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REDWOOD CAPITAL MANAGEMENT, LLC

13F filer · CIK 1316622 · New York, NY

Summary
REDWOOD CAPITAL MANAGEMENT, LLC reported $927.44M across 25 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are VSAT (21.3%), ECHO (13.9%), GBTG (11.1%). Versus 2026 Q1, leaving options aside, it opened 7 new positions, added to 2, trimmed 5 and sold out of 4.
Reported value$927.44M
Positions25
Report period2026 Q2
FiledAug 14, 2026
New positions7
Added2
Trimmed5
Sold out4

Top 25 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 21.3%Value $197.91MPrice $71.65Shares 2.20MSince Jun 30 -20.22%
Weight 13.9%Value $128.91MPrice $89.22Shares 1.27M -19.86%Since Jun 30 -12.10%
Weight 11.1%Value $103.28MPrice $9.50Shares 11.00M -49.90%Since Jun 30 +1.17%
Weight 10.9%Value $101.07MPrice $6.96Shares 9.82M +663.70%Since Jun 30 -32.36%
Weight 7.9%Value $73.57MPrice $16.55Shares 4.33MSince Jun 30 -2.65%
Weight 6.4%Value $58.93MPrice $145.10Shares 404KSince Jun 30 -0.47%
Weight 5.1%Value $47.20MPrice $34.75Shares 1.28MSince Jun 30 -6.11%
Weight 4.9%Value $45.74MPrice $189.64Shares 200K -35.48%Since Jun 30 -17.08%
Weight 3.5%Value $32.79MPrice $394.59Shares 85KSince Jun 30 +2.03%
Weight 2.1%Value $19.85MPrice $34.84Shares 575KSince Jun 30 +0.90%
Weight 2.0%Value $18.23MPrice $38.43Shares 332KSince Jun 30 -30.00%
Weight 1.4%Value $13.38MPrice $62.53Shares 209KSince Jun 30 -2.59%
Weight 1.4%Value $12.68MPrice $29.59Shares 420KSince Jun 30 -1.95%
Weight 1.2%Value $11.43MPrice $377.83Shares 28KSince Jun 30 -9.09%
Weight 1.1%Value $10.50MPrice $15.84Shares 584K +5.80%Since Jun 30 -12.00%
Weight 1.0%Value $9.24MPrice $3.57Shares 3.00MSince Jun 30 +15.91%
Weight 0.8%Value $7.52MPrice $1.01Shares 5.19M -36.63%Since Jun 30 -30.34%
Weight 0.8%Value $7.34MPrice $6.90Shares 817KSince Jun 30 -23.25%
Weight 0.7%Value $6.24MPrice $53.36Shares 118KSince Jun 30 +0.51%
Weight 0.6%Value $5.93MPrice $0.83Shares 3.24MSince Jun 30 -54.37%
ECHOSTAR CORPNo ticker matchTrim
Weight 0.6%Value $5.90MPrincipal $1.92M -91.69%
Weight 0.6%Value $5.49MPrice $14.31Shares 260KSince Jun 30 -32.21%
Weight 0.3%Value $3.07MPrice $0.32Shares 4.65MSince Jun 30 -51.82%
Weight 0.1%Value $696.4KPrice $0.73Shares 467KSince Jun 30 -51.32%
Weight 0.1%Value $537.0KPrice $41.09Shares 10KSince Jun 30 -23.48%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

VSATVSATVIASAT INC≈ $197.91MNew
MBCMBCMASTERBRAND INC≈ $87.83MAdd
KBRKBRKBR INC≈ $19.85MNew

Largest sells in 2026 Q2

ECHOSTAR CORPNo ticker match≈ $77.33MTrim
ECHOECHOECHOSTAR CORP≈ $36.85MTrim

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR