Brigade Capital Management, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Brigade Capital Management, LP disclosed 12 US equity positions worth $152.9m in its Q2 2026 13F filing. The largest position was LANTHEUS HLDGS INC at 40.9% of the reported book, followed by LNTH and EXE. Against the Q1 2026 filing, it opened 4 new positions, added to 2 and reduced 4 among the top 12 holdings.
What did Brigade Capital Management, LP own in Q2 2026? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | LANTHEUS HLDGS INC | 40.9% | $62.5m | 43,417,000 | -11% | reduced | |
| 2 | LNTH LANTHEUS HLDGS INC | Healthcare | 23.9% | $36.5m | 328,745 | -10% | reduced |
| 3 | EXE EXPAND ENERGY CORPORATION | Energy | 6.3% | $9.6m | 105,871 | 37% | added |
| 4 | VST VISTRA CORP | Utilities | 5.3% | $8.1m | 51,200 | – | new |
| 5 | FOA FINANCE OF AMERICA COMPAN | 5.0% | $7.7m | 280,476 | 79% | added | |
| 6 | LMRI LUMEXA IMAGING HOLDINGS INC | 4.9% | $7.5m | 665,900 | – | new | |
| 7 | UAL UNITED AIRLS HLDGS INC | Industrials | 4.8% | $7.3m | 53,850 | – | new |
| 8 | EMBC EMBECTA CORP | Healthcare | 3.2% | $4.9m | 1,516,453 | – | new |
| 9 | LUMN LUMEN TECHNOLOGIES INC | Communication Services | 2.8% | $4.2m | 550,000 | -70% | reduced |
| 10 | LIBERTY MEDIA CORP DEL | 2.6% | $3.9m | 73,105,000 | -4% | reduced | |
| 11 | LIBERTY MEDIA CORP DEL | 0.3% | $385.0k | 7,700,000 | 0% | held | |
| 12 | CNTY CENTURY CASINOS INC | 0.1% | $150.5k | 117,549 | 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.