# CANYON CAPITAL ADVISORS LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1074034. Source: https://holderbook.com/funds/1074034-canyon-capital-advisors-llc/

- Reported value: $882.0M
- Positions: 22
- Weight of the ten largest: 85.5%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| CBL & ASSOC PPTYS INC | [CBL](https://holderbook.com/stocks/CBL/) | $393.7M | 7,416,294 | 44.6% | 19 |
| FIRSTSUN CAP BANCORP | [FSUN](https://holderbook.com/stocks/FSUN/) | $74.9M | 1,931,052 | 8.5% | 1 |
| WARNER BROS DISCOVERY INC | [WBD](https://holderbook.com/stocks/WBD/) | $56.0M | 2,100,000 | 6.3% | 2 |
| ARDAGH METAL PACKAGING S A | [AMBP](https://holderbook.com/stocks/AMBP/) | $49.2M | 10,385,711 | 5.6% | 20 |
| COMPASS INC | [COMP](https://holderbook.com/stocks/COMP/) | $42.7M | 3,463,162 | 4.8% | 3 |
| QORVO INC | [QRVO](https://holderbook.com/stocks/QRVO/) | $36.2M | 387,903 | 4.1% | 2 |
| SUNRUN INC | [RUN](https://holderbook.com/stocks/RUN/) | $33.0M | 2,470,000 | 3.7% | 18 |
| CORE & MAIN INC | [CNM](https://holderbook.com/stocks/CNM/) | $24.6M | 510,000 | 2.8% | 1 |
| TPG INC | [TPG](https://holderbook.com/stocks/TPG/) | $23.7M | 584,200 | 2.7% | 1 |
| ELECTRONIC ARTS INC | [EA](https://holderbook.com/stocks/EA/) | $20.5M | 100,000 | 2.3% | 2 |
| UNIFIRST CORP MASS | [UNF](https://holderbook.com/stocks/UNF/) | $19.8M | 75,000 | 2.2% | 1 |
| AMCOR PLC | [AMCR](https://holderbook.com/stocks/AMCR/) | $18.7M | 431,885 | 2.1% | 2 |
| JAMES HARDIE INDS PLC | [JHX](https://holderbook.com/stocks/JHX/) | $12.7M | 484,748 | 1.4% | 2 |
| SEADRILL LTD | [SDRL](https://holderbook.com/stocks/SDRL/) | $12.6M | 332,630 | 1.4% | 15 |
| ASHLAND INC | [ASH](https://holderbook.com/stocks/ASH/) | $11.8M | 179,000 | 1.3% | 1 |
| MASTERBRAND INC | [MBC](https://holderbook.com/stocks/MBC/) | $11.1M | 1,077,523 | 1.3% | 5 |
| ATKORE INC | [ATKR](https://holderbook.com/stocks/ATKR/) | $10.6M | 139,700 | 1.2% | 2 |
| MAGNERA CORP | [MAGN](https://holderbook.com/stocks/MAGN/) | $9.5M | 810,000 | 1.1% | 7 |
| SKYWORKS SOLUTIONS INC | [SWKS](https://holderbook.com/stocks/SWKS/) | $8.3M | 122,000 | 0.9% | 1 |
| AZUL S A | - | $6.5M | 721,828 | 0.7% | 1 |
| UWM HOLDINGS CORPORATION | [UWMC](https://holderbook.com/stocks/UWMC/) | $5.8M | 2,531,196 | 0.7% | 1 |
| BRIDGER AEROSPACE GRP HLDGS | [BAERW](https://holderbook.com/stocks/BAERW/) | $49.0K | 175,000 | 0.0% | 14 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +23.0% | +14.8% | +8.2% | 94% |
| Q1 2026 | +6.7% | -4.6% | +11.3% | 98% |
| Q4 2025 | +11.0% | +2.4% | +8.6% | 100% |
| Q3 2025 | +9.9% | +7.8% | +2.0% | 100% |
| Q2 2025 | +1.6% | +10.5% | -8.8% | 100% |
| Q1 2025 | -13.2% | -4.6% | -8.6% | 100% |
| Q4 2024 | -0.0% | +2.1% | -2.2% | 96% |
| Q3 2024 | -2.8% | +5.4% | -8.2% | 94% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $882.0M | 22 |
| Q1 2026 | $772.0M | 19 |
| Q4 2025 | $760.7M | 14 |
| Q3 2025 | $729.4M | 14 |
| Q2 2025 | $723.0M | 16 |
| Q1 2025 | $696.1M | 14 |
| Q4 2024 | $778.9M | 12 |
| Q3 2024 | $828.1M | 16 |
| Q2 2024 | $894.6M | 17 |
| Q1 2024 | $935.9M | 19 |
| Q4 2023 | $884.5M | 21 |
| Q3 2023 | $1.0B | 27 |