Brigade Capital Management, LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Brigade Capital Management, LP disclosed 10 US equity positions worth $51.9m in its Q4 2024 13F filing. The largest position was LIBERTY MEDIA CORP DEL at 43.4% of the reported book, followed by EXE and MLCO. Against the Q3 2024 filing, it opened 4 new positions, added to 1 and reduced 4 among the top 10 holdings.
What did Brigade Capital Management, LP own in Q4 2024? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | LIBERTY MEDIA CORP DEL | 43.4% | $22.5m | 79,114,000 | -13% | reduced | |
| 2 | EXE EXPAND ENERGY CORPORATION | Energy | 15.0% | $7.8m | 78,386 | 2% | added |
| 3 | MLCO MELCO RESORTS AND ENTMNT LTD | Consumer Cyclical | 11.2% | $5.8m | 1,001,215 | -11% | reduced |
| 4 | FWRD FORWARD AIR CORP | Industrials | 10.3% | $5.4m | 166,000 | – | new |
| 5 | ECVT ECOVYST INC | Basic Materials | 7.6% | $4.0m | 518,500 | -64% | reduced |
| 6 | LIBERTY MEDIA CORP DEL | 5.1% | $2.6m | 8,624,000 | -24% | reduced | |
| 7 | FOA FINANCE OF AMERICA COMPAN | 3.1% | $1.6m | 57,000 | – | new | |
| 8 | BBGI BEASLEY BROADCAST GROUP INC | 2.1% | $1.1m | 136,455 | – | new | |
| 9 | DHC DIVERSIFIED HEALTHCARE TR | 1.8% | $920.0k | 400,000 | 0% | held | |
| 10 | EXPAND ENERGY CORPORATION | 0.4% | $204.7k | 2,398 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.