Home/Smart Money/STONEHILL CAPITAL MANAGEMENT LLC
§ 13F · FUND PROFILE

STONEHILL CAPITAL MANAGEMENT LLC.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $280.4B (13F)Positions · 15Turnover · · Q4Filed · Feb 17, 2026
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$38.9B deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q4 2025

FILED FEB 17, 2026
#TickerNameShares$ value% portΔ Q4
1SATSECHOSTAR CORP CL A COMMON831K$90.4B27.1%−3%
2JOYYJOYY INC ADR1.10M$71.5B21.4%−20%
3ELMEELME COMMUNITIES REIT1.74M$30.3B9.1%+399%
4SATS 3.875 11/30/30ECHOSTAR SR UNSEC CONV PIK 3.875 11/30/20306.47M$21.7B6.5%−38%
5LBRDKLIBERTY BROADBAND CORP CL C COMMON434K$21.1B6.3%±0%
6MBCMASTERBRAND INC COMMON1.78M$19.6B5.9%−9%
7RWTANYWHERE REAL ESTATE INC COMMON954K$13.5B4.0%±0%
8AMWDAMERICAN WOODMARK CORP COMMON232K$12.5B3.8%±0%
9MANMANPOWERGROUP INC COMMON317K$9.4B2.8%NEW
10RHIROBERT HALF INC COMMON345K$9.4B2.8%NEW
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE STONEHILL SIGNAL

AC read

STONEHILL CAPITAL MANAGEMENT LLC is a Other fund managing $280.4 trillion in assets. The fund runs a focused portfolio of just 15 positions.

Read the full dossier →
§ 04 · FILING HISTORY

Q-by-Q deltas

1 FILINGS
Q4 2025
Steady book
+0 buys · 0 exits · 0 changed
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed