Filed: 11/14/2025ACC: 0000919574-25-006883
📋 What this filing means
REDWOOD CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $1.03B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$1.03B
Total AUM (reported)
101.45M
Total Shares
Allocation by class
CL A$447.34M43.3%
COM CL A$173.35M16.8%
SHS$157.89M15.3%
NOTE 3.875%11/3$132.82M12.9%
COM$69.52M6.7%
COM NEW$34.40M3.3%
SPON ADS$8.84M0.9%
Portfolio Concentration
Top 3$758.84M73.5%
4–10$237.97M23.1%
11–25$35.39M3.4%
Top 3 weight
73.5%
Top 10 weight
96.6%
Voting Authority Distribution
Total shares with voting rights: 101.45M
Sole
Full voting authority
101.45M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole17
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
ECHOSTAR CORP
SOLEShares5.60M
TypeSH
Market value$427.60M
41.43%
Sole
5.60M
Shared
0.00
None
0.00
GLOBAL BUSINESS TRAVEL GROUP
SOLEShares21.45M
TypeSH
Market value$173.35M
16.79%
Sole
21.45M
Shared
0.00
None
0.00
AERCAP HOLDINGS NV
SOLEShares1.30M
TypeSH
Market value$157.89M
15.30%
Sole
1.30M
Shared
0.00
None
0.00
ECHOSTAR CORP
SOLEShares53.95M
TypePRN
Market value$132.82M
12.87%
Sole
53.95M
Shared
0.00
None
0.00
TELEPHONE & DATA SYS INC
SOLEShares876.58K
TypeSH
Market value$34.40M
3.33%
Sole
876.58K
Shared
0.00
None
0.00
ALTICE USA INC
SOLEShares8.19M
TypeSH
Market value$19.74M
1.91%
Sole
8.19M
Shared
0.00
None
0.00
ELEVANCE HEALTH INC FORMERLY
SOLEShares52.50K
TypeSH
Market value$16.96M
1.64%
Sole
52.50K
Shared
0.00
None
0.00
MERCER INTL INC
SOLEShares4.65M
TypeSH
Market value$13.39M
1.30%
Sole
4.65M
Shared
0.00
None
0.00
MOLINA HEALTHCARE INC
SOLEShares58.40K
TypeSH
Market value$11.18M
1.08%
Sole
58.40K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares27.50K
TypeSH
Market value$9.50M
0.92%
Sole
27.50K
Shared
0.00
None
0.00
STUDIO CITY INTL HLDGS LTD
SOLEShares3.24M
TypeSH
Market value$8.84M
0.86%
Sole
3.24M
Shared
0.00
None
0.00
CAESARS ENTERTAINMENT INC NE
SOLEShares320K
TypeSH
Market value$8.65M
0.84%
Sole
320K
Shared
0.00
None
0.00
CENTENE CORP DEL
SOLEShares208.50K
TypeSH
Market value$7.44M
0.72%
Sole
208.50K
Shared
0.00
None
0.00
GOHEALTH INC
SOLEShares924.24K
TypeSH
Market value$4.45M
0.43%
Sole
924.24K
Shared
0.00
None
0.00
CBL & ASSOC PPTYS INC
SOLEShares117.61K
TypeSH
Market value$3.60M
0.35%
Sole
117.61K
Shared
0.00
None
0.00
EHEALTH INC
SOLEShares467.39K
TypeSH
Market value$2.01M
0.20%
Sole
467.39K
Shared
0.00
None
0.00
AMERICAN PUB ED INC
SOLEShares10K
TypeSH
Market value$394.7K
0.04%
Sole
10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ECHOSTAR CORPSOLE | CL A | 5.60M | SH | $427.60M 41.43% | 5.60M | 0.00 | 0.00 |
GLOBAL BUSINESS TRAVEL GROUPSOLE | COM CL A | 21.45M | SH | $173.35M 16.79% | 21.45M | 0.00 | 0.00 |
AERCAP HOLDINGS NVSOLE | SHS | 1.30M | SH | $157.89M 15.30% | 1.30M | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | NOTE 3.875%11/3 | 53.95M | PRN | $132.82M 12.87% | 53.95M | 0.00 | 0.00 |
TELEPHONE & DATA SYS INCSOLE | COM NEW | 876.58K | SH | $34.40M 3.33% | 876.58K | 0.00 | 0.00 |
ALTICE USA INCSOLE | CL A | 8.19M | SH | $19.74M 1.91% | 8.19M | 0.00 | 0.00 |
ELEVANCE HEALTH INC FORMERLYSOLE | COM | 52.50K | SH | $16.96M 1.64% | 52.50K | 0.00 | 0.00 |
MERCER INTL INCSOLE | COM | 4.65M | SH | $13.39M 1.30% | 4.65M | 0.00 | 0.00 |
MOLINA HEALTHCARE INCSOLE | COM | 58.40K | SH | $11.18M 1.08% | 58.40K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 27.50K | SH | $9.50M 0.92% | 27.50K | 0.00 | 0.00 |
STUDIO CITY INTL HLDGS LTDSOLE | SPON ADS | 3.24M | SH | $8.84M 0.86% | 3.24M | 0.00 | 0.00 |
CAESARS ENTERTAINMENT INC NESOLE | COM | 320K | SH | $8.65M 0.84% | 320K | 0.00 | 0.00 |
CENTENE CORP DELSOLE | COM | 208.50K | SH | $7.44M 0.72% | 208.50K | 0.00 | 0.00 |
GOHEALTH INCSOLE | CL A NEW | 924.24K | SH | $4.45M 0.43% | 924.24K | 0.00 | 0.00 |
CBL & ASSOC PPTYS INCSOLE | COMMON STOCK | 117.61K | SH | $3.60M 0.35% | 117.61K | 0.00 | 0.00 |
EHEALTH INCSOLE | COM | 467.39K | SH | $2.01M 0.20% | 467.39K | 0.00 | 0.00 |
AMERICAN PUB ED INCSOLE | COM | 10K | SH | $394.7K 0.04% | 10K | 0.00 | 0.00 |