Filed: 5/15/2026ACC: 0001074034-26-000002
📋 What this filing means
CANYON CAPITAL ADVISORS LLC filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $772.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$772.04M
Total AUM (reported)
42.63M
Total Shares
Allocation by class
COMMON STOCK$339.42M44.0%
COM$303.16M39.3%
SHS$46.67M6.0%
CL A$25.58M3.3%
COM SER A$24.71M3.2%
COM NEW$17.17M2.2%
COM SHS$7.70M1.0%
Portfolio Concentration
Top 3$439.04M56.9%
4–10$244.67M31.7%
11–25$88.33M11.4%
Top 3 weight
56.9%
Top 10 weight
88.6%
Voting Authority Distribution
Total shares with voting rights: 42.63M
Sole
Full voting authority
42.63M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other19
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
CBL & ASSOC PPTYS INC
DFNDShares8.47M
TypeSH
Market value$325.36M
42.14%
Sole
8.47M
Shared
0.00
None
0.00
SEADRILL LTD
DFNDShares1.26M
TypeSH
Market value$57.41M
7.44%
Sole
1.26M
Shared
0.00
None
0.00
ELECTRONIC ARTS INC
DFNDShares275.99K
TypeSH
Market value$56.27M
7.29%
Sole
275.99K
Shared
0.00
None
0.00
QORVO INC
DFNDShares621.98K
TypeSH
Market value$48.14M
6.24%
Sole
621.98K
Shared
0.00
None
0.00
FIRST FNDTN INC
DFNDShares8.15M
TypeSH
Market value$48.10M
6.23%
Sole
8.15M
Shared
0.00
None
0.00
ARDAGH METAL PACKAGING S A
DFNDShares11.52M
TypeSH
Market value$46.67M
6.04%
Sole
11.52M
Shared
0.00
None
0.00
SUNRUN INC
DFNDShares2.47M
TypeSH
Market value$33.49M
4.34%
Sole
2.47M
Shared
0.00
None
0.00
COMPASS INC
DFNDShares3.50M
TypeSH
Market value$25.58M
3.31%
Sole
3.50M
Shared
0.00
None
0.00
WARNER BROS DISCOVERY INC
DFNDShares900K
TypeSH
Market value$24.71M
3.20%
Sole
900K
Shared
0.00
None
0.00
ATKORE INC
DFNDShares305K
TypeSH
Market value$17.97M
2.33%
Sole
305K
Shared
0.00
None
0.00
AMCOR PLC
DFNDShares431.88K
TypeSH
Market value$17.17M
2.22%
Sole
431.88K
Shared
0.00
None
0.00
PENNYMAC FINL SVCS INC NEW
DFNDShares187.50K
TypeSH
Market value$16.39M
2.12%
Sole
187.50K
Shared
0.00
None
0.00
MASTERBRAND INC
DFNDShares1.69M
TypeSH
Market value$14.06M
1.82%
Sole
1.69M
Shared
0.00
None
0.00
KENVUE INC
DFNDShares750K
TypeSH
Market value$12.93M
1.67%
Sole
750K
Shared
0.00
None
0.00
OCEANFIRST FINL CORP
DFNDShares613.23K
TypeSH
Market value$11.06M
1.43%
Sole
613.23K
Shared
0.00
None
0.00
MAGNERA CORP
DFNDShares810K
TypeSH
Market value$7.70M
1.00%
Sole
810K
Shared
0.00
None
0.00
JAMES HARDIE INDS PLC
DFNDShares398.70K
TypeSH
Market value$7.55M
0.98%
Sole
398.70K
Shared
0.00
None
0.00
FLUSHING FINL CORP
DFNDShares91.16K
TypeSH
Market value$1.40M
0.18%
Sole
91.16K
Shared
0.00
None
0.00
BRIDGER AEROSPACE GRP HLDGS
DFNDShares175K
TypePRN
Market value$68.3K
<0.01%
Sole
175K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CBL & ASSOC PPTYS INCDFND | COMMON STOCK | 8.47M | SH | $325.36M 42.14% | 8.47M | 0.00 | 0.00 |
SEADRILL LTDDFND | COM | 1.26M | SH | $57.41M 7.44% | 1.26M | 0.00 | 0.00 |
ELECTRONIC ARTS INCDFND | COM | 275.99K | SH | $56.27M 7.29% | 275.99K | 0.00 | 0.00 |
QORVO INCDFND | COM | 621.98K | SH | $48.14M 6.24% | 621.98K | 0.00 | 0.00 |
FIRST FNDTN INCDFND | COM | 8.15M | SH | $48.10M 6.23% | 8.15M | 0.00 | 0.00 |
ARDAGH METAL PACKAGING S ADFND | SHS | 11.52M | SH | $46.67M 6.04% | 11.52M | 0.00 | 0.00 |
SUNRUN INCDFND | COM | 2.47M | SH | $33.49M 4.34% | 2.47M | 0.00 | 0.00 |
COMPASS INCDFND | CL A | 3.50M | SH | $25.58M 3.31% | 3.50M | 0.00 | 0.00 |
WARNER BROS DISCOVERY INCDFND | COM SER A | 900K | SH | $24.71M 3.20% | 900K | 0.00 | 0.00 |
ATKORE INCDFND | COM | 305K | SH | $17.97M 2.33% | 305K | 0.00 | 0.00 |
AMCOR PLCDFND | COM NEW | 431.88K | SH | $17.17M 2.22% | 431.88K | 0.00 | 0.00 |
PENNYMAC FINL SVCS INC NEWDFND | COM | 187.50K | SH | $16.39M 2.12% | 187.50K | 0.00 | 0.00 |
MASTERBRAND INCDFND | COMMON STOCK | 1.69M | SH | $14.06M 1.82% | 1.69M | 0.00 | 0.00 |
KENVUE INCDFND | COM | 750K | SH | $12.93M 1.67% | 750K | 0.00 | 0.00 |
OCEANFIRST FINL CORPDFND | COM | 613.23K | SH | $11.06M 1.43% | 613.23K | 0.00 | 0.00 |
MAGNERA CORPDFND | COM SHS | 810K | SH | $7.70M 1.00% | 810K | 0.00 | 0.00 |
JAMES HARDIE INDS PLCDFND | ORD SHS | 398.70K | SH | $7.55M 0.98% | 398.70K | 0.00 | 0.00 |
FLUSHING FINL CORPDFND | COM | 91.16K | SH | $1.40M 0.18% | 91.16K | 0.00 | 0.00 |
BRIDGER AEROSPACE GRP HLDGSDFND | *W EXP 01/24/202 | 175K | PRN | $68.3K <0.01% | 175K | 0.00 | 0.00 |