Canyon Capital Advisors LLC

Name: CANYON CAPITAL ADVISORS LLC 13F holdings, Q2 2025
Creator: CANYON CAPITAL ADVISORS LLC
Published: 2025-08-14

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Canyon Capital Advisors LLC reported 13 stock positions worth $723.0 million. Its top holding was CBL & Associates Properties (CBL) at 29.7% of the portfolio, followed by Amcor (AMCR, 24.8%) and Seadrill (SDRL, 17.8%). Compared with Q1 2025, it opened 3 new positions, sold out of 1, added to 3 and reduced 2. The biggest buy was a new position in Amcor (AMCR) and the biggest sale an exit from Berry Global (BERY).

Most Recent 13F: Q2 2026
Location: DALLAS, TX
CIK: 0001074034
Portfolio Value: $723.0M (Q2 2025)
SEC Filing: 0001085146-25-005247 ↗ filed Aug 14, 2025

Holdings Value

Holdings 13 stocks · $723.0M


CBL CBL & Associates Properties	29.73%	8,466,294	$215.0M	No change
AMCR Amcor PLC	24.85%	19,547,124	$179.6M	New
SDRL Seadrill Limited	17.78%	4,897,709	$128.6M	No change
AMBP Ardagh Metal Packaging SA	6.65%	11,239,492	$48.1M	Reduce -7.8%
FFWM First Foundation Inc.	5.75%	8,152,392	$41.6M	No change
NE Noble Corp. PLC	5.37%	1,462,837	$38.8M	No change
RUN Sunrun Inc.	2.26%	2,000,000	$16.4M	Reduce -28.6%
ALLY Ally Financial Inc.	2.12%	394,045	$15.3M	Add +76.4%
ACHC Acadia Healthcare Co. Inc.	1.64%	521,774	$11.8M	Add +665.6%
MBC Masterbrand Inc.	1.61%	1,065,146	$11.6M	New
MAGN Magnera Corp.	1.35%	810,000	$9.8M	Add +13.7%
HOUS Anywhere Real Estate Inc.	0.44%	877,425	$3.2M	No change
FLYYQ Spirit Aviation Holdings Inc.	0.44%	635,818	$3.2M	New

Other holdings (3): bonds, preferreds, convertibles and warrants · $33K (not counted above)

Security	Class	Shares / Principal	Value	Change
SONWQ Gores Metropoulos II -CW28	*W EXP 01/18/202 · principal	80,000	$15K	No change
BAERW Wildfire New Pubco Inc.-27	*W EXP 01/24/202 · principal	175,000	$14K	No change
BSLKW Golden Arrow Merger A -CW26	*W EXP 08/13/202 · principal	166,666	$4K	No change

Total filed on the 13F, all lines: $723.0M.

Portfolio Sells Q1 2025 → Q2 2025


BERY Berry Global Group Inc.	Sold out	0.00%	−27.63
RUN Sunrun Inc.	Reduce -28.6%	2.26%	−0.10
AMBP Ardagh Metal Packaging SA	Reduce -7.8%	6.65%	+1.37

Portfolio Buys Q1 2025 → Q2 2025


AMCR Amcor PLC	New	24.85%	+24.85
MBC Masterbrand Inc.	New	1.61%	+1.61
ACHC Acadia Healthcare Co. Inc.	Add +665.6%	1.64%	+1.34
ALLY Ally Financial Inc.	Add +76.4%	2.12%	+0.95
FLYYQ Spirit Aviation Holdings Inc.	New	0.44%	+0.44
MAGN Magnera Corp.	Add +13.7%	1.35%	−0.51

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