Holders — by stockHoldings — by fund
REDWOOD CAPITAL MANAGEMENT, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001316622
$927.4M
disclosed book value
25
positions
21.3%
largest position share
Positions, as of 2026-06-30
top 25 of 25 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VSATVIASAT INC | 2.2M | $197.9M | 21.3% |
| 2 | ECHOECHOSTAR CORP | 1.3M | $128.9M | 13.9% |
| 3 | GBTGGLOBAL BUSINESS TRAVEL GROUP | 11.0M | $103.3M | 11.1% |
| 4 | MBCMASTERBRAND INC | 9.8M | $101.1M | 10.9% |
| 5 | OPIOFFICE PPTYS INCOME TR | 4.3M | $73.6M | 7.9% |
| 6 | AERCAP HOLDINGS NV | 404,266 | $58.9M | 6.4% |
| 7 | TDSTELEPHONE & DATA SYS INC | 1.3M | $47.2M | 5.1% |
| 8 | MOHMOLINA HEALTHCARE INC | 200,000 | $45.7M | 4.9% |
| 9 | ELVELEVANCE HEALTH INC FORMERLY | 84,800 | $32.8M | 3.5% |
| 10 | KBRKBR INC | 575,000 | $19.9M | 2.1% |
| 11 | FBINFORTUNE BRANDS INNOVATIONS I | 332,000 | $18.2M | 2% |
| 12 | CNCCENTENE CORP DEL | 208,500 | $13.4M | 1.4% |
| 13 | CZRCAESARS ENTERTAINMENT INC NE | 420,000 | $12.7M | 1.4% |
| 14 | UNHUNITEDHEALTH GROUP INC | 27,500 | $11.4M | 1.2% |
| 15 | AEROGRUPO AEROMEXICO SAB DE CV | 583,580 | $10.5M | 1.1% |
| 16 | SOCSABLE OFFSHORE CORP | 3.0M | $9.2M | 1% |
| 17 | OPTUOPTIMUM COMMUNICATIONS INC | 5.2M | $7.5M | 0.8% |
| 18 | AZULAZUL S A | 816,991 | $7.3M | 0.8% |
| 19 | CBLCBL & ASSOC PPTYS INC | 117,613 | $6.2M | 0.7% |
| 20 | MSCSTUDIO CITY INTL HLDGS LTD | 3.2M | $5.9M | 0.6% |
| 21 | ECHO 3.875 11/30/30ECHOSTAR CORP | 1.9M | $5.9M | 0.6% |
| 22 | NORWEGIAN CRUISE LINE HLDGS | 260,000 | $5.5M | 0.6% |
| 23 | MERCMERCER INTL INC | 4.6M | $3.1M | 0.3% |
| 24 | EHTHEHEALTH INC | 467,395 | $696,419 | 0.1% |
| 25 | APEIAMERICAN PUB ED INC | 10,000 | $537,000 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.