Redwood Capital Management, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Redwood Capital Management, LLC disclosed 17 US equity positions worth $934.2m in its Q4 2025 13F filing. The largest position was ECHO at 26.4% of the reported book, followed by AERCAP HOLDINGS NV and ECHOSTAR CORP. Against the Q3 2025 filing, it opened 0 new positions, added to 3 and reduced 1 among the top 17 holdings.
What did Redwood Capital Management, LLC own in Q4 2025? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ECHO ECHOSTAR CORP | Communication Services | 26.4% | $246.5m | 2,267,787 | -60% | reduced |
| 2 | AERCAP HOLDINGS NV | 20.1% | $187.6m | 1,304,863 | 0% | held | |
| 3 | ECHOSTAR CORP | 19.3% | $180.7m | 53,950,906 | 0% | held | |
| 4 | GBTG GLOBAL BUSINESS TRAVEL GROUP | 17.6% | $164.1m | 21,453,816 | 0% | held | |
| 5 | TDS TELEPHONE & DATA SYS INC | Communication Services | 3.8% | $35.9m | 876,580 | 0% | held |
| 6 | ELV ELEVANCE HEALTH INC FORMERLY | Healthcare | 3.2% | $29.7m | 84,800 | 62% | added |
| 7 | MOH MOLINA HEALTHCARE INC | Healthcare | 2.0% | $19.1m | 110,000 | 88% | added |
| 8 | OPTU OPTIMUM COMMUNICATIONS INC | Communication Services | 1.4% | $13.5m | 8,189,270 | 0% | held |
| 9 | MSC STUDIO CITY INTL HLDGS LTD | 1.2% | $11.5m | 3,239,073 | 0% | held | |
| 10 | CZR CAESARS ENTERTAINMENT INC NE | Consumer Cyclical | 1.1% | $9.8m | 420,000 | 31% | added |
| 11 | MERC MERCER INTL INC | Basic Materials | 1.0% | $9.2m | 4,648,133 | 0% | held |
| 12 | UNH UNITEDHEALTH GROUP INC | Healthcare | 1.0% | $9.1m | 27,500 | 0% | held |
| 13 | CNC CENTENE CORP DEL | Healthcare | 0.9% | $8.6m | 208,500 | 0% | held |
| 14 | CBL CBL & ASSOC PPTYS INC | Real Estate | 0.5% | $4.4m | 117,613 | 0% | held |
| 15 | EHTH EHEALTH INC | Financial Services | 0.2% | $2.2m | 467,395 | 0% | held |
| 16 | GOHEALTH INC | 0.2% | $2.0m | 924,244 | 0% | held | |
| 17 | APEI AMERICAN PUB ED INC | Consumer Defensive | 0.0% | $378.0k | 10,000 | 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.