Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

STONEHILL CAPITAL MANAGEMENT LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

STONEHILL CAPITAL MANAGEMENT LLC (CIK 1266227) reported $350.1M across 15 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SATS ($202.2M, 57.75%), MBC ($27.4M, 7.83%), TDAY ($25.5M, 7.28%), SVC ($23.9M, 6.82%), FBIN ($19.2M, 5.49%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SATSECHOSTAR CORP CL A COMMON$202.2M57.75%2.0MAdded
2MBCMASTERBRAND INC COMMON$27.4M7.83%2.7MAdded
3TDAYUSA TODAY CO INC COMMON$25.5M7.28%3.0MHold
4SVCSERVICE PROPERTIES TRUST REIT$23.9M6.82%14.1MAdded
5FBINFORTUNE BRANDS INNOVATIONS INC COMMON$19.2M5.49%350,000New
6RHIROBERT HALF INC COMMON$11.2M3.19%363,307Trimmed
7MANMANPOWERGROUP INC COMMON$10.1M2.89%299,945Trimmed
8CDZICADIZ INC COMMON$8.9M2.54%2.1MAdded
9DDIDOUBLEDOWN INTERACTIVE CO LTD ADR$7.8M2.22%677,132Added
10HTZHERTZ GLOBAL HOLDINGS INC COMMON$4.4M1.26%1.9MNew
11VSATVIASAT INC COMMON$2.8M0.81%31,477New
12ELMEELME COMMUNITIES REIT$2.7M0.77%1.8MTrimmed
13ZDZIFF DAVIS INC COMMON$2.6M0.75%50,000New
14IRSIRSA SA ADR$1.2M0.36%80,673New
15ZIPZIPRECRUITER INC CL A COMMON$194,0000.06%51,630New
16AMWDAMERICAN WOODMARK CORP COMMON$00.00%0Exited
17IRS/WSIRSA INVERSIONES SA WTS EXP 03/25/2026$00.00%0Exited
18MOMOHELLO GROUP INC SPN ADR$00.00%0Exited
19HOLXHOLOGIC INC COMMON$00.00%0Exited
20NFENEW FORTRESS ENERGY INC COMMON$00.00%0Exited
21SEATVIVID SEATS INC CL A COMMON$00.00%0Exited

Source: SEC Form 13F filings · as of 2026-06-30