Jonathan Kolatch
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%.
22 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter 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 |
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