Canyon Capital Advisors LLC
Canyon Capital Advisors LLC reported 21 US-listed holdings worth $882.0 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: CBL & Assoc Pptys INC (44.6%), Firstsun Capital Bancor (8.5%) and Warner Bros Discovery Inc. (6.3%). Against the quarter before, it opened 8 positions, added to 2, trimmed 8 and sold out of 5.
The 14 largest of its 21 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +41.2% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 8
- Firstsun Capital Bancor FSUN$74.9 million
- Core & Main, Inc. CNM$24.6 million
- TPG Inc. TPG$23.7 million
- Unifirst Corp. UNF$19.8 million
- Ashland Inc. ASH$11.8 million
- Skyworks Solutions, Inc. SWKS$8.3 million
- Azul Sa-Spon ADR AZUL$6.5 million
- Uwm Holdings Corporation UWMC$5.8 million
Added to 2
- Warner Bros Discovery Inc. WBD+1.2 million shares · +133%
- James Hardie Industries Plc - US ADR JHX+86,048 shares · +22%
Trimmed 8
- CBL & Assoc Pptys INC CBL-1.1 million shares · -12%
- Electronic Arts Inc EA-175,994 shares · -64%
- Seadrill 2021 Ltd SDRL-929,149 shares · -74%
- Qorvo, Inc. QRVO-234,072 shares · -38%
- Atkore Inc. ATKR-165,300 shares · -54%
- MasterBrand, Inc. MBC-614,378 shares · -36%
- Ardagh Metal Packaging S A AMBP-1.1 million shares · -10%
- Compass Inc. COMP-36,712 shares · -1%
Sold out of 5
- First Fndtn Inc. FFWM$48.1 million last quarter
- Pennymac Finl Svcs Inc. New PFSI$16.4 million last quarter
- Kenvue Inc. KVUE$12.9 million last quarter
- Oceanfirst Finl Corp. OCFC$11.1 million last quarter
- Flushing Finl Corp. FFIC$1.4 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| CBL & Assoc Pptys INC CBL | 7.4M | $393.7 million | 44.64% | -1.1M |
| Firstsun Capital Bancor FSUN | 1.9M | $74.9 million | 8.49% | new |
| Warner Bros Discovery Inc. WBD | 2.1M | $56.0 million | 6.35% | +1.2M |
| Ardagh Metal Packaging S A AMBP | 10.4M | $49.2 million | 5.58% | -1.1M |
| Compass Inc. COMP | 3.5M | $42.7 million | 4.84% | -36.7K |
| Qorvo, Inc. QRVO | 387.9K | $36.2 million | 4.10% | -234.1K |
| Sunrun Inc. RUN | 2.5M | $33.0 million | 3.75% | no change |
| Core & Main, Inc. CNM | 510.0K | $24.6 million | 2.79% | new |
| TPG Inc. TPG | 584.2K | $23.7 million | 2.69% | new |
| Electronic Arts Inc EA | 100.0K | $20.5 million | 2.32% | -176.0K |
| Unifirst Corp. UNF | 75.0K | $19.8 million | 2.25% | new |
| Amcor plc AMCR | 431.9K | $18.7 million | 2.12% | no change |
| James Hardie Industries Plc - US ADR JHX | 484.7K | $12.7 million | 1.44% | +86.0K |
| Seadrill 2021 Ltd SDRL | 332.6K | $12.6 million | 1.43% | -929.1K |
| Ashland Inc. ASH | 179.0K | $11.8 million | 1.34% | new |
| MasterBrand, Inc. MBC | 1.1M | $11.1 million | 1.26% | -614.4K |
| Atkore Inc. ATKR | 139.7K | $10.6 million | 1.20% | -165.3K |
| Magnera Corp. Com SHS MAGN | 810.0K | $9.5 million | 1.08% | no change |
| Skyworks Solutions, Inc. SWKS | 122.0K | $8.3 million | 0.94% | new |
| Azul Sa-Spon ADR AZUL | 721.8K | $6.5 million | 0.74% | new |
| Uwm Holdings Corporation UWMC | 2.5M | $5.8 million | 0.66% | new |