Canyon Capital Advisors LLC In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Canyon Capital Advisors LLC reported 9 stock positions worth $838.0 million . Its top holding was Seadrill (SDRL) at 30.1% of the portfolio, followed by CBL & Associates Properties (CBL, 23.6% ) and Berry Global (BERY, 19.3% ). Compared with Q1 2024, it added to 1 and reduced 3. The biggest buy was Anywhere Real Estate (HOUS, shares +13% ) and the biggest sale Noble (NE, shares −10% ).
Location DALLAS, TX
CIK 0001074034
Portfolio Value $838.0M (Q2 2024) Holdings 9 stocks · $838.0M 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 2024 SDRL Seadrill Limited 4,897,709 $252.2M Reduce -1.5% CBL CBL & Associates Properties 8,466,294 $197.9M No change BERY Berry Global Group Inc. 2,755,252 $162.1M No change NE Noble Corp. PLC 1,831,651 $81.8M Reduce -10.0% HES Hess Corp. 450,000 $66.4M No change AMBP Ardagh Metal Packaging SA 10,154,743 $34.5M No change RSI Rush Street Interactive Inc. 3,087,503 $29.6M Reduce -46.2% RUN Sunrun Inc. 882,600 $10.5M No change HOUS Anywhere Real Estate Inc. 877,425 $2.9M Add +12.9%
Other holdings (8): bonds, preferreds, convertibles and warrants · $56.6M (not counted above) Security Class Shares / Principal Value Change SUNRUN INC (RUN 0 02/01/26) NOTE 2/0 · principal 47,988,000 $41.7M No change DISH NETWORK CORP (DISH 0 12/15/25) NOTE 12/1 · principal 20,000,000 $14.7M No change JWSWF Jaws Mustang Acq C -CW26 *W EXP 01/30/202 · principal 500,000 $48K No change CVIIW Churchill Capital Vii -CW28 *W EXP 02/29/202 · principal 129,998 $45K No change BSLKW Golden Arrow Merger Corp. *W EXP 07/31/202 · principal 166,666 $29K No change BAERW Wildfire New Pubco Inc.-27 *W EXP 01/24/202 · principal 175,000 $23K No change KRNLW Kernel Group HLDG -A -CW27 *W EXP 99/99/999 · principal 149,999 $18K No change SONWQ Gores Metropoulos II -CW28 *W EXP 01/18/202 · principal 80,000 $16K No change
Total filed on the 13F, all lines: $894.6M.
Portfolio Sells Q1 2024 → Q2 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 Q1 2024 % Of Portfolio Change To Portfolio ▲ NE Noble Corp. PLC Reduce -10.0% 9.76% −1.62 RSI Rush Street Interactive Inc. Reduce -46.2% 3.53% −0.78 SDRL Seadrill Limited Reduce -1.5% 30.10% +1.25
Portfolio Buys Q1 2024 → Q2 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 Q1 2024 % Of Portfolio Change To Portfolio ▼ HOUS Anywhere Real Estate Inc. Add +12.9% 0.35% −0.21
Notes & Other Activity Q1 2024 → Q2 2024 Security Class Change vs Q1 2024 Shares / Principal Value ▼ ACORDA THERAPEUTICS INC (ACOR 6 12/01/24) NOTE 6.000%12/0 · principal Sold out 25,875,000 $13.7Mbefore exit DCFWQ Tritium DCFC Ltd. -CW24 *W EXP 01/13/202 · principal Sold out 90,000 $3Kbefore 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