REDWOOD CAPITAL MANAGEMENT, LLC
CIK 1316622
13F filing for Q2 2026・No. 2,698
- Holdings
- US$927.44M
- Quarter change
- +US$253.24M
- Entries
- 25
- Net bought (estimate)
- +US$326.85M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 4
- Cut 3
- Added 3
- Corporate actions 0
- Unchanged 11
Largest holdings
24 stocks worth US$921.55M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VSATVIASAT INCCOM | New | 2,203,640 | US$197.91M | 21.48% |
| ECHOECHOSTAR CORPCL A | Cut | 1,270,079 | US$128.91M | 13.99% |
| GBTGGLOBAL BUSINESS TRAVEL GROUPCOM CL A | AddedSplit 1:2 | 10,998,642 | US$103.28M | 11.21% |
| MASTERBRAND INCCOMMON STOCK | Added | 9,821,896 | US$101.07M | 10.97% |
| OFFICE PPTYS INCOME TRCOM OF BENEFICIA | New | 4,327,521 | US$73.57M | 7.98% |
| AERAERCAP HOLDINGS NVSHS | Unchanged | 404,266 | US$58.93M | 6.40% |
| TDSTELEPHONE & DATA SYS INCCOM NEW | Unchanged | 1,275,282 | US$47.2M | 5.12% |
| MOHMOLINA HEALTHCARE INCCOM | Cut | 200,000 | US$45.74M | 4.96% |
| ELVELEVANCE HEALTH INC FORMERLYCOM | Unchanged | 84,800 | US$32.79M | 3.56% |
| KBRKBR INCCOM | New | 575,000 | US$19.85M | 2.15% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.