REDWOOD CAPITAL MANAGEMENT, LLC
13F Reported Value
ⓘ$674.2M
Holdings
22
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
REDWOOD CAPITAL MANAGEMENT, LLC disclosed 22 positions worth $674.2M in its Form 13F-HR for Q1 2026, led by $ECHO (EchoStar CORP) at 27.5% of the equity portfolio, followed by $GBTG and $ECHO. During the quarter the fund opened 5 new positions and exited 0 — including a new stake in $VISN. The portfolio is most concentrated in Communication Services (49.6% of disclosed assets). All figures are sourced directly from REDWOOD CAPITAL MANAGEMENT, LLC’s Form 13F-HR filing with the SEC under CIK 1316622.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 29.5#2,405
Quality
$185.5M1,584,857 sh - 56.2#1,115
Quality
$122.5M21,953,816 sh - 29.5#2,405
Quality
$84.3M23,045,906 sh - —
Quality
$55.5M404,266 sh - 42.2
Quality
$53.7M1,275,282 sh - 60.5
Quality
$41.3M310,000 sh - 43.9
Quality
$24.9M1,368,663 sh - 59.4
Quality
$24.8M84,800 sh - 44.3
Quality
$11.1M420,000 sh - 41.5
Quality
$10.7M1,286,097 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 EchoStar CORP$ECHO | 29.5#2,405 | $185.5M | 1,584,857 |
 Global Business Travel Group, Inc.$GBTG | 56.2#1,115 | $122.5M | 21,953,816 |
| EchoStar CORP$ECHO | 29.5#2,405 | $84.3M | 23,045,906 |
 AerCap Holdings N.V.$AER | — | $55.5M | 404,266 |
 TELEPHONE & DATA SYSTEMS INC /DE/$TDS | 42.2 | $53.7M | 1,275,282 |
 MOLINA HEALTHCARE, INC.$MOH | 60.5 | $41.3M | 310,000 |
 Vistance Networks, Inc.$VISN | 43.9 | $24.9M | 1,368,663 |
 Elevance Health, Inc.$ELV | 59.4 | $24.8M | 84,800 |
 Caesars Entertainment, Inc.$CZR | 44.3 | $11.1M | 420,000 |
 MasterBrand, Inc.$MBC | 41.5 | $10.7M | 1,286,097 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of REDWOOD CAPITAL MANAGEMENT, LLC's 22 positions.
Showing top 10 of 22 holdings.
Sector Allocation
Communication Services
$334.2M
Consumer Discretionary
$152.7M
Healthcare
$83.2M
Industrials
$66.1M
Technology
$24.9M
Materials
$6.6M
Real Estate
$4.5M
Financials
$2.0M
Full Holdings — REDWOOD CAPITAL MANAGEMENT, LLC (Q1 2026)
All 22 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $ECHO | EchoStar CORP | $185.5M | 27.5% | -30% | 29.5 |
| 2 | $GBTG | Global Business Travel Group, Inc. | $122.5M | 18.2% | +2% | 56.2 |
| 3 | $ECHO | EchoStar CORP | $84.3M | 12.5% | -57% | 29.5 |
| 4 | $AER | AerCap Holdings N.V. | $55.5M | 8.2% | -69% | — |
| 5 | $TDS | TELEPHONE & DATA SYSTEMS INC /DE/ | $53.7M | 8.0% | +45% | 42.2 |
| 6 | $MOH | MOLINA HEALTHCARE, INC. | $41.3M | 6.1% | +182% | 60.5 |
| 7 | $VISN | Vistance Networks, Inc. | $24.9M | 3.7% | NEW | 43.9 |
| 8 | $ELV | Elevance Health, Inc. | $24.8M | 3.7% | +0% | 59.4 |
| 9 | $CZR | Caesars Entertainment, Inc. | $11.1M | 1.6% | +0% | 44.3 |
| 10 | $MBC | MasterBrand, Inc. | $10.7M | 1.6% | NEW | 41.5 |
| 11 |  $OPTU | Optimum Communications, Inc. | $10.6M | 1.6% | +0% | 29.7 |
| 12 |  $MSC | STUDIO CITY INTERNATIONAL HOLDINGS Ltd | $7.9M | 1.2% | +0% | — |
| 13 |  $AERO | Grupo Aeromexico, S.A.B. de C.V. | $7.7M | 1.1% | NEW | — |
| 14 |  $UNH | UNITEDHEALTH GROUP INC | $7.4M | 1.1% | +0% | 66.8 |
| 15 |  $CNC | CENTENE CORP | $6.8M | 1.0% | +0% | 52.7 |
| 16 |  $MERC | MERCER INTERNATIONAL INC. | $6.6M | 1.0% | +0% | 29 |
| 17 |  $CBL | CBL & ASSOCIATES PROPERTIES INC | $4.5M | 0.7% | +0% | 53.8 |
| 18 |  $AMWD | AMERICAN WOODMARK CORP | $2.9M | 0.4% | NEW | 36.1 |
| 19 |  $KLC | KinderCare Learning Companies, Inc. | $2.8M | 0.4% | NEW | 38 |
| 20 |  $GOCO | GoHealth, Inc. | $1.4M | 0.2% | +0% | 17.7 |
| 21 |  $EHTH | eHealth, Inc. | $602,940 | 0.1% | +0% | 35.5 |
| 22 |  $APEI | AMERICAN PUBLIC EDUCATION INC | $568,800 | 0.1% | +0% | 60.3 |
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AI-Powered Hedge Fund Analysis: REDWOOD CAPITAL MANAGEMENT, LLC
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