Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Redwood Grove Capital, LLC (CIK 1691170) reported $309.8M across 22 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ELAN ($30.9M, 9.98%), GOOG ($23.4M, 7.56%), SHLS ($20.0M, 6.45%), HUM ($19.9M, 6.43%), FSLR ($18.6M, 6.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ELAN | ELANCO ANIMAL HEALTH INC | $30.9M | 9.98% | 1.3M | Trimmed |
| 2 | GOOG | ALPHABET INC | $23.4M | 7.56% | 81,681 | Trimmed |
| 3 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $20.0M | 6.45% | 3.0M | Added |
| 4 | HUM | HUMANA INC | $19.9M | 6.43% | 114,870 | Added |
| 5 | FSLR | FIRST SOLAR INC | $18.6M | 6.01% | 94,400 | Trimmed |
| 6 | SW | SMURFIT WESTROCK PLC | $17.9M | 5.78% | 449,636 | Added |
| 7 | XYL | XYLEM INC | $17.5M | 5.64% | 146,094 | New |
| 8 | IEX | IDEX CORP | $17.5M | 5.63% | 92,100 | Hold |
| 9 | IQV | IQVIA HLDGS INC | $15.9M | 5.15% | 93,500 | Added |
| 10 | IFF | INTERNATIONAL FLAVORS&FRAGRA | $15.9M | 5.14% | 219,682 | Hold |
| 11 | FISV | FISERV INC | $14.4M | 4.64% | 257,632 | Added |
| 12 | QCOM | QUALCOMM INC | $14.0M | 4.53% | 109,006 | Hold |
| 13 | BAC | BANK AMERICA CORP | $12.1M | 3.91% | 248,607 | Trimmed |
| 14 | AMRC | AMERESCO INC | $12.0M | 3.86% | 469,525 | Trimmed |
| 15 | ICFI | ICF INTL INC | $11.8M | 3.82% | 181,111 | Added |
| 16 | ARRY | ARRAY TECHNOLOGIES INC | $11.4M | 3.68% | 1.6M | Trimmed |
| 17 | UCTT | ULTRA CLEAN HLDGS INC | $10.1M | 3.26% | 162,358 | New |
| 18 | GNRC | GENERAC HLDGS INC | $9.6M | 3.11% | 49,280 | Trimmed |
| 19 | BRO | BROWN & BROWN INC | $7.6M | 2.45% | 116,400 | Added |
| 20 | SNY | SANOFI SA | $3.9M | 1.27% | 81,557 | Trimmed |
| 21 | MRK | MERCK & CO INC | $3.6M | 1.17% | 30,068 | Trimmed |
| 22 | URI | UNITED RENTALS INC | $1.6M | 0.53% | 2,249 | Hold |
| 23 | PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | Exited |
| 24 | POR | PORTLAND GEN ELEC CO | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31