Canyon Capital Advisors LLC 13F 持仓 · 2026年Q2
Canyon Capital Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 22 只证券，申报市值合计 8.82 亿美元。前几大持仓：CBL（44.64%）、FSUN（8.49%）、WBD（6.35%）。本季前 25 大持仓中：新建仓 8 只、增持 2 只、减持 8 只、清仓 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CBL | CBL & ASSOC PPTYS INC | $393.7M | 44.64% | 7.4M | 减持 |
| 2 | FSUN | FIRSTSUN CAP BANCORP | $74.9M | 8.49% | 1.9M | 新建仓 |
| 3 | WBD | WARNER BROS DISCOVERY INC | $56.0M | 6.35% | 2.1M | 增持 |
| 4 | AMBP | ARDAGH METAL PACKAGING S A | $49.2M | 5.58% | 10.4M | 减持 |
| 5 | COMP | COMPASS INC | $42.7M | 4.84% | 3.5M | 减持 |
| 6 | QRVO | QORVO INC | $36.2M | 4.10% | 387,903 | 减持 |
| 7 | RUN | SUNRUN INC | $33.0M | 3.75% | 2.5M | 持平 |
| 8 | CNM | CORE & MAIN INC | $24.6M | 2.79% | 510,000 | 新建仓 |
| 9 | TPG | TPG INC | $23.7M | 2.69% | 584,200 | 新建仓 |
| 10 | EA | ELECTRONIC ARTS INC | $20.5M | 2.32% | 100,000 | 减持 |
| 11 | UNF | UNIFIRST CORP MASS | $19.8M | 2.25% | 75,000 | 新建仓 |
| 12 | AMCR | AMCOR PLC | $18.7M | 2.12% | 431,885 | 持平 |
| 13 | JHX | JAMES HARDIE INDS PLC | $12.7M | 1.44% | 484,748 | 增持 |
| 14 | SDRL | SEADRILL LTD | $12.6M | 1.43% | 332,630 | 减持 |
| 15 | ASH | ASHLAND INC | $11.8M | 1.34% | 179,000 | 新建仓 |
| 16 | MBC | MASTERBRAND INC | $11.1M | 1.26% | 1.1M | 减持 |
| 17 | ATKR | ATKORE INC | $10.6M | 1.20% | 139,700 | 减持 |
| 18 | MAGN | MAGNERA CORP | $9.5M | 1.08% | 810,000 | 持平 |
| 19 | SWKS | SKYWORKS SOLUTIONS INC | $8.3M | 0.94% | 122,000 | 新建仓 |
| 20 | AZUL | AZUL S A | $6.5M | 0.74% | 721,828 | 新建仓 |
| 21 | UWMC | UWM HOLDINGS CORPORATION | $5.8M | 0.66% | 2.5M | 新建仓 |
| 22 | BAERW | BRIDGER AEROSPACE GRP HLDGS | $49,000 | 0.01% | 0 | 持平 |
| 23 | FFIC | FLUSHING FINL CORP | $0 | 0.00% | 0 | 清仓 |
| 24 | FFWM | FIRST FNDTN INC | $0 | 0.00% | 0 | 清仓 |
| 25 | KVUE | KENVUE INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR