StockDriftsStockDriftsTop 20 Canyon Capital Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CBL | CBL & ASSOC PPTYS INC | 44.64% | 7.42M | $393.7M | -12.40%(-1.05M) | $31.52(+84.36%) | 2026-06-30 | |
| FSUN | FIRSTSUN CAP BANCORP | 8.49% | 1.93M | $74.9M | new | $37.31(+10.18%) | 2026-06-30 | |
| WBD | WARNER BROS DISCOVERY INC | 6.35% | 2.10M | $56.0M | +133.33%(+1.20M) | $27.42(+1.60%) | 2026-06-30 | |
| AMBP | ARDAGH METAL PACKAGING S A | 5.58% | 10.39M | $49.2M | -9.87%(-1.14M) | $6.52(-19.76%) | 2026-06-30 | |
| COMP | COMPASS INC | 4.84% | 3.46M | $42.7M | -1.05%(-36.71K) | $9.15(+37.00%) | 2026-06-30 | |
| QRVO | QORVO INC | 4.1% | 387.9K | $36.2M | -37.63%(-234.07K) | $80.96(+21.19%) | 2026-06-30 | |
| RUN | SUNRUN INC | 3.75% | 2.47M | $33.0M | +0.00%(+0) | $12.09(-15.68%) | 2026-06-30 | |
| CNM | CORE & MAIN INC | 2.79% | 510.0K | $24.6M | new | $48.00(-5.54%) | 2026-06-30 | |
| TPG | TPG INC | 2.69% | 584.2K | $23.7M | new | $40.14(+32.11%) | 2026-06-30 | |
| EA | ELECTRONIC ARTS INC | 2.32% | 100.0K | $20.5M | -63.77%(-175.99K) | $204.10(+2.74%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.40% | +57.70% | +7.75% | +45.27% |
| Top 20 Holdings Unweighted | +13.99% | +48.12% | +2.61% | +13.76% |
Canyon Capital Advisors LLC reports $882.02M in US-listed equity holdings across 22 positions in its most recent 13F filing. Its largest disclosed positions are CBL (44.6%), FSUN (8.5%) and WBD (6.3%). The top 20 holdings account for 99.27% of reported assets. Its disclosed equity book has returned +57.70% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Canyon Capital Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1074034). View Canyon Capital Advisors LLC’s 13F filings on SEC