Institutional Fund
Mason Capital Management LLC
New York, NYCIK 12187355 filings on record
Portfolio Value
$612.85M
Q1 2026
Holdings
7
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+9.1%
from $561.60M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ats Corporation75.5%
- Enviri Corp14.4%
- Brookdale Sr Living Inc5.0%
- Clear Channel Outdoor Hldgs3.8%
- Ready Capital Corp1.1%
- Jeld-Wen Hldg Inc0.2%
Portfolio Holdings
7 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ats Corporation | 16.40M | $462.60M | 75.5% | +840.6K | Added |
| 2 | Enviri Corp | 4.49M | $88.18M | 14.4% | +4.49M | New |
| 3 | Brookdale Sr Living Inc | 2.23M | $30.56M | 5.0% | −1.35M | Reduced |
| 4 | Clear Channel Outdoor Hldgs | 9.83M | $23.29M | 3.8% | 0 | Held |
| 5 | Ready Capital Corp | 4.32M | $7.00M | 1.1% | +543.8K | Added |
| 6 | Jeld-Wen Hldg Inc | 776.9K | $963.3K | 0.2% | +776.9K | New |
| 7 | Signature Bk New York N Y | 400.0K | $260.0K | 0.0% | 0 | Held |