CANYON CAPITAL ADVISORS LLC

hedge fundUpdated 27 days ago

Managed by Canyon Capital Advisors Llc • Latest filing Q2 2026

Portfolio value

$882M

Q2 2026

Filings

17

Quarterly 13F history

Top-10 concentration

85.5%

Weight of largest holdings

Annualized return

-8.6%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 17 quarters

Show data table

Period	Portfolio value
Q2 2022	$1.3B
Q3 2022	$1B
Q4 2022	$902M
Q1 2023	$676.8M
Q2 2023	$1B
Q3 2023	$1B
Q4 2023	$884.5M
Q1 2024	$935.9M
Q2 2024	$894.6M
Q3 2024	$828.1M
Q4 2024	$778.9M
Q1 2025	$696.1M
Q2 2025	$723M
Q3 2025	$729.4M
Q4 2025	$760.7M
Q1 2026	$772M
Q2 2026	$882M

Top holdings

22 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	C CBL CBL & ASSOC PPTYS INC	$393.7M	7.42M	44.64%	Trimmed(-12.4%)
2	F FSUN FIRSTSUN CAP BANCORP	$74.9M	1.93M	8.49%	—
3	W WMT WARNER BROS DISCOVERY INC	$56M	2.10M	6.35%	Added(+133.3%)
4	A AMPWF ARDAGH METAL PACKAGING S A	$49.2M	10.39M	5.58%	Trimmed(-9.9%)
5	C CONE COMPASS INC	$42.7M	3.46M	4.84%	Trimmed(-1.1%)
6	Q QRVO QORVO INC	$36.2M	387.9K	4.10%	Trimmed(-37.6%)
7	R RUN SUNRUN INC	$33M	2.47M	3.75%	Unchanged
8	C CNM CORE & MAIN INC	$24.6M	510.0K	2.79%	—
9	? N/A TPG INC	$23.7M	584.2K	2.69%	—
10	E EA ELECTRONIC ARTS INC	$20.5M	100.0K	2.32%	Trimmed(-63.8%)
11	U UNF UNIFIRST CORP MASS	$19.8M	75.0K	2.25%	—
12	A AMCCF AMCOR PLC	$18.7M	431.9K	2.12%	Unchanged
13	J JHIUF JAMES HARDIE INDS PLC	$12.7M	484.7K	1.44%	Added(+21.6%)
14	S SDRL SEADRILL LTD	$12.6M	332.6K	1.43%	Trimmed(-73.6%)
15	A ASH ASHLAND INC	$11.8M	179.0K	1.34%	—
16	M MBC MASTERBRAND INC	$11.1M	1.08M	1.26%	Trimmed(-36.3%)
17	A ATKR ATKORE INC	$10.6M	139.7K	1.20%	Trimmed(-54.2%)
18	M MAGN MAGNERA CORP	$9.5M	810.0K	1.08%	Unchanged
19	S SWKS SKYWORKS SOLUTIONS INC	$8.3M	122.0K	0.94%	—
20	? N/A AZUL S A	$6.5M	721.8K	0.74%	—

C

CBL & ASSOC PPTYS INC

-12.4%

Value

$393.7M

Shares

7.42M

% Port

44.64%

F

FIRSTSUN CAP BANCORP

Value

$74.9M

Shares

1.93M

% Port

8.49%

W

WARNER BROS DISCOVERY INC

+133.3%

Value

$56M

Shares

2.10M

% Port

6.35%

A

ARDAGH METAL PACKAGING S A

-9.9%

Value

$49.2M

Shares

10.39M

% Port

5.58%

C

COMPASS INC

-1.1%

Value

$42.7M

Shares

3.46M

% Port

4.84%

Q

QORVO INC

-37.6%

Value

$36.2M

Shares

387.9K

% Port

4.10%

R

SUNRUN INC

Unchanged

Value

$33M

Shares

2.47M

% Port

3.75%

C

CORE & MAIN INC

Value

$24.6M

Shares

510.0K

% Port

2.79%

?

9.N/A

TPG INC

Value

$23.7M

Shares

584.2K

% Port

2.69%

E

10.EA

ELECTRONIC ARTS INC

-63.8%

Value

$20.5M

Shares

100.0K

% Port

2.32%

U

11.UNF

UNIFIRST CORP MASS

Value

$19.8M

Shares

75.0K

% Port

2.25%

A

AMCOR PLC

Unchanged

Value

$18.7M

Shares

431.9K

% Port

2.12%

J

JAMES HARDIE INDS PLC

+21.6%

Value

$12.7M

Shares

484.7K

% Port

1.44%

S

SEADRILL LTD

-73.6%

Value

$12.6M

Shares

332.6K

% Port

1.43%

A

15.ASH

ASHLAND INC

Value

$11.8M

Shares

179.0K

% Port

1.34%

M

16.MBC

MASTERBRAND INC

-36.3%

Value

$11.1M

Shares

1.08M

% Port

1.26%

A

ATKORE INC

-54.2%

Value

$10.6M

Shares

139.7K

% Port

1.20%

M

MAGNERA CORP

Unchanged

Value

$9.5M

Shares

810.0K

% Port

1.08%

S

SKYWORKS SOLUTIONS INC

Value

$8.3M

Shares

122.0K

% Port

0.94%

?

20.N/A

AZUL S A

Value

$6.5M

Shares

721.8K

% Port

0.74%

View full portfolio (22 holdings) →

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