REDWOOD CAPITAL MANAGEMENT, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VISTANCE NETWORKS INC(VISN) | 0 | 1,368,663 | +1,368,663 | 0 | 24,909,667 | 3.69% | +24,909,667 |
| MOLINA HEALTHCARE INC(MOH) | 110,000 | 310,000 | +200,000 | 19,089,400 | 41,323,000 | 6.13% | +22,233,600 |
| TELEPHONE & DATA SYS INC(TDS) | 876,580 | 1,275,282 | +398,702 | 35,939,780 | 53,689,372 | 7.96% | +17,749,592 |
| MASTERBRAND INC(MBC) | 0 | 1,286,097 | +1,286,097 | 0 | 10,687,466 | 1.59% | +10,687,466 |
| GRUPO AEROMEXICO SAB DE CV(AERO) | 0 | 551,601 | +551,601 | 0 | 7,727,930 | 1.15% | +7,727,930 |
| AMERICAN WOODMARK CORP | 0 | 72,402 | +72,402 | 0 | 2,883,772 | 0.43% | +2,883,772 |
| KINDERCARE LEARNING COMPANIE | 0 | 1,250,000 | +1,250,000 | 0 | 2,750,000 | 0.41% | +2,750,000 |
| CAESARS ENTERTAINMENT INC NE(CZR) | 420,000 | 420,000 | 0 | 9,823,800 | 11,100,600 | 1.65% | +1,276,800 |
| AMERICAN PUB ED INC(APEI) | 10,000 | 10,000 | 0 | 378,000 | 568,800 | 0.08% | +190,800 |
| CBL & ASSOC PPTYS INC(CBL) | 117,613 | 117,613 | 0 | 4,351,681 | 4,519,868 | 0.67% | +168,187 |
| GOHEALTH INC | 924,244 | 924,244 | 0 | 1,987,125 | 1,395,608 | 0.21% | -591,517 |
| EHEALTH INC | 467,395 | 467,395 | 0 | 2,150,017 | 602,940 | 0.09% | -1,547,077 |
| UNITEDHEALTH GROUP INC(UNH) | 27,500 | 27,500 | 0 | 9,078,025 | 7,441,225 | 1.10% | -1,636,800 |
| CENTENE CORP DEL(CNC) | 208,500 | 208,500 | 0 | 8,579,775 | 6,826,290 | 1.01% | -1,753,485 |
| MERCER INTL INC | 4,648,133 | 4,648,133 | 0 | 9,203,303 | 6,600,349 | 0.98% | -2,602,954 |
| OPTIMUM COMMUNICATIONS INC | 8,189,270 | 8,189,270 | 0 | 13,512,296 | 10,646,051 | 1.58% | -2,866,245 |
| STUDIO CITY INTL HLDGS LTD | 3,239,073 | 3,239,073 | 0 | 11,498,709 | 7,870,947 | 1.17% | -3,627,762 |
| ELEVANCE HEALTH INC FORMERLY(ELV) | 84,800 | 84,800 | 0 | 29,726,640 | 24,825,200 | 3.68% | -4,901,440 |
| GLOBAL BUSINESS TRAVEL GROUP(GBTG) | 21,453,816 | 21,953,816 | +500,000 | 164,121,692 | 122,502,293 | 18.17% | -41,619,399 |
| ECHOSTAR CORP(ECHO) | 2,267,787 | 1,584,857 | -682,930 | 246,508,447 | 185,539,209 | 27.52% | -60,969,238 |
| ECHOSTAR CORP(ECHO) | 0 | 0 | 0 | 180,660,225 | 84,336,641 | 12.51% | -96,323,584 |
| AERCAP HOLDINGS NV(AER) | 1,304,863 | 404,266 | -900,597 | 187,587,105 | 55,457,210 | 8.23% | -132,129,895 |