REDWOOD CAPITAL MANAGEMENT, LLC: MOLINA HEALTHCARE INC (MOH): Quarterly 13F Position History
As of Q1 2026, REDWOOD CAPITAL MANAGEMENT, LLC reported 310,000 shares of MOLINA HEALTHCARE INC (MOH), worth $41.3M and representing 6.1% of its 13F equity book. Quarter-over-quarter share count change: + 200,000 (+181.8%) . The position first appeared in Q3 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.
- 310,000Shares Held (Latest Filing)
- $41.3MReported Market Value (Latest Filing)
- 6.1%Portfolio Weight (% of 13F Equity Book)
- +200,000Quarter-over-Quarter Share Change
- +$22.2MQuarter-over-Quarter Value Change
- 310,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 310,000 | +200,000 | +181.8% | $41.3M | 6.1% | $133.3 |
| Q4 2025 | 110,000 | +51,600 | +88.4% | $19.1M | 2.0% | $173.5 |
| Q3 2025 | 58,400 | — | — | $11.2M | 1.1% | $191.4 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did REDWOOD CAPITAL MANAGEMENT, LLC first disclose a MOH position in 13F-HR filings?
REDWOOD CAPITAL MANAGEMENT, LLC first reported MOLINA HEALTHCARE INC (MOH) on its 13F-HR filing for the period ending 2025-09-30 (Q3 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.
What was REDWOOD CAPITAL MANAGEMENT, LLC's most recent quarter-over-quarter share-count change in MOH?
Between Q4 2025 and Q1 2026, REDWOOD CAPITAL MANAGEMENT, LLC added 200,000 shares of MOH (+181.8%), bringing the total reported position to 310,000 shares at a market value of $41.3M.
Does the implied price-per-share represent REDWOOD CAPITAL MANAGEMENT, LLC's cost basis in MOH?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.