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Portfolio (Quarterly) Guide ↗

Redwood Investment Management, LLC

· CIK 0001717479
13F Portfolio $805M AUM 265 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New 86 Added 100 Reduced 94 Exited
Page 5 of 14  ·  264 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 COF CAPITAL ONE FINANCIAL CORP Financial Services 5,889.0 $1.1M 0.13% NEW $182.37 +1.9%
82 LYFT LYFT INC Technology 80,632.0 $1.1M 0.13% +24K +41.9% $13.29 +2.4%
83 OSK OSHKOSH CORP Industrials 7,255.0 $1.1M 0.13% NEW $147.21 -12.4%
84 FLS FLOWSERVE CORP Industrials 14,502.0 $1.1M 0.13% -1K -7.7% $73.51 -1.8%
85 KR KROGER CO Consumer Defensive 14,707.0 $1.1M 0.13% -3K -16.6% $72.35 -10.8%
86 MEDP MEDPACE HOLDINGS INC Healthcare 2,216.0 $1.1M 0.13% +266.0 +13.6% $480.14 -10.7%
87 C CITIGROUP INC Financial Services 9,381.0 $1.1M 0.13% $113.42 +10.6%
88 MPC MARATHON PETROLEUM CORP Energy 4,351.0 $1.1M 0.13% -3K -44.3% $244.08 +4.7%
89 FFIV F5 INC Technology 3,669.0 $1.1M 0.13% NEW $289.45 +37.6%
90 VRSN VERISIGN INC Technology 4,272.0 $1.1M 0.13% NEW $248.36 +23.6%
91 CW CURTISS WRIGHT CORP Industrials 1,557.0 $1.1M 0.13% -420.0 -21.2% $681.44 +10.8%
92 JBHT HUNT (JB) TRANSPRT SVCS INC Industrials 5,006.0 $1.1M 0.13% -610.0 -10.9% $211.95 +26.3%
93 DINO HF SINCLAIR CORP Energy 16,979.0 $1.1M 0.13% -11K -38.8% $62.37 +11.4%
94 VNT VONTIER CORP Technology 29,867.0 $1.1M 0.13% +540.0 +1.8% $35.46 -17.8%
95 BKNG BOOKING HOLDINGS INC Consumer Cyclical 251.0 $1.1M 0.13% NEW $4211.16 -96.1%
96 LEA LEAR CORP Consumer Cyclical 8,732.0 $1.1M 0.13% -847.0 -8.8% $121.05 +18.2%
97 MIDD MIDDLEBY CORP Industrials 7,969.0 $1.1M 0.13% +590.0 +8.0% $132.64 +13.3%
98 EBAY EBAY INC Consumer Cyclical 11,612.0 $1.1M 0.13% -1K -9.3% $91.03 +26.7%
99 ALGN ALIGN TECHNOLOGY INC Healthcare 6,158.0 $1.1M 0.13% NEW $171.48 -4.6%
100 HLT HILTON WORLDWIDE HOLDINGS IN Consumer Cyclical 3,473.0 $1.1M 0.13% -340.0 -8.9% $304.06 +6.4%
Page 5 of 14  ·  264 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 23.8%
Technology 21.3%
Consumer Cyclical 14.6%
Industrials 8.2%
Communication Services 7.8%
Healthcare 7.1%
Consumer Defensive 6.3%
Energy 5.0%
Basic Materials 2.8%
Real Estate 1.8%