STONEHILL CAPITAL MANAGEMENT LLC
CIK
1266227
Location
NEW YORK, NY
Portfolio Value
Small
$350,143,688
Diversification
Highly concentrated
Filing Date
Global Rank
#4,781
/ 8,794
▲ 1257
· as of Jun 2026
Top Industry
Telecom Services
57.7%
Period ended 3 months ago
Filed Aug 14, 2026 · 50d
26 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
15 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
57.7%
+2.4 pts
Top 5
85.2%
−3.9 pts
Top 10
97.3%
−2.6 pts
HHI
3,559
Highly concentrated+148
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Communication Services | 68.1% | $238,275,524 |
| Industrials | 15.4% | $53,800,832 |
| Real Estate | 8.0% | $27,838,669 |
| Consumer Cyclical | 7.8% | $27,401,714 |
| Technology | 0.8% | $2,826,949 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SVC | Service Properties Trust | +14,013,379 | 14,138,345 | $23,893,803 | |
| MBC | MasterBrand, Inc. | +1,206,306 | 2,662,946 | $27,401,714 | |
| ECHO | EchoStar CORP | +1,160,615 | 1,992,095 | $202,197,642 | |
| DDI | DoubleDown Interactive Co., Ltd. | +486,527 | 677,132 | $7,773,475 | |
| CDZI | Cadiz Inc | +180,527 | 2,125,937 | $8,886,416 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FBIN | Fortune Brands Innovations, Inc. | 350,000 | $19,215,000 | |
| HTZ | Hertz Global Holdings, Inc | 1,950,000 | $4,416,750 | |
| VSAT | Viasat Inc | 31,477 | $2,826,949 | |
| ZD | Ziff Davis, Inc. | 50,000 | $2,618,500 | |
| IRS | Irsa Investments & Representations Inc | 80,673 | $1,245,591 | |
| ZIP | Ziprecruiter, Inc. | 51,630 | $193,612 | |
| No positions match the current search. | ||||
15 tracked positions ·
$350,143,688 total
· filing declares
15 positions · $350,145
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ECHO |
EchoStar CORP
Communication Services
|
Added | 1,992,095 | $202,197,642 | 57.75% | |
| MBC |
MasterBrand, Inc.
Consumer Cyclical
|
Added | 2,662,946 | $27,401,714 | 7.83% | |
| TDAY |
USA TODAY Co., Inc.
Communication Services
|
Held | 2,981,555 | $25,492,295 | 7.28% | |
| SVC |
Service Properties Trust
Real Estate
|
Added | 14,138,345 | $23,893,803 | 6.82% | |
| FBIN |
Fortune Brands Innovations, Inc.
Industrials
|
NEW | 350,000 | $19,215,000 | 5.49% | |
| RHI |
Robert Half Inc.
Industrials
|
Reduced | 363,307 | $11,153,524 | 3.19% | |
| MAN |
ManpowerGroup Inc.
Industrials
|
Reduced | 299,945 | $10,129,142 | 2.89% | |
| CDZI |
Cadiz Inc
Industrials
|
Added | 2,125,937 | $8,886,416 | 2.54% | |
| DDI |
DoubleDown Interactive Co., Ltd.
Communication Services
|
Added | 677,132 | $7,773,475 | 2.22% | |
| HTZ |
Hertz Global Holdings, Inc
Industrials
|
NEW | 1,950,000 | $4,416,750 | 1.26% | |
| VSAT |
Viasat Inc
Technology
|
NEW | 31,477 | $2,826,949 | 0.81% | |
| ELME |
Elme Communities
Real Estate
|
Reduced | 1,823,835 | $2,699,275 | 0.77% | |
| ZD |
Ziff Davis, Inc.
Communication Services
|
NEW | 50,000 | $2,618,500 | 0.75% | |
| IRS |
Irsa Investments & Representations Inc
Real Estate
|
NEW | 80,673 | $1,245,591 | 0.36% | |
| ZIP |
Ziprecruiter, Inc.
Communication Services
|
NEW | 51,630 | $193,612 | 0.06% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.