REDWOOD GROVE CAPITAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHLS | 2.53M | $21.47M |
 | ARRY | 1.65M | $15.21M |
 | ELAN | 1.56M | $35.23M |
 | AMRC | 493K | $14.43M |
 | SW | 412K | $15.92M |
 | POR | 316K | $15.18M |
 | BAC | 262K | $14.39M |
 | IFF | 220K | $14.80M |
 | SNY | 189K | $9.15M |
 | PYPL | 162K | $9.48M |
 | ICFI | 148K | $12.65M |
 | MRK | 140K | $14.70M |
 | QCOM | 109K | $18.65M |
 | HUM | 106K | $27.07M |
 | FSLR | 97K | $25.39M |
 | IEX | 92K | $16.39M |
 | BRO | 92K | $7.33M |
 | GOOG | 87K | $27.26M |
 | GNRC | 81K | $11.10M |
 | IQV | 46K | $10.35M |
Shoals Technologies Group, Inc.
SHLS
Shares Held
2.53M
Value
$21.47M
Array Technologies, Inc.
ARRY
Shares Held
1.65M
Value
$15.21M
Elanco Animal Health Incorporated
ELAN
Shares Held
1.56M
Value
$35.23M
Ameresco, Inc.
AMRC
Shares Held
493K
Value
$14.43M
Smurfit Westrock Plc
SW
Shares Held
412K
Value
$15.92M
Portland General Electric Company
POR
Shares Held
316K
Value
$15.18M
Bank of America Corporation
BAC
Shares Held
262K
Value
$14.39M
International Flavors & Fragrances Inc.
IFF
Shares Held
220K
Value
$14.80M
Sanofi
SNY
Shares Held
189K
Value
$9.15M
PayPal Holdings, Inc.
PYPL
Shares Held
162K
Value
$9.48M
ICF International, Inc.
ICFI
Shares Held
148K
Value
$12.65M
Merck & Co., Inc.
MRK
Shares Held
140K
Value
$14.70M
QUALCOMM Incorporated
QCOM
Shares Held
109K
Value
$18.65M
Humana Inc.
HUM
Shares Held
106K
Value
$27.07M
First Solar, Inc.
FSLR
Shares Held
97K
Value
$25.39M
IDEX Corporation
IEX
Shares Held
92K
Value
$16.39M
Brown & Brown, Inc.
BRO
Shares Held
92K
Value
$7.33M
Alphabet Inc.
GOOG
Shares Held
87K
Value
$27.26M
Generac Holdings Inc.
GNRC
Shares Held
81K
Value
$11.10M
IQVIA Holdings Inc.
IQV
Shares Held
46K
Value
$10.35M