Mason Capital Management
NEW YORK, NYfiles as MASON CAPITAL MANAGEMENT LLC
$607m in 9 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 8.0% of the portfolio this quarter.
Value
$607m
Stocks
9
Top 10 share
100.0%
Turnover
8.0%
What changed this quarter
New
Bought for the first time this quarter.
- GrouponGRPN2.6% of the fund
- Contextlogic Hldgs INC.comLOGC0.4% of the fund
Added
Bought more of a stock they already held.
- Brookdale Senior LivingBKD6.8% of the fund+15%
- JELD-WEN HoldingJELD0.8% of the fund+300%
Cut
Sold some of their stake.
- EnviriNVRI6.4% of the fund-61%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- ATS Corp /ATSATS
- Share
- 77.8%
- Value
- $472m
- Shares
- 16,404,170
Held
- EnviriNVRI
- Share
- 6.4%
- Value
- $39m
- Shares
- 1,770,959
-61%
- Contextlogic Hldgs INC.comLOGC
- Share
- 0.4%
- Value
- $3m
- Shares
- 291,341
New
- Signature BK New York N YSBNY
- Share
- <0.1%
- Value
- $180,000
- Shares
- 400,000
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| ATS Corp /ATSATS | 77.8% | $472m | 16,404,170 | Held |
| Brookdale Senior LivingBKD | 6.8% | $41m | 2,575,826 | +15% |
| EnviriNVRI | 6.4% | $39m | 1,770,959 | -61% |
| Clear Channel Outdoor HoldingsCCO | 3.9% | $24m | 9,828,401 | Held |
| GrouponGRPN | 2.6% | $16m | 657,144 | New |
| Ready CapitalRC | 1.2% | $8m | 4,319,933 | Held |
| JELD-WEN HoldingJELD | 0.8% | $5m | 3,109,621 | +300% |
| Contextlogic Hldgs INC.comLOGC | 0.4% | $3m | 291,341 | New |
| Signature BK New York N YSBNY | <0.1% | $180,000 | 400,000 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 18.7% since 30 June 2025.
Where the money is
Industrials77.8%
Health care6.8%
Media & telecom6.5%
Utilities6.4%
Real estate1.2%
Materials0.8%
Other0.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.