Waterfall Asset Management, LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$189.4B

Holdings

6

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (6 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
230,000$128.7B67.92%Put
2
RWT 7.75 06/15/27REDWOOD TRUST INC
32,992,000$32.7B17.26%
3
RCREADY CAPITAL CORP
3,908,983$19.9B10.50%
4
RPT V9.875 PERPRITHM PPTY TR INC
218,900$5.5B2.91%
5
FPAYQFLEXSHOPPER INC
1,629,544$2.1B1.10%
6
RITMRITHM CAPITAL CORP
50,000$578.0M0.31%