Q1 2026 · 13F-HR
REDWOOD CAPITAL MANAGEMENT, LLCholdings as filed
Filed 2026-05-15 · accession 0000919574-26-003316
$674.2M
Reported value
22
Positions
2026-03-31
Period end
The Brief · REDWOOD CAPITAL MANAGEMENT, LLC · Q1 2026
AI · grounded in 13F
Redwood Capital Management, LLC established a new position in VISN valued at $24.9M. The fund also opened new stakes in MBC for $10.7M and AERO for $7.7M. Additionally, the manager increased its holdings in MOH by 181.8% and TDS by 45.5%. These additions offset reductions in AER, where the fund trimmed its position by 69%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 278768106 | SATS | ECHOSTAR CORP | $185.5M | 27.5% | 1,584,857 | Common | SOLE |
| 37890B100 | GBTG | GLOBAL BUSINESS TRAVEL GROUP | $122.5M | 18.2% | 21,953,816 | Common | SOLE |
| 278768AB2 | SATS 3.875 11/30/30 | ECHOSTAR CORP | $84.3M | 12.5% | 23,045,906 | Common | SOLE |
| N00985106 | AER | AERCAP HOLDINGS NV | $55.5M | 8.23% | 404,266 | Common | SOLE |
| 879433829 | TDS | TELEPHONE & DATA SYS INC | $53.7M | 7.96% | 1,275,282 | Common | SOLE |
| 60855R100 | MOH | MOLINA HEALTHCARE INC | $41.3M | 6.13% | 310,000 | Common | SOLE |
| 20337X109 | VISN | VISTANCE NETWORKS INC | $24.9M | 3.69% | 1,368,663 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC FORMERLY | $24.8M | 3.68% | 84,800 | Common | SOLE |
| 12769G100 | CZR | CAESARS ENTERTAINMENT INC NE | $11.1M | 1.65% | 420,000 | Common | SOLE |
| 57638P104 | MBC | MASTERBRAND INC | $10.7M | 1.59% | 1,286,097 | Common | SOLE |
| 02156K103 | OPTU | OPTIMUM COMMUNICATIONS INC | $10.6M | 1.58% | 8,189,270 | Common | SOLE |
| 86389T106 | MSC | STUDIO CITY INTL HLDGS LTD | $7.9M | 1.17% | 3,239,073 | Common | SOLE |
| 40054J109 | AERO | GRUPO AEROMEXICO SAB DE CV | $7.7M | 1.15% | 551,601 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $7.4M | 1.10% | 27,500 | Common | SOLE |
| 15135B101 | CNC | CENTENE CORP DEL | $6.8M | 1.01% | 208,500 | Common | SOLE |
| 588056101 | MERC | MERCER INTL INC | $6.6M | 0.98% | 4,648,133 | Common | SOLE |
| 124830878 | CBL | CBL & ASSOC PPTYS INC | $4.5M | 0.67% | 117,613 | Common | SOLE |
| 030506109 | AMWD | AMERICAN WOODMARK CORP | $2.9M | 0.43% | 72,402 | Common | SOLE |
| 49456W105 | KLC | KINDERCARE LEARNING COMPANIE | $2.8M | 0.41% | 1,250,000 | Common | SOLE |
| 38046W204 | GOCO | GOHEALTH INC | $1.4M | 0.21% | 924,244 | Common | SOLE |
| 28238P109 | EHTH | EHEALTH INC | $602,940 | 0.09% | 467,395 | Common | SOLE |
| 02913V103 | APEI | AMERICAN PUB ED INC | $568,800 | 0.08% | 10,000 | Common | SOLE |
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.