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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 2 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 USFD US FOODS HOLDING CORP Consumer Defensive 11,738.0 $1.1M 0.13% -5K -30.1% $92.18 -11.9%
22 DELL DELL TECHNOLOGIES INC Technology 6,588.0 $1.1M 0.13% -2K -23.7% $164.09 +85.4%
23 HCA HCA HEALTHCARE INC Healthcare 2,280.0 $1.1M 0.13% -459.0 -16.8% $473.25 -17.3%
24 MAR MARRIOTT INTERNATIONAL Consumer Cyclical 3,286.0 $1.1M 0.13% -325.0 -9.0% $327.15 +14.2%
25 LOPE GRAND CANYON EDUCATION INC Consumer Defensive 6,325.0 $1.1M 0.13% -451.0 -6.7% $169.96 -8.9%
26 FLS FLOWSERVE CORP Industrials 14,502.0 $1.1M 0.13% -1K -7.7% $73.51 -2.4%
27 KR KROGER CO Consumer Defensive 14,707.0 $1.1M 0.13% -3K -16.6% $72.35 -9.8%
28 MPC MARATHON PETROLEUM CORP Energy 4,351.0 $1.1M 0.13% -3K -44.3% $244.08 +5.1%
29 JBHT HUNT (JB) TRANSPRT SVCS INC Industrials 5,006.0 $1.1M 0.13% -610.0 -10.9% $211.95 +25.3%
30 CW CURTISS WRIGHT CORP Industrials 1,557.0 $1.1M 0.13% -420.0 -21.2% $681.44 +9.9%
31 DINO HF SINCLAIR CORP Energy 16,979.0 $1.1M 0.13% -11K -38.8% $62.37 +12.1%
32 EBAY EBAY INC Consumer Cyclical 11,612.0 $1.1M 0.13% -1K -9.3% $91.03 +26.6%
33 LEA LEAR CORP Consumer Cyclical 8,732.0 $1.1M 0.13% -847.0 -8.8% $121.05 +18.2%
34 HLT HILTON WORLDWIDE HOLDINGS IN Consumer Cyclical 3,473.0 $1.1M 0.13% -340.0 -8.9% $304.06 +6.3%
35 CROX CROCS INC Consumer Cyclical 12,671.0 $1.1M 0.13% -199.0 -1.6% $83.02 +38.8%
36 R RYDER SYSTEM INC Industrials 5,140.0 $1.1M 0.13% -601.0 -10.5% $204.67 +21.4%
37 TXT TEXTRON INC Industrials 12,003.0 $1.1M 0.13% -559.0 -4.5% $87.56 +5.6%
38 HSIC HENRY SCHEIN INC Healthcare 14,258.0 $1.1M 0.13% -193.0 -1.3% $73.71 +0.4%
39 RNG RINGCENTRAL INC Technology 28,237.0 $1.1M 0.13% -10K -25.7% $37.19 +16.7%
40 WSM WILLIAMS SONOMA INC Consumer Cyclical 5,760.0 $1.1M 0.13% -368.0 -6.0% $182.29 +7.7%
Page 2 of 5  ·  100 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%