MondegarAI
BRIGADE CAPITAL MANAGEMENT, LP

Q2 2025 · 13F-HR

BRIGADE CAPITAL MANAGEMENT, LPholdings as filed

Filed 2025-08-14 · accession 0000919574-25-004815

$435.8M
Reported value
15
Positions
2025-06-30
Period end
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The Brief · BRIGADE CAPITAL MANAGEMENT, LP · Q2 2025

AI · grounded in 13F

BRIGADE CAPITAL MANAGEMENT, LP established a new position in LQD valued at $219.22M. The fund also initiated a new stake in IWM for $129.47M. Additional new positions include Nabors Industries Ltd at $24.63M and LUMN at $12.7M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287242LQDISHARES TR$219.2M50.3%2,000,000PUTSOLE
464287655IWMISHARES TR$129.5M29.7%600,000CALLSOLE
G6359F137NBRNABORS INDUSTRIES LTD$24.6M5.65%878,641CommonSOLE
550241103LUMNLUMEN TECHNOLOGIES INC$12.7M2.91%2,900,000CommonSOLE
516544103LNTHLANTHEUS HLDGS INC$11.7M2.69%143,145CommonSOLE
165167735EXEEXPAND ENERGY CORPORATION$9.2M2.10%78,386CommonSOLE
530715AL5LINTA 3.75 02/15/30LIBERTY MEDIA CORP DEL$7.4M1.69%79,114,000CommonSOLE
27923Q109ECVTECOVYST INC$6.7M1.54%817,255CommonSOLE
34986A104FWRDFORWARD AIR CORP$5.4M1.24%220,850CommonSOLE
25525P107DHCDIVERSIFIED HEALTHCARE TR$3.9M0.89%1,081,643CommonSOLE
81761L102SVCSERVICE PPTYS TR$2.6M0.59%1,075,000CommonSOLE
31738L206FOAFINANCE OF AMERICA COMPAN$1.3M0.30%57,000CommonSOLE
530715AG6LINTA 4 11/15/29LIBERTY MEDIA CORP DEL$864,2110.20%8,624,000CommonSOLE
074014200BBGIBEASLEY BROADCAST GROUP INC$476,7060.11%136,455CommonSOLE
165167180EXEELEXPAND ENERGY CORPORATION$258,6480.06%2,398CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.