Canyon Capital Advisors Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Canyon Capital Advisors Llc disclosed 20 stock positions valued at approximately $882.02M as of quarter-end June 30, 2026. The largest holdings include CBL & ASSOC PPTYS INC, FIRSTSUN CAP BANCORP, and WARNER BROS DISCOVERY INC.

Report Period
June 30, 2026
No. of Stocks
20
Portfolio Value
$882.02M
Holdings by Sector
Canyon Capital Advisors Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
CBL & ASSOC PPTYS INCCBLReal Estate44.64%7,416,294-1,050,000-12.40%$393,731,048
FIRSTSUN CAP BANCORPFSUNOther8.49%1,931,052+1,931,052+100.00%$74,886,197
WARNER BROS DISCOVERY INCWBDCommunication Services6.35%2,100,000+1,200,000+133.33%$55,986,000
COMPASS INCCOMPReal Estate4.84%3,463,162-36,712-1.05%$42,700,787
QORVO INCQRVOTechnology4.10%387,903-234,072-37.63%$36,179,713
SUNRUN INCRUNTechnology3.75%2,470,000--$33,048,600
CORE & MAIN INCCNMIndustrials2.79%510,000+510,000+100.00%$24,607,500
TPG INCTPGFinancial Services2.69%584,200+584,200+100.00%$23,689,310
ELECTRONIC ARTS INCEACommunication Services2.32%100,000-175,994-63.77%$20,504,000
UNIFIRST CORP MASSUNFIndustrials2.25%75,000+75,000+100.00%$19,834,500
AMCOR PLCAMCCFOther2.12%431,885--$18,722,215
JAMES HARDIE INDS PLCJHIUFOther1.44%484,748+86,048+21.58%$12,690,703
SEADRILL LTDSDRLEnergy1.43%332,630-929,149-73.64%$12,580,067
ASHLAND INCASHBasic Materials1.34%179,000+179,000+100.00%$11,794,310
MASTERBRAND INCMBCConsumer Cyclical1.26%1,077,523-614,378-36.31%$11,087,712
ATKORE INCATKRIndustrials1.20%139,700-165,300-54.20%$10,622,788
MAGNERA CORPMAGNBasic Materials1.08%810,000--$9,517,500
SKYWORKS SOLUTIONS INCSWKSTechnology0.94%122,000+122,000+100.00%$8,271,600
UWM HOLDINGS CORPORATIONUWMCFinancial Services0.66%2,531,196+2,531,196+100.00%$5,796,439
BRIDGER AEROSPACE GRP HLDGSBAERWIndustrials0.01%175,000--$49,000
Showing 20 of 20 holdings in the latest reporting period.