Institutions / Redwood Grove Capital, LLC
Redwood Grove Capital, LLC
CIK 1691170 · Institution · as of Dec 31, 2025
Portfolio value
$350.72M
Positions
22
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Elanco Animal Health Inc | $35.23M | 10.0% |
| Alphabet Inc. | $27.26M | 7.8% |
| Humana Inc | $27.07M | 7.7% |
| First Solar Inc | $25.39M | 7.2% |
| Shoals Technologies Group -A | $21.47M | 6.1% |
| Qualcomm INC/DE | $18.65M | 5.3% |
| Idex Corp /De | $16.39M | 4.7% |
| Smurfit Westrock plc | $15.92M | 4.5% |
| Array Technologies Inc | $15.21M | 4.3% |
| Portland General Electric Co /Or | $15.18M | 4.3% |
| International Flavors & Fragrances Inc | $14.80M | 4.2% |
| Merck & Co., Inc. | $14.70M | 4.2% |
| Ameresco, Inc. | $14.43M | 4.1% |
| Bank of America Corp /De | $14.39M | 4.1% |
| Fiserv Inc | $12.75M | 3.6% |
| ICF International Inc | $12.65M | 3.6% |
| Generac Holdings Inc. | $11.10M | 3.2% |
| Iqvia Holdings Inc. | $10.35M | 3.0% |
| PayPal Holdings, Inc. | $9.48M | 2.7% |
| Sanofi | $9.15M | 2.6% |
| Brown & Brown, Inc. | $7.33M | 2.1% |
| United Rentals Inc | $1.82M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.