Stonehill Capital Management LLC
Net buyer this quarter
$350M
15
+$157M
97.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ECHO | $202M | 57.75% | 4.18% | +139.6% | Q3 2024 |
 MBC | $27.4M | 7.83% | 1.31% | +82.8% | Q2 2025 |
 TDAY | $25.5M | 7.28% | 2.03% | Not reported | Q4 2025 |
 SVC | $23.9M | 6.82% | 10.92% | +11213.8% | Q1 2026 |
 FBIN | $19.2M | 5.49% | 0.29% | Not reported | Q3 2014 |
 RHI | $11.2M | 3.19% | 0.35% | -10.5% | Q4 2025 |
 MAN | $10.1M | 2.89% | 0.64% | -44.4% | Q4 2025 |
 CDZI | $8.89M | 2.54% | 2.53% | +9.3% | Q4 2025 |
 DDI | $7.77M | 2.22% | 27.33% | +255.3% | Q2 2025 |
 HTZ | $4.42M | 1.26% | 0.62% | New | Q2 2026 |
 VSAT | $2.83M | 0.81% | 0.02% | New | Q2 2026 |
 ELME | $2.7M | 0.77% | 2.05% | -10.5% | Q3 2025 |
 ZD | $2.62M | 0.75% | 0.14% | New | Q2 2026 |
 IRS | $1.25M | 0.36% | 0.01% | Not reported | Q1 2016 |
 ZIP | $194K | 0.06% | 0.07% | New | Q2 2026 |
| Q1 2026 | |||||
| ECHO | $97.3M | 49.34% | 1.74% | Not reported | Q3 2024 |
| TDAY | $21M | 10.66% | 2.03% | +100.1% | Q4 2025 |
| MAN | $15.9M | 8.05% | 1.16% | +70.3% | Q4 2025 |
| MBC | $12.1M | 6.14% | 1.14% | -18.2% | Q2 2025 |
| HOLX | $11.6M | 5.87% | 0.07% | New | Q1 2026 |
| RHI | $10.3M | 5.22% | 0.40% | +17.6% | Q4 2025 |
| CDZI | $9.55M | 4.84% | 2.32% | +487.2% | Q4 2025 |
| AMWD | $8.41M | 4.26% | 1.45% | -9.2% | Q4 2013 |
| ELME | $4.1M | 2.08% | 2.29% | +17.2% | Q3 2025 |
 MOMO | $3.6M | 1.82% | 0.42% | New | Q1 2026 |
| DDI | $1.61M | 0.82% | 7.69% | Not reported | Q2 2025 |
 NFE | $465K | 0.24% | 0.28% | +69.6% | Q3 2025 |
| SVC | $169K | 0.09% | 0.07% | New | Q1 2026 |
 SEAT | $158K | 0.08% | 0.25% | -58.1% | Q4 2025 |
| Q4 2025 | |||||
| ECHO | $90.4M | 27.08% | 1.74% | -3.0% | Q3 2024 |
 JOYY | $71.5M | 21.41% | Not reported | -20.0% | Q1 2024 |
| ELME | $30.3M | 9.06% | 1.97% | +399.2% | Q3 2025 |
| LBRDK | $21.1M | 6.31% | Not reported | Not reported | Q4 2021 |
| MBC | $19.6M | 5.89% | 1.40% | -9.0% | Q2 2025 |
| HOUS | $13.5M | 4.04% | 0.85% | Not reported | Q1 2025 |
| AMWD | $12.5M | 3.75% | 1.59% | -0.4% | Q4 2013 |
| MAN | $9.41M | 2.82% | 0.68% | New | Q4 2025 |
| RHI | $9.37M | 2.81% | 0.34% | New | Q4 2025 |
| TDAY | $7.67M | 2.30% | 1.01% | New | Q4 2025 |
 XNET | $6.92M | 2.07% | 0.31% | +307.2% | Q3 2025 |
 SABR | $6.66M | 2.00% | 1.24% | New | Q4 2025 |
| LBRDA | $3.77M | 1.13% | Not reported | Not reported | Q4 2021 |
 SG | $2.54M | 0.76% | 0.39% | New | Q4 2025 |
| CDZI | $1.86M | 0.56% | 0.40% | New | Q4 2025 |
| DDI | $1.65M | 0.49% | 7.69% | Not reported | Q2 2025 |
 ACH | $959K | 0.29% | 0.45% | New | Q4 2025 |
| NFE | $530K | 0.16% | 0.16% | +2.0% | Q3 2025 |
| SEAT | $460K | 0.14% | Not reported | New | Q4 2025 |
| NOTE | $325K | 0.10% | 2.18% | +55.9% | Q3 2022 |
| Q3 2025 | |||||
| JOYY | $80.9M | 28.84% | Not reported | -33.9% | Q1 2024 |
| ECHO | $65.4M | 23.33% | 1.80% | +14.0% | Q3 2024 |
| LBRDK | $27.5M | 9.82% | Not reported | -25.8% | Q4 2021 |
| MBC | $25.7M | 9.18% | 1.54% | +311.5% | Q2 2025 |
| AMWD | $15.6M | 5.55% | 1.60% | +1065.7% | Q4 2013 |
 TDS | $12.6M | 4.48% | 0.28% | +70.1% | Q2 2025 |
| HOUS | $10.1M | 3.60% | 0.85% | -54.8% | Q1 2025 |
| ELME | $5.87M | 2.09% | 0.40% | New | Q3 2025 |
| LBRDA | $4.94M | 1.76% | Not reported | -25.3% | Q4 2021 |
| XNET | $2.3M | 0.82% | 0.08% | New | Q3 2025 |
| DDI | $1.78M | 0.63% | 7.69% | +49.1% | Q2 2025 |
| NFE | $1.01M | 0.36% | 0.16% | New | Q3 2025 |
| NOTE | $656K | 0.23% | 1.40% | +1.6% | Q3 2022 |