Stonehill Capital Management
NEW YORK, NYfiles as STONEHILL CAPITAL MANAGEMENT LLC
$350m in 15 US stocks at the end of 30 June 2026. The top 10 are 97.3% of the money. It changed about 27.0% of the portfolio this quarter.
Value
$350m
Stocks
15
Top 10 share
97.3%
Turnover
27.0%
What changed this quarter
New
Bought for the first time this quarter.
- Fortune Brands InnovationsFBIN5.5% of the fund
- Hertz Global HoldingsHTZ1.3% of the fund
- ViasatVSAT0.8% of the fund
- Ziff DavisZD0.7% of the fund
- Irsa Inversiones Y REP S AIRS0.4% of the fund
- ZiprecruiterZIP<0.1% of the fund
Added
Bought more of a stock they already held.
- EchoStarECHO57.7% of the fund+140%
- MasterBrandMBC7.8% of the fund+83%
- Service Properties TrustSVC6.8% of the fund+11214%
- CadizCDZI2.5% of the fund+9%
- DoubleDown InteractiveDDI2.2% of the fund+255%
Cut
Sold some of their stake.
- Robert HalfRHI3.2% of the fund-10%
- ManpowerGroupMAN2.9% of the fund-44%
- Elme CommunitiesELME0.8% of the fund-11%
Sold out
Sold their entire stake.
- Hologic-100%
- American Woodmark Corporatio-100%
- Hello GroupMOMO-100%
- Irsa Inversiones SA WTS EXP 03/25/2026-100%
- New Fortress EnergyNFE-100%
- Vivid SeatsSEAT-100%
Holdings
- Irsa Inversiones Y REP S AIRS
- Share
- 0.4%
- Value
- $1m
- Shares
- 80,673
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| EchoStarECHO | 57.7% | $202m | 1,992,095 | +140% |
| MasterBrandMBC | 7.8% | $27m | 2,662,946 | +83% |
| USA TodayTDAY | 7.3% | $25m | 2,981,555 | Held |
| Service Properties TrustSVC | 6.8% | $24m | 14,138,345 | +11214% |
| Fortune Brands InnovationsFBIN | 5.5% | $19m | 350,000 | New |
| Robert HalfRHI | 3.2% | $11m | 363,307 | -10% |
| ManpowerGroupMAN | 2.9% | $10m | 299,945 | -44% |
| CadizCDZI | 2.5% | $9m | 2,125,937 | +9% |
| DoubleDown InteractiveDDI | 2.2% | $8m | 677,132 | +255% |
| Hertz Global HoldingsHTZ | 1.3% | $4m | 1,950,000 | New |
| ViasatVSAT | 0.8% | $3m | 31,477 | New |
| Elme CommunitiesELME | 0.8% | $3m | 1,823,835 | -11% |
| Ziff DavisZD | 0.7% | $3m | 50,000 | New |
| Irsa Inversiones Y REP S AIRS | 0.4% | $1m | 80,673 | New |
| ZiprecruiterZIP | <0.1% | $194,000 | 51,630 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 57.9% since 30 June 2025.
Where the money is
Media & telecom66.6%
Retail & consumer9.1%
Technology8.4%
Real estate7.6%
Industrials5.5%
Utilities2.5%
Other0.4%
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.