REDWOOD CAPITAL MANAGEMENT, LLC

CIK 0001316622 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

REDWOOD CAPITAL MANAGEMENT, LLC reported 25 positions worth $927.4M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: VSAT (21.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$927.4M
2026 Q2
Positions
25
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
87.3%
Est. Net Flow (Q)
2026 Q2
10 / 25 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VSATVIASAT INCSH$197.9M21.34%2,203,640
2ECHOECHOSTAR CORPSH$128.9M13.90%1,270,079
3GBTGGLOBAL BUSINESS TRAVEL GROUPSH$103.3M11.14%10,998,642
4MBCMASTERBRAND INCSH$101.1M10.90%9,821,896
5OPIOFFICE PPTYS INCOME TRSH$73.6M7.93%4,327,521
6AERAERCAP HOLDINGS NVSH$58.9M6.35%404,266
7TDSTELEPHONE & DATA SYS INCSH$47.2M5.09%1,275,282
8MOHMOLINA HEALTHCARE INCSH$45.7M4.93%200,000
9ELVELEVANCE HEALTH INC FORMERLYSH$32.8M3.54%84,800
10KBRKBR INCSH$19.9M2.14%575,000

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does REDWOOD CAPITAL MANAGEMENT, LLC hold as of Q2 2026?

REDWOOD CAPITAL MANAGEMENT, LLC reported 25 positions worth $927.4M in its Q2 2026 13F filing. Largest positions: VSAT (21.3%), ECHO (13.9%), GBTG (11.1%), MBC (10.9%) and OPI (7.9%).

What did REDWOOD CAPITAL MANAGEMENT, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did REDWOOD CAPITAL MANAGEMENT, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.