account_balance
Investment manager · 13F filer · SEC CIK 1316622
Redwood Capital Management, LLC
Reported value$927Mas of Jun 30, 2026
Positions25 7 new, 4 sold out
Top 10 weight87.3%VSAT alone is 21%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VSATViasat Inc
21.3%New
ECHOEchostar Corp
13.9%Trimmed −20%
GBTGGlobal Business Travel Group
11.1%Trimmed −50%
MBCMasterbrand Inc
10.9%Added +664%
OPIOffice Pptys Income Tr
7.9%New
AERAercap Holdings NV
6.4%
TDSTelephone & Data Sys Inc
5.1%
MOHMolina Healthcare Inc
4.9%Trimmed −35%
ELVElevance Health Inc Formerly
3.5%
KBR2.1%FBIN2.0%CNC1.4%VSATViasat Inc
21.3%New
ECHOEchostar Corp
13.9%Trimmed −20%
GBTGGlobal Business Travel Group
11.1%Trimmed −50%
MBCMasterbrand Inc
10.9%Added +664%
OPI7.9%AER6.4%TDS5.1%MOH4.9%ELV3.5%KBR2.1%FBIN2.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VSAT Viasat Inc 21.3% NewECHO Echostar Corp 13.9% Trimmed −20%
GBTG Global Business Travel Group 11.1% Trimmed −50%
MBC Masterbrand Inc 10.9% Added +664%OPI Office Pptys Income Tr 7.9% NewAER Aercap Holdings NV 6.4% HeldTDS Telephone & Data Sys Inc 5.1% HeldMOH Molina Healthcare Inc 4.9% Trimmed −35%ELV Elevance Health Inc Formerly 3.5% HeldKBR KBR Inc 2.1% NewFBIN Fortune Brands Innovations I 2.0% NewCNC Centene Corp 1.4% HeldWhat changed