Brigade Capital Management, LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Brigade Capital Management, LP disclosed 13 US equity positions worth $87.1m in its Q2 2025 13F filing. The largest position was NBR at 28.3% of the reported book, followed by LUMN and LNTH. Against the Q1 2025 filing, it opened 3 new positions, added to 3 and reduced 1 among the top 13 holdings.
What did Brigade Capital Management, LP own in Q2 2025? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | NBR NABORS INDUSTRIES LTD | Energy | 28.3% | $24.6m | 878,641 | -3% | reduced |
| 2 | LUMN LUMEN TECHNOLOGIES INC | Communication Services | 14.6% | $12.7m | 2,900,000 | – | new |
| 3 | LNTH LANTHEUS HLDGS INC | Healthcare | 13.5% | $11.7m | 143,145 | – | new |
| 4 | EXE EXPAND ENERGY CORPORATION | Energy | 10.5% | $9.2m | 78,386 | 0% | held |
| 5 | LIBERTY MEDIA CORP DEL | 8.5% | $7.4m | 79,114,000 | 0% | held | |
| 6 | ECVT ECOVYST INC | Basic Materials | 7.7% | $6.7m | 817,255 | 22% | added |
| 7 | FWRD FORWARD AIR CORP | 6.2% | $5.4m | 220,850 | – | new | |
| 8 | DHC DIVERSIFIED HEALTHCARE TR | 4.4% | $3.9m | 1,081,643 | 170% | added | |
| 9 | SERVICE PPTYS TR | 2.9% | $2.6m | 1,075,000 | 18% | added | |
| 10 | FOA FINANCE OF AMERICA COMPAN | 1.5% | $1.3m | 57,000 | 0% | held | |
| 11 | LIBERTY MEDIA CORP DEL | 1.0% | $864.2k | 8,624,000 | 0% | held | |
| 12 | BBGI BEASLEY BROADCAST GROUP INC | 0.5% | $476.7k | 136,455 | 0% | held | |
| 13 | EXPAND ENERGY CORPORATION | 0.3% | $258.6k | 2,398 | 0% | held |
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.