BRIGADE CAPITAL MANAGEMENT, LP — 13F Holdings & Portfolio

CIK 1421306 · latest 13F-HR filed 2026-08-14

BRIGADE CAPITAL MANAGEMENT, LP manages $534.3M in 13F-reported U.S. long-equity assets across 20 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TLT (48.52%), IWM (16.87%), LNTH (10.29%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 3, added to 6, and trimmed 2.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
399 PARK AVENUE
16TH FLOOR
NEW YORK, NY 10022
Phone
(212) 745-9717
Filing Manager
BRIGADE CAPITAL MANAGEMENT, LP
NEW YORK, NY
Signatory
Donald E. Morgan, III
Managing Member of its General Partner
Loading holdings…
AUM

$534.3M

Long-equity book

Holdings

20

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+4 / −3 / ↑6 / ↓2

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • LANTHEUS HLDGS INC$8.9M +32.2%
  • FINANCE OF AMERICA COMPAN$5.1M +196.2%
  • LANTHEUS HLDGS INC$4.2M +7.2%
  • EXPAND ENERGY CORPORATION$1.2M +14.0%
  • LIBERTY MEDIA CORP DEL$1.1M +36.9%
Show all 6 →

Top Trims

  • LUMEN TECHNOLOGIES INC-$8.6M -67.1%
  • CENTURY CASINOS INC-$12.9K -7.9%
Show all 2 →

New Positions

  • VISTRA CORP$8.1M
  • LUMEXA IMAGING HOLDINGS INC$7.5M
  • UNITED AIRLS HLDGS INC$7.3M
  • EMBECTA CORP$4.9M
Show all 4 →

Exited Positions

  • ECOVYST INC$10.5M
  • STATE STR SPDR S&P 500 ETF T$9.8M
  • NOMAD FOODS LTD$8.4M
Show all 3 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR Put TLT 464287432 $259.3M 48.52% 3,000,000 SH
2 ISHARES TR Put IWM 464287655 $90.1M 16.87% 300,000 SH
3 LANTHEUS HLDGS INC LNTH 516544AB9 $55.0M 10.29% 38,212,000 PRN
4 LANTHEUS HLDGS INC LNTH 516544103 $36.5M 6.83% 328,745 SH
5 ISHARES TR Put HYG 464288513 $32.0M 5.99% 400,000 SH
6 EXPAND ENERGY CORPORATION EXE 165167735 $9.6M 1.81% 105,871 SH
7 VISTRA CORP VST 92840M102 $8.1M 1.52% 51,200 SH
8 FINANCE OF AMERICA COMPAN FOA 31738L206 $7.7M 1.44% 280,476 SH
9 LUMEXA IMAGING HOLDINGS INC LMRI 550249106 $7.5M 1.41% 665,900 SH
10 UNITED AIRLS HLDGS INC UAL 910047109 $7.3M 1.37% 53,850 SH
11 LANTHEUS HLDGS INC LNTH 516544AB9 $6.1M 1.14% 4,240,000 PRN
12 EMBECTA CORP EMBC 29082K105 $4.9M 0.93% 1,516,453 SH
13 LUMEN TECHNOLOGIES INC LUMN 550241103 $4.2M 0.79% 550,000 SH
14 LIBERTY MEDIA CORP DEL FWONA 530715AL5 $3.3M 0.61% 60,475,000 PRN
15 LANTHEUS HLDGS INC LNTH 516544AB9 $1.4M 0.26% 965,000 PRN
16 LIBERTY MEDIA CORP DEL FWONA 530715AL5 $552.3K 0.10% 10,275,000 PRN
17 LIBERTY MEDIA CORP DEL FWONA 530715AG6 $317.0K 0.06% 6,340,000 PRN
18 CENTURY CASINOS INC CNTY 156492100 $150.5K 0.03% 117,549 SH
19 LIBERTY MEDIA CORP DEL FWONA 530715AL5 $126.6K 0.02% 2,355,000 PRN
20 LIBERTY MEDIA CORP DEL FWONA 530715AG6 $68.0K 0.01% 1,360,000 PRN
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $534.3M 20 0000919574-26-005183
2026-03-31 2026-05-15 $805.8M 23 0000919574-26-003134
2025-12-31 2026-02-13 $331.1M 29 0000919574-26-000948
2025-09-30 2025-11-14 $815.2M 33 0000919574-25-006890