STONEHILL CAPITAL MANAGEMENT LLC
CIK: 0001266227SEC EDGAR →
Portfolio Value
$333.8M
Holdings
22
As of
Q4 2025
New Positions
4
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ECHOSTAR CORP CL A COMMON | 831,480 | $90.4M | 27.08% |
| 2 | JOYY INC ADR | 1,103,571 | $71.5M | 21.41% |
| 3 | ELME COMMUNITIES REIT | 1,738,601 | $30.3M | 9.06% |
| 4 | ECHOSTAR SR UNSEC CONV PIK 3.875 11/30/2030 | 6,466,378 | $21.7M | 6.50% |
| 5 | LIBERTY BROADBAND CORP CL C COMMON | 433,513 | $21.1M | 6.31% |
| 6 | MASTERBRAND INC COMMON | 1,779,780 | $19.6M | 5.89% |
| 7 | ANYWHERE REAL ESTATE INC COMMON | 953,635 | $13.5M | 4.04% |
| 8 | AMERICAN WOODMARK CORP COMMON | 232,301 | $12.5M | 3.75% |
| 9 | MANPOWERGROUP INC COMMON | 316,522 | $9.4M | 2.82% |
| 10 | ROBERT HALF INC COMMON | 345,000 | $9.4M | 2.81% |
Quarterly Changes
Top Sells
SATS↓ Decreased
$25.0M
TDSCLOSED
$12.6M
JOYY↓ Decreased
$9.4M
MBC↓ Decreased
$6.1M
SATS 3.875 11/30/30↓ Decreased
$3.6M
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Communication Services | 6 | $111.4M | 33.4% |
| Technology | 3 | $92.4M | 27.7% |
| Consumer Cyclical | 4 | $41.4M | 12.4% |
| Unknown | 2 | $35.2M | 10.5% |
| Real Estate | 1 | $30.3M | 9.1% |
| Industrials | 3 | $19.9M | 6.0% |
| Utilities | 2 | $2.4M | 0.7% |
| Healthcare | 1 | $959K | 0.3% |