Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MASON CAPITAL MANAGEMENT LLC (CIK 1218735) reported $612.9M across 7 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ATS ($462.6M, 75.48%), NVRI ($88.2M, 14.39%), BKD ($30.6M, 4.99%), CCO ($23.3M, 3.80%), RC ($7.0M, 1.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ATS | ATS CORPORATION | $462.6M | 75.48% | 16.4M | Added |
| 2 | NVRI | ENVIRI CORP | $88.2M | 14.39% | 4.5M | New |
| 3 | BKD | BROOKDALE SENIOR LIVING INC | $30.6M | 4.99% | 2.2M | Trimmed |
| 4 | CCO | CLEAR CHANNEL OUTDOOR HLDGS | $23.3M | 3.80% | 9.8M | Hold |
| 5 | RC | READY CAPITAL CORP | $7.0M | 1.14% | 4.3M | Added |
| 6 | JELD | JELD-WEN HOLDING INC | $963,337 | 0.16% | 776,885 | New |
| 7 | SBNY | SIGNATURE BANK | $260,000 | 0.04% | 400,000 | Hold |
| 8 | MLAB | MESA LABORATORIES INC | $0 | 0.00% | 0 | Exited |
| 9 | SOLSTICE ADV MATERIALS INC | $0 | 0.00% | 0 | Exited | |
| 10 | BORR | BORR DRILLING LTD | $0 | 0.00% | 0 | Exited |
| 11 | JBS | JBS N.V. | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31