Redwood Capital Management, LLC Portfolio Holdings by Sector
Redwood Capital Management, LLC
- $899 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Communication Equipment | Technology
SATS 1 stocks |
$427,600
47.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
GBTG 1 stocks |
$173,346
19.27% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
AER 1 stocks |
$157,888
17.56% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TDS ATUS 2 stocks |
$54,132
6.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV MOH UNH CNC 4 stocks |
$45,072
5.01% of portfolio
|
  4  
|
- |
  4  
|
- |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MSC CZR 2 stocks |
$22,023
2.45% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Paper & Paper Products | Basic Materials
MERC 1 stocks |
$13,386
1.49% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
CBL 1 stocks |
$3,596
0.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
EHTH 1 stocks |
$1,949
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
APEI 1 stocks |
$394
0.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|