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Portfolio (Quarterly) Guide ↗

Redwood Investment Management, LLC

· CIK 0001717479
13F Portfolio $1.0B AUM 306 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 99 New 121 Added 73 Reduced
Page 7 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 19,015.0 $1.2M 0.12% NEW $61.85 -3.8%
122 GM GENERAL MOTORS CO Consumer Cyclical 15,259.0 $1.2M 0.12% +1K +8.8% $77.07 +10.8%
123 ULTA ULTA BEAUTY INC Consumer Cyclical 2,607.0 $1.2M 0.12% NEW $451.09 +15.7%
124 R RYDER SYSTEM INC Industrials 4,456.0 $1.2M 0.12% -684.0 -13.3% $263.69 -6.0%
125 RNG RINGCENTRAL INC Technology 30,144.0 $1.2M 0.12% +2K +6.8% $38.98 +69.6%
126 VRSN VERISIGN INC Technology 4,671.0 $1.2M 0.12% +399.0 +9.3% $251.55 +10.3%
127 DBX DROPBOX INC Technology 42,756.0 $1.2M 0.12% -3K -6.4% $27.48 +24.2%
128 MSCI MSCI INC Financial Services 2,096.0 $1.2M 0.12% +166.0 +8.6% $560.11 +1.8%
129 HCA HCA HEALTHCARE INC Healthcare 3,010.0 $1.2M 0.12% +730.0 +32.0% $390.03 +4.4%
130 CCK CROWN HOLDINGS INC Consumer Cyclical 10,486.0 $1.2M 0.12% $111.86 +4.9%
131 EXPD EXPEDITORS INTL WASH INC Industrials 7,196.0 $1.2M 0.12% NEW $163.01 +15.7%
132 SEIC SEI INVESTMENTS COMPANY Financial Services 13,366.0 $1.2M 0.12% NEW $87.69 +24.1%
133 KEX KIRBY CORP Industrials 8,621.0 $1.2M 0.12% +914.0 +11.9% $135.95 +2.8%
134 ALK ALASKA AIR GROUP INC Industrials 22,459.0 $1.2M 0.12% NEW $52.18 -23.1%
135 AN AUTONATION INC Consumer Cyclical 6,305.0 $1.2M 0.12% +933.0 +17.4% $185.73 +7.9%
136 BWA BORGWARNER INC Consumer Cyclical 17,643.0 $1.2M 0.12% -2K -8.8% $66.37 -2.3%
137 VMI VALMONT INDUSTRIES Industrials 2,027.0 $1.2M 0.12% NEW $577.70 -16.1%
138 KR KROGER CO Consumer Defensive 21,078.0 $1.2M 0.12% +6K +43.3% $55.51 +0.6%
139 GNTX GENTEX CORP Consumer Cyclical 46,307.0 $1.2M 0.12% NEW $25.27 -7.0%
140 HXL HEXCEL CORP Industrials 11,683.0 $1.2M 0.12% -1K -10.3% $100.06 -5.4%
Page 7 of 16  ·  306 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 26.1%
Technology 20.7%
Consumer Cyclical 16.3%
Industrials 8.2%
Communication Services 8.2%
Healthcare 6.6%
Consumer Defensive 4.4%
Basic Materials 3.1%
Energy 2.7%
Real Estate 2.4%