Canyon Capital Advisors LLC Holdings in 3rd Quarter: 13F Alert

The following is an analysis of Canyon Capital Advisors LLC as of September 30, according to a filing with the U.S. Securities and Exchange Commission on 11/14/2011.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Lowe's Cos Inc               LOW US        59,657,247    3,084,656      113,980
Chemtura Corp                CHMT US       54,242,742    5,408,050     -271,131
Clear Channel Outdoor-Cl A   CCO US        38,888,226    4,154,725      154,725
NRG Energy Inc               NRG US        30,571,436    1,441,369     -430,522
DeVry Inc                    DV US         30,121,550      814,977      212,977
JPMorgan Chase & Co          JPM US        27,929,915      927,288     -746,008
Genworth Financial Inc-Cl A  GNW US        26,857,730    4,679,047   -2,436,981
Packaging Corp of America    PKG US        24,493,286    1,051,214     -666,315
Dynegy Inc                   DYN US        22,784,564    5,530,234     -557,258
Philip Morris International  PM US         19,621,941      314,555      -20,755
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Sinclair Broadcast Group-A   SBGI US        3,093,762      431,487      431,487
MGIC Investment Corp         MTG US         1,452,429      776,700      776,700
                                                                               
                                                                               
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Bank of America Corp         BAC US       -71,262,698            0   -6,502,071
Marathon Oil Corp            MRO US       -32,356,852            0   -1,011,784
Charter Communication-A      CHTR US      -27,482,364            0     -506,494
AES Corp                     AES US       -25,339,860            0   -1,989,000
Apollo Group Inc-Cl A        APOL US      -21,822,179            0     -499,592
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Hess Corp                    HES US         4,872,676      347,974      168,974
Reynolds American Inc        RAI US         1,463,241      195,389       37,226
Sandisk Corp                 SNDK US           23,840       43,695        1,780
Jabil Circuit Inc            JBL US          -200,524      122,641        4,705
PMC - Sierra Inc             PMCS US         -321,961      249,159        9,802
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Chemtura Corp                CHMT US      -49,118,352    5,408,050     -271,131
Genworth Financial Inc-Cl A  GNW US       -46,295,038    4,679,047   -2,436,981
JPMorgan Chase & Co          JPM US       -40,574,823      927,288     -746,008
CIT Group Inc                CIT US       -32,021,382      302,426     -628,574
Oshkosh Corp                 OSK US       -25,085,237      796,259     -503,615
 
 
SOURCE: SEC 13F-HR 
FILER: Canyon Capital Advisors LLC 
QUARTER ENDED: 09/30/2011 
SEC RECEIVED: 11/14/2011 

To contact the reporter on this story: Kimberly Williams in Princeton at kwilliams15@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.

Bloomberg reserves the right to remove comments but is under no obligation to do so, or to explain individual moderation decisions.

Please enable JavaScript to view the comments powered by Disqus.