Mason Capital Management Llc Portfolio Stock Holdings

Mason Capital Management Llc disclosed 7 stock positions valued at approximately $612.9 million in its latest SEC 13F filing. The largest holdings include ATS CORPORATION, ENVIRI CORP, and BROOKDALE SENIOR LIVING 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
7
Portfolio Value
$612.9M
Holdings by Sector
Mason Capital Management Llc Portfolio Holdings in Q1 2026

6 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
ATS CORPORATIONATSIndustrials75.48%16,404,170+840,602+5.40%$462,597,594
ENVIRI CORPNVRIIndustrials14.39%4,494,536+4,494,536+100.00%$88,182,796
BROOKDALE SENIOR LIVING INCBKDHealthcare4.99%2,233,741-1,352,200-37.71%$30,557,577
CLEAR CHANNEL OUTDOOR HLDGSCCOCommunication Services3.80%9,828,401--$23,293,310
READY CAPITAL CORPRCReal Estate1.14%4,319,933+543,794+14.40%$6,998,291
JELD-WEN HOLDING INCJELDIndustrials0.16%776,885+776,885+100.00%$963,337