Latest STONEHILL CAPITAL MANAGEMENT LLC Stock Portfolio
About STONEHILL CAPITAL MANAGEMENT LLC and 13F Hedge Fund Stock Holdings
STONEHILL CAPITAL MANAGEMENT LLC is a hedge fund based in NEW YORK, NY. On 29-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $3.2 Billions. In it's latest 13F Holdings report, STONEHILL CAPITAL MANAGEMENT LLC reported an equity portfolio of $280.4 Millions as of 30 Sep, 2025.
The top stock holdings of STONEHILL CAPITAL MANAGEMENT LLC are YY, SATS, LBRDA. The fund has invested 28.8% of it's portfolio in JOYY INC ADR and 23.3% of portfolio in ECHOSTAR CORP CL A COMMON.
The fund managers got completely rid off P G & E CORP COMMON (PCG), FISCALNOTE HOLDINGS INC COMMON (NOTE) and BURFORD CAPITAL LTD COMMON stocks. They significantly reduced their stock positions in ANYWHERE REAL ESTATE INC COMMON (HOUS), JOYY INC ADR (YY) and LIBERTY BROADBAND CORP CL C COMMON (LBRDA). STONEHILL CAPITAL MANAGEMENT LLC opened new stock positions in ELME COMMUNITIES REIT (WRE), XUNLEI LTD ADR (XNET) and NEW FORTRESS ENERGY INC COMMON (NFE). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN WOODMARK CORP COMMON (AMWD), MASTERBRAND INC COMMON and TELEPHONE AND DATA SYSTEMS COMMON (TDS).
The top stock holdings of STONEHILL CAPITAL MANAGEMENT LLC are YY, SATS, LBRDA. The fund has invested 28.8% of it's portfolio in JOYY INC ADR and 23.3% of portfolio in ECHOSTAR CORP CL A COMMON.
The fund managers got completely rid off P G & E CORP COMMON (PCG), FISCALNOTE HOLDINGS INC COMMON (NOTE) and BURFORD CAPITAL LTD COMMON stocks. They significantly reduced their stock positions in ANYWHERE REAL ESTATE INC COMMON (HOUS), JOYY INC ADR (YY) and LIBERTY BROADBAND CORP CL C COMMON (LBRDA). STONEHILL CAPITAL MANAGEMENT LLC opened new stock positions in ELME COMMUNITIES REIT (WRE), XUNLEI LTD ADR (XNET) and NEW FORTRESS ENERGY INC COMMON (NFE). The fund showed a lot of confidence in some stocks as they added substantially to AMERICAN WOODMARK CORP COMMON (AMWD), MASTERBRAND INC COMMON and TELEPHONE AND DATA SYSTEMS COMMON (TDS).
STONEHILL CAPITAL MANAGEMENT LLC Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| elme communities reit | 5,872,000 |
| xunlei ltd adr | 2,295,000 |
| new fortress energy inc common | 1,008,000 |
| fiscalnote holdings inc common | 656,000 |
New stocks bought by STONEHILL CAPITAL MANAGEMENT LLC
Additions
| Ticker | % Inc. |
|---|---|
| american woodmark corp common | 1,065 |
| masterbrand inc common | 311 |
| echostar sr unsec conv pik 3.875 11/30/2030 | 91.47 |
| telephone and data systems common | 70.14 |
| doubledown interactive co ltd adr | 49.06 |
| echostar corp cl a common | 14.03 |
Additions to existing portfolio by STONEHILL CAPITAL MANAGEMENT LLC
Reductions
| Ticker | % Reduced |
|---|---|
| anywhere real estate inc common | -54.8 |
| joyy inc adr | -33.89 |
| liberty broadband corp cl c common | -25.82 |
| liberty broadband corp cl a common | -25.34 |
STONEHILL CAPITAL MANAGEMENT LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| p g & e corp common | -2,797,000 |
| fiscalnote holdings inc common | -898,000 |
| burford capital ltd common | -673,000 |
STONEHILL CAPITAL MANAGEMENT LLC got rid off the above stocks
Sector Distribution
| Sector | % |
|---|---|
| Others | 56.4 |
| Technology | 25.9 |
| Real Estate | 6.3 |
| Consumer Cyclical | 6.1 |
| Communication Services | 4.9 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 56.4 |
| MID-CAP | 31 |
| SMALL-CAP | 12.4 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 59.1 |
| RUSSELL 2000 | 40.9 |
STONEHILL CAPITAL MANAGEMENT LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of STONEHILL CAPITAL MANAGEMENT LLC
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AMWD | american woodmark corp common | 5.55 | 233,139 | 15,564,000 | added | 1,065 | ||
| HOUS | anywhere real estate inc common | 3.60 | 953,635 | 10,099,000 | reduced | -54.8 | ||
| LBRDA | liberty broadband corp cl c common | 9.82 | 433,513 | 27,545,000 | reduced | -25.82 | ||
| LBRDA | liberty broadband corp cl a common | 1.76 | 78,011 | 4,940,000 | reduced | -25.34 | ||
| NFE | new fortress energy inc common | 0.36 | 455,939 | 1,008,000 | new | |||
| NOTE | fiscalnote holdings inc common | 0.23 | 141,751 | 656,000 | new | |||
| NOTE | fiscalnote holdings inc common | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| PCG | p g & e corp common | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| SATS | echostar corp cl a common | 23.33 | 856,806 | 65,426,000 | added | 14.03 | ||
| SATS | echostar sr unsec conv pik 3.875 11/30/2030 | 9.03 | 10,466,400 | 25,329,000 | added | 91.47 | ||
| TDS | telephone and data systems common | 4.48 | 320,194 | 12,564,000 | added | 70.14 | ||
| WRE | elme communities reit | 2.09 | 348,288 | 5,872,000 | new | |||
| XNET | xunlei ltd adr | 0.82 | 239,802 | 2,295,000 | new | |||
| YY | joyy inc adr | 28.84 | 1,380,050 | 80,885,000 | reduced | -33.89 | ||
| masterbrand inc common | 9.18 | 1,954,780 | 25,744,000 | added | 311 | |||
| doubledown interactive co ltd adr | 0.64 | 190,605 | 1,780,000 | added | 49.06 | |||
| irsa inversiones sa wts exp 03/25/2026 | 0.26 | 602,130 | 723,000 | unchanged | 0.00 | |||
| burford capital ltd common | 0.00 | 0.00 | 0.00 | sold off | -100 | |||