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The Analysis of REDWOOD CAPITAL MANAGEMENT, LLC's Holdings & P&L

Currently, REDWOOD CAPITAL MANAGEMENT, LLC holds 22 types of securities in its portfolio with a total value $674.2M. In the most recent quarter, they have increased their positions in MOH (+200.0K shares, valued at $26.7M), COMM (+1.4M shares, valued at $24.9M), TDS (+398.7K shares, valued at $16.8M); decreased their positions in AER (-900.6K shares, valued at $123.5M), N/A (-30.9M shares, valued at $113.1M), SATS (-682.9K shares, valued at $80.0M); initiated new positions in COMM (+1.4M shares, valued at $24.9M), MBC (+1.3M shares, valued at $10.7M), N/A (+551.6K shares, valued at $7.7M).

1M P&L

+89.6M+12.48%

3M P&L

+107.3M+15.33%

HY P&L

+191.0M+30.98%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Communication Equipment246.5M

32.8%

2Rental & Leasing Services187.6M

25.0%

3Travel Services164.1M

21.8%

Top Industries by Stock Count

1Healthcare Plans4 stocks

25.0%

2Resorts & Casinos2 stocks

12.5%

3Rental & Leasing Services1 stocks

6.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SATS ECHOSTAR CORP1.6M shares-30.11%2026-03-312026-05-15

GBTG GLOBAL BUSINESS TRAVEL GROUP22.0M shares2.33%2026-03-312026-05-15

ECHOSTAR CORP ECHOSTAR CORP23.0M shares-57.28%2026-03-312026-05-15

AER AERCAP HOLDINGS NV404.3K shares-69.02%2026-03-312026-05-15

TDS TELEPHONE & DATA SYS INC1.3M shares45.48%2026-03-312026-05-15

MOH MOLINA HEALTHCARE INC310.0K shares181.82%2026-03-312026-05-15

COMM VISTANCE NETWORKS INC1.4M sharesnew addition2026-03-312026-05-15

ELV ELEVANCE HEALTH INC FORMERLY84.8K shares0.00%2026-03-312026-05-15

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CZR CAESARS ENTERTAINMENT INC NE420.0K shares0.00%2026-03-312026-05-15

MBC MASTERBRAND INC1.3M sharesnew addition2026-03-312026-05-15

ATUS OPTIMUM COMMUNICATIONS INC8.2M shares0.00%2026-03-312026-05-15

MSC STUDIO CITY INTL HLDGS LTD3.2M shares0.00%2026-03-312026-05-15

GRUPO AEROMEXICO SAB DE CV GRUPO AEROMEXICO SAB DE CV551.6K sharesnew addition2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC27.5K shares0.00%2026-03-312026-05-15

CNC CENTENE CORP DEL208.5K shares0.00%2026-03-312026-05-15

MERC MERCER INTL INC4.6M shares0.00%2026-03-312026-05-15

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CBL CBL & ASSOC PPTYS INC117.6K shares0.00%2026-03-312026-05-15

AMWD AMERICAN WOODMARK CORP72.4K sharesnew addition2026-03-312026-05-15

KLC KINDERCARE LEARNING COMPANIE1.3M sharesnew addition2026-03-312026-05-15

GOHEALTH INC GOHEALTH INC924.2K shares0.00%2026-03-312026-05-15

EHTH EHEALTH INC467.4K shares0.00%2026-03-312026-05-15

APEI AMERICAN PUB ED INC10.0K shares0.00%2026-03-312026-05-15

SATS

ECHOSTAR CORP

-30.11%

Shares1.6M

Event2026-03-31

Filed2026-05-15

GBTG

GLOBAL BUSINESS TRAVEL GROUP

2.33%

Shares22.0M

Event2026-03-31

Filed2026-05-15

ECHOSTAR CORP

-57.28%

Shares23.0M

Event2026-03-31

Filed2026-05-15

AER

AERCAP HOLDINGS NV

-69.02%

Shares404.3K

Event2026-03-31

Filed2026-05-15

TDS

TELEPHONE & DATA SYS INC

45.48%

Shares1.3M

Event2026-03-31

Filed2026-05-15

MOH

MOLINA HEALTHCARE INC

181.82%

Shares310.0K

Event2026-03-31

Filed2026-05-15

COMM

VISTANCE NETWORKS INC

New

Shares1.4M

Event2026-03-31

Filed2026-05-15

ELV

ELEVANCE HEALTH INC FORMERLY

0.00%

Shares84.8K

Event2026-03-31

Filed2026-05-15

CZR

CAESARS ENTERTAINMENT INC NE

0.00%

Shares420.0K

Event2026-03-31

Filed2026-05-15

MBC

MASTERBRAND INC

New

Shares1.3M

Event2026-03-31

Filed2026-05-15

ATUS

OPTIMUM COMMUNICATIONS INC

0.00%

Shares8.2M

Event2026-03-31

Filed2026-05-15

MSC

STUDIO CITY INTL HLDGS LTD

0.00%

Shares3.2M

Event2026-03-31

Filed2026-05-15

GRUPO AEROMEXICO SAB DE CV

New

Shares551.6K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

0.00%

Shares27.5K

Event2026-03-31

Filed2026-05-15

CNC

CENTENE CORP DEL

0.00%

Shares208.5K

Event2026-03-31

Filed2026-05-15

MERC

MERCER INTL INC

0.00%

Shares4.6M

Event2026-03-31

Filed2026-05-15

CBL

CBL & ASSOC PPTYS INC

0.00%

Shares117.6K

Event2026-03-31

Filed2026-05-15

AMWD

AMERICAN WOODMARK CORP

New

Shares72.4K

Event2026-03-31

Filed2026-05-15

KLC

KINDERCARE LEARNING COMPANIE

New

Shares1.3M

Event2026-03-31

Filed2026-05-15

GOHEALTH INC

0.00%

Shares924.2K

Event2026-03-31

Filed2026-05-15

EHTH

EHEALTH INC

0.00%

Shares467.4K

Event2026-03-31

Filed2026-05-15

APEI

AMERICAN PUB ED INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available