Institutional
CANYON CAPITAL ADVISORS LLC
CIK 0001074034
$772.0M
Reported AUM
19
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · CANYON CAPITAL ADVISORS LLC · Q1 2026
AI · grounded in 13F
CANYON CAPITAL ADVISORS LLC closed its position in AMCR for $54.6M. The fund established new positions in EA for $56.3M and QRVO for $48.1M. Other notable activity includes closing its position in NE for $36.8M and initiating a new stake in WBD worth $24.7M.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | CBL | CBL & ASSOC PPTYS INC | $325.4M | 42.14% | — | HELD |
| 2 | SDRL | SEADRILL LTD | $57.4M | 7.44% | -2,480,283 | -66.3% |
| 3 | EA | ELECTRONIC ARTS INC | $56.3M | 7.29% | +275,994 | NEW |
| 4 | QRVO | QORVO INC | $48.1M | 6.24% | +621,975 | NEW |
| 5 | FFWM | FIRST FNDTN INC | $48.1M | 6.23% | — | HELD |
| 6 | AMBP | ARDAGH METAL PACKAGING S A | $46.7M | 6.04% | -919,516 | -7.4% |
| 7 | RUN | SUNRUN INC | $33.5M | 4.34% | +770,000 | +45.3% |
| 8 | COMP | COMPASS INC | $25.6M | 3.31% | +1,498,938 | +74.9% |
| 9 | WBD | WARNER BROS DISCOVERY INC | $24.7M | 3.20% | +900,000 | NEW |
| 10 | ATKR | ATKORE INC | $18.0M | 2.33% | +305,000 | NEW |
| 11 | AMCR | AMCOR PLC | $17.2M | 2.22% | +431,885 | NEW |
| 12 | PFSI | PENNYMAC FINL SVCS INC NEW | $16.4M | 2.12% | +187,500 | NEW |
| 13 | MBC | MASTERBRAND INC | $14.1M | 1.82% | -268,865 | -13.7% |
| 14 | KVUE | KENVUE INC | $12.9M | 1.67% | -750,000 | -50.0% |
| 15 | OCFC | OCEANFIRST FINL CORP | $11.1M | 1.43% | +613,230 | NEW |
| 16 | MAGN | MAGNERA CORP | $7.7M | 1.00% | — | HELD |
| 17 | JHX | JAMES HARDIE INDS PLC | $7.6M | 0.98% | +398,700 | NEW |
| 18 | FFIC | FLUSHING FINL CORP | $1.4M | 0.18% | +91,155 | NEW |
| 19 | BAERW | BRIDGER AEROSPACE GRP HLDGS | $68K | 0.01% | — | HELD |
| 20 | AMCR | AMCOR PLC | — | — | -6,544,432 | EXITED |
| 21 | NE | NOBLE CORP PLC | — | — | -1,304,230 | EXITED |
| 22 | — | ANYWHERE REAL ESTATE INC | — | — | -926,699 | EXITED |
| 23 | BSLKW | BOLT PROJS HLDGS INC | — | — | -166,666 | EXITED |
Source: SEC EDGAR · accession 0001074034-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.