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Jonathan Kolatch 13F portfolio summary

Jonathan Kolatch of REDWOOD CAPITAL MANAGEMENT, LLC has 22 current stock holdings with a reported portfolio value of $674.2M. The portfolio 1 year return is +133.20%. Top holdings include SATS (27.52%), GBTG (18.17%), AER (8.23%), TDS (7.96%), MOH (6.13%).

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Jonathan Kolatch

REDWOOD CAPITAL MANAGEMENT, LLC
Latest filing: 2026-03-31

Jonathan Kolatch runs REDWOOD CAPITAL MANAGEMENT, LLC and currently holds 22 stock positions, which is fewer than the average of 236 among the investors we track. The portfolio is valued at approximately $674.20M. Their top holdings are SATS, GBTG, AER, TDS, MOH. The top five represent 68.0% of reported portfolio weight. Jonathan Kolatch ranks #50 out of 1000 investors tracked by Alpha Score. In the most recent quarter, Jonathan Kolatch initiated 4 new positions. They added to 3 existing positions. They trimmed 2 positions. Their current best-performing preview position is APEI with returns of +50.48%.

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Top 5 Holdings
SATS27.5%
GBTG18.2%
AER8.2%
TDS8.0%
MOH6.1%
Top 5: 68.0%
Portfolio Returns
1 Year
+133.20%
#33/1000
3 Year
+276.11%
#26/1000
5 Year
+148.45%
#105/1000

Portfolio Value

$674.20M

Alpha Score

168.5

#50 of 1000

Holdings

22

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22 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
SATS
ECHOSTAR CORP
27.52%$18.52$83.04+348.38%
Trimmed
-30.11%
GBTG
GLOBAL BUSINESS TRAVEL GROUP
18.17%$8.02$9.43+17.52%
Added
+2.33%
AER
AERCAP HOLDINGS NV
8.23%$52.09$150.55+189.01%
Trimmed
-69.02%
TDS
TELEPHONE & DATA SYS INC
7.96%$39.05$33.77-13.52%
Added
+45.48%
MOH
MOLINA HEALTHCARE INC
6.13%$150.94$201.81+33.70%
Added
+181.82%
ELV
ELEVANCE HEALTH INC FORMERLY
3.68%$333.57$381.89+14.49%
Held
CZR
CAESARS ENTERTAINMENT INC NE
1.65%$37.17$29.71-20.07%
Held
MBC
MASTERBRAND INC
1.59%$8.31$8.43+1.44%
New Buy
ATUS
OPTIMUM COMMUNICATIONS INC
1.58%$6.69$1.80-73.09%
Held
MSC
STUDIO CITY INTL HLDGS LTD
1.17%$11.47$1.75-84.74%
Held

Showing 1-10 of 22