STONEHILL CAPITAL MANAGEMENT LLC
13F Reported Value
ⓘ$350.1M
Holdings
15
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
STONEHILL CAPITAL MANAGEMENT LLC disclosed 15 positions worth $350.1M in its Form 13F-HR for Q2 2026, led by $ECHO (EchoStar CORP) at 57.8% of the equity portfolio, followed by $MBC and $TDAY. During the quarter the fund opened 6 new positions and exited 6 — including a new stake in $FBIN and a full exit from $HOLX. The portfolio is most concentrated in Communication Services (66.6% 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
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 32.8#2,411
Quality
$202.2M1,992,095 sh - 38.7#2,180
Quality
$27.4M2,662,946 sh - 37.5#2,233
Quality
$25.5M2,981,555 sh - 35.7
Quality
$23.9M14,138,345 sh - 49.2
Quality
$19.2M350,000 sh - 46.2
Quality
$11.2M363,307 sh - 43.9
Quality
$10.1M299,945 sh - 24.0
Quality
$8.9M2,125,937 sh - —
Quality
$7.8M677,132 sh - 48.6
Quality
$4.4M1,950,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 EchoStar CORP$ECHO | 32.8#2,411 | $202.2M | 1,992,095 |
 MasterBrand, Inc.$MBC | 38.7#2,180 | $27.4M | 2,662,946 |
 USA TODAY Co., Inc.$TDAY | 37.5#2,233 | $25.5M | 2,981,555 |
 Service Properties Trust$SVC | 35.7 | $23.9M | 14,138,345 |
 Fortune Brands Innovations, Inc.$FBIN | 49.2 | $19.2M | 350,000 |
 ROBERT HALF INC.$RHI | 46.2 | $11.2M | 363,307 |
 ManpowerGroup Inc.$MAN | 43.9 | $10.1M | 299,945 |
 CADIZ INC$CDZI | 24.0 | $8.9M | 2,125,937 |
 DoubleDown Interactive Co., Ltd.$DDI | — | $7.8M | 677,132 |
 HERTZ GLOBAL HOLDINGS, INC$HTZ | 48.6 | $4.4M | 1,950,000 |
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
$233.1M
Industrials
$40.5M
Consumer Discretionary
$31.8M
Real Estate
$27.8M
Utilities
$8.9M
Technology
$8.0M
Full Holdings — STONEHILL CAPITAL MANAGEMENT LLC (Q2 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 | $ECHO | EchoStar CORP | $202.2M | 57.8% | +140% | 32.8 |
| 2 | $MBC | MasterBrand, Inc. | $27.4M | 7.8% | +83% | 38.7 |
| 3 | $TDAY | USA TODAY Co., Inc. | $25.5M | 7.3% | +0% | 37.5 |
| 4 | $SVC | Service Properties Trust | $23.9M | 6.8% | NEW | 35.7 |
| 5 | $FBIN | Fortune Brands Innovations, Inc. | $19.2M | 5.5% | NEW | 49.2 |
| 6 | $RHI | ROBERT HALF INC. | $11.2M | 3.2% | -10% | 46.2 |
| 7 | $MAN | ManpowerGroup Inc. | $10.1M | 2.9% | -44% | 43.9 |
| 8 | $CDZI | CADIZ INC | $8.9M | 2.5% | +9% | 24 |
| 9 | $DDI | DoubleDown Interactive Co., Ltd. | $7.8M | 2.2% | +255% | — |
| 10 | $HTZ | HERTZ GLOBAL HOLDINGS, INC | $4.4M | 1.3% | NEW | 48.6 |
| 11 |  $VSAT | VIASAT INC | $2.8M | 0.8% | NEW | 58.8 |
| 12 |  $ELME | Elme Communities | $2.7M | 0.8% | -11% | 27.8 |
| 13 |  $ZD | ZIFF DAVIS, INC. | $2.6M | 0.8% | NEW | 64.3 |
| 14 |  $IRS | IRSA INVESTMENTS & REPRESENTATIONS INC | $1.2M | 0.4% | NEW | — |
| 15 |  $ZIP | ZIPRECRUITER, INC. | $194,000 | 0.1% | NEW | 37.8 |
New Positions (6)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for STONEHILL CAPITAL MANAGEMENT LLC including:
Track STONEHILL CAPITAL MANAGEMENT LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for STONEHILL CAPITAL MANAGEMENT LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
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.