REDWOOD CAPITAL MANAGEMENT, LLC
Top Portfolio Positions
21 positions ·
$589,867,790 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ECHO |
EchoStar CORP
Communication Services
|
1,584,857 | $185,539,208 | 31.45% | |
| GBTG |
Global Business Travel Group, Inc.
Consumer Cyclical
|
21,953,816 | $122,502,293 | 20.77% | |
| AER |
AerCap Holdings N.V.
Industrials
|
404,266 | $55,457,209 | 9.40% | |
| TDS |
Telephone & Data Systems Inc /De/
Communication Services
|
1,275,282 | $53,689,372 | 9.10% | |
| MOH |
Molina Healthcare, Inc.
Healthcare
|
310,000 | $41,323,000 | 7.01% | |
| VISN |
Vistance Networks, Inc.
Technology
|
1,368,663 | $24,909,666 | 4.22% | |
| ELV |
Elevance Health, Inc.
Healthcare
|
84,800 | $24,825,200 | 4.21% | |
| CZR |
Caesars Entertainment, Inc.
Consumer Cyclical
|
420,000 | $11,100,600 | 1.88% | |
| MBC |
MasterBrand, Inc.
Consumer Cyclical
|
1,286,097 | $10,687,466 | 1.81% | |
| OPTU |
Optimum Communications, Inc.
Communication Services
|
8,189,270 | $10,646,051 | 1.80% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AER
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,457,209 | 404,266 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $187,587,104 | 1,304,863 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $157,888,423 | 1,304,863 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $164,953,971 | 1,409,863 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $166,012,252 | 1,624,863 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $193,779,389 | 2,024,863 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $202,892,418 | 2,142,023 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $199,636,543 | 2,142,023 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $186,163,218 | 2,142,023 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $159,195,149 | 2,142,023 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $134,240,581 | 2,142,023 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $136,061,300 | 2,142,023 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $120,445,953 | 2,142,023 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $124,725,776 | 2,138,645 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $104,539,226 | 2,469,625 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $66,920,237 | 1,634,593 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $82,187,336 | 1,634,593 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $72,982,094 | 1,115,593 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $44,068,505 | 762,299 | Shares | Sole | 2021-11-15 | |
| No 13F history on record for this holder in this stock. | ||||||