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REDWOOD CAPITAL MANAGEMENT, LLC

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13F filer, CIK 1316622, New York, NY

REDWOOD CAPITAL MANAGEMENT, LLC reported $674,204,438 across 22 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 91.13% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-26-003316

Period
2026-03-31
Reported value
$674M
Holdings
22
Top 10 weight
91.13%
New
5
Sold out
0

Part of the filer group REDWOOD CAPITAL MANAGEMENT, LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MOHadded+200,000$26.7M
VISNnew+1,368,663$24.9M
TDSadded+398,702$16.8M
MBCnew+1,286,097$10.7M
AEROnew+551,601$7.73M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AERreduced-900,597-$124M
ECHOreduced-682,930-$80M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0000919574-26-003316, largest first. % of portfolio is the value over $674,204,438, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,915,934 shares; 2024Q4: 7,059,984 shares; 2025Q1: 6,359,984 shares; 2025Q2: 7,944,841 shares; 2025Q3: 5,599,799 shares; 2025Q4: 2,267,787 shares; 2026Q1: 1,584,857 shares 1,584,857$186M27.52%-682,930Timeline
GBTGGLOBAL BUSINESS TRAVEL GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,453,815 shares; 2025Q4: 21,453,816 shares; 2026Q1: 21,953,816 shares 21,953,816$123M18.17%+500,000Timeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,142,023 shares; 2024Q4: 2,024,863 shares; 2025Q1: 1,624,863 shares; 2025Q2: 1,409,863 shares; 2025Q3: 1,304,863 shares; 2025Q4: 1,304,863 shares; 2026Q1: 404,266 shares 404,266$55.5M8.23%-900,597Timeline
TDSTELEPHONE & DATA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 570,213 shares; 2025Q2: 870,213 shares; 2025Q3: 876,580 shares; 2025Q4: 876,580 shares; 2026Q1: 1,275,282 shares 1,275,282$53.7M7.96%+398,702Timeline
MOHMOLINA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,400 shares; 2025Q4: 110,000 shares; 2026Q1: 310,000 shares 310,000$41.3M6.13%+200,000Timeline
VISNVISTANCE NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,368,663 shares 1,368,663$24.9M3.69%newTimeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,500 shares; 2025Q4: 84,800 shares; 2026Q1: 84,800 shares 84,800$24.8M3.68%0Timeline
CZRCAESARS ENTERTAINMENT INC NEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 320,000 shares; 2024Q4: 320,000 shares; 2025Q1: 320,000 shares; 2025Q2: 320,000 shares; 2025Q3: 320,000 shares; 2025Q4: 420,000 shares; 2026Q1: 420,000 shares 420,000$11.1M1.65%0Timeline
MBCMASTERBRAND INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,286,097 shares 1,286,097$10.7M1.59%newTimeline
OPTUOPTIMUM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,189,270 shares; 2024Q4: 8,189,270 shares; 2025Q1: 8,189,270 shares; 2025Q2: 8,189,270 shares; 2025Q3: 8,189,270 shares; 2025Q4: 8,189,270 shares; 2026Q1: 8,189,270 shares 8,189,270$10.6M1.58%0Timeline
MSCSTUDIO CITY INTL HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,268,921 shares; 2024Q4: 3,239,073 shares; 2025Q1: 3,239,073 shares; 2025Q2: 3,239,073 shares; 2025Q3: 3,239,073 shares; 2025Q4: 3,239,073 shares; 2026Q1: 3,239,073 shares 3,239,073$7.87M1.17%0Timeline
AEROGRUPO AEROMEXICO SAB DE CVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 551,601 shares 551,601$7.73M1.15%newTimeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,500 shares; 2025Q4: 27,500 shares; 2026Q1: 27,500 shares 27,500$7.44M1.1%0Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 208,500 shares; 2025Q4: 208,500 shares; 2026Q1: 208,500 shares 208,500$6.83M1.01%0Timeline
MERCMERCER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,712,725 shares; 2024Q4: 1,712,725 shares; 2025Q1: 1,712,725 shares; 2025Q2: 3,368,840 shares; 2025Q3: 4,648,133 shares; 2025Q4: 4,648,133 shares; 2026Q1: 4,648,133 shares 4,648,133$6.6M0.98%0Timeline
CBLCBL & ASSOC PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,613 shares; 2024Q4: 117,613 shares; 2025Q1: 117,613 shares; 2025Q2: 117,613 shares; 2025Q3: 117,613 shares; 2025Q4: 117,613 shares; 2026Q1: 117,613 shares 117,613$4.52M0.67%0Timeline
AMWDAMERICAN WOODMARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,402 shares 72,402$2.88M0.43%newTimeline
KLCKINDERCARE LEARNING COMPANIEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250,000 shares 1,250,000$2.75M0.41%newTimeline
GOCOGOHEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 924,244 shares; 2025Q4: 924,244 shares; 2026Q1: 924,244 shares 924,244$1.4M0.21%0Timeline
EHTHEHEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,405 shares; 2024Q4: 467,395 shares; 2025Q1: 467,395 shares; 2025Q2: 467,395 shares; 2025Q3: 467,395 shares; 2025Q4: 467,395 shares; 2026Q1: 467,395 shares 467,395$603K0.09%0Timeline
APEIAMERICAN PUB ED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,260,979 shares; 2024Q4: 1,260,979 shares; 2025Q1: 1,127,255 shares; 2025Q2: 705,379 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000$569K0.08%0Timeline

Principal amounts

Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).

SecurityTypeAmountValueChange
ECHOSTAR CORPECHOSTAR CORP NOTE 3.875%11/3principal23,045,906$84.3M-30,905,000

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-26-003316 base2026-05-15acceptance time not in the bulk data set