Redwood Capital Management, LLC

Reported value$927Mas of Jun 30, 2026

Positions25 7 new, 4 sold out

Top 10 weight87%VSAT alone is 21%

FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

VSAT

ECHO

GBTG

Global Business Travel Group

11.1%Trimmed

MBC

Masterbrand INC

10.9%Added

OPI

Office Pptys Income Tr

7.9%New

AER

Aercap Holdings NV

6.4%

TDS

Telephone & Data Sys INC

5.1%

MOH

Molina Healthcare INC

4.9%Trimmed

ELV

Elevance Health INC Formerly

3.5%

KBR

Kbr INC

2.1%New

15 others

12.7%

Box size is the share of the fund's reported holdings. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 15, 2026 filing

add_circleNew

VSAT $198M
OPI $73.6M
KBR $19.9M
FBIN $18.2M

arrow_upwardAdded

MBC +664%
AERO +6%

arrow_downwardTrimmed

Echostar Corp −92%
GBTG −50%
OPTU −37%
MOH −35%

remove_circleSold out

VISN $24.9M
American Woodmark Corp $2.88M
KLC $2.75M
GOCOQ $1.4M