y106 | — | ANYWHERE REAL ESTATE INC | $13.1M | 1.72% | 926,699 | Common | SOLE |
| 55939A107 | MAGN | MAGNERA CORP | $12.3M | 1.61% | 810,000 | Common | SOLE |
| 96812F110 | BAERW | BRIDGER AEROSPACE GRP HLDGS | $34,895 | 0.00% | 175,000 | Common | SOLE |
| 09769B115 | BSLKW | BOLT PROJS HLDGS INC | $2,758 | 0.00% | 166,666 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.