Institutional
REDWOOD CAPITAL MANAGEMENT, LLC
CIK 0001316622
$674.2M
Reported AUM
22
Positions
Q1 2026
Period
2026-05-15
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SATS | ECHOSTAR CORP | — | — | — | — | $185.5M | 27.52% | — | HELD |
| 2 | GBTG | GLOBAL BUSINESS TRAVEL GROUP | $9.42 | 0.00% | 54.68% | 66.43% | $122.5M | 18.17% | — | HELD |
| 3 | SATS 3.875 11/30/30 | ECHOSTAR CORP | — | — | — | — | $84.3M | 12.51% | — | HELD |
| 4 | AER | AERCAP HOLDINGS NV | $152.87 | 2.85% | 38.23% | 181.47% | $55.5M | 8.23% | — | HELD |
| 5 | TDS | TELEPHONE & DATA SYS INC | $33.58 | -1.09% | -11.35% | 92.72% | $53.7M | 7.96% | — | HELD |
| 6 | MOH | MOLINA HEALTHCARE INC | $194.70 | -2.17% | 25.51% | -27.56% | $41.3M | 6.13% | — | HELD |
| 7 | VISN | VISTANCE NETWORKS INC | $11.71 | 1.39% | 203.85% | 49.81% | $24.9M | 3.69% | — | HELD |
| 8 | ELV | ELEVANCE HEALTH INC FORMERLY | $376.40 | 0.11% | 39.92% | 7.81% | $24.8M | 3.68% | — | HELD |
| 9 | CZR | CAESARS ENTERTAINMENT INC NE | $29.61 | -0.54% | 15.93% | -70.71% | $11.1M | 1.65% | — | HELD |
| 10 | MBC | MASTERBRAND INC | $8.15 | -3.89% | -24.07% | -8.80% | $10.7M | 1.59% | — | HELD |
| 11 | OPTU | OPTIMUM COMMUNICATIONS INC | $0.74 | -2.63% | -69.79% | -97.28% | $10.6M | 1.58% | — | HELD |
| 12 | MSC | STUDIO CITY INTL HLDGS LTD | $1.75 | -0.57% | -63.54% | -81.58% | $7.9M | 1.17% | — | HELD |
| 13 | AERO | GRUPO AEROMEXICO SAB DE CV | $15.50 | 2.79% | -20.55% | -29.85% | $7.7M | 1.15% | — | HELD |
| 14 | UNH | UNITEDHEALTH GROUP INC | $421.47 | 0.21% | 80.84% | 9.82% | $7.4M | 1.10% | — | HELD |
| 15 | CNC | CENTENE CORP DEL | $60.84 | -1.59% | 136.03% | -2.90% | $6.8M | 1.01% | — | HELD |
| 16 | MERC | MERCER INTL INC | $0.59 | -1.67% | -80.46% | -94.02% | $6.6M | 0.98% | — | HELD |
| 17 | CBL | CBL & ASSOC PPTYS INC | $58.28 | -1.75% | 133.26% | 166.10% | $4.5M | 0.67% | — | HELD |
| 18 | AMWD | AMERICAN WOODMARK CORP | — | — | — | — | $2.9M | 0.43% | — | HELD |
| 19 | KLC | KINDERCARE LEARNING COMPANIE | $5.38 | -1.28% | -43.25% | -77.39% | $2.8M | 0.41% | — | HELD |
| 20 | GOCO | GOHEALTH INC | $0.34 | 0.00% | -3.71% | — | $1.4M | 0.21% | — | HELD |
| 21 | EHTH | EHEALTH INC | $1.38 | 4.55% | -57.01% | -96.43% | $603K | 0.09% | — | HELD |
| 22 | APEI | AMERICAN PUB ED INC | $49.63 | -3.10% | 70.04% | 89.89% | $569K | 0.08% | — | HELD |
Source: SEC EDGAR · accession 0000919574-26-003316. 13F discloses long positions only — shorts, foreign equities, and options are excluded.