StockDriftsStockDriftsTop 22 Redwood Grove Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ELAN | ELANCO ANIMAL HEALTH INC | 9.98% | 1.29M | $30.9M | -17.03%(-265.20K) | $12.94(+93.13%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 7.56% | 81.7K | $23.4M | -5.99%(-5.20K) | $107.46(+231.46%) | 2026-03-31 | |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | 6.45% | 3.04M | $20.0M | +20.23%(+511.00K) | $7.70(+29.18%) | 2026-03-31 | |
| HUM | HUMANA INC | 6.43% | 114.9K | $19.9M | +8.71%(+9.20K) | $265.62(+49.36%) | 2026-03-31 | |
| FSLR | FIRST SOLAR INC | 6.01% | 94.4K | $18.6M | -2.88%(-2.80K) | $184.74(+21.56%) | 2026-03-31 | |
| SW | SMURFIT WESTROCK PLC | 5.78% | 449.6K | $17.9M | +9.23%(+38.00K) | $44.66(+2.84%) | 2026-03-31 | |
| XYL | XYLEM INC | 5.64% | 146.1K | $17.5M | new | $127.84(-7.60%) | 2026-03-31 | |
| IEX | IDEX CORP | 5.63% | 92.1K | $17.5M | +0.00%(+0) | $169.50(+32.05%) | 2026-03-31 | |
| IQV | IQVIA HLDGS INC | 5.15% | 93.5K | $15.9M | +103.70%(+47.60K) | $188.70(+9.72%) | 2026-03-31 | |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | 5.14% | 219.7K | $15.9M | +0.00%(+0) | $85.60(-2.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.65% | +24.76% |
| Top 20 Holdings Unweighted | +9.16% | +30.09% |
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