§ 13F · FUND PROFILE
Redwood Grove Capital, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 22Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$350.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ELAN | ELANCO ANIMAL HEALTH INC | 1.56M | $35.2T | 10.0% | NEW |
| 2 | GOOG | ALPHABET INC | 87K | $27.3T | 7.8% | NEW |
| 3 | HUM | HUMANA INC | 106K | $27.1T | 7.7% | NEW |
| 4 | FSLR | FIRST SOLAR INC | 97K | $25.4T | 7.2% | NEW |
| 5 | SHLS | SHOALS TECHNOLOGIES GROUP IN | 2.53M | $21.5T | 6.1% | NEW |
| 6 | QCOM | QUALCOMM INC | 109K | $18.6T | 5.3% | NEW |
| 7 | IEX | IDEX CORP | 92K | $16.4T | 4.7% | NEW |
| 8 | SW | SMURFIT WESTROCK PLC | 412K | $15.9T | 4.5% | NEW |
| 9 | ARRY | ARRAY TECHNOLOGIES INC | 1.65M | $15.2T | 4.3% | NEW |
| 10 | POR | PORTLAND GEN ELEC CO | 316K | $15.2T | 4.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE REDWOOD SIGNAL
AC read
Redwood Grove Capital, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed