Q2 2026 13F · SEC CIK 1074034
Canyon Capital Advisors LLC
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $882.0M
- Reported positions
- 21
- Top holdings a year, 3 yrs
- +15.0%
- Assets under management
- $11.9B
Canyon Capital Advisors LLC is a hedge fund that reported 21 positions worth $882.0M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Cbl & Assoc Pptys Inc (CBL, 44.6%), Firstsun Cap Bancorp (FSUN, 8.5%), Warner Bros Discovery Inc (WBD, 6.3%). A portfolio copying its top holdings returned 15.0% a year over the last 3 years, against 20.4% for the S&P 500.
Canyon Capital Advisors LLC holdings all 21 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| CBLCbl & Assoc Pptys Inc | 44.6% | -12.4% | $393.7M |
| FSUNFirstsun Cap Bancorp | 8.5% | — | $74.9M |
| WBDWarner Bros Discovery Inc | 6.3% | +133.3% | $56.0M |
| AMBPArdagh Metal Packaging S A | 5.6% | -9.9% | $49.2M |
| COMPCompass Inc | 4.8% | -1.0% | $42.7M |
| QRVOQorvo Inc | 4.1% | -37.6% | $36.2M |
| RUNSunrun Inc | 3.7% | +0.0% | $33.0M |
| CNMCore & Main Inc | 2.8% | — | $24.6M |
| TPGTpg Inc | 2.7% | — | $23.7M |
| EAElectronic Arts Inc | 2.3% | -63.8% | $20.5M |
| UNFUnifirst Corp Mass | 2.2% | — | $19.8M |
| AMCRAmcor PLC | 2.1% | +0.0% | $18.7M |
| JHXJames Hardie Inds PLC | 1.4% | +21.6% | $12.7M |
| SDRLSeadrill Ltd | 1.4% | -73.6% | $12.6M |
| ASHAshland Inc | 1.3% | — | $11.8M |
| MBCMasterbrand Inc Common Stock | 1.3% | -36.3% | $11.1M |
| ATKRAtkore Inc | 1.2% | -54.2% | $10.6M |
| MAGNMagnera Corp | 1.1% | +0.0% | $9.5M |
| SWKSSkyworks Solutions Inc | 0.9% | — | $8.3M |
| AZULAzul S A | 0.7% | — | $6.5M |
| UWMCUwm Holdings Corporation | 0.7% | — | $5.8M |
What Canyon Capital Advisors LLC bought and sold in Q2 2026, against Q1 2026.
New positions
- FSUN Firstsun Cap Bancorp8.5% of 13F
- CNM Core & Main Inc2.8% of 13F
- TPG Tpg Inc2.7% of 13F
- UNF Unifirst Corp Mass2.2% of 13F
- ASH Ashland Inc1.3% of 13F
- SWKS Skyworks Solutions Inc0.9% of 13F
- AZUL Azul S A0.7% of 13F
- UWMC Uwm Holdings Corporation0.7% of 13F
Added to
- WBD Warner Bros Discovery Inc+133.3% shares
- JHX James Hardie Inds PLC+21.6% shares
Reduced
- SDRL Seadrill Ltd-73.6% shares
- EA Electronic Arts Inc-63.8% shares
- ATKR Atkore Inc-54.2% shares
- QRVO Qorvo Inc-37.6% shares
- MBC Masterbrand Inc Common Stock-36.3% shares
- CBL Cbl & Assoc Pptys Inc-12.4% shares
- AMBP Ardagh Metal Packaging S A-9.9% shares
Sold out
- FFWM First Foundation Incwas 6.2%
- PFSI Pennymac Finl Svcs Inc Newwas 2.1%
- KVUE Kenvue Incwas 1.7%
- OCFC OceanFirst Financial (OCFC)was 1.4%
- FFIC Flushing Financial Corpwas 0.2%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +54.4% /yr
- S&P 500 +20.1%
- 3 years
- +15.0% /yr
- S&P 500 +20.4%
- 5 years
- +9.1% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $882.0M | 21 |
| Q1 2026 | $772.0M | 18 |
| Q4 2025 | $760.7M | 12 |
| Q3 2025 | $729.4M | 11 |
| Q2 2025 | $723.0M | 13 |
| Q1 2025 | $696.1M | 11 |
| Q4 2024 | $778.8M | 9 |
| Q3 2024 | $790.2M | 10 |
| Q2 2024 | $838.0M | 9 |
| Q1 2024 | $866.6M | 9 |
| Q4 2023 | $822.7M | 9 |
| Q3 2023 | $968.4M | 10 |
Questions about Canyon Capital Advisors LLC's portfolio
What stocks does Canyon Capital Advisors LLC own?
Canyon Capital Advisors LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 21 positions worth $882.0M. The largest are Cbl & Assoc Pptys Inc (CBL) at 44.6%, Firstsun Cap Bancorp (FSUN) at 8.5%, Warner Bros Discovery Inc (WBD) at 6.3%, Ardagh Metal Packaging S A (AMBP) at 5.6% and Compass Inc (COMP) at 4.8%.
What did Canyon Capital Advisors LLC buy last quarter?
In Q2 2026, Canyon Capital Advisors LLC added a new position in Firstsun Cap Bancorp (FSUN), a new position in Core & Main Inc (CNM), a new position in Tpg Inc (TPG), a new position in Unifirst Corp Mass (UNF), a new position in Ashland Inc (ASH), Warner Bros Discovery Inc (WBD) (+133.3% shares) and James Hardie Inds PLC (JHX) (+21.6% shares), compared with its Q1 2026 filing.
What did Canyon Capital Advisors LLC sell last quarter?
In Q2 2026, Canyon Capital Advisors LLC sold all of First Foundation Inc (FFWM), sold all of Pennymac Finl Svcs Inc New (PFSI), sold all of Kenvue Inc (KVUE), sold all of OceanFirst Financial (OCFC) (OCFC), sold all of Flushing Financial Corp (FFIC), Seadrill Ltd (SDRL) (-73.6% shares), Electronic Arts Inc (EA) (-63.8% shares) and Atkore Inc (ATKR) (-54.2% shares), compared with its Q1 2026 filing.
How has Canyon Capital Advisors LLC's portfolio performed?
A portfolio copying Canyon Capital Advisors LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +54.4% against +20.1%. Over 5 years: +9.1% a year against +11.6%.
When is Canyon Capital Advisors LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Canyon Capital Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Canyon Capital Advisors LLC manage?
Canyon Capital Advisors LLC reported $11.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $882.0M.