Canyon Capital Advisors LLC In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Canyon Capital Advisors LLC reported 21 stock positions worth $882.0 million . Its top holding was CBL & Associates Properties (CBL) at 44.6% of the portfolio, followed by Firstsun Capital Bancorp (FSUN, 8.5% ) and Warner Bros Discovery (WBD, 6.3% ). Compared with Q1 2026, it opened 8 new positions, sold out of 5, added to 2 and reduced 8. The biggest buy was a new position in Firstsun Capital Bancorp (FSUN) and the biggest sale an exit from First Foundation (FFWM).
Location DALLAS, TX
CIK 0001074034
Portfolio Value $882.0M (Q2 2026) Holdings 21 stocks · $882.0M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 CBL CBL & Associates Properties 7,416,294 $393.7M Reduce -12.4% FSUN Firstsun Capital Bancorp 1,931,052 $74.9M New WBD Warner Bros Discovery Inc. 2,100,000 $56.0M Add +133.3% AMBP Ardagh Metal Packaging SA 10,385,711 $49.2M Reduce -9.9% COMP Compass Inc. Class A 3,463,162 $42.7M Reduce -1.1% QRVO Qorvo Inc. 387,903 $36.2M Reduce -37.6% RUN Sunrun Inc. 2,470,000 $33.0M No change CNM Core & Main Inc. Class A 510,000 $24.6M New TPG TPG Inc. 584,200 $23.7M New EA Electronic Arts Inc. 100,000 $20.5M Reduce -63.8% UNF Unifirst Corp. 75,000 $19.8M New AMCR Amcor PLC 431,885 $18.7M No change JHX James Hardie Ind PLC 484,748 $12.7M Add +21.6% SDRL Seadrill Limited 332,630 $12.6M Reduce -73.6% ASH Ashland Inc. 179,000 $11.8M New MBC Masterbrand Inc. 1,077,523 $11.1M Reduce -36.3% ATKR Atkore Inc. 139,700 $10.6M Reduce -54.2% MAGN Magnera Corp. 810,000 $9.5M No change SWKS Skyworks Solutions Inc. 122,000 $8.3M New AZUL Azul SA-Spon ADR 721,828 $6.5M New UWMC Uwm Holdings Corp. 2,531,196 $5.8M New
Other holdings (1): bonds, preferreds, convertibles and warrants · $49K (not counted above) Security Class Shares / Principal Value Change BAERW Wildfire New Pubco Inc.-27 *W EXP 01/24/202 · principal 175,000 $49K No change
Total filed on the 13F, all lines: $882.0M.
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ FFWM First Foundation Inc. Sold out 0.00% −6.23 SDRL Seadrill Limited Reduce -73.6% 1.43% −6.01 EA Electronic Arts Inc. Reduce -63.8% 2.32% −4.96 QRVO Qorvo Inc. Reduce -37.6% 4.10% −2.13 PFSI Pennymac Financial Services Sold out 0.00% −2.12 KVUE Kenvue Inc. Sold out 0.00% −1.67 OCFC Oceanfirst Financial Corp. Sold out 0.00% −1.43 ATKR Atkore Inc. Reduce -54.2% 1.20% −1.12 MBC Masterbrand Inc. Reduce -36.3% 1.26% −0.56 AMBP Ardagh Metal Packaging SA Reduce -9.9% 5.58% −0.46 FFIC Flushing Financial Corp. Sold out 0.00% −0.18 COMP Compass Inc. Class A Reduce -1.1% 4.84% +1.53 CBL CBL & Associates Properties Reduce -12.4% 44.64% +2.50
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ FSUN Firstsun Capital Bancorp New 8.49% +8.49 WBD Warner Bros Discovery Inc. Add +133.3% 6.35% +3.15 CNM Core & Main Inc. Class A New 2.79% +2.79 TPG TPG Inc. New 2.69% +2.69 UNF Unifirst Corp. New 2.25% +2.25 ASH Ashland Inc. New 1.34% +1.34 SWKS Skyworks Solutions Inc. New 0.94% +0.94 AZUL Azul SA-Spon ADR New 0.74% +0.74 UWMC Uwm Holdings Corp. New 0.66% +0.66 JHX James Hardie Ind PLC Add +21.6% 1.44% +0.46
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 21 $882.0M CBL, FSUN, WBD, AMBP, COMP Q1 2026 18 $772.0M CBL, SDRL, EA, QRVO, FFWM Q4 2025 12 $760.7M CBL, SDRL, AMCR, AMBP, FFWM Q3 2025 11 $729.4M CBL, AMCR, SDRL, FFWM, AMBP Q2 2025 13 $723.0M CBL, AMCR, SDRL, AMBP, FFWM Q1 2025 11 $696.1M CBL, BERY, SDRL, FFWM, AMBP Q4 2024 9 $778.8M CBL, SDRL, BERY, NE, FFWM Q3 2024 10 $790.2M CBL, SDRL, BERY, NE, FFWM Q2 2024 9 $838.0M SDRL, CBL, BERY, NE, HES Q1 2024 9 $866.6M SDRL, CBL, BERY, NE, HES