— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

CANYON CAPITAL ADVISORS LLC

Q2 2025 · Filed 2025-08-14
Market Value
$415M
-27.7%
Holdings
15
+2
New Purchases
2
Added To
3
Closed
1
Reduced
2
Top 10 Concentration
99.2%
Turnover
20.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CBL 51.82% 39.23% +12.59% $215M
AMBP 11.60% 6.41% +5.18% $48M
NE 9.36% 6.04% +3.32% $39M
MBC 2.81% 0.00% +2.81% $12M
FFWM 10.02% 7.38% +2.65% $42M
ACHC 2.85% 0.36% +2.49% $12M
ALLY 3.70% 1.42% +2.28% $15M
RUN 3.94% 2.86% +1.08% $16M
FLYY 0.76% 0.00% +0.76% $3M
HOUS 0.77% 0.51% +0.26% $3M
MAGN 2.36% 2.26% +0.10% $10M
SONDW 0.00% 0.00% +0.00% $15K
BAERW 0.00% 0.00% +0.00% $14K
BSLKW 0.00% 0.00% +0.00% $4K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BERY 0.00% 33.53% -33.53% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $15M 3.7%
Mid Cap 5 $115M 27.8%
Small Cap 5 $281M 67.8%
Micro Cap 4 $3M 0.8%

Portfolio Analytics

Avg Market Cap
$2.8B
Median Market Cap
$1.5B
Avg P/E
51.3
Median P/E
18.9
Avg Dividend Yield
0.01%
Avg Beta
1.14
# Stocks
15
# ETFs / Funds
0

Top Holdings (15 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CBL 51.82% 8,466,294 $215M $25.39 -$10M
2 AMBP 11.60% 11,239,492 $48M $4.28 $11M -944,099 -7.8%
3 FFWM 10.02% 8,152,392 $42M $5.10 -$734K
4 NE 9.36% 1,462,837 $39M $26.55 $4M
5 RUN 3.94% 2,000,000 $16M $8.18 -$57K -801,500 -28.6%
6 ALLY 3.70% 394,045 $15M $38.95 $7M +170,715 +76.4%
7 ACHC 2.85% 521,774 $12M $22.69 $10M +453,624 +665.6%
8 MBC 2.81% 1,065,146 $12M $10.93 +1,065,146 NEW
9 MAGN 2.36% 810,000 $10M $12.08 -$3M +97,360 +13.7%
10 HOUS 0.77% 877,425 $3M $3.62 $254K
11 FLYY 0.76% 635,818 $3M $4.99 +635,818 NEW
12 SONDW —% 80,000 $15K $0.19 $4K
13 BAERW —% 175,000 $14K $0.08 $4K
14 BSLKW —% 166,666 $4K $0.03 -$683
15 BERY —% -$192M -2,755,252 -100.0% SOLD

New Positions

SymbolValue% Port
MBC $12M 2.81%
FLYY $3M 0.76%

Sold Out Positions

SymbolValue% Port
BERY —%
View SEC EDGAR Filings for CANYON CAPITAL ADVISORS LLC →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms