Stonehill Capital Q2 2026: Major Investments & Portfolio Shifts

As of June 30th, 2026, Stonehill Capital Management Llc maintained a portfolio value of $350,145. The investment firm demonstrated active management during this quarter through notable changes across its holdings.

The most significant purchase by Stonehill was in ECHOSTAR INC CL A COMMON (SATS), a Technology company, where the number of shares increased substantially from prior period levels. This represents one of their largest buying activities this quarter.

Stonehill also showed strong interest in other sectors through notable increases:

• MASTERBRAND INC COMMON (MBC), a Consumer Cyclical company, saw its share count increase significantly.
• SERVICE PROPERTIES TRUST REIT (SVC) experienced an enormous increase in shares held by Stonehill.
• The firm added to its position in DOUBLEDOWN INTERACTIVE CO LTD ADR (DDI), a Communication Services company, with substantial new purchases.

Conversely, Stonehill Capital Management Llc reduced its holdings in several stocks during the quarter:

• MANPOWERGROUP INC COMMON (MAN), an Industrial company, saw a significant reduction in shares held.
• The firm also decreased its stake in ROBERT HALF INC COMMON (RHI) substantially during this period.

In addition to these major changes, Stonehill established new positions with purchases including:

• FORTUNE BRANDS INNOVATIONS INC COMMON (FBIN), an Industrial company.
• ZIPRECRUITER INC CL A COMMON (ZIP).
• ZIFF DAVIS INC COMMON (ZD), a Communication Services company.

Furthermore, the firm slightly reduced its position in one stock:

• ELME COMMUNITIES REIT (ELME), a Real Estate company.

Stonehill Capital Management Llc's portfolio remains concentrated, with Technology and Consumer Cyclical sectors showing strong allocations. Their investment strategy appears focused on specific opportunities within these areas while strategically reducing exposure in other sectors during this quarter.