REDWOOD CAPITAL MANAGEMENT, LLC

CIK
1316622
City
New York
State / Country
NY

Top Portfolio Positions

21 positions · $589,867,790 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
SATS
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 MSC

Export CSV

Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $7,870,947 3,239,073
2025-12-31 $11,498,709 3,239,073
2025-09-30 $12,632,384 3,239,073
2025-06-30 $10,300,252 3,239,073
2025-03-31 $11,725,444 3,239,073
2024-12-31 $18,300,762 3,239,073
2024-09-30 $24,516,907 3,268,921
2024-06-30 $19,123,187 3,268,921
2024-03-31 $22,653,269 3,268,870
2023-12-31 $21,182,277 3,268,870
2023-09-30 $16,442,416 3,268,870
2023-06-30 $22,685,957 3,268,870
2023-03-31 $21,797,500 3,272,898
2022-12-31 $19,524,429 3,275,911
2022-09-30 $7,174,245 3,275,911
2022-06-30 $7,043,208 3,275,911
2022-03-31 $19,131,320 3,275,911
2021-12-31 $9,149,456 1,716,596
2021-09-30 $14,024,589 1,716,596
2021-06-30 $20,011,484 1,737,108
2021-03-31 $22,929,825 1,737,108
2020-12-31 $20,619,471 1,737,108
2020-09-30 $28,262,747 1,737,108
2020-06-30 $19,390,622 1,219,536
2020-03-31 $24,634,627 1,219,536