Canyon Capital Advisors LLC reported 17 positions worth $762.81M for the quarter ended Jun 30, 2026, up 28.6% on the prior quarter. It opened 7 new positions, added to 1, trimmed 6 and exited 3. Its largest holding is Cbl & Associates Properties Inc at 51.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| FSUN Firstsun Capital Bancorp | +1.93M | – | $74.89M | 9.82% |
| CNM Core & Main, Inc. | +510.0K | – | $24.61M | 3.23% |
| TPG TPG Inc. | +584.2K | – | $23.69M | 3.11% |
| UNF Unifirst Corp | +75.0K | – | $19.83M | 2.6% |
| ASH Ashland Inc. | +179.0K | – | $11.79M | 1.55% |
| SWKS Skyworks Solutions, Inc. | +122.0K | – | $8.27M | 1.08% |
| UWMC UWM Holdings Corp | +2.53M | – | $5.80M | 0.76% |
| JHX James Hardie Industries plc | +86.0K | +21.6% | $2.25M | 1.66% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| CBL Cbl & Associates Properties Inc | -1.05M | -12.4% | $55.74M | 51.62% |
| SDRL SEADRILL Ltd | -929.1K | -73.6% | $35.14M | 1.65% |
| PFSI PennyMac Financial Services, Inc. | -187.5K | -100.0% | $16.39M | Exited |
| KVUE Kenvue Inc. | -750.0K | -100.0% | $12.93M | Exited |
| ATKR Atkore Inc. | -165.3K | -54.2% | $12.57M | 1.39% |
| OCFC Oceanfirst Financial Corp | -613.2K | -100.0% | $11.06M | Exited |
| MBC MasterBrand, Inc. | -614.4K | -36.3% | $6.32M | 1.45% |
| AMBP Ardagh Metal Packaging S.A. | -1.14M | -9.9% | $5.39M | 6.45% |
| COMP Compass, Inc. | -36.7K | -1.0% | $452.66K | 5.6% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| FSUN Firstsun Capital Bancorp | +1.93M | $74.89M | 9.82% |
| CNM Core & Main, Inc. | +510.0K | $24.61M | 3.23% |
| TPG TPG Inc. | +584.2K | $23.69M | 3.11% |
| UNF Unifirst Corp | +75.0K | $19.83M | 2.6% |
| ASH Ashland Inc. | +179.0K | $11.79M | 1.55% |
| SWKS Skyworks Solutions, Inc. | +122.0K | $8.27M | 1.08% |
| UWMC UWM Holdings Corp | +2.53M | $5.80M | 0.76% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | CBL Cbl & Associates Properties Inc | Real Estate | 7.42M | $393.73M | 51.62% | -1.05M | -12.4% | Reduced | 23.97% |
| 2 | FSUN Firstsun Capital Bancorp | Financial Services | 1.93M | $74.89M | 9.82% | +1.93M | – | New | 4.13% |
| 3 | AMBP Ardagh Metal Packaging S.A. | Basic Materials | 10.39M | $49.23M | 6.45% | -1.14M | -9.9% | Reduced | 1.74% |
| 4 | COMP Compass, Inc. | Real Estate | 3.46M | $42.70M | 5.6% | -36.7K | -1.0% | Reduced | 0.47% |
| 5 | RUN Sunrun Inc. | Industrials | 2.47M | $33.05M | 4.33% | 0 | 0.0% | Unchanged | 1.03% |
| 6 | CNM Core & Main, Inc. | Industrials | 510.0K | $24.61M | 3.23% | +510.0K | – | New | 0.27% |
| 7 | TPG TPG Inc. | Financial Services | 584.2K | $23.69M | 3.11% | +584.2K | – | New | 0.35% |
| 8 | UNF Unifirst Corp | Industrials | 75.0K | $19.83M | 2.6% | +75.0K | – | New | 0.41% |
| 9 | AMCR Amcor plc | Basic Materials | 431.9K | $18.72M | 2.45% | 0 | 0.0% | Unchanged | 0.09% |
| 10 | JHX James Hardie Industries plc | Industrials | 484.7K | $12.69M | 1.66% | +86.0K | +21.6% | Added | 0.08% |
| 11 | SDRL SEADRILL Ltd | Energy | 332.6K | $12.58M | 1.65% | -929.1K | -73.6% | Reduced | 0.53% |
| 12 | ASH Ashland Inc. | Basic Materials | 179.0K | $11.79M | 1.55% | +179.0K | – | New | 0.39% |
| 13 | MBC MasterBrand, Inc. | Consumer Discretionary | 1.08M | $11.09M | 1.45% | -614.4K | -36.3% | Reduced | 0.53% |
| 14 | ATKR Atkore Inc. | Industrials | 139.7K | $10.62M | 1.39% | -165.3K | -54.2% | Reduced | 0.41% |
| 15 | MAGN Magnera Corp | Basic Materials | 810.0K | $9.52M | 1.25% | 0 | 0.0% | Unchanged | 2.26% |
Tip. Select a row to see that position’s full history at Canyon Capital Advisors.
As of its Q2 2026 13F filing, Canyon Capital Advisors LLC’s five largest positions were Cbl & Associates Properties Inc (CBL) at 51.6%, Firstsun Capital Bancorp (FSUN) at 9.8%, Ardagh Metal Packaging S.A. (AMBP) at 6.5%, Compass, Inc. (COMP) at 5.6%, Sunrun Inc. (RUN) at 4.3% of the reported portfolio.
Canyon Capital Advisors LLC reported a 13F portfolio worth $762.81M across 17 positions for Q2 2026. That is up 28.6% from the previous quarter.
Its largest purchases by value were Firstsun Capital Bancorp ($74.89M), Core & Main, Inc. ($24.61M), TPG Inc. ($23.69M). It opened 7 new positions.
Its largest sales by value were Cbl & Associates Properties Inc ($55.74M), SEADRILL Ltd ($35.14M), PennyMac Financial Services, Inc. ($16.39M). It exited 3 positions entirely.
From the Form 13F-HR reports Canyon Capital Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.