Canyon Capital Advisors Llc Portfolio Stock Holdings

Canyon Capital Advisors Llc disclosed 19 stock positions valued at approximately $772.0 million in its latest SEC 13F filing. The largest holdings include CBL & ASSOC PPTYS INC, SEADRILL LTD, and ELECTRONIC ARTS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
19
Portfolio Value
$772.0M
Holdings by Sector
Canyon Capital Advisors Llc Portfolio Holdings in Q1 2026

16 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
CBL & ASSOC PPTYS INCCBLReal Estate42.14%8,466,294--$325,359,678
SEADRILL LTDG7997W102Other7.44%1,261,779-2,480,283-66.28%$57,410,945
ELECTRONIC ARTS INCEACommunication Services7.29%275,994+275,994+100.00%$56,266,897
QORVO INCQRVOTechnology6.24%621,975+621,975+100.00%$48,140,865
FIRST FNDTN INCFFWMFinancial Services6.23%8,152,392--$48,099,113
SUNRUN INCRUNTechnology4.34%2,470,000+770,000+45.29%$33,493,200
COMPASS INCCOMPReal Estate3.31%3,499,874+1,498,938+74.91%$25,584,079
WARNER BROS DISCOVERY INCWBDCommunication Services3.20%900,000+900,000+100.00%$24,714,000
ATKORE INCATKRIndustrials2.33%305,000+305,000+100.00%$17,967,550
PENNYMAC FINL SVCS INC NEWPFSIFinancial Services2.12%187,500+187,500+100.00%$16,387,500
MASTERBRAND INCMBCConsumer Cyclical1.82%1,691,901-268,865-13.71%$14,059,697
KENVUE INCKVUEConsumer Defensive1.67%750,000-750,000-50.00%$12,930,000
OCEANFIRST FINL CORPOCFCFinancial Services1.43%613,230+613,230+100.00%$11,062,669
MAGNERA CORP55939A107Other1.00%810,000--$7,703,100
FLUSHING FINL CORPFFICFinancial Services0.18%91,155+91,155+100.00%$1,400,141
BRIDGER AEROSPACE GRP HLDGSBAERWIndustrials0.01%175,000--$68,250