Knighthead Capital Management, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Knighthead Capital Management, LLC disclosed 4 US equity positions worth $560.1m in its Q2 2026 13F filing. The largest position was HTZ at 73.5% of the reported book, followed by WHEELS UP EXPERIENCE INC and TDS. Against the Q1 2026 filing, it opened 2 new positions, added to 0 and reduced 0 among the top 4 holdings.
What did Knighthead Capital Management, LLC own in Q2 2026? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | HTZ HERTZ GLOBAL HLDGS INC | Industrials | 73.5% | $411.9m | 181,455,469 | 0% | held |
| 2 | WHEELS UP EXPERIENCE INC | 20.7% | $115.8m | 12,908,460 | – | new | |
| 3 | TDS TELEPHONE & DATA SYS INC | Communication Services | 2.9% | $16.5m | 445,695 | 0% | held |
| 4 | AZUL S A | 2.8% | $16.0m | 1,773,734 | – | 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.