Canyon Capital Advisors LLC In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Canyon Capital Advisors LLC reported 10 stock positions worth $790.2 million . Its top holding was CBL & Associates Properties (CBL) at 27.0% of the portfolio, followed by Seadrill (SDRL, 24.6% ) and Berry Global (BERY, 23.7% ). Compared with Q2 2024, it opened 2 new positions, sold out of 1 and reduced 2. The biggest buy was a new position in First Foundation (FFWM) and the biggest sale an exit from Hess (HES).
Location DALLAS, TX
CIK 0001074034
Portfolio Value $790.2M (Q3 2024) Holdings 10 stocks · $790.2M 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 Q2 2024 CBL CBL & Associates Properties 8,466,294 $213.4M No change SDRL Seadrill Limited 4,897,709 $194.6M No change BERY Berry Global Group Inc. 2,755,252 $187.3M No change NE Noble Corp. PLC 1,831,651 $66.2M No change FFWM First Foundation Inc. 8,152,392 $48.8M New AMBP Ardagh Metal Packaging SA 10,154,743 $38.3M No change RUN Sunrun Inc. 858,300 $15.5M Reduce -2.8% RSI Rush Street Interactive Inc. 1,000,000 $10.8M Reduce -67.6% ALLY Ally Financial Inc. 304,500 $10.8M New HOUS Anywhere Real Estate Inc. 877,425 $4.5M No change
Other holdings (6): bonds, preferreds, convertibles and warrants · $37.8M (not counted above) Security Class Shares / Principal Value Change SUNRUN INC (RUN 0 02/01/26) NOTE 2/0 · principal 22,318,000 $20.5M Reduce -53.5% DISH NETWORK CORP (DISH 0 12/15/25) NOTE 12/1 · principal 20,000,000 $17.3M No change SONWQ Gores Metropoulos II -CW28 *W EXP 01/18/202 · principal 80,000 $21K No change JWSWF Jaws Mustang Acq C -CW26 *W EXP 01/30/202 · principal 500,000 $12K No change BAERW Wildfire New Pubco Inc.-27 *W EXP 01/24/202 · principal 175,000 $10K No change BSLKW Golden Arrow Merger A -CW26 *W EXP 08/13/202 · principal 166,666 $4K New
Total filed on the 13F, all lines: $828.1M.
Portfolio Sells Q2 2024 → Q3 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 Q2 2024 % Of Portfolio Change To Portfolio ▲ HES Hess Corp. Sold out 0.00% −7.92 RSI Rush Street Interactive Inc. Reduce -67.6% 1.37% −2.16 RUN Sunrun Inc. Reduce -2.8% 1.96% +0.71
Portfolio Buys Q2 2024 → Q3 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 Q2 2024 % Of Portfolio Change To Portfolio ▼ FFWM First Foundation Inc. New 6.18% +6.18 ALLY Ally Financial Inc. New 1.37% +1.37
Notes & Other Activity Q2 2024 → Q3 2024 Security Class Change vs Q2 2024 Shares / Principal Value ▼ SUNRUN INC (RUN 0 02/01/26) NOTE 2/0 · principal Reduce -53.5% 22,318,000 $20.5M CVIIW Churchill Capital Vii -CW28 *W EXP 02/29/202 · principal Sold out 129,998 $45Kbefore exit BSLKW Golden Arrow Merger Corp. *W EXP 07/31/202 · principal Sold out 166,666 $29Kbefore exit KRNLW Kernel Group HLDG -A -CW27 *W EXP 99/99/999 · principal Sold out 149,999 $18Kbefore exit BSLKW Golden Arrow Merger A -CW26 *W EXP 08/13/202 · principal New 166,666 $4K
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