Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
REDWOOD CAPITAL MANAGEMENT, LLC (CIK 1316622) reported $674.2M across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SATS ($185.5M, 27.52%), GBTG ($122.5M, 18.17%), SATS ($84.3M, 12.51%), AER ($55.5M, 8.23%), TDS ($53.7M, 7.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SATS | ECHOSTAR CORP | $185.5M | 27.52% | 1.6M | Trimmed |
| 2 | GBTG | GLOBAL BUSINESS TRAVEL GROUP | $122.5M | 18.17% | 22.0M | Added |
| 3 | SATS | ECHOSTAR CORP | $84.3M | 12.51% | 23.0M | Trimmed |
| 4 | AER | AERCAP HOLDINGS NV | $55.5M | 8.23% | 404,266 | Trimmed |
| 5 | TDS | TELEPHONE & DATA SYS INC | $53.7M | 7.96% | 1.3M | Added |
| 6 | MOH | MOLINA HEALTHCARE INC | $41.3M | 6.13% | 310,000 | Added |
| 7 | COMM | VISTANCE NETWORKS INC | $24.9M | 3.69% | 1.4M | New |
| 8 | ELV | ELEVANCE HEALTH INC FORMERLY | $24.8M | 3.68% | 84,800 | Hold |
| 9 | CZR | CAESARS ENTERTAINMENT INC NE | $11.1M | 1.65% | 420,000 | Hold |
| 10 | MBC | MASTERBRAND INC | $10.7M | 1.59% | 1.3M | New |
| 11 | ATUS | OPTIMUM COMMUNICATIONS INC | $10.6M | 1.58% | 8.2M | Hold |
| 12 | MSC | STUDIO CITY INTL HLDGS LTD | $7.9M | 1.17% | 3.2M | Hold |
| 13 | GRUPO AEROMEXICO SAB DE CV | $7.7M | 1.15% | 551,601 | New | |
| 14 | UNH | UNITEDHEALTH GROUP INC | $7.4M | 1.10% | 27,500 | Hold |
| 15 | CNC | CENTENE CORP DEL | $6.8M | 1.01% | 208,500 | Hold |
| 16 | MERC | MERCER INTL INC | $6.6M | 0.98% | 4.6M | Hold |
| 17 | CBL | CBL & ASSOC PPTYS INC | $4.5M | 0.67% | 117,613 | Hold |
| 18 | AMWD | AMERICAN WOODMARK CORP | $2.9M | 0.43% | 72,402 | New |
| 19 | KLC | KINDERCARE LEARNING COMPANIE | $2.8M | 0.41% | 1.2M | New |
| 20 | GOCO | GOHEALTH INC | $1.4M | 0.21% | 924,244 | Hold |
| 21 | EHTH | EHEALTH INC | $602,940 | 0.09% | 467,395 | Hold |
| 22 | APEI | AMERICAN PUB ED INC | $568,800 | 0.08% | 10,000 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31