REDWOOD CAPITAL MANAGEMENT, LLC
New York NY · SEC CIK 0001316622
$6.74亿2026Q1 申报市值
22持仓数
91.1%前十大占比 · 第一大 27.5%
5 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MOH 加仓+$2,666.00万
VISN 新建仓+$2,490.97万
TDS 加仓+$1,678.54万
MBC 新建仓+$1,068.75万
AERO 新建仓+$772.79万
2026Q1 卖出最多 按季末市值估算
AER 减仓-$1.24亿
ECHO 减仓-$1.13亿
ECHO 减仓-$7,995.06万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| APEI | AMERICAN PUB ED INC | $56.88万 | 0.08% | 10,000 | 0 | 0.0% | — | 不变 |
| — | EHEALTH INC | $60.29万 | 0.09% | 467,395 | 0 | 0.0% | — | 不变 |
| — | GOHEALTH INC | $139.56万 | 0.21% | 924,244 | 0 | 0.0% | — | 不变 |
| KLC | KINDERCARE LEARNING COMPANIE | $275.00万 | 0.41% | 1,250,000 | 1,250,000 | — | $275.00万 | 新建仓 |
| — | AMERICAN WOODMARK CORP | $288.38万 | 0.43% | 72,402 | 72,402 | — | $288.38万 | 新建仓 |
| CBL | CBL & ASSOC PPTYS INC | $451.99万 | 0.67% | 117,613 | 0 | 0.0% | — | 不变 |
| — | MERCER INTL INC | $660.03万 | 0.98% | 4,648,133 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $682.63万 | 1.01% | 208,500 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $744.12万 | 1.10% | 27,500 | 0 | 0.0% | — | 不变 |
| AERO | GRUPO AEROMEXICO SAB DE CV | $772.79万 | 1.15% | 551,601 | 551,601 | — | $772.79万 | 新建仓 |
| — | STUDIO CITY INTL HLDGS LTD | $787.09万 | 1.17% | 3,239,073 | 0 | 0.0% | — | 不变 |
| OPTU | OPTIMUM COMMUNICATIONS INC | $1,064.61万 | 1.58% | 8,189,270 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $1,068.75万 | 1.59% | 1,286,097 | 1,286,097 | — | $1,068.75万 | 新建仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $1,110.06万 | 1.65% | 420,000 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $2,482.52万 | 3.68% | 84,800 | 0 | 0.0% | — | 不变 |
| VISN | VISTANCE NETWORKS INC | $2,490.97万 | 3.69% | 1,368,663 | 1,368,663 | — | $2,490.97万 | 新建仓 |
| MOH | MOLINA HEALTHCARE INC | $4,132.30万 | 6.13% | 310,000 | 200,000 | 181.8% | $2,666.00万 | 加仓 |
| TDS | TELEPHONE & DATA SYS INC | $5,368.94万 | 7.96% | 1,275,282 | 398,702 | 45.5% | $1,678.54万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $5,545.72万 | 8.23% | 404,266 | -900,597 | -69.0% | -$1.24亿 | 减仓 |
| ECHO | ECHOSTAR CORP | $8,433.66万 | 12.51% | 23,045,906 | -30,905,000 | -57.3% | -$1.13亿 | 减仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $1.23亿 | 18.17% | 21,953,816 | 500,000 | 2.3% | $279.00万 | 加仓 |
| ECHO | ECHOSTAR CORP | $1.86亿 | 27.52% | 1,584,857 | -682,930 | -30.1% | -$7,995.06万 | 减仓 |