StockDriftsStockDriftsTop 22 Redwood Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VSAT | VIASAT INC | 21.34% | 2.20M | $197.9M | new | $66.76(+28.90%) | 2026-06-30 | |
| SATS | ECHOSTAR CORP | 13.9% | 1.27M | $128.9M | -19.86%(-314.78K) | $23.26(+297.67%) | 2026-06-30 | |
| GBTG | GLOBAL BUSINESS TRAVEL GROUP | 11.14% | 11.00M | $103.3M | -49.90%(-10.96M) | $7.18(+31.74%) | 2026-06-30 | |
| MBC | MASTERBRAND INC | 10.9% | 9.82M | $101.1M | +663.70%(+8.54M) | $9.31(+0.42%) | 2026-06-30 | |
| AER | AERCAP HOLDINGS NV | 6.35% | 404.3K | $58.9M | +0.00%(+0) | $51.88(+187.55%) | 2026-06-30 | |
| TDS | TELEPHONE & DATA SYS INC | 5.09% | 1.28M | $47.2M | +0.00%(+0) | $38.18(-10.71%) | 2026-06-30 | |
| MOH | MOLINA HEALTHCARE INC | 4.93% | 200.0K | $45.7M | -35.48%(-110.00K) | $175.43(+17.43%) | 2026-06-30 | |
| ELV | ELEVANCE HEALTH INC FORMERLY | 3.54% | 84.8K | $32.8M | +0.00%(+0) | $348.72(+14.19%) | 2026-06-30 | |
| KBR | KBR INC | 2.14% | 575.0K | $19.9M | new | $35.17(+6.80%) | 2026-06-30 | |
| FBIN | FORTUNE BRANDS INNOVATIONS I | 1.97% | 332.0K | $18.2M | new | $46.03(+5.21%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +66.31% | +359.96% | +31.96% | +300.21% |
| Top 20 Holdings Unweighted | +29.43% | +116.80% | +14.62% | +97.85% |
Redwood Capital Management LLC reports $927.44M in US-listed equity holdings across 25 positions in its most recent 13F filing. Its largest disclosed positions are VSAT (21.3%), SATS (13.9%) and GBTG (11.1%). The top 20 holdings account for 90.51% of reported assets. Its disclosed equity book has returned +359.96% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Redwood Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1316622). View Redwood Capital Management LLC’s 13F filings on SEC