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Knighthead 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 1512397

$1.18B

disclosed book value

8

positions

35%

largest position share

Positions, as of 2026-06-30

top 10 of 8 · 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

#IssuerSharesValue% of book
1HTZHERTZ GLOBAL HLDGS INC181.5M$411.9M35%
2SPYSTATE STREET SPDR S&P 500 ETF TPUT500,000$373.4M31.7%
3HYGISHARES TRPUT1.5M$120.0M10.2%
4UPWHEELS UP EXPERIENCE INC12.9M$115.8M9.8%
5ECHOECHOSTAR CORPCALL475,000$48.2M4.1%
6ECHOECHOSTAR CORPPUT375,000$38.1M3.2%
7SPORTRADAR GROUP AGCALL2.0M$29.9M2.5%
8TDSTELEPHONE & DATA SYS INC445,695$16.5M1.4%
9AZULAZUL S A1.8M$16.0M1.4%
10TDSTELEPHONE & DATA SYS INCCALL200,000$7.4M0.6%

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.

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