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Redwood Capital Management, LLC Top Holdings and 13F Report (2026)

About Redwood Capital Management, LLC

Investment Activity

  • Redwood Capital Management, LLC has $674.20 million in total holdings as of March 31, 2026.
  • Redwood Capital Management, LLC owns shares of 22 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 14.12% of the portfolio was purchased this quarter.
  • About 46.96% of the portfolio was sold this quarter.
  • This quarter, Redwood Capital Management, LLC has purchased 17 new stocks and bought additional shares in 3 stocks.
  • Redwood Capital Management, LLC sold shares of 3 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

EchoStar
$185,539,209
ECHOSTAR CORP
$84,336,641
Aercap
$55,457,210

Largest New Holdings this Quarter

20337X109 - CommScope
$24,909,667 Holding
57638P104 - MasterBrand
$10,687,466 Holding
40054J109 - GRUPO AEROMEXICO SAB DE CV
$7,727,930 Holding
030506109 - American Woodmark
$2,883,772 Holding
49456W105 - KinderCare Learning Companies
$2,750,000 Holding

Largest Purchases this Quarter

Molina Healthcare
200,000 shares (about $26.66M)
CommScope
1,368,663 shares (about $24.91M)
Telephone and Data Systems
398,702 shares (about $16.79M)
MasterBrand
1,286,097 shares (about $10.69M)
GRUPO AEROMEXICO SAB DE CV
551,601 shares (about $7.73M)

Largest Sales this Quarter

Aercap
900,597 shares (about $123.54M)
ECHOSTAR CORP
30,905,000 shares (about $113.10M)
EchoStar
682,930 shares (about $79.95M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRedwood Capital Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
EchoStar Corporation stock logo
SATS
EchoStar
$185,539,209$79,950,615 â–¼-30.1%1,584,85727.5%Computer and Technology
Global Business Travel Group, Inc. stock logo
GBTG
Global Business Travel Group
$122,502,293$2,790,000 â–²2.3%21,953,81618.2%Computer and Technology
ECHOSTAR CORP
$84,336,641$113,097,046 â–¼-57.3%23,045,90612.5%NOTE 3.875%11/3
Aercap Holdings N.V. stock logo
AER
Aercap
$55,457,210$123,543,897 â–¼-69.0%404,2668.2%Transportation
Telephone and Data Systems, Inc. stock logo
TDS
Telephone and Data Systems
$53,689,372$16,785,354 â–²45.5%1,275,2828.0%Utilities
Molina Healthcare, Inc stock logo
MOH
Molina Healthcare
$41,323,000$26,660,000 â–²181.8%310,0006.1%Medical
CommScope Holding Company, Inc. stock logo
COMM
CommScope
$24,909,667$24,909,667 â–²New Holding1,368,6633.7%Computer and Technology
Elevance Health, Inc. stock logo
ELV
Elevance Health
$24,825,2000.0%84,8003.7%Medical
Caesars Entertainment, Inc. stock logo
CZR
Caesars Entertainment
$11,100,6000.0%420,0001.6%Consumer Discretionary
MasterBrand, Inc. stock logo
MBC
MasterBrand
$10,687,466$10,687,466 â–²New Holding1,286,0971.6%Consumer Discretionary
OPTIMUM COMMUNICATIONS INC
$10,646,0510.0%8,189,2701.6%CL A
Studio City Ih stock logo
MSC
Studio City Ih
$7,870,9470.0%3,239,0731.2%Consumer Discretionary
GRUPO AEROMEXICO SAB DE CV
$7,727,930$7,727,930 â–²New Holding551,6011.1%SPONSORED ADS
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$7,441,2250.0%27,5001.1%Medical
Centene Corporation stock logo
CNC
Centene
$6,826,2900.0%208,5001.0%Medical
Mercer International Inc. stock logo
MERC
Mercer International
$6,600,3490.0%4,648,1331.0%Basic Materials
CBL & Associates Properties, Inc. stock logo
CBL
CBL & Associates Properties
$4,519,8680.0%117,6130.7%Finance
American Woodmark Corporation stock logo
AMWD
American Woodmark
$2,883,772$2,883,772 â–²New Holding72,4020.4%Consumer Discretionary
KinderCare Learning Companies, Inc. stock logo
KLC
KinderCare Learning Companies
$2,750,000$2,750,000 â–²New Holding1,250,0000.4%Consumer Discretionary
GoHealth, Inc. stock logo
GOCO
GoHealth
$1,395,6080.0%924,2440.2%Finance
eHealth, Inc. stock logo
EHTH
eHealth
$602,9400.0%467,3950.1%Finance
American Public Education, Inc. stock logo
APEI
American Public Education
$568,8000.0%10,0000.1%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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