Redwood Grove Capital, LLC holds a focused book of 22 stocks worth $309.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Xylem Inc and trimmed Elanco Animal Health Inc. Their largest long position is Elanco Animal Health Inc at 10% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1691170/holdings"
Use Arkolith to show Redwood Grove Capital, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Elanco Animal Health Inc COM | $30.9M | 1.29M | 10.0% | ▼−17% Reduced · −265K sh | |
| 2 | Alphabet Inc CAP STK CL C | $23.4M | 81.7K | 7.6% | ▼−6.0% Reduced · −5K sh | |
| 3 | Shoals Technologies Group In CL A | $20.0M | 3.04M | 6.5% | ▲+20% Added · +511K sh | |
| 4 | Humana Inc COM | $19.9M | 114.9K | 6.4% | ▲+8.7% Added · +9K sh | |
| 5 | First Solar Inc COM | $18.6M | 94.4K | 6.0% | ▼−2.9% Reduced · −3K sh | |
| 6 | Smurfit Westrock PLC SHS | $17.9M | 449.6K | 5.8% | ▲+9.2% Added · +38K sh | |
| 7 | Xylem Inc COM | $17.5M | 146.1K | 5.6% | ▲New New position | |
| 8 | Idex Corp COM | $17.5M | 92.1K | 5.6% | —Held | |
| 9 | Iqvia Hldgs Inc COM | $15.9M | 93.5K | 5.1% | ▲+104% Added · +48K sh | |
| 10 | International Flavors&fragra COM | $15.9M | 219.7K | 5.1% | —Held | |
| 11 | Fiserv Inc COM | $14.4M | 257.6K | 4.6% | ▲+36% Added · +68K sh | |
| 12 | Qualcomm Inc COM | $14.0M | 109.0K | 4.5% | —Held | |
| 13 | Bank America Corp COM | $12.1M | 248.6K | 3.9% | ▼−5.0% Reduced · −13K sh | |
| 14 | Ameresco Inc CL A | $12.0M | 469.5K | 3.9% | ▼−4.7% Reduced · −23K sh | |
| 15 | Icf Intl Inc COM | $11.8M | 181.1K | 3.8% | ▲+22% Added · +33K sh | |
| 16 | Array Technologies Inc COM SHS | $11.4M | 1.58M | 3.7% | ▼−4.4% Reduced · −72K sh | |
| 17 | Ultra Clean Hldgs Inc COM | $10.1M | 162.4K | 3.3% | ▲New New position | |
| 18 | Generac Hldgs Inc COM | $9.6M | 49.3K | 3.1% | ▼−39% Reduced · −32K sh | |
| 19 | Brown & Brown Inc COM | $7.6M | 116.4K | 2.4% | ▲+27% Added · +24K sh | |
| 20 | Sanofi Sa SPONSORED ADR | $3.9M | 81.6K | 1.3% | ▼−57% Reduced · −107K sh | |
| 21 | Merck & Co Inc COM | $3.6M | 30.1K | 1.2% | ▼−78% Reduced · −110K sh | |
| 22 | United Rentals Inc COM | $1.6M | 2.2K | 0.5% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.