Canyon Capital Advisors LLC In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Canyon Capital Advisors LLC reported 9 stock positions worth $866.6 million . Its top holding was Seadrill (SDRL) at 28.9% of the portfolio, followed by CBL & Associates Properties (CBL, 22.4% ) and Berry Global (BERY, 19.2% ). Compared with Q4 2023, it opened 1 new position, sold out of 1, added to 1 and reduced 1. The biggest buy was a new position in Hess (HES) and the biggest sale Noble (NE, shares −10% ).
Location DALLAS, TX
CIK 0001074034
Portfolio Value $866.6M (Q1 2024) Holdings 9 stocks · $866.6M 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 Q4 2023 SDRL Seadrill Limited 4,970,989 $250.0M No change CBL CBL & Associates Properties 8,466,294 $194.0M No change BERY Berry Global Group Inc. 2,755,252 $166.6M No change NE Noble Corp. PLC 2,034,190 $98.6M Reduce -10.3% HES Hess Corp. 450,000 $68.7M New RSI Rush Street Interactive Inc. 5,735,284 $37.3M No change AMBP Ardagh Metal Packaging SA 10,154,743 $34.8M No change RUN Sunrun Inc. 882,600 $11.6M No change HOUS Anywhere Real Estate Inc. 777,425 $4.8M Add +66.4%
Other holdings (10): bonds, preferreds, convertibles and warrants · $69.4M (not counted above) Security Class Shares / Principal Value Change SUNRUN INC (RUN 0 02/01/26) NOTE 2/0 · principal 47,988,000 $40.8M No change DISH NETWORK CORP (DISH 0 12/15/25) NOTE 12/1 · principal 20,000,000 $14.6M No change ACORDA THERAPEUTICS INC (ACOR 6 12/01/24) NOTE 6.000%12/0 · principal 25,875,000 $13.7M No change JWSWF Jaws Mustang Acq C -CW26 *W EXP 01/30/202 · principal 500,000 $108K No change CVIIW Churchill Capital Vii -CW28 *W EXP 02/29/202 · principal 129,998 $42K No change BAERW Wildfire New Pubco Inc.-27 *W EXP 01/24/202 · principal 175,000 $35K No change BSLKW Golden Arrow Merger Corp. *W EXP 07/31/202 · principal 166,666 $29K No change SONWQ Gores Metropoulos II -CW28 *W EXP 01/18/202 · principal 80,000 $11K No change KRNLW Kernel Group HLDG -A -CW27 *W EXP 99/99/999 · principal 149,999 $9K No change DCFWQ Tritium DCFC Ltd. -CW24 *W EXP 01/13/202 · principal 90,000 $3K No change
Total filed on the 13F, all lines: $935.9M.
Portfolio Sells Q4 2023 → Q1 2024 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 Q4 2023 % Of Portfolio Change To Portfolio ▲ NE Noble Corp. PLC Reduce -10.3% 11.38% −1.89 FLYX Flyexclusive Inc. Sold out 0.00% −0.02
Portfolio Buys Q4 2023 → Q1 2024 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 Q4 2023 % Of Portfolio Change To Portfolio ▼ HES Hess Corp. New 7.93% +7.93 HOUS Anywhere Real Estate Inc. Add +66.4% 0.55% +0.09
Notes & Other Activity Q4 2023 → Q1 2024 Security Class Change vs Q4 2023 Shares / Principal Value ▼ LCAAW L Catterton Asia Acq-CW *W EXP 03/08/202 · principal Sold out 299,849 $201Kbefore exit OPA.WS Magnum Opus Acq Class A -CW27 *W EXP 03/06/202 · principal Sold out 500,000 $8Kbefore exit
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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