Canyon Capital Advisors LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Canyon Capital Advisors LLC reported 11 stock positions worth $729.4 million. Its top holding was CBL & Associates Properties (CBL) at 35.5% of the portfolio, followed by Amcor (AMCR, 17.9%) and Seadrill (SDRL, 17.5%). Compared with Q2 2025, it sold out of 2, added to 1 and reduced 4. The biggest buy was Masterbrand (MBC, shares +69%) and the biggest sale Amcor (AMCR, shares −18%).

Most Recent 13F
Q2 2026
Location
DALLAS, TX
CIK
0001074034
Portfolio Value
$729.4M (Q3 2025)
SEC Filing
0001074034-25-000002 ↗ filed Nov 14, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $866.6M Q1 2024 Q2 2024: $838.0M Q2 2024 Q3 2024: $790.2M Q3 2024 Q4 2024: $778.8M Q4 2024 Q1 2025: $696.1M Q1 2025 Q2 2025: $723.0M Q2 2025 Q3 2025: $729.4M $729.4M Q3 2025 Q4 2025: $760.7M Q4 2025 Q1 2026: $772.0M Q1 2026 Q2 2026: $882.0M Q2 2026

Holdings 11 stocks · $729.4M
CBL CBL & Associates Properties 35.50% 8,466,294 $258.9M No change
AMCR Amcor PLC 17.93% 15,987,614 $130.8M Reduce -18.2%
SDRL Seadrill Limited 17.51% 4,228,328 $127.7M Reduce -13.7%
FFWM First Foundation Inc. 6.23% 8,152,392 $45.4M No change
AMBP Ardagh Metal Packaging SA 6.15% 11,239,492 $44.8M No change
NE Noble Corp. PLC 5.06% 1,304,230 $36.9M Reduce -10.8%
RUN Sunrun Inc. 4.03% 1,700,000 $29.4M Reduce -15.0%
MBC Masterbrand Inc. 3.25% 1,800,000 $23.7M Add +69.0%
ACHC Acadia Healthcare Co. Inc. 1.77% 521,774 $12.9M No change
MAGN Magnera Corp. 1.30% 810,000 $9.5M No change
HOUS Anywhere Real Estate Inc. 1.27% 877,425 $9.3M No change
Other holdings (3): bonds, preferreds, convertibles and warrants · $37K (not counted above)
SecurityClassShares / PrincipalValueChange
SONWQ Gores Metropoulos II -CW28 *W EXP 01/18/202 · principal 80,000$17KNo change
BAERW Wildfire New Pubco Inc.-27 *W EXP 01/24/202 · principal 175,000$13KNo change
BSLKW Golden Arrow Merger A -CW26 *W EXP 08/13/202 · principal 166,666$7KNo change

Total filed on the 13F, all lines: $729.4M.

Portfolio Sells Q2 2025 → Q3 2025
AMCR Amcor PLC Reduce -18.2% 17.93% −6.92
ALLY Ally Financial Inc. Sold out 0.00% −2.12
FLYYQ Spirit Aviation Holdings Inc. Sold out 0.00% −0.44
NE Noble Corp. PLC Reduce -10.8% 5.06% −0.31
SDRL Seadrill Limited Reduce -13.7% 17.51% −0.27
RUN Sunrun Inc. Reduce -15.0% 4.03% +1.77

Portfolio Buys Q2 2025 → Q3 2025
MBC Masterbrand Inc. Add +69.0% 3.25% +1.64

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 21$882.0MCBL, FSUN, WBD, AMBP, COMP
Q1 2026 18$772.0MCBL, SDRL, EA, QRVO, FFWM
Q4 2025 12$760.7MCBL, SDRL, AMCR, AMBP, FFWM
Q3 2025 11$729.4MCBL, AMCR, SDRL, FFWM, AMBP
Q2 2025 13$723.0MCBL, AMCR, SDRL, AMBP, FFWM
Q1 2025 11$696.1MCBL, BERY, SDRL, FFWM, AMBP
Q4 2024 9$778.8MCBL, SDRL, BERY, NE, FFWM
Q3 2024 10$790.2MCBL, SDRL, BERY, NE, FFWM
Q2 2024 9$838.0MSDRL, CBL, BERY, NE, HES
Q1 2024 9$866.6MSDRL, CBL, BERY, NE, HES