REDWOOD GROVE CAPITAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SHLS | 2.89M | $21.39M |
 | ARRY | 1.74M | $14.17M |
 | ELAN | 1.41M | $28.34M |
 | AMRC | 620K | $20.81M |
 | POR | 410K | $18.05M |
 | BAC | 305K | $15.71M |
 | SW | 262K | $11.14M |
 | SNY | 253K | $11.93M |
 | IFF | 220K | $13.52M |
 | PYPL | 162K | $10.89M |
 | FI | 152K | $19.58M |
 | MRK | 146K | $12.28M |
 | GOOG | 126K | $30.59M |
 | QCOM | 109K | $18.13M |
 | HUM | 106K | $27.49M |
 | FSLR | 104K | $22.98M |
 | ICFI | 91K | $8.42M |
 | IQV | 85K | $16.18M |
 | GNRC | 81K | $13.62M |
 | IEX | 66K | $10.76M |
Shoals Technologies Group, Inc.
SHLS
Shares Held
2.89M
Value
$21.39M
Array Technologies, Inc.
ARRY
Shares Held
1.74M
Value
$14.17M
Elanco Animal Health Incorporated
ELAN
Shares Held
1.41M
Value
$28.34M
Ameresco, Inc.
AMRC
Shares Held
620K
Value
$20.81M
Portland General Electric Company
POR
Shares Held
410K
Value
$18.05M
Bank of America Corporation
BAC
Shares Held
305K
Value
$15.71M
Smurfit Westrock Plc
SW
Shares Held
262K
Value
$11.14M
Sanofi
SNY
Shares Held
253K
Value
$11.93M
International Flavors & Fragrances Inc.
IFF
Shares Held
220K
Value
$13.52M
PayPal Holdings, Inc.
PYPL
Shares Held
162K
Value
$10.89M
Fiserv, Inc.
FI
Shares Held
152K
Value
$19.58M
Merck & Co., Inc.
MRK
Shares Held
146K
Value
$12.28M
Alphabet Inc.
GOOG
Shares Held
126K
Value
$30.59M
QUALCOMM Incorporated
QCOM
Shares Held
109K
Value
$18.13M
Humana Inc.
HUM
Shares Held
106K
Value
$27.49M
First Solar, Inc.
FSLR
Shares Held
104K
Value
$22.98M
ICF International, Inc.
ICFI
Shares Held
91K
Value
$8.42M
IQVIA Holdings Inc.
IQV
Shares Held
85K
Value
$16.18M
Generac Holdings Inc.
GNRC
Shares Held
81K
Value
$13.62M
IDEX Corporation
IEX
Shares Held
66K
Value
$10.76M