Institutional
CANYON CAPITAL ADVISORS LLC
CIK 0001074034
$772.0M
Reported AUM
19
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CBL | CBL & ASSOC PPTYS INC | $59.32 | -1.22% | 139.27% | 172.96% | $325.4M | 42.14% | — | HELD |
| 2 | SDRL | SEADRILL LTD | $41.34 | 0.80% | 48.31% | 28.84% | $57.4M | 7.44% | — | HELD |
| 3 | EA | ELECTRONIC ARTS INC | $208.91 | 0.02% | 33.49% | 47.49% | $56.3M | 7.29% | — | HELD |
| 4 | QRVO | QORVO INC | $89.50 | -2.46% | 9.10% | -51.20% | $48.1M | 6.24% | — | HELD |
| 5 | FFWM | FIRST FNDTN INC | — | — | — | — | $48.1M | 6.23% | — | HELD |
| 6 | AMBP | ARDAGH METAL PACKAGING S A | $4.96 | -4.80% | 43.56% | -19.61% | $46.7M | 6.04% | — | HELD |
| 7 | RUN | SUNRUN INC | $9.47 | -1.66% | -3.86% | -78.60% | $33.5M | 4.34% | — | HELD |
| 8 | COMP | COMPASS INC | $11.61 | -2.27% | 51.92% | -25.33% | $25.6M | 3.31% | — | HELD |
| 9 | WBD | WARNER BROS DISCOVERY INC | $25.64 | 0.12% | 98.99% | -11.20% | $24.7M | 3.20% | — | HELD |
| 10 | ATKR | ATKORE INC | $71.43 | -7.77% | -3.99% | -19.82% | $18.0M | 2.33% | — | HELD |
| 11 | AMCR | AMCOR PLC | $45.84 | -1.82% | 1.54% | -11.56% | $17.2M | 2.22% | — | HELD |
| 12 | PFSI | PENNYMAC FINL SVCS INC NEW | $86.04 | 0.40% | -9.14% | 37.07% | $16.4M | 2.12% | — | HELD |
| 13 | MBC | MASTERBRAND INC | $8.48 | -5.99% | -18.37% | -1.96% | $14.1M | 1.82% | — | HELD |
| 14 | KVUE | KENVUE INC | $19.79 | 0.20% | -4.27% | -15.54% | $12.9M | 1.67% | — | HELD |
| 15 | OCFC | OCEANFIRST FINL CORP | $19.73 | -1.55% | 27.92% | 15.84% | $11.1M | 1.43% | — | HELD |
| 16 | MAGN | MAGNERA CORP | $13.84 | -1.14% | 18.04% | -92.85% | $7.7M | 1.00% | — | HELD |
| 17 | JHX | JAMES HARDIE INDS PLC | $26.19 | -2.60% | 3.90% | -28.75% | $7.6M | 0.98% | — | HELD |
| 18 | FFIC | FLUSHING FINL CORP | — | — | — | — | $1.4M | 0.18% | — | HELD |
| 19 | BAERW | BRIDGER AEROSPACE GRP HLDGS | $0.24 | -42.59% | -42.59% | — | $68K | 0.01% | — | HELD |
Source: SEC EDGAR · accession 0001074034-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.