AI Portfolio Summary
In 2025 Q4, STONEHILL CAPITAL MANAGEMENT LLC maintained a portfolio of 23 distinct positions. The most significant new addition to the portfolio was MANPOWERGROUP INC CO, which now represents 2.82% of the total fund value. They heavily accumulated shares in ELME COMMUNITIES REI, increasing their position by 399.2%. Conversely, STONEHILL CAPITAL MANAGEMENT LLC completely exited their position in TELEPHONE AND DATA S.
Total Positions
23
Quarter
2025 Q4
Top Holding
SATS (27.1%)
Top 10 Concentration
89.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-23 of 23
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SATS
ECHOSTAR CORP C...
|
Communication Services | 27.08% | 23.33% |
#1
1
Prev: #2
|
6.5 | -25,326 | -3.0% |
P
S
|
831,480 | $90,382,000 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JOYY
JOYY INC ADR
|
ETF | 21.41% | 28.84% |
#2
1
Prev: #1
|
5.5 | -276,483 | -20.0% |
P
S
|
1,103,571 | $71,467,000 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ELME
ELME COMMUNITIE...
|
Real Estate | 9.06% | 2.09% |
#3
6
Prev: #9
|
7.6 | 1,390,313 | 399.2% |
P
S
|
1,738,601 | $30,252,000 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
N/A
ECHOSTAR SR UNS...
|
—
|
Bond/Debt | 6.50% | 9.03% |
#4
1
Prev: #5
|
3.1 | -4,000,000 | -38.2% |
P
S
|
6,466,378 | $21,711,000 | — | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
LBRDK
LIBERTY BROADBA...
|
Communication Services | 6.31% | 9.82% |
#5
2
Prev: #3
|
4.0 | no change | no change |
P
S
|
433,513 | $21,069,000 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MBC
MASTERBRAND INC...
|
Consumer Cyclical | 5.89% | 9.18% |
#6
2
Prev: #4
|
2.9 | -175,000 | -9.0% |
P
S
|
1,779,780 | $19,649,000 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HOUS
ANYWHERE REAL E...
|
Real Estate | 4.04% | 3.60% |
#7
1
Prev: #8
|
2.6 | no change | no change |
P
S
|
953,635 | $13,503,000 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMWD
AMERICAN WOODMA...
|
Consumer Cyclical | 3.75% | 5.55% |
#8
2
Prev: #6
|
2.0 | -838 | -0.4% |
P
S
|
232,301 | $12,521,000 | 2013 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MAN
MANPOWERGROUP I...
|
Industrials | 2.82% | — |
#9
Prev: #—
|
4.6 | 316,522 | no change |
NEW
|
316,522 | $9,410,000 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RHI
ROBERT HALF INC...
|
Industrials | 2.81% | — |
#10
Prev: #—
|
4.6 | 345,000 | no change |
NEW
|
345,000 | $9,370,000 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GCI
USA TODAY CO IN...
|
Unknown | 2.30% | — |
#11
Prev: #—
|
4.4 | 1,490,059 | no change |
NEW
|
1,490,059 | $7,674,000 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XNET
XUNLEI LTD ADR
|
Technology | 2.07% | 0.82% |
#12
1
Prev: #11
|
3.8 | 736,583 | 307.2% |
P
S
|
976,385 | $6,923,000 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SABR
SABRE CORP COMM...
|
Technology | 2.00% | — |
#13
Prev: #—
|
4.3 | 4,897,216 | no change |
NEW
|
4,897,216 | $6,660,000 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LBRDA
LIBERTY BROADBA...
|
Communication Services | 1.13% | 1.76% |
#14
4
Prev: #10
|
1.5 | no change | no change |
P
S
|
78,011 | $3,766,000 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SG
SWEETGREEN INC ...
|
Consumer Cyclical | 0.76% | — |
#15
Prev: #—
|
3.8 | 375,000 | no change |
NEW
|
375,000 | $2,535,000 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CDZI
CADIZ INC COMMO...
|
Utilities | 0.56% | — |
#16
Prev: #—
|
3.7 | 331,305 | no change |
NEW
|
331,305 | $1,859,000 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DDI
DOUBLEDOWN INTE...
|
Communication Services | 0.49% | 0.63% |
#17
5
Prev: #12
|
1.2 | no change | no change |
P
S
|
190,605 | $1,645,000 | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IRS/WS
IRSA INVERSIONE...
|
Unknown | 0.34% | 0.26% |
#18
4
Prev: #14
|
1.1 | no change | no change |
P
S
|
602,130 | $1,150,000 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OMI
OWENS & MINOR I...
|
Healthcare | 0.29% | — |
#19
Prev: #—
|
3.6 | 342,583 | no change |
NEW
|
342,583 | $959,000 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NFE
NEW FORTRESS EN...
|
Energy | 0.16% | 0.36% |
#20
7
Prev: #13
|
0.6 | 9,252 | 2.0% |
P
S
|
465,191 | $530,000 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SEAT
VIVID SEATS INC...
|
Communication Services | 0.14% | — |
#21
Prev: #—
|
3.6 | 63,740 | no change |
NEW
|
63,740 | $460,000 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NOTE
FISCALNOTE HOLD...
|
Technology | 0.10% | 0.23% |
#22
7
Prev: #15
|
3.0 | 79,299 | 55.9% |
P
S
|
221,050 | $325,000 | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TDS
TELEPHONE AND D...
|
Communication Services | 0.00% | 4.48% |
Sold All 😨
(Was: #7) |
0.0 | -320,194 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-23 of 23 holdings