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CANYON CAPITAL ADVISORS LLC

Q4 2025 · Filed 2026-02-17
Market Value
$577M
+22.5%
Holdings
14
New Purchases
2
Added To
3
Closed
2
Reduced
0
Top 10 Concentration
100.0%
Turnover
28.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
KVUE 4.49% 0.00% +4.49% $26M
COMP 3.67% 0.00% +3.67% $21M
HOUS 2.28% 1.97% +0.30% $13M
MAGN 2.13% 2.02% +0.11% $12M
BAERW 0.01% 0.00% +0.00% $35K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ACHC 0.00% 2.74% -2.74% $0
NE 6.39% 7.83% -1.45% $37M
MBC 3.75% 5.03% -1.28% $22M
FFWM 8.71% 9.64% -0.94% $50M
RUN 5.42% 6.24% -0.82% $31M
AMBP 8.85% 9.52% -0.68% $51M
CBL 54.32% 54.98% -0.66% $313M
SONDW 0.00% 0.00% -0.00% $0
BSLKW 0.00% 0.00% -0.00% $3K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 1 $26M 4.5%
Mid Cap 5 $140M 24.3%
Small Cap 5 $411M 71.2%
Micro Cap 3 $38K 0.0%

Portfolio Analytics

Avg Market Cap
$4.3B
Median Market Cap
$1.7B
Avg P/E
120.8
Median P/E
28.4
Avg Dividend Yield
0.02%
Avg Beta
1.22
# Stocks
14
# ETFs / Funds
0

Top Holdings (14 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CBL 54.32% 8,466,294 $313M $37.00 $54M
2 AMBP 8.85% 12,442,844 $51M $4.10 $6M +1,203,352 +10.7%
3 FFWM 8.71% 8,152,392 $50M $6.16 $5M
4 NE 6.39% 1,304,230 $37M $28.24 -$52K
5 RUN 5.42% 1,700,000 $31M $18.40 $2M
6 KVUE 4.49% 1,500,000 $26M $17.25 +1,500,000 NEW
7 MBC 3.75% 1,960,766 $22M $11.04 -$2M +160,766 +8.9%
8 COMP 3.67% 2,000,936 $21M $10.57 +2,000,936 NEW
9 HOUS 2.28% 926,699 $13M $14.16 $4M +49,274 +5.6%
10 MAGN 2.13% 810,000 $12M $15.14 $3M
11 BAERW 0.01% 175,000 $35K $0.20 $21K
12 BSLKW —% 166,666 $3K $0.02 -$4K
13 ACHC —% -$13M -521,774 -100.0% SOLD
14 SONDW —% -$17K -80,000 -100.0% SOLD

New Positions

SymbolValue% Port
KVUE $26M 4.49%
COMP $21M 3.67%

Sold Out Positions

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

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