REDWOOD CAPITAL MANAGEMENT, LLC

Portfolio Overview

Redwood Capital Management, LLC presents a highly concentrated portfolio with a distinct "high-conviction" investment philosophy. As of the report date September 30, 2025, the firm manages approximately $536.25 million across just 12 holdings. This represents a decrease of 2.6% from the previous quarter's value of $550.59 million. The portfolio is exceptionally top-heavy, with the three largest positions—Global Business Travel Group, AerCap Holdings, and EchoStar Corp—acco...