Jonathan Kolatch Redwood Capital Management
Jonathan Kolatch is associated with Redwood Capital Management, a firm active in credit and special-situation investing. Redwood’s approach typically emphasizes complex capital structures, event-driven opportunities, and rigorous credit analysis. The firm’s activity is followed by investors who track credit-oriented alternative managers.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Molina Healthcare
MOH
|
+$31.8M |
| 2 |
VISN
Vistance Networks Inc
VISN
|
+$25M |
| 3 |
Telephone and Data Systems
TDS
|
+$17.5M |
| 4 |
MasterBrand
MBC
|
+$13.9M |
| 5 |
AERO
Grupo Aeromexico SAB de CV
AERO
|
+$10M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
AerCap
AER
|
+$129M |
| 2 |
ECHO
EchoStar
ECHO
|
+$78.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Communication Services | 37.06% |
| 2 | Consumer Discretionary | 23% |
| 3 | Healthcare | 11.93% |
| 4 | Industrials | 9.37% |
| 5 | Technology | 3.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
ECHO
1
EchoStar
ECHO
$25.2B
| $186M | 27.52% |
1,584,857
-682,930
| -30% | -$78.4M |
|
2
American Express Global Business Travel
GBTG
$4.94B
| $123M | 18.17% |
21,953,816
+500,000
| +2% | +$3.1M |
|
|
3
AerCap
AER
$23B
| $55.5M | 8.23% |
404,266
-900,597
| -69% | -$129M |
|
|
4
Telephone and Data Systems
TDS
$3.87B
| $53.7M | 7.96% |
1,275,282
+398,702
| +45% | +$17.5M |
|
|
5
Molina Healthcare
MOH
$10.5B
| $41.3M | 6.13% |
310,000
+200,000
| +182% | +$31.8M |
|
|
VISN
6
Vistance Networks Inc
VISN
$2.59B
| $24.9M | 3.69% |
+1,368,663
| New | +$25M |
|
7
Elevance Health
ELV
$86.9B
| $24.8M | 3.68% |
84,800
| – | – |
|
8
Caesars Entertainment
CZR
$6.06B
| $11.1M | 1.65% |
420,000
| – | – |
|
|
9
MasterBrand
MBC
$1.85B
| $10.7M | 1.59% |
+1,286,097
| New | +$13.9M |
|
|
OPTU
10
Optimum Communications Inc
OPTU
$323M
| $10.6M | 1.58% |
8,189,270
| – | – |
|
|
MSC
11
Studio City International Holdings
MSC
$356M
| $7.87M | 1.17% |
3,239,073
| – | – |
|
|
AERO
12
Grupo Aeromexico SAB de CV
AERO
$2B
| $7.73M | 1.15% |
+551,601
| New | +$10M |
|
13
UnitedHealth
UNH
$350B
| $7.44M | 1.1% |
27,500
| – | – |
|
14
Centene
CNC
$32.1B
| $6.83M | 1.01% |
208,500
| – | – |
|
15
Mercer International
MERC
$28.5M
| $6.6M | 0.98% |
4,648,133
| – | – |
|
|
CBL
16
CBL Properties
CBL
$1.71B
| $4.52M | 0.67% |
117,613
| – | – |
|
|
AMWD
17
DELISTED
American Woodmark
AMWD
| $2.88M | 0.43% |
+72,402
| New | +$3.84M |
|
|
KLC
18
KinderCare Learning Companies
KLC
$326M
| $2.75M | 0.41% |
+1,250,000
| New | +$4.71M |
|
|
GOCO
19
DELISTED
GoHealth
GOCO
| $1.4M | 0.21% |
924,244
| – | – |
|
20
eHealth
EHTH
$39.4M
| $603K | 0.09% |
467,395
| – | – |
|
21
American Public Education
APEI
$835M
| $569K | 0.08% |
10,000
| – | – |
|
Similar funds
Jonathan Kolatch's Q1 2026 Portfolio in Review
As of Q1 2026, Jonathan Kolatch held 22 positions worth $674M, down 28% from $934M the previous quarter. Its ten largest holdings account for 91% of the portfolio.
Jonathan Kolatch withdrew a net $278M in Q1 2026, reducing 2 holdings. Its largest reduction was AerCap, cutting an estimated $129M.
By sector, the portfolio is most concentrated in Communication Services at 37% of assets, up from 32% a quarter earlier, followed by Consumer Discretionary and Healthcare.
Against the trend, Jonathan Kolatch opened a new position in Vistance Networks Inc worth $24.9M.
- Jonathan Kolatch's largest Q1 2026 buy was Vistance Networks Inc: 1,368,663 shares worth $24.9M.
- Jonathan Kolatch added most to Molina Healthcare in Q1 2026, an estimated $31.8M increase.
- Jonathan Kolatch's biggest Q1 2026 reduction was AerCap, cutting an estimated $129M.
- Jonathan Kolatch's ten largest holdings make up 91% of its $674M portfolio in Q1 2026.
- Jonathan Kolatch opened 5 new positions and closed 0 in Q1 2026.
- Jonathan Kolatch's portfolio value fell 28% quarter-over-quarter to $674M.
Based on Redwood Capital Management's 13F filing for Q1 2026, filed 15 May 2026.