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STONEHILL CAPITAL MANAGEMENT LLC

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13F filer, CIK 1266227, NEW YORK, NY

STONEHILL CAPITAL MANAGEMENT LLC reported $197,276,000 across 15 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 98.28% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001266227-26-000002

Period
2026-03-31
Reported value
$197M
Holdings
15
Top 10 weight
98.28%
New
3
Sold out
10

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HOLXnew+153,267$11.6M
TDAYadded+1,491,496$10.5M
CDZIadded+1,614,105$7.93M
MANadded+222,640$6.56M
MOMOnew+624,196$3.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
JOYYexited-1,103,571-$71.5M
LBRDKexited-433,513-$21.1M
HOUSexited-953,635-$13.5M
XNETexited-976,385-$6.92M
SABRexited-4,897,216-$6.66M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001266227-26-000002, largest first. % of portfolio is the value over $197,276,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 372,089 shares; 2024Q4: 1,032,425 shares; 2025Q1: 932,425 shares; 2025Q2: 751,418 shares; 2025Q3: 856,806 shares; 2025Q4: 831,480 shares; 2026Q1: 831,480 shares 831,480$97.3M49.34%0Timeline
TDAYUSA TODAY CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,490,059 shares; 2026Q1: 2,981,555 shares 2,981,555$21M10.66%+1,491,496Timeline
MANMANPOWERGROUP INC WISQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 316,522 shares; 2026Q1: 539,162 shares 539,162$15.9M8.05%+222,640Timeline
MBCMASTERBRAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 475,000 shares; 2025Q3: 1,954,780 shares; 2025Q4: 1,779,780 shares; 2026Q1: 1,456,640 shares 1,456,640$12.1M6.14%-323,140Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 153,267 shares 153,267$11.6M5.87%newTimeline
RHIROBERT HALF INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 345,000 shares; 2026Q1: 405,807 shares 405,807$10.3M5.22%+60,807Timeline
CDZICADIZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 331,305 shares; 2026Q1: 1,945,410 shares 1,945,410$9.55M4.84%+1,614,105Timeline
AMWDAMERICAN WOODMARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 233,139 shares; 2025Q4: 232,301 shares; 2026Q1: 211,036 shares 211,036$8.41M4.26%-21,265Timeline
ELMEELME COMMUNITIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 348,288 shares; 2025Q4: 1,738,601 shares; 2026Q1: 2,038,246 shares 2,038,246$4.1M2.08%+299,645Timeline
MOMOHELLO GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 624,196 shares 624,196$3.6M1.82%newTimeline
DDIDOUBLEDOWN INTERACTIVE CO LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 127,870 shares; 2025Q3: 190,605 shares; 2025Q4: 190,605 shares; 2026Q1: 190,605 shares 190,605$1.61M0.82%0Timeline
IRSA INVERSIONES Y REP S AIRSA INVERSIONES Y REP S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 602,130 shares; 2024Q4: 602,130 shares; 2025Q1: 602,130 shares; 2025Q2: 602,130 shares; 2025Q3: 602,130 shares; 2025Q4: 602,130 shares; 2026Q1: 602,130 shares 602,130$981K0.5%0
NFENEW FORTRESS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 455,939 shares; 2025Q4: 465,191 shares; 2026Q1: 788,842 shares 788,842$465K0.24%+323,651Timeline
SVCSERVICE PPTYS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 124,966 shares 124,966$169K0.09%newTimeline
SEATVIVID SEATS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,740 shares; 2026Q1: 26,738 shares 26,738$158K0.08%-37,002Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
JOYYJOYY INC1,103,571$71.5Mshares
ECHOSTAR CORPECHOSTAR CORP6,466,378$21.7Mprincipal
LBRDKLIBERTY BROADBAND CORP433,513$21.1Mshares
HOUSANYWHERE REAL ESTATE INC953,635$13.5Mshares
XNETXUNLEI LTD976,385$6.92Mshares
SABRSABRE CORP4,897,216$6.66Mshares
LBRDALIBERTY BROADBAND CORP78,011$3.77Mshares
SGSWEETGREEN INC375,000$2.54Mshares
ACHACCENDRA HEALTH INC342,583$959Kshares
NOTEFISCALNOTE HLDGS INC COM CL A221,050$325Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001266227-26-000002 base2026-05-15acceptance time not in the bulk data set