Redwood Capital Management, LLC holds a concentrated book of 25 stocks worth $927.4M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Viasat Inc and trimmed Echostar Corp-A. Their largest long position is Viasat Inc at 21% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Redwood Capital Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Cyrus Capital Partners, L.P. | 3 / 25 | $151.5M |
| Nut Tree Capital Management, LP | 3 / 25 | $226.2M |
| Canyon Capital Advisors LLC | 3 / 25 | $411.3M |
| High Ground Investment Management LLP | 2 / 25 | $495.2M |
| Silver Point Capital L.P. | 3 / 25 | $431.7M |
| Taconic Capital Advisors LP | 5 / 25 | $64.7M |
| Plustick Management LLC | 2 / 25 | $56.8M |
| Marble Bar Asset Management LLP | 3 / 25 | $39.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Redwood Capital Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Viasat Inc COM | $197.9M | 2.20M | 21.3% | ▲New New position | |
| 2 | Echostar Corp CL A | $128.9M | 1.27M | 13.9% | ▼−20% Reduced · −315K sh | |
| 3 | Global Business Travel Group COM CL A | $103.3M | 11.00M | 11.1% | ▼−50% Reduced · −11.0M sh | |
| 4 | Masterbrand Inc COMMON STOCK | $101.1M | 9.82M | 10.9% | ▲+664% Added · +8.5M sh | |
| 5 | Office Pptys Income TR COM OF BENEFICIA | $73.6M | 4.33M | 7.9% | ▲New New position | |
| 6 | Aercap Holdings NV SHS | $58.9M | 404.3K | 6.4% | —Held | |
| 7 | Telephone & Data Sys Inc COM NEW | $47.2M | 1.28M | 5.1% | —Held | |
| 8 | Molina Healthcare Inc COM | $45.7M | 200.0K | 4.9% | ▼−35% Reduced · −110K sh | |
| 9 | Elevance Health Inc Formerly COM | $32.8M | 84.8K | 3.5% | —Held | |
| 10 | KBR Inc COM | $19.9M | 575.0K | 2.1% | ▲New New position | |
| 11 | Fortune Brands Innovations I COM | $18.2M | 332.0K | 2.0% | ▲New New position | |
| 12 | Centene Corp Del COM | $13.4M | 208.5K | 1.4% | —Held | |
| 13 | Caesars Entertainment Inc Ne COM | $12.7M | 420.0K | 1.4% | —Held | |
| 14 | Unitedhealth Group Inc COM | $11.4M | 27.5K | 1.2% | —Held | |
| 15 | Grupo Aeromexico SAB De CV SPONSORED ADS | $10.5M | 583.6K | 1.1% | ▲+5.8% Added · +32K sh | |
| 16 | Sable Offshore Corp COM SHS | $9.2M | 3.00M | 1.0% | ▲New New position | |
| 17 | Optimum Communications Inc CL A | $7.5M | 5.19M | 0.8% | ▼−37% Reduced · −3.0M sh | |
| 18 | Azul S A SPONSORED ADS | $7.3M | 817.0K | 0.8% | ▲New New position | |
| 19 | CBL & Assoc Pptys Inc COMMON STOCK | $6.2M | 117.6K | 0.7% | —Held | |
| 20 | Studio City Intl Hldgs Ltd SPON ADS | $5.9M | 3.24M | 0.6% | —Held | |
| 21 | Echostar Corp NOTE 3.875%11/3 | $5.9M | 1.92M | 0.6% | ▼−92% Reduced · −21.1M sh | |
| 22 | Norwegian Cruise Line Hldgs SHS | $5.5M | 260.0K | 0.6% | ▲New New position | |
| 23 | Mercer Intl Inc COM | $3.1M | 4.65M | 0.3% | —Held | |
| 24 | Ehealth Inc COM | $696K | 467.4K | 0.1% | —Held | |
| 25 | American Pub Ed Inc COM | $537K | 10.0K | 0.1% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1316622/holdings"
Use Arkolith to show REDWOOD CAPITAL MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.