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Stonehill Capital Management LLC

CIK:0001266227
Hedge Fund
$4B AUM
14 holdings
New York, NY, United States
Founded:1986
23 employees
Latest filing:Jun 30, 2025

Stonehill Capital Management LLC is a New York-based hedge fund founded in 1986, specializing in alternative investments. The firm manages several billion dollars in assets and serves institutional clients such as pension funds, endowments, family offices, and high-net-worth individuals. With approximately 23 employees, Stonehill focuses on event-driven and credit-oriented investment strategies.

Investment Strategy

Stonehill Capital Management employs a deep value, opportunistic approach focusing primarily on credit and event-driven strategies. The firm is known for investing in distressed debt, special situations, and undervalued securities across multiple asset classes, aiming to generate superior risk-adjusted returns through rigorous research and active portfolio management. They target investments with strong fundamentals and significant catalysts for value realization.

Top Buys
L
LBRDALIBERTY BROADBAND CORP CL A COMMON
-$10.9M
T
TDSTELEPHONE AND DATA SYSTEMS COMMON
+$6.7M
M
MBCMASTERBRAND INC COMMON
+$5.2M
S
SATSECHOSTAR CORP CL A COMMON
-$3.0M
P
PCGP G & E CORP COMMON
-$1.8M
Top Sells
L
LBRDKLIBERTY BROADBAND CORP CL C COMMON
-$61.0M
L
LBRDALIBERTY BROADBAND CORP CL A COMMON
-$10.9M
E
EQCEQUITY COMMONWEALTH REAL ESTATE FUND
-$5.1M
S
SATSECHOSTAR CORP CL A COMMON
-$3.0M
P
PCGP G & E CORP COMMON
-$1.8M

Top Holdings

L
LBRDKLIBERTY BROADBAND CORP CL C COMMON
+25.2%$57.5M
S
SATSECHOSTAR CORP CL A COMMON
+9.1%$20.8M
L
LBRDALIBERTY BROADBAND CORP CL A COMMON
+4.5%$10.2M
H
HOUSANYWHERE REAL ESTATE INC COMMON
+3.3%$7.6M
T
TDSTELEPHONE AND DATA SYSTEMS COMMON
+2.9%$6.7M

Equity Positions (11)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
L
LBRDK
LIBERTY BROADBAND CORP CL C COMMON25.19%$57.5M584,370$63.22$92.10-$61.0M
S
SATS
ECHOSTAR CORP CL A COMMON9.12%$20.8M751,418$23.59$27.70-$3.0M
L
LBRDA
LIBERTY BROADBAND CORP CL A COMMON4.48%$10.2M104,493$62.95$91.64-$10.9M
H
HOUS
ANYWHERE REAL ESTATE INC COMMON3.35%$7.6M2,110,000$3.33$3.62+$711.0K
T
TDS
TELEPHONE AND DATA SYSTEMS COMMON2.93%$6.7M188,198$35.58$35.58+$6.7M

Industry Allocation

CABLE & OTHER PAY TELEVISION SERVICES
+29.7%
COMMUNICATIONS SERVICES, NEC
+9.1%
REAL ESTATE AGENTS & MANAGERS (FOR OTHERS)
+3.3%
TELEPHONE COMMUNICATIONS (NO RADIOTELEPHONE)
+2.9%
WOOD HOUSEHOLD FURNITURE, (NO UPHOLSTERED)
+2.3%