CANYON CAPITAL ADVISORS LLC — 13F Holdings & Portfolio
CIK 1074034 · latest 13F-HR filed 2026-05-15
CANYON CAPITAL ADVISORS LLC manages $772.0M in 13F-reported U.S. long-equity assets across 19 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are CBL (42.14%), SDRL (7.44%), EA (7.29%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 9 new positions, exited 4, added to 3, and trimmed 5.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$772.0M
Long-equity book
19
Distinct positions
2026-03-31
Filed 2026-05-15
+9 / −4 / ↑3 / ↓5
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- COMPASS INC$4.4M +21.0%
- SUNRUN INC$2.2M +7.1%
- BRIDGER AEROSPACE GRP HLDGS$33.4K +95.6%
Top Trims
- SEADRILL LTD-$72.1M -55.7%
- KENVUE INC-$12.9M -50.0%
- MASTERBRAND INC-$7.6M -35.0%
- MAGNERA CORP-$4.6M -37.2%
- ARDAGH METAL PACKAGING S A-$4.3M -8.5%
New Positions
- ELECTRONIC ARTS INC$56.3M
- QORVO INC$48.1M
- WARNER BROS DISCOVERY INC$24.7M
- ATKORE INC$18.0M
- AMCOR PLC$17.2M
Exited Positions
- AMCOR PLC$54.6M
- NOBLE CORP PLC$36.8M
- ANYWHERE REAL ESTATE INC$13.1M
- BOLT PROJS HLDGS INC$2.8K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | CBL & ASSOC PPTYS INC | CBL | 124830878 | $325.4M | 42.14% | 8,466,294 | SH |
| 2 | SEADRILL LTD | SDRL | G7997W102 | $57.4M | 7.44% | 1,261,779 | SH |
| 3 | ELECTRONIC ARTS INC | EA | 285512109 | $56.3M | 7.29% | 275,994 | SH |
| 4 | QORVO INC | QRVO | 74736K101 | $48.1M | 6.24% | 621,975 | SH |
| 5 | FIRST FNDTN INC | FHELF | 32026V104 | $48.1M | 6.23% | 8,152,392 | SH |
| 6 | ARDAGH METAL PACKAGING S A | AMBP | L02235106 | $46.7M | 6.04% | 11,523,328 | SH |
| 7 | SUNRUN INC | RUN | 86771W105 | $33.5M | 4.34% | 2,470,000 | SH |
| 8 | COMPASS INC | COMP | 20464U100 | $25.6M | 3.31% | 3,499,874 | SH |
| 9 | WARNER BROS DISCOVERY INC | WBD | 934423104 | $24.7M | 3.20% | 900,000 | SH |
| 10 | ATKORE INC | ATKR | 047649108 | $18.0M | 2.33% | 305,000 | SH |
| 11 | AMCOR PLC | AMCR | G0250X149 | $17.2M | 2.22% | 431,885 | SH |
| 12 | PENNYMAC FINL SVCS INC NEW | PFSI | 70932M107 | $16.4M | 2.12% | 187,500 | SH |
| 13 | MASTERBRAND INC | MBC | 57638P104 | $14.1M | 1.82% | 1,691,901 | SH |
| 14 | KENVUE INC | KVUE | 49177J102 | $12.9M | 1.67% | 750,000 | SH |
| 15 | OCEANFIRST FINL CORP | OCFC | 675234108 | $11.1M | 1.43% | 613,230 | SH |
| 16 | MAGNERA CORP | MAGN | 55939A107 | $7.7M | 1.00% | 810,000 | SH |
| 17 | JAMES HARDIE INDS PLC | JHX | G4253H101 | $7.6M | 0.98% | 398,700 | SH |
| 18 | FLUSHING FINL CORP | FFIC | 343873105 | $1.4M | 0.18% | 91,155 | SH |
| 19 | BRIDGER AEROSPACE GRP HLDGS | BAERW | 96812F110 | $68.2K | 0.01% | 175,000 | PRN |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $772.0M | 19 | 0001074034-26-000002 |
| 2025-12-31 | 2026-02-17 | $760.7M | 14 | 0001074034-26-000001 |
| 2025-09-30 | 2025-11-14 | $729.4M | 14 | 0001074034-25-000002 |