Q1 2026 · 13F-HR
CANYON CAPITAL ADVISORS LLCholdings as filed
Filed 2026-05-15 · accession 0001074034-26-000002
$772.0M
Reported value
19
Positions
2026-03-31
Period end
The Brief · CANYON CAPITAL ADVISORS LLC · Q1 2026
AI · grounded in 13F
CANYON CAPITAL ADVISORS LLC closed its position in AMCR for $54.6M. The fund established new positions in EA for $56.3M and QRVO for $48.1M. Other notable activity includes closing its position in NE for $36.8M and initiating a new stake in WBD worth $24.7M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 124830878 | CBL | CBL & ASSOC PPTYS INC | $325.4M | 42.1% | 8,466,294 | Common | SOLE |
| G7997W102 | SDRL | SEADRILL LTD | $57.4M | 7.44% | 1,261,779 | Common | SOLE |
| 285512109 | EA | ELECTRONIC ARTS INC | $56.3M | 7.29% | 275,994 | Common | SOLE |
| 74736K101 | QRVO | QORVO INC | $48.1M | 6.24% | 621,975 | Common | SOLE |
| 32026V104 | FFWM | FIRST FNDTN INC | $48.1M | 6.23% | 8,152,392 | Common | SOLE |
| L02235106 | AMBP | ARDAGH METAL PACKAGING S A | $46.7M | 6.04% | 11,523,328 | Common | SOLE |
| 86771W105 | RUN | SUNRUN INC | $33.5M | 4.34% | 2,470,000 | Common | SOLE |
| 20464U100 | COMP | COMPASS INC | $25.6M | 3.31% | 3,499,874 | Common | SOLE |
| 934423104 | WBD | WARNER BROS DISCOVERY INC | $24.7M | 3.20% | 900,000 | Common | SOLE |
| 047649108 | ATKR | ATKORE INC | $18.0M | 2.33% | 305,000 | Common | SOLE |
| G0250X149 | AMCR | AMCOR PLC | $17.2M | 2.22% | 431,885 | Common | SOLE |
| 70932M107 | PFSI | PENNYMAC FINL SVCS INC NEW | $16.4M | 2.12% | 187,500 | Common | SOLE |
| 57638P104 | MBC | MASTERBRAND INC | $14.1M | 1.82% | 1,691,901 | Common | SOLE |
| 49177J102 | KVUE | KENVUE INC | $12.9M | 1.67% | 750,000 | Common | SOLE |
| 675234108 | OCFC | OCEANFIRST FINL CORP | $11.1M | 1.43% | 613,230 | Common | SOLE |
| 55939A107 | MAGN | MAGNERA CORP | $7.7M | 1.00% | 810,000 | Common | SOLE |
| G4253H101 | JHX | JAMES HARDIE INDS PLC | $7.6M | 0.98% | 398,700 | Common | SOLE |
| 343873105 | FFIC | FLUSHING FINL CORP | $1.4M | 0.18% | 91,155 | Common | SOLE |
| 96812F110 | BAERW | BRIDGER AEROSPACE GRP HLDGS | $68,250 | 0.01% | 175,000 | 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.