StockDriftsStockDriftsTop 9 Mason Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ATS | ATS CORPORATION | 77.78% | 16.40M | $472.1M | +0.00%(+0) | $41.37(-52.65%) | 2026-06-30 | |
| BKD | BROOKDALE SENIOR LIVING INC | 6.83% | 2.58M | $41.4M | +15.31%(+342.08K) | $9.16(+37.95%) | 2026-06-30 | |
| NVRI | ENVIRI CORP | 6.4% | 1.77M | $38.9M | -60.60%(-2.72M) | $18.77(+9.70%) | 2026-06-30 | |
| CCO | CLEAR CHANNEL OUTDOOR HLDGS | 3.92% | 9.83M | $23.8M | +0.00%(+0) | $2.05(+13.65%) | 2026-06-30 | |
| GRPN | GROUPON INC | 2.6% | 657.1K | $15.8M | new | $17.51(+16.30%) | 2026-06-30 | |
| RC | READY CAPITAL CORP | 1.25% | 4.32M | $7.6M | +0.00%(+0) | $3.20(-42.16%) | 2026-06-30 | |
| JELD | JELD-WEN HOLDING INC | 0.77% | 3.11M | $4.7M | +300.27%(+2.33M) | $1.44(+34.27%) | 2026-06-30 | |
| LOGC | CONTEXTLOGIC HOLDINGS INC | 0.43% | 291.3K | $2.6M | new | $8.36(+6.46%) | 2026-06-30 | |
| SBNY | SIGNATURE BANK | 0.03% | 400.0K | $180K | +0.00%(+0) | $248.06(-99.86%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | -8.82% | -24.18% | -6.02% | -26.67% |
| Top 20 Holdings Unweighted | +0.40% | +1.19% | -3.82% | -17.71% |
Mason Capital Management LLC reports $607.02M in US-listed equity holdings across 9 positions in its most recent 13F filing. Its largest disclosed positions are ATS (77.8%), BKD (6.8%) and NVRI (6.4%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned -24.18% 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 Mason Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1218735). View Mason Capital Management LLC’s 13F filings on SEC