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BRIGADE CAPITAL MANAGEMENT, LP

Q2 2025 · Filed 2025-08-14
Market Value
$78M
+41.7%
Holdings
10
+2
New Purchases
3
Added To
3
Closed
0
Reduced
1
Top 10 Concentration
100.0%
Turnover
30.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LUMN 16.21% 0.00% +16.21% $13M
LNTH 14.95% 0.00% +14.95% $12M
FWRD 6.91% 0.00% +6.91% $5M
DHC 4.94% 1.74% +3.20% $4M
ECVT 8.58% 7.48% +1.10% $7M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NBR 31.42% 68.08% -36.66% $25M
EXE 11.69% 15.78% -4.08% $9M
SVC 3.28% 4.29% -1.02% $3M
FOA 1.69% 2.19% -0.50% $1M
EXEEL 0.33% 0.44% -0.11% $259K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $9M 12.0%
Mid Cap 3 $28M 36.1%
Small Cap 2 $31M 40.0%
Micro Cap 3 $9M 11.9%

Portfolio Analytics

Avg Market Cap
$6.9B
Median Market Cap
$1.8B
Avg P/E
8.6
Median P/E
7.2
Avg Dividend Yield
0.01%
Avg Beta
1.16
# Stocks
10
# ETFs / Funds
0

Top Holdings (10 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NBR 31.42% 878,641 $25M $28.03 -$13M -25,394 -2.8%
2 LUMN 16.21% 2,900,000 $13M $4.38 +2,900,000 NEW
3 LNTH 14.95% 143,145 $12M $81.86 +143,145 NEW
4 EXE 11.69% 78,386 $9M $116.94 $441K
5 ECVT 8.58% 817,255 $7M $8.23 $3M +150,000 +22.5%
6 FWRD 6.91% 220,850 $5M $24.54 +220,850 NEW
7 DHC 4.94% 1,081,643 $4M $3.58 $3M +681,643 +170.4%
8 SVC 3.28% 1,075,000 $3M $2.39 $194K +165,000 +18.1%
9 FOA 1.69% 57,000 $1M $23.20 $111K
10 EXEEL 0.33% 2,398 $259K $107.86 $17K

Options Breakdown

1 Calls $129M Call Value 3 Puts $219M Put Value 1.69 P/C Ratio

Top Calls

SymbolSharesValueStatus
IWM 600,000 $129M

Top Puts

SymbolSharesValueStatus
LQD 2,000,000 $219M
IWM $0 SOLD
HYG $0 SOLD

New Positions

SymbolValue% Port
LUMN $13M 16.21%
LNTH $12M 14.95%
FWRD $5M 6.91%
View SEC EDGAR Filings for BRIGADE CAPITAL MANAGEMENT, LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms