CANYON CAPITAL ADVISORS LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ELECTRONIC ARTS INC(EA) | 0 | 275,994 | +275,994 | 0 | 56,266,897 | 7.29% | +56,266,897 |
| QORVO INC(QRVO) | 0 | 621,975 | +621,975 | 0 | 48,140,865 | 6.24% | +48,140,865 |
| WARNER BROS DISCOVERY INC(WBD) | 0 | 900,000 | +900,000 | 0 | 24,714,000 | 3.20% | +24,714,000 |
| ATKORE INC | 0 | 305,000 | +305,000 | 0 | 17,967,550 | 2.33% | +17,967,550 |
| AMCOR PLC COM NEW | 0 | 431,885 | +431,885 | 0 | 17,167,429 | 2.22% | +17,167,429 |
| PENNYMAC FINL SVCS INC NEW(PFSI) | 0 | 187,500 | +187,500 | 0 | 16,387,500 | 2.12% | +16,387,500 |
| CBL & ASSOC PPTYS INC(CBL) | 8,466,294 | 8,466,294 | 0 | 313,252,878 | 325,359,678 | 42.14% | +12,106,800 |
| OCEANFIRST FINL CORP(OCFC) | 0 | 613,230 | +613,230 | 0 | 11,062,669 | 1.43% | +11,062,669 |
| JAMES HARDIE INDS PLC ORD SHS | 0 | 398,700 | +398,700 | 0 | 7,551,378 | 0.98% | +7,551,378 |
| COMPASS INC(COMP) | 2,000,936 | 3,499,874 | +1,498,938 | 21,149,894 | 25,584,079 | 3.31% | +4,434,185 |
| SUNRUN INC(RUN) | 1,700,000 | 2,470,000 | +770,000 | 31,280,000 | 33,493,200 | 4.34% | +2,213,200 |
| FLUSHING FINL CORP | 0 | 91,155 | +91,155 | 0 | 1,400,141 | 0.18% | +1,400,141 |
| BRIDGER AEROSPACE GRP HLDGS | 0 | 0 | 0 | 34,895 | 68,250 | 0.01% | +33,355 |
| BOLT PROJS HLDGS INC | 0 | 0 | 0 | 2,758 | 0 | — | -2,758 |
| FIRST FNDTN INC COM | 8,152,392 | 8,152,392 | 0 | 50,218,735 | 48,099,113 | 6.23% | -2,119,622 |
| ARDAGH METAL PACKAGING S A SHS | 12,442,844 | 11,523,328 | -919,516 | 51,015,660 | 46,669,478 | 6.04% | -4,346,182 |
| MAGNERA CORP | 810,000 | 810,000 | 0 | 12,263,400 | 7,703,100 | 1.00% | -4,560,300 |
| MASTERBRAND INC(MBC) | 1,960,766 | 1,691,901 | -268,865 | 21,646,857 | 14,059,697 | 1.82% | -7,587,160 |
| KENVUE INC(KVUE) | 1,500,000 | 750,000 | -750,000 | 25,875,000 | 12,930,000 | 1.67% | -12,945,000 |
| ANYWHERE REAL ESTATE INC | 926,699 | 0 | -926,699 | 13,122,058 | 0 | — | -13,122,058 |
| NOBLE CORP PLC(NE) | 1,304,230 | 0 | -1,304,230 | 36,831,455 | 0 | — | -36,831,455 |
| AMCOR PLC(AMCR) | 6,544,432 | 0 | -6,544,432 | 54,580,563 | 0 | — | -54,580,563 |
| SEADRILL LTD(SDRL) | 3,742,062 | 1,261,779 | -2,480,283 | 129,475,345 | 57,410,945 | 7.44% | -72,064,400 |