Redwood Grove Capital, LLC: 13F holdings

CIK 16911702026Q2

Positions25
Reported value$394.7m
Filed2026-08-14

Change since last quarter

Positions25 (+3 vs prior quarter)
Reported value$394.7m (+27.4%)

Top 10 holdings

SecuritySharesValueWeight
ELAN ELANCO ANIMAL HEALTH INC1,525,300$37.5m9.5%
XYL XYLEM INC246,112$29.1m7.4%
GOOG ALPHABET INC72,081$25.5m6.5%
HUM HUMANA INC59,070$23.5m5.9%
SMURFIT WESTROCK PLC500,636$23.2m5.9%
QCOM QUALCOMM INC115,806$21.4m5.4%
IEX IDEX CORP92,100$20.9m5.3%
FSLR FIRST SOLAR INC85,200$20.1m5.1%
TMO THERMO FISHER SCIENTIFIC INC38,800$19.5m4.9%
IQV IQVIA HLDGS INC93,500$18.1m4.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1691170")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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