The Analysis of MASON CAPITAL MANAGEMENT LLC's Holdings & P&L


Currently, MASON CAPITAL MANAGEMENT LLC holds 7 types of securities in its portfolio with a total value $612.9M. In the most recent quarter, they have increased their positions in ATS (+16.4M shares, valued at $462.6M), NVRI (+4.5M shares, valued at $88.2M), BKD (+2.2M shares, valued at $30.6M); initiated new positions in ATS (+16.4M shares, valued at $462.6M), NVRI (+4.5M shares, valued at $88.2M), BKD (+2.2M shares, valued at $30.6M).


1M P&L
-23.4M-3.42%
3M P&L
-14.2M-2.10%
HY P&L
+108.0M+19.49%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Specialty Industrial Machinery462.6M
75.5%
2Waste Management88.2M
14.4%
3Medical Care Facilities30.6M
5.0%

Top Industries by Stock Count

1Specialty Industrial Machinery1 stocks
16.7%
2Medical Care Facilities1 stocks
16.7%
3Advertising Agencies1 stocks
16.7%
Stock Holdings
ATS
ATS CORPORATION
New
Shares16.4M
Event2026-03-31
Filed2026-05-15
NVRI
ENVIRI CORP
New
Shares4.5M
Event2026-03-31
Filed2026-05-15
BKD
BROOKDALE SENIOR LIVING INC
New
Shares2.2M
Event2026-03-31
Filed2026-05-15
CCO
CLEAR CHANNEL OUTDOOR HLDGS
New
Shares9.8M
Event2026-03-31
Filed2026-05-15
RC
READY CAPITAL CORP
New
Shares4.3M
Event2026-03-31
Filed2026-05-15
JELD
JELD-WEN HOLDING INC
New
Shares776.9K
Event2026-03-31
Filed2026-05-15
SIGNATURE BANK
SIGNATURE BANK
New
Shares400.0K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available