Canyon Capital Advisors LLC 13F holdings
Canyon Capital Advisors LLC reported 21 positions with a total reported value of $882.0M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: CBL & ASSOC PPTYS INC (44.6%), FSUN FIRSTSUN CAP BANCORP (8.5%), WBD WARNER BROS DISCOVERY INC (6.3%), AMBP ARDAGH METAL PACKAGING S A (5.6%), COMP COMPASS INC (4.8%). Against 2026-03-31 it opened 8 new positions and exited 5. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
21 largest of 21 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CBL & ASSOC PPTYS INC | 7,416,294 | $393.7M | 44.6% |
| FSUN FIRSTSUN CAP BANCORP | 1,931,052 | $74.9M | 8.5% |
| WBD WARNER BROS DISCOVERY INC | 2,100,000 | $56.0M | 6.3% |
| AMBP ARDAGH METAL PACKAGING S A | 10,385,711 | $49.2M | 5.6% |
| COMP COMPASS INC | 3,463,162 | $42.7M | 4.8% |
| QRVO QORVO INC | 387,903 | $36.2M | 4.1% |
| RUN SUNRUN INC | 2,470,000 | $33.0M | 3.7% |
| CNM CORE & MAIN INC | 510,000 | $24.6M | 2.8% |
| TPG TPG INC | 584,200 | $23.7M | 2.7% |
| EA ELECTRONIC ARTS INC | 100,000 | $20.5M | 2.3% |
| UNF UNIFIRST CORP MASS | 75,000 | $19.8M | 2.2% |
| AMCR AMCOR PLC | 431,885 | $18.7M | 2.1% |
| JHX JAMES HARDIE INDS PLC | 484,748 | $12.7M | 1.4% |
| SDRL SEADRILL LTD | 332,630 | $12.6M | 1.4% |
| ASH ASHLAND INC | 179,000 | $11.8M | 1.3% |
| MBC MASTERBRAND INC | 1,077,523 | $11.1M | 1.3% |
| ATKR ATKORE INC | 139,700 | $10.6M | 1.2% |
| MAGN MAGNERA CORP | 810,000 | $9.5M | 1.1% |
| SWKS SKYWORKS SOLUTIONS INC | 122,000 | $8.3M | 0.9% |
| AZUL S A | 721,828 | $6.5M | 0.7% |
| UWMC UWM HOLDINGS CORPORATION | 2,531,196 | $5.8M | 0.7% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 8 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| FSUN FIRSTSUN CAP BANCORP | 1,931,052 | $74.9M | 8.5% |
| CNM CORE & MAIN INC | 510,000 | $24.6M | 2.8% |
| TPG TPG INC | 584,200 | $23.7M | 2.7% |
| UNF UNIFIRST CORP MASS | 75,000 | $19.8M | 2.2% |
| ASH ASHLAND INC | 179,000 | $11.8M | 1.3% |
| SWKS SKYWORKS SOLUTIONS INC | 122,000 | $8.3M | 0.9% |
| AZUL S A | 721,828 | $6.5M | 0.7% |
| UWMC UWM HOLDINGS CORPORATION | 2,531,196 | $5.8M | 0.7% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 5 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| FIRST FNDTN INC | 8,152,392 | $48.1M | 6.2% |
| PENNYMAC FINL SVCS INC NEW | 187,500 | $16.4M | 2.1% |
| KVUE KENVUE INC | 750,000 | $12.9M | 1.7% |
| OCEANFIRST FINL CORP | 613,230 | $11.1M | 1.4% |
| FLUSHING FINL CORP | 91,155 | $1.4M | 0.2% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| WBD WARNER BROS DISCOVERY INC | 900,000 | 2,100,000 | +133.3% | $56.0M |
| JHX JAMES HARDIE INDS PLC | 398,700 | 484,748 | +21.6% | $12.7M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CBL & ASSOC PPTYS INC | 8,466,294 | 7,416,294 | -12.4% | $393.7M |
| EA ELECTRONIC ARTS INC | 275,994 | 100,000 | -63.8% | $20.5M |
| SDRL SEADRILL LTD | 1,261,779 | 332,630 | -73.6% | $12.6M |
| QRVO QORVO INC | 621,975 | 387,903 | -37.6% | $36.2M |
| ATKR ATKORE INC | 305,000 | 139,700 | -54.2% | $10.6M |
| MBC MASTERBRAND INC | 1,691,901 | 1,077,523 | -36.3% | $11.1M |
| AMBP ARDAGH METAL PACKAGING S A | 11,523,328 | 10,385,711 | -9.9% | $49.2M |
| COMP COMPASS INC | 3,499,874 | 3,463,162 | -1.0% | $42.7M |
CIK 1074034 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
