REDWOOD GROVE CAPITAL, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHLS | 3.04M | $19.99M |
 | ARRY | 1.58M | $11.40M |
 | ELAN | 1.29M | $30.91M |
 | AMRC | 470K | $11.97M |
 | SW | 450K | $17.92M |
 | BAC | 249K | $12.12M |
 | IFF | 220K | $15.94M |
 | ICFI | 181K | $11.82M |
 | UCTT | 162K | $10.10M |
 | XYL | 146K | $17.46M |
 | BRO | 116K | $7.59M |
 | HUM | 115K | $19.92M |
 | QCOM | 109K | $14.04M |
 | FSLR | 94K | $18.62M |
 | IQV | 94K | $15.95M |
 | IEX | 92K | $17.46M |
 | GOOG | 82K | $23.43M |
 | SNY | 82K | $3.93M |
 | GNRC | 49K | $9.63M |
 | MRK | 30K | $3.62M |
Shoals Technologies Group, Inc.
SHLS
Shares Held
3.04M
Value
$19.99M
Array Technologies, Inc.
ARRY
Shares Held
1.58M
Value
$11.40M
Elanco Animal Health Incorporated
ELAN
Shares Held
1.29M
Value
$30.91M
Ameresco, Inc.
AMRC
Shares Held
470K
Value
$11.97M
Smurfit Westrock plc
SW
Shares Held
450K
Value
$17.92M
Bank of America Corporation
BAC
Shares Held
249K
Value
$12.12M
International Flavors & Fragrances Inc.
IFF
Shares Held
220K
Value
$15.94M
ICF International, Inc.
ICFI
Shares Held
181K
Value
$11.82M
Ultra Clean Holdings, Inc.
UCTT
Shares Held
162K
Value
$10.10M
Xylem Inc.
XYL
Shares Held
146K
Value
$17.46M
Brown & Brown, Inc.
BRO
Shares Held
116K
Value
$7.59M
Humana Inc.
HUM
Shares Held
115K
Value
$19.92M
QUALCOMM Incorporated
QCOM
Shares Held
109K
Value
$14.04M
First Solar, Inc.
FSLR
Shares Held
94K
Value
$18.62M
IQVIA Holdings Inc.
IQV
Shares Held
94K
Value
$15.95M
IDEX Corporation
IEX
Shares Held
92K
Value
$17.46M
Alphabet Inc.
GOOG
Shares Held
82K
Value
$23.43M
Sanofi
SNY
Shares Held
82K
Value
$3.93M
Generac Holdings Inc.
GNRC
Shares Held
49K
Value
$9.63M
Merck & Co., Inc.
MRK
Shares Held
30K
Value
$3.62M