Redwood Grove Capital, LLC — 13F Holdings & Portfolio

CIK 1691170 · latest 13F-HR filed 2026-05-15

Redwood Grove Capital, LLC manages $309.8M in 13F-reported U.S. long-equity assets across 22 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are ELAN (9.98%), GOOG (7.56%), SHLS (6.45%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 2, added to 5, and trimmed 14.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$309.8M

Long-equity book

Holdings

22

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+2 / −2 / ↑5 / ↓14

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • IQVIA HLDGS INC$5.6M +54.1%
  • SMURFIT WESTROCK PLC$2.0M +12.6%
  • FISERV INC$1.6M +12.7%
  • INTERNATIONAL FLAVORS&FRAGRA$1.1M +7.7%
  • IDEX CORP$1.1M +6.5%
Show all 5

Top Trims

  • MERCK & CO INC-$11.1M -75.4%
  • HUMANA INC-$7.1M -26.4%
  • FIRST SOLAR INC-$6.8M -26.7%
  • SANOFI SA-$5.2M -57.1%
  • QUALCOMM INC-$4.6M -24.7%
Show all 14

New Positions

  • XYLEM INC$17.5M
  • ULTRA CLEAN HLDGS INC$10.1M
Show all 2

Exited Positions

  • PORTLAND GEN ELEC CO$15.2M
  • PAYPAL HLDGS INC$9.5M
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ELANCO ANIMAL HEALTH INC ELAN 28414H103 $30.9M 9.98% 1,291,800 SH
2 ALPHABET INC GOOG 02079K107 $23.4M 7.56% 81,681 SH
3 SHOALS TECHNOLOGIES GROUP IN SHLS 82489W107 $20.0M 6.45% 3,037,422 SH
4 HUMANA INC HUM 444859102 $19.9M 6.43% 114,870 SH
5 FIRST SOLAR INC FSLR 336433107 $18.6M 6.01% 94,400 SH
6 SMURFIT WESTROCK PLC SW G8267P108 $17.9M 5.78% 449,636 SH
7 XYLEM INC XYL 98419M100 $17.5M 5.64% 146,094 SH
8 IDEX CORP IEX 45167R104 $17.5M 5.63% 92,100 SH
9 IQVIA HLDGS INC IQV 46266C105 $15.9M 5.15% 93,500 SH
10 INTERNATIONAL FLAVORS&FRAGRA IFF 459506101 $15.9M 5.14% 219,682 SH
11 FISERV INC FISV 337738108 $14.4M 4.64% 257,632 SH
12 QUALCOMM INC QCOM 747525103 $14.0M 4.53% 109,006 SH
13 BANK AMERICA CORP BAC 060505104 $12.1M 3.91% 248,607 SH
14 AMERESCO INC AMRC 02361E108 $12.0M 3.86% 469,525 SH
15 ICF INTL INC ICFI 44925C103 $11.8M 3.82% 181,111 SH
16 ARRAY TECHNOLOGIES INC ARRY 04271T100 $11.4M 3.68% 1,576,953 SH
17 ULTRA CLEAN HLDGS INC UCTT 90385V107 $10.1M 3.26% 162,358 SH
18 GENERAC HLDGS INC GNRC 368736104 $9.6M 3.11% 49,280 SH
19 BROWN & BROWN INC BRO 115236101 $7.6M 2.45% 116,400 SH
20 SANOFI SA SNY 80105N105 $3.9M 1.27% 81,557 SH
21 MERCK & CO INC MRK 58933Y105 $3.6M 1.17% 30,068 SH
22 UNITED RENTALS INC URI 911363109 $1.6M 0.53% 2,249 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $309.8M 22 0001691170-26-000005
2025-12-31 2026-02-17 $350.7M 22 0001691170-26-000001
2025-09-30 2025-11-14 $349.4M 21 0001691170-25-000003