Brigade Capital Management, LP 13F holdings
Brigade Capital Management, LP reported 9 positions with a total reported value of $86.1M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: LNTH LANTHEUS HLDGS INC (42.4%), EXE EXPAND ENERGY CORPORATION (11.2%), VST VISTRA CORP (9.4%), FOA FINANCE OF AMERICA COMPAN (9.0%), LMRI LUMEXA IMAGING HOLDINGS INC (8.7%). Against 2026-03-31 it opened 4 new positions and exited 3. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
9 largest of 9 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| LNTH LANTHEUS HLDGS INC | 328,745 | $36.5M | 42.4% |
| EXE EXPAND ENERGY CORPORATION | 105,871 | $9.6M | 11.2% |
| VST VISTRA CORP | 51,200 | $8.1M | 9.4% |
| FOA FINANCE OF AMERICA COMPAN | 280,476 | $7.7M | 9.0% |
| LMRI LUMEXA IMAGING HOLDINGS INC | 665,900 | $7.5M | 8.7% |
| UNITED AIRLS HLDGS INC | 53,850 | $7.3M | 8.5% |
| EMBC EMBECTA CORP | 1,516,453 | $4.9M | 5.7% |
| LUMN LUMEN TECHNOLOGIES INC | 550,000 | $4.2M | 4.9% |
| CNTY CENTURY CASINOS INC | 117,549 | $150.5K | 0.2% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 4 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 3 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| FOA FINANCE OF AMERICA COMPAN | 157,000 | 280,476 | +78.6% | $7.7M |
| EXE EXPAND ENERGY CORPORATION | 77,120 | 105,871 | +37.3% | $9.6M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| LUMN LUMEN TECHNOLOGIES INC | 1,850,000 | 550,000 | -70.3% | $4.2M |
| LNTH LANTHEUS HLDGS INC | 363,745 | 328,745 | -9.6% | $36.5M |
CIK 1421306 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
