Knighthead Capital Management, LLC
Net buyer this quarter
$1.18B
4
+$15.9M
47.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 HTZ | $412M | 34.99% | 57.47% | Not reported | Q4 2013 |
 UP | $116M | 9.84% | 35.59% | 0.0% | Q3 2023 |
 TDS | $16.5M | 1.40% | 0.39% | Not reported | Q3 2025 |
 AZUL | $16M | 1.36% | 0.19% | New | Q2 2026 |
| Q1 2026 | |||||
| HTZ | $837M | 55.04% | 57.60% | Not reported | Q4 2013 |
| UP | $133M | 8.77% | 712.61% | Not reported | Q3 2023 |
| TDS | $18.8M | 1.23% | 0.39% | -13.6% | Q3 2025 |
| Q4 2025 | |||||
| HTZ | $933M | 67.33% | 58.21% | Not reported | Q4 2013 |
| UP | $169M | 12.23% | 715.13% | Not reported | Q3 2023 |
| TDS | $21.2M | 1.53% | 0.45% | +200.1% | Q3 2025 |
 ECHO | $13.6M | 0.98% | 0.26% | 0.0% | Q3 2024 |
| Q3 2025 | |||||
| HTZ | $1.23B | 48.23% | 58.39% | Not reported | Q4 2013 |
| UP | $475M | 18.57% | 35.84% | Not reported | Q3 2023 |
| ECHO | $9.55M | 0.37% | 0.26% | Not reported | Q3 2024 |
| TDS | $6.75M | 0.26% | 0.15% | New | Q3 2025 |