REDWOOD CAPITAL MANAGEMENT, LLC
Hedge Fund • Distressed
REDWOOD CAPITAL MANAGEMENT, LLC is a Distressed Hedge Fund based in New York, NY led by Sean Ira Sauler, reporting $10.8B in AUM as of Q3 2025 with 67% Technology concentration, 97% concentrated in top 10 holdings, 48% allocation to SATS, and 67% technology allocation.
CEOSean Ira Sauler
- Portfolio Value
- $899.4M
- Positions
- 16
- Top Holding
- SATS at 47.54%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in REDWOOD CAPITAL MANAGEMENT, LLC's portfolio (97% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Communication Equipment Technology | $427.6M | 47.54% | -$179.1M Sold | 1.95% 5.6M shares | |
Software - Application Technology | $173.3M | 19.27% | +$173.3M New | 4.05% 21.5M shares | |
Rental & Leasing Services Industrials | $157.9M | 17.56% | -$12.7M Sold | 0.73% 1.3M shares | |
Telecommunications Services Communication Services | $34.4M | 3.82% | +$249.8K Bought | 0.76% 876.6K shares | |
Telecommunications Services Communication Services | $19.7M | 2.19% | — | 1.75% 8.2M shares | |
Medical - Healthcare Plans Healthcare | $17.0M | 1.89% | +$17.0M Bought | 0.02% 52.5K shares | |
Paper, Lumber & Forest Products Basic Materials | $13.4M | 1.49% | +$3.7M Bought | 6.94% 4.6M shares | |
Medical - Healthcare Plans Healthcare | $11.2M | 1.24% | +$11.2M New | 0.11% 58.4K shares | |
Medical - Healthcare Plans Healthcare | $9.5M | 1.06% | +$9.5M Bought | 0.00% 27.5K shares | |
Unknown Unknown | $8.8M | 0.98% | — | — 3.2M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in REDWOOD CAPITAL MANAGEMENT, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+37.97% | |
+0.73% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-98.58% | |
-29.52% | |
-7.45% |
Analytics
Portfolio insights and performance metrics for REDWOOD CAPITAL MANAGEMENT, LLC
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