REDWOOD CAPITAL MANAGEMENT, LLC
New York NY · SEC CIK 0001316622
$9.27亿2026Q2 申报市值
25持仓数
87.3%前十大占比 · 第一大 21.3%
7 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VSAT 新建仓+$1.98亿
MBC 加仓+$8,783.34万
OPI 新建仓+$7,356.79万
KBR 新建仓+$1,985.47万
FBIN 新建仓+$1,822.68万
2026Q2 卖出最多 按季末市值估算
GLOBAL BUSINESS 减仓-$1.03亿
ECHO 减仓-$6,501.86万
ECHO 减仓-$3,195.00万
MOH 减仓-$2,515.70万
VISN 清仓-$2,490.97万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VISN | VISTANCE NETWORKS INC | $0 | 0.00% | 0 | -1,368,663 | -100.0% | -$2,490.97万 | 清仓 |
| — | AMERICAN WOODMARK CORP | $0 | 0.00% | 0 | -72,402 | -100.0% | -$288.38万 | 清仓 |
| KLC | KINDERCARE LEARNING COMPANIE | $0 | 0.00% | 0 | -1,250,000 | -100.0% | -$275.00万 | 清仓 |
| — | GOHEALTH INC | $0 | 0.00% | 0 | -924,244 | -100.0% | -$139.56万 | 清仓 |
| APEI | AMERICAN PUB ED INC | $53.70万 | 0.06% | 10,000 | 0 | 0.0% | — | 不变 |
| — | EHEALTH INC | $69.64万 | 0.08% | 467,395 | 0 | 0.0% | — | 不变 |
| — | MERCER INTL INC | $306.78万 | 0.33% | 4,648,133 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $548.86万 | 0.59% | 260,000 | 260,000 | — | $548.86万 | 新建仓 |
| ECHO | ECHOSTAR CORP | $589.54万 | 0.64% | 1,915,906 | -21,130,000 | -91.7% | -$6,501.86万 | 减仓 |
| — | STUDIO CITY INTL HLDGS LTD | $592.75万 | 0.64% | 3,239,073 | 0 | 0.0% | — | 不变 |
| CBL | CBL & ASSOC PPTYS INC | $624.41万 | 0.67% | 117,613 | 0 | 0.0% | — | 不变 |
| AZUL | AZUL S A | $734.47万 | 0.79% | 816,991 | 816,991 | — | $734.47万 | 新建仓 |
| OPTU | OPTIMUM COMMUNICATIONS INC | $752.44万 | 0.81% | 5,189,270 | -3,000,000 | -36.6% | -$435.00万 | 减仓 |
| SOC | SABLE OFFSHORE CORP | $924.00万 | 1.00% | 3,000,000 | 3,000,000 | — | $924.00万 | 新建仓 |
| AERO | GRUPO AEROMEXICO SAB DE CV | $1,050.44万 | 1.13% | 583,580 | 31,979 | 5.8% | $57.56万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,142.98万 | 1.23% | 27,500 | 0 | 0.0% | — | 不变 |
| CZR | CAESARS ENTERTAINMENT INC NE | $1,267.56万 | 1.37% | 420,000 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $1,338.36万 | 1.44% | 208,500 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $1,822.68万 | 1.97% | 332,000 | 332,000 | — | $1,822.68万 | 新建仓 |
| KBR | KBR INC | $1,985.47万 | 2.14% | 575,000 | 575,000 | — | $1,985.47万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $3,279.47万 | 3.54% | 84,800 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $4,574.00万 | 4.93% | 200,000 | -110,000 | -35.5% | -$2,515.70万 | 减仓 |
| TDS | TELEPHONE & DATA SYS INC | $4,719.82万 | 5.09% | 1,275,282 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV | $5,893.39万 | 6.35% | 404,266 | 0 | 0.0% | — | 不变 |
| OPI | OFFICE PPTYS INCOME TR | $7,356.79万 | 7.93% | 4,327,521 | 4,327,521 | — | $7,356.79万 | 新建仓 |
| MBC | MASTERBRAND INC | $1.01亿 | 10.90% | 9,821,896 | 8,535,799 | 663.7% | $8,783.34万 | 加仓 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $1.03亿 | 11.14% | 10,998,642 | -10,955,174 | -49.9% | -$1.03亿 | 减仓 |
| ECHO | ECHOSTAR CORP | $1.29亿 | 13.90% | 1,270,079 | -314,778 | -19.9% | -$3,195.00万 | 减仓 |
| VSAT | VIASAT INC | $1.98亿 | 21.34% | 2,203,640 | 2,203,640 | — | $1.98亿 | 新建仓 |