CANYON CAPITAL ADVISORS LLC Diversified Active

Location: Dallas, TX

CIK: 0001074034 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 14, 2026

Total Value: $882M (100.0% shares, 0.0% debt)

Holdings (22)

New Positions (8)

FSUN FIRSTSUN CAP BANCORP 8.5%

Value $74.89M Shares 1,931,052 Est. Cost — Unrealized —

CNM CORE & MAIN INC 2.8%

Value $24.61M Shares 510,000 Est. Cost — Unrealized —

TPG TPG INC 2.7%

Value $23.69M Shares 584,200 Est. Cost — Unrealized —

UNF UNIFIRST CORP MASS 2.2%

Value $19.83M Shares 75,000 Est. Cost — Unrealized —

ASH ASHLAND INC 1.3%

Value $11.79M Shares 179,000 Est. Cost — Unrealized —

SWKS SKYWORKS SOLUTIONS INC 0.9%

Value $8.272M Shares 122,000 Est. Cost — Unrealized —

AZUL AZUL S A 0.7%

Value $6.496M Shares 721,828 Est. Cost — Unrealized —

UWMC UWM HOLDINGS CORPORATION 0.7%

Value $5.796M Shares 2,531,196 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
FSUN	FIRSTSUN CAP BANCORP	1,931,052	$74.89M	8.5%	—	—	COM	33767U107
CNM	CORE & MAIN INC	510,000	$24.61M	2.8%	—	—	CL A	21874C102
TPG	TPG INC	584,200	$23.69M	2.7%	—	—	COM CL A	872657101
UNF	UNIFIRST CORP MASS	75,000	$19.83M	2.2%	—	—	COM	904708104
ASH	ASHLAND INC	179,000	$11.79M	1.3%	—	—	COM	044186104
SWKS	SKYWORKS SOLUTIONS INC	122,000	$8.272M	0.9%	—	—	COM	83088M102
AZUL	AZUL S A	721,828	$6.496M	0.7%	—	—	SPONSORED ADS	05501U601
UWMC	UWM HOLDINGS CORPORATION	2,531,196	$5.796M	0.7%	—	—	COM CL A	91823B109

Increased Positions (2)

WBD WARNER BROS DISCOVERY INC 6.3%

Value $55.99M (+126.5%) Shares 2,100,000 (+133.3%) Est. Cost — Unrealized —

JHX JAMES HARDIE INDS PLC 1.4%

Value $12.69M (+68.1%) Shares 484,748 (+21.6%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
WBD	WARNER BROS DISCOVERY INC	2,100,000 (+133.3%)	$55.99M (+126.5%)	6.3%	—	—	COM SER A	934423104
JHX	JAMES HARDIE INDS PLC	484,748 (+21.6%)	$12.69M (+68.1%)	1.4%	—	—	ORD SHS	G4253H101

Exited Positions (5)

FFWM FIRST FNDTN INC 5.5%

Value $48.1M Shares 8,152,392 Est. Cost — Unrealized —

PFSI PENNYMAC FINL SVCS INC NEW 1.9%

Value $16.39M Shares 187,500 Est. Cost — Unrealized —

KVUE KENVUE INC 1.5%

Value $12.93M Shares 750,000 Est. Cost — Unrealized —

OCFC OCEANFIRST FINL CORP 1.3%

Value $11.06M Shares 613,230 Est. Cost — Unrealized —

FFIC FLUSHING FINL CORP 0.2%

Value $1.4M Shares 91,155 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
FFWM	FIRST FNDTN INC	8,152,392	$48.1M	5.5%	—	—	—	32026V104
PFSI	PENNYMAC FINL SVCS INC NEW	187,500	$16.39M	1.9%	—	—	—	70932M107
KVUE	KENVUE INC	750,000	$12.93M	1.5%	—	—	—	49177J102
OCFC	OCEANFIRST FINL CORP	613,230	$11.06M	1.3%	—	—	—	675234108
FFIC	FLUSHING FINL CORP	91,155	$1.4M	0.2%	—	—	—	343873105

Decreased Positions (8)

CBL CBL & ASSOC PPTYS INC 44.6%

Value $394M (+21.0%) Shares 7,416,294 (-12.4%) Est. Cost — Unrealized —

SDRL SEADRILL LTD 1.4%

Value $12.58M (-78.1%) Shares 332,630 (-73.6%) Est. Cost — Unrealized —

EA ELECTRONIC ARTS INC 2.3%

Value $20.5M (-63.6%) Shares 100,000 (-63.8%) Est. Cost — Unrealized —

COMP COMPASS INC 4.8%

Value $42.7M (+66.9%) Shares 3,463,162 (-1.0%) Est. Cost — Unrealized —

QRVO QORVO INC 4.1%

Value $36.18M (-24.8%) Shares 387,903 (-37.6%) Est. Cost — Unrealized —

ATKR ATKORE INC 1.2%

Value $10.62M (-40.9%) Shares 139,700 (-54.2%) Est. Cost — Unrealized —

MBC MASTERBRAND INC 1.3%

Value $11.09M (-21.1%) Shares 1,077,523 (-36.3%) Est. Cost — Unrealized —

AMBP ARDAGH METAL PACKAGING S A 5.6%

Value $49.23M (+5.5%) Shares 10,385,711 (-9.9%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CBL	CBL & ASSOC PPTYS INC	7,416,294 (-12.4%)	$394M (+21.0%)	44.6%	—	—	COMMON STOCK	124830878
SDRL	SEADRILL LTD	332,630 (-73.6%)	$12.58M (-78.1%)	1.4%	—	—	COM	G7997W102
EA	ELECTRONIC ARTS INC	100,000 (-63.8%)	$20.5M (-63.6%)	2.3%	—	—	COM	285512109
COMP	COMPASS INC	3,463,162 (-1.0%)	$42.7M (+66.9%)	4.8%	—	—	CL A	20464U100
QRVO	QORVO INC	387,903 (-37.6%)	$36.18M (-24.8%)	4.1%	—	—	COM	74736K101
ATKR	ATKORE INC	139,700 (-54.2%)	$10.62M (-40.9%)	1.2%	—	—	COM	047649108
MBC	MASTERBRAND INC	1,077,523 (-36.3%)	$11.09M (-21.1%)	1.3%	—	—	COMMON STOCK	57638P104
AMBP	ARDAGH METAL PACKAGING S A	10,385,711 (-9.9%)	$49.23M (+5.5%)	5.6%	—	—	SHS	L02235106

Unchanged Positions (4)

MAGN MAGNERA CORP 1.1%

Value $9.518M Shares 810,000 Est. Cost — Unrealized —

AMCR AMCOR PLC 2.1%

Value $18.72M Shares 431,885 Est. Cost — Unrealized —

RUN SUNRUN INC 3.7%

Value $33.05M Shares 2,470,000 Est. Cost — Unrealized —

BAERW BRIDGER AEROSPACE GRP HLDGS 0.0%

Value $49,000 Shares 175,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MAGN	MAGNERA CORP	810,000	$9.518M	1.1%	—	—	COM SHS	55939A107
AMCR	AMCOR PLC	431,885	$18.72M	2.1%	—	—	COM NEW	G0250X149
RUN	SUNRUN INC	2,470,000	$33.05M	3.7%	—	—	COM	86771W105
BAERW	BRIDGER AEROSPACE GRP HLDGS	175,000	$49,000	0.0%	—	—	*W EXP 01/24/202	96812F110