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Redwood Capital Management’s American Express Global Business Travel GBTG Stock Holding History

Redwood Capital Management’s Portfolio GBTG Stock Details GBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$103M Sell
10,998,642
-10,955,174
-50% -$88.8M 11.14% 3
2026
Q1 		$123M Buy
21,953,816
+500,000
+2% +$3.1M 18.17% 2
2025
Q4 		$164M Buy
21,453,816
+1
+0% +$8 17.57% 4
2025
Q3 		$173M Buy
+21,453,815
New +$159M 16.79% 2

Other funds holding GBTG

AE
American Express New York $1.48B AUM 49.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Redwood Capital Management's GBTG Position: Q2 2026 in Review

Redwood Capital Management reduced its American Express Global Business Travel (GBTG) stake by 50% in Q2 2026, selling an estimated $88.8M and leaving 10,998,642 shares worth $103M. The position accounts for 11.14% of the portfolio, ranked #3.

Redwood Capital Management first reported a position in GBTG in Q3 2025 and has held it in 4 quarters since. The position peaked at $173M in Q3 2025. 192 funds tracked by Wall St. Rank hold GBTG as of Q2 2026.

  • Redwood Capital Management held 10,998,642 shares of American Express Global Business Travel worth $103M as of Q2 2026.
  • Redwood Capital Management sold 10,955,174 American Express Global Business Travel shares in Q2 2026, an estimated $88.8M.
  • American Express Global Business Travel made up 11.14% of Redwood Capital Management's portfolio in Q2 2026, its #3 holding.
  • Redwood Capital Management first reported a position in American Express Global Business Travel in Q3 2025 and has held it in 4 quarters since.
  • Redwood Capital Management's American Express Global Business Travel position peaked at $173M in Q3 2025.
  • 192 funds tracked by Wall St. Rank held American Express Global Business Travel as of Q2 2026.

Based on Redwood Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.