EdgeMarket › What Redwood Capital Management, Llc reported owning
What Redwood Capital Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
674.2MPositions
22Quarter
2026-03-31Shown below
22largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ECHO EchoStar CORP | 185.5M | 27.5% | 1.6M | 86.81 | +214.0% |
| GBTG Global Business Travel Group, Inc. | 122.5M | 18.2% | 22.0M | 9.45 | +19.6% |
| unmapped CUSIP 278768AB2 | 84.3M | 12.5% | 23.0M | — | — |
| AER AerCap Holdings N.V. | 55.5M | 8.2% | 404.3K | 146.29 | +26.4% |
| TDS TELEPHONE & DATA SYSTEMS INC /DE/ | 53.7M | 8.0% | 1.3M | 33.60 | -14.0% |
| MOH MOLINA HEALTHCARE, INC. | 41.3M | 6.1% | 310.0K | 200.29 | +15.4% |
| VISN Vistance Networks, Inc. | 24.9M | 3.7% | 1.4M | 11.21 | -28.6% |
| ELV Elevance Health, Inc. | 24.8M | 3.7% | 84.8K | 400.54 | +29.2% |
| CZR Caesars Entertainment, Inc. | 11.1M | 1.6% | 420.0K | 29.76 | +18.0% |
| MBC MasterBrand, Inc. | 10.7M | 1.6% | 1.3M | 9.11 | -25.9% |
| OPTU Optimum Communications, Inc. | 10.6M | 1.6% | 8.2M | 0.85 | -61.5% |
| MSC STUDIO CITY INTERNATIONAL HOLDINGS Ltd | 7.9M | 1.2% | 3.2M | 1.85 | -63.3% |
| AERO Grupo Aeromexico, S.A.B. de C.V. | 7.7M | 1.1% | 551.6K | 13.72 | — |
| UNH UNITEDHEALTH GROUP INC | 7.4M | 1.1% | 27.5K | 390.11 | +30.1% |
| CNC CENTENE CORP | 6.8M | 1.0% | 208.5K | 65.02 | +121.2% |
| MERC MERCER INTERNATIONAL INC. | 6.6M | 1.0% | 4.6M | 0.43 | -86.6% |
| CBL CBL & ASSOCIATES PROPERTIES INC | 4.5M | 0.7% | 117.6K | 55.34 | +81.2% |
| unmapped CUSIP 030506109 | 2.9M | 0.4% | 72.4K | — | — |
| KLC KinderCare Learning Companies, Inc. | 2.8M | 0.4% | 1.2M | 2.75 | -60.0% |
| unmapped CUSIP 38046W204 | 1.4M | 0.2% | 924.2K | — | — |
| EHTH eHealth, Inc. | 602.9K | 0.1% | 467.4K | 1.23 | -64.2% |
| APEI AMERICAN PUBLIC EDUCATION INC | 568.8K | 0.1% | 10.0K | 45.61 | +50.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →