Brigade Capital Management, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Brigade Capital Management, LP disclosed 11 US equity positions worth $141.7m in its Q1 2026 13F filing. The largest position was LANTHEUS HLDGS INC at 41.1% of the reported book, followed by LNTH and LUMN.
What did Brigade Capital Management, LP own in Q1 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | LANTHEUS HLDGS INC | 41.1% | $58.3m | 48,760,000 | – | ||
| 2 | LNTH LANTHEUS HLDGS INC | Healthcare | 19.5% | $27.6m | 363,745 | – | |
| 3 | LUMN LUMEN TECHNOLOGIES INC | Communication Services | 9.0% | $12.8m | 1,850,000 | – | |
| 4 | ECVT ECOVYST INC | Basic Materials | 7.4% | $10.5m | 817,255 | – | |
| 5 | SPY STATE STR SPDR S&P 500 ETF T | 6.9% | $9.8m | 15,000 | – | ||
| 6 | EXE EXPAND ENERGY CORPORATION | Energy | 6.0% | $8.5m | 77,120 | – | |
| 7 | NOMD NOMAD FOODS LTD | Consumer Defensive | 5.9% | $8.4m | 875,000 | – | |
| 8 | LIBERTY MEDIA CORP DEL | 2.0% | $2.9m | 76,540,000 | – | ||
| 9 | FOA FINANCE OF AMERICA COMPAN | 1.8% | $2.6m | 157,000 | – | ||
| 10 | LIBERTY MEDIA CORP DEL | 0.2% | $288.8k | 7,700,000 | – | ||
| 11 | CNTY CENTURY CASINOS INC | 0.1% | $163.4k | 117,549 | – |
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.