Redwood Capital Management, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Redwood Capital Management, LLC disclosed 22 US equity positions worth $674.2m in its Q1 2026 13F filing. The largest position was ECHO at 27.5% of the reported book, followed by GBTG and ECHOSTAR CORP.
What did Redwood Capital Management, LLC own in Q1 2026? Top 22 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | ECHO ECHOSTAR CORP | Communication Services | 27.5% | $185.5m | 1,584,857 | – | |
| 2 | GBTG GLOBAL BUSINESS TRAVEL GROUP | 18.2% | $122.5m | 21,953,816 | – | ||
| 3 | ECHOSTAR CORP | 12.5% | $84.3m | 23,045,906 | – | ||
| 4 | AERCAP HOLDINGS NV | 8.2% | $55.5m | 404,266 | – | ||
| 5 | TDS TELEPHONE & DATA SYS INC | Communication Services | 8.0% | $53.7m | 1,275,282 | – | |
| 6 | MOH MOLINA HEALTHCARE INC | Healthcare | 6.1% | $41.3m | 310,000 | – | |
| 7 | VISN VISTANCE NETWORKS INC | Technology | 3.7% | $24.9m | 1,368,663 | – | |
| 8 | ELV ELEVANCE HEALTH INC FORMERLY | Healthcare | 3.7% | $24.8m | 84,800 | – | |
| 9 | CZR CAESARS ENTERTAINMENT INC NE | Consumer Cyclical | 1.6% | $11.1m | 420,000 | – | |
| 10 | MBC MASTERBRAND INC | Consumer Cyclical | 1.6% | $10.7m | 1,286,097 | – | |
| 11 | OPTU OPTIMUM COMMUNICATIONS INC | Communication Services | 1.6% | $10.6m | 8,189,270 | – | |
| 12 | MSC STUDIO CITY INTL HLDGS LTD | 1.2% | $7.9m | 3,239,073 | – | ||
| 13 | GRUPO AEROMEXICO SAB DE CV | 1.1% | $7.7m | 551,601 | – | ||
| 14 | UNH UNITEDHEALTH GROUP INC | Healthcare | 1.1% | $7.4m | 27,500 | – | |
| 15 | CNC CENTENE CORP DEL | Healthcare | 1.0% | $6.8m | 208,500 | – | |
| 16 | MERC MERCER INTL INC | Basic Materials | 1.0% | $6.6m | 4,648,133 | – | |
| 17 | CBL CBL & ASSOC PPTYS INC | Real Estate | 0.7% | $4.5m | 117,613 | – | |
| 18 | AMERICAN WOODMARK CORP | 0.4% | $2.9m | 72,402 | – | ||
| 19 | KLC KINDERCARE LEARNING COMPANIE | 0.4% | $2.8m | 1,250,000 | – | ||
| 20 | GOHEALTH INC | 0.2% | $1.4m | 924,244 | – | ||
| 21 | EHTH EHEALTH INC | Financial Services | 0.1% | $602.9k | 467,395 | – | |
| 22 | APEI AMERICAN PUB ED INC | Consumer Defensive | 0.1% | $568.8k | 10,000 | – |
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.