Institutions / Redwood Capital Management, LLC
Redwood Capital Management, LLC
CIK 1316622 · Institution · as of Mar 31, 2026
Portfolio value
$674.20M
Positions
22
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$674.20M-27.8%Positions
22+29.4%Top holdings
Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| EchoStar CORP | $185.54M | 27.5% |
| Global Business Travel Group, Inc.GBTG | $122.50M | 18.2% |
| Echostar Corp | $84.34M | 12.5% |
| AerCap Holdings N.V. | $55.46M | 8.2% |
| Telephone and Data Systems Inc | $53.69M | 8.0% |
| Molina Healthcare Inc | $41.32M | 6.1% |
| Vistance Networks, Inc. | $24.91M | 3.7% |
| Elevance Health Inc | $24.83M | 3.7% |
| Caesars Entertainment, Inc. | $11.10M | 1.6% |
| MasterBrand, Inc. | $10.69M | 1.6% |
| Optimum Communications, Inc. | $10.65M | 1.6% |
| STUDIO CITY INTERNATIONAL HOLDINGS LtdMSC | $7.87M | 1.2% |
| Grupo Aeromexico, S.A.B. de C.V.AERO | $7.73M | 1.1% |
| Unitedhealth Group Inc | $7.44M | 1.1% |
| Centene Corp | $6.83M | 1.0% |
| Mercer International Inc | $6.60M | 1.0% |
| Cbl & Associates Properties Inc | $4.52M | 0.7% |
| American Woodmark Corp | $2.88M | 0.4% |
| KinderCare Learning Companies, Inc.KLC | $2.75M | 0.4% |
| Gohealth Inc | $1.40M | 0.2% |
| eHealth, Inc. | $602.9K | 0.1% |
| American Public Education Inc | $568.8K | 0.1% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | AerCap Holdings N.V. | $-123.54M | -901K -69.02% | 404,266 8.23% of portfolio | high |
| Q1 2026 as of | Trim | EchoStar CORP | $-79.95M | -683K -30.11% | 1,584,857 27.52% of portfolio | high |
| Q1 2026 as of | Add | Molina Healthcare Inc | $26.66M | +200K +181.82% | 310,000 6.13% of portfolio | medium |
| Q1 2026 as of | New | Vistance Networks, Inc. | $24.91M | +1.4M | 1,368,663 3.69% of portfolio | medium |
| Q1 2026 as of | Add | Telephone and Data Systems Inc | $16.79M | +399K +45.48% | 1,275,282 7.96% of portfolio | medium |
| Q1 2026 as of | New | MasterBrand, Inc. | $10.69M | +1.3M | 1,286,097 1.59% of portfolio | medium |
| Q1 2026 as of | New | AERO Grupo Aeromexico, S.A.B. de C.V. ADR | $7.73M | +552K | 551,601 1.15% of portfolio | medium |
| Q1 2026 as of | New | American Woodmark Corp | $2.88M | +72K | 72,402 0.43% of portfolio | low |
| Q1 2026 as of | Add | GBTG Global Business Travel Group, Inc. Common Stock | $2.79M | +500K +2.33% | 21,953,816 18.17% of portfolio | low |
| Q1 2026 as of | New | KLC KinderCare Learning Companies, Inc. Common Stock | $2.75M | +1.3M | 1,250,000 0.41% of portfolio | low |