CANYON CAPITAL ADVISORS LLC

CIK: 0001074034SEC EDGAR →

Portfolio Value

$760.7M

Holdings

14

As of

Q4 2025

New Positions

0

Closed Positions

2

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

CBL & ASSOC PPTYS INC

8,466,294$313.3M
41.18%
2

SEADRILL LTD

3,742,062$129.5M
17.02%
3

AMCOR PLC

6,544,432$54.6M
7.17%
4

ARDAGH METAL PACKAGING S A

12,442,844$51.0M
6.71%
5

FIRST FNDTN INC

8,152,392$50.2M
6.60%
6

NOBLE CORP PLC

1,304,230$36.8M
4.84%
7

BRIDGER AEROSPACE GRP HLDGS

175,000$34.0M
4.47%
8

SUNRUN INC

1,700,000$31.3M
4.11%
9

KENVUE INC

1,500,000$25.9M
3.40%
10

MASTERBRAND INC

1,960,766$21.6M
2.85%

Quarterly Changes

Top Buys

KVUENEW
$25.9M
COMPNEW
$21.1M
AMBP↑ Increased
$6.2M
HOUS↑ Increased
$3.8M
MBC↑ Increased
$2.1M

Top Sells

AMCR↓ Decreased
$76.2M
SONWQCLOSED
$17.3M
ACHCCLOSED
$12.9M
SDRL↓ Decreased
$1.7M

New Positions (2)

$25.9M · 1.5M shares
$21.1M · 2.0M shares

Closed Positions (2)

$17.3M · 80K shares
$12.9M · 522K shares

Sector Breakdown

Sector# HoldingsValue%
Unknown2$326.4M41.0%
Energy3$197.6M24.8%
Consumer Cyclical3$127.2M16.0%
Technology3$57.1M7.2%
Financial Services1$50.2M6.3%
Consumer Defensive1$25.9M3.2%
Industrials1$12.3M1.5%