STONEHILL CAPITAL MANAGEMENT LLC
13F Reported Value
ⓘ$197,276
Holdings
15
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
STONEHILL CAPITAL MANAGEMENT LLC disclosed 15 positions worth $197,276 in its Form 13F-HR for Q1 2026, led by $ECHO (EchoStar CORP) at 49.3% of the equity portfolio, followed by $TDAY and $MAN. During the quarter the fund opened 3 new positions and exited 9 — including a new stake in $HOLX and a full exit from $JOYY. The portfolio is most concentrated in Communication Services (60.1% of disclosed assets). All figures are sourced directly from STONEHILL CAPITAL MANAGEMENT LLC’s Form 13F-HR filing with the SEC under CIK 1266227.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 29.5#2,405
Quality
$97.3K831,480 sh - 48.4#1,559
Quality
$21.0K2,981,555 sh - 42.6#1,841
Quality
$15.9K539,162 sh - 41.5
Quality
$12.1K1,456,640 sh - 62.3
Quality
$11.6K153,267 sh - 43.6
Quality
$10.3K405,807 sh - 28.9
Quality
$9.6K1,945,410 sh - 36.1
Quality
$8.4K211,036 sh - 34.6
Quality
$4.1K2,038,246 sh - —
Quality
$3.6K624,196 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| 29.5#2,405 | $97.3K | 831,480 | |
| 48.4#1,559 | $21.0K | 2,981,555 | |
| 42.6#1,841 | $15.9K | 539,162 | |
| 41.5 | $12.1K | 1,456,640 | |
| 62.3 | $11.6K | 153,267 | |
| 43.6 | $10.3K | 405,807 | |
| 28.9 | $9.6K | 1,945,410 | |
| 36.1 | $8.4K | 211,036 | |
| 34.6 | $4.1K | 2,038,246 | |
| — | $3.6K | 624,196 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of STONEHILL CAPITAL MANAGEMENT LLC's 15 positions.
Showing top 10 of 15 holdings.
Sector Allocation
Communication Services
$118,519
Industrials
$34,597
Consumer Discretionary
$12,105
Healthcare
$11,585
Utilities
$9,552
Technology
$5,206
Real Estate
$4,266
Other
$981
Full Holdings — STONEHILL CAPITAL MANAGEMENT LLC (Q1 2026)
All 15 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | EchoStar CORP | $97,341 | 49.3% | +0% | 29.5 | |
| 2 | USA TODAY Co., Inc. | $21,020 | 10.7% | +100% | 48.4 | |
| 3 | ManpowerGroup Inc. | $15,884 | 8.1% | +70% | 42.6 | |
| 4 | MasterBrand, Inc. | $12,105 | 6.1% | -18% | 41.5 | |
| 5 | HOLOGIC INC | $11,585 | 5.9% | NEW | 62.3 | |
| 6 | ROBERT HALF INC. | $10,307 | 5.2% | +18% | 43.6 | |
| 7 | CADIZ INC | $9,552 | 4.8% | +487% | 28.9 | |
| 8 | AMERICAN WOODMARK CORP | $8,406 | 4.3% | -9% | 36.1 | |
| 9 | Elme Communities | $4,097 | 2.1% | +17% | 34.6 | |
| 10 | Hello Group Inc. | $3,595 | 1.8% | NEW | — | |
| 11 | DoubleDown Interactive Co., Ltd. | $1,611 | 0.8% | +0% | — | |
| 12 | — | IRSA INVERSIONES SA WTS EXP 03/25/2026 | $981 | 0.5% | +0% | — |
| 13 | New Fortress Energy Inc. | $465 | 0.2% | +70% | 17.3 | |
| 14 | Service Properties Trust | $169 | 0.1% | NEW | 35.7 | |
| 15 | Vivid Seats Inc. | $158 | 0.1% | -58% | 18.6 |
New Positions (3)
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AI-Powered Hedge Fund Analysis: STONEHILL CAPITAL MANAGEMENT LLC
13F Pro is an AI hedge fund tracker and stock research platform. For STONEHILL CAPITAL MANAGEMENT LLC (SEC CIK: 1266227), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in STONEHILL CAPITAL MANAGEMENT LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.