Redwood Investment Management, LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$922.3M

Holdings

286

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (286 positions)

#StockSharesValue% PortfolioType
101
CAGConagra Brands Inc
64,778$1.7M0.19%
102
OMCOmnicom Group Inc
20,630$1.7M0.19%
103
OKEONEOK Inc
17,141$1.7M0.18%
104
GISGeneral Mills Inc
28,386$1.7M0.18%
105
ESEversource Energy
27,316$1.7M0.18%
106
APAAPA Corp
80,692$1.7M0.18%
107
DOCHealthpeak Properties Inc
83,536$1.7M0.18%
108
VOTVanguard Mid-Cap Growth ETF
6,894$1.7M0.18%
109
ADMArcher-Daniels-Midland Co
35,065$1.7M0.18%
110
LKQ1LKQ Corp
39,248$1.7M0.18%
111
IPGInterpublic Group of Cos Inc
60,910$1.7M0.18%
112
MCKMcKesson Corp
2,439$1.6M0.18%
113
KHCKraft Heinz Co
53,955$1.6M0.18%
114
IPInternational Paper Co
30,590$1.6M0.18%
115
PGProcter & Gamble Co
9,541$1.6M0.18%
116
AWMSkyworks Solutions Inc
25,029$1.6M0.18%
117
HASHasbro Inc
26,272$1.6M0.18%
118
JNJJohnson & Johnson
9,587$1.6M0.17%
119
GPCGenuine Parts Co
13,326$1.6M0.17%
120
BENFranklin Resources Inc
82,169$1.6M0.17%
121
BXPBXP Inc
23,342$1.6M0.17%
122
VTRSViatris Inc
179,123$1.6M0.17%
123
GSGoldman Sachs Group Inc
2,846$1.6M0.17%
124
IVEiShares S&P 500 Value ETF
8,072$1.5M0.17%
125
DOWDow Inc
43,762$1.5M0.17%
126
TSLATesla Inc
5,822$1.5M0.16%
127
LOWLowe's Cos Inc
6,451$1.5M0.16%
128
EMNEastman Chemical Co
16,873$1.5M0.16%
129
SWKStanley Black & Decker Inc
19,142$1.5M0.16%
130
LLYEli Lilly & Co
1,779$1.5M0.16%
131
SPGIS&P Global Inc
2,836$1.4M0.16%
132
HDHome Depot Inc
3,857$1.4M0.15%
133
CRMSalesforce Inc
5,256$1.4M0.15%
134
VVisa Inc
3,995$1.4M0.15%
135
EMXCiShares MSCI Emerging Markets
25,323$1.4M0.15%
136
TMUST-Mobile US Inc
5,216$1.4M0.15%
137
CATCaterpillar Inc
4,198$1.4M0.15%
138
AFLAflac Inc
12,436$1.4M0.15%
139
NEMNewmont Corp
28,618$1.4M0.15%
140
MCHPMicrochip Technology Inc
28,535$1.4M0.15%
141
SPYVSPDR Portfolio S&P 500 Value ETF
26,951$1.4M0.15%
142
FISFidelity National Information
18,345$1.4M0.15%
143
GMGeneral Motors Co
29,118$1.4M0.15%
144
KLACKLA Corp
2,007$1.4M0.15%
145
DHIDR Horton Inc
10,711$1.4M0.15%
146
KRKroger Co
20,109$1.4M0.15%
147
HLTHilton Worldwide Holdings Inc
5,949$1.4M0.15%
148
PYPLPayPal Holdings Inc
20,650$1.3M0.15%
149
MEDPMedpace Holdings Inc
4,402$1.3M0.15%
150
UBERUber Technologies Inc
18,374$1.3M0.15%
151
DPZDomino's Pizza Inc
2,911$1.3M0.15%
152
EBAeBay Inc
19,750$1.3M0.15%
153
GKDGrand Canyon Education Inc
7,726$1.3M0.14%
154
MPWRMonolithic Power Systems Inc
2,305$1.3M0.14%
155
MARMarriott International Inc
5,600$1.3M0.14%
156
JEFJefferies Financial Group Inc
24,792$1.3M0.14%
157
BKNGBooking Holdings Inc
288$1.3M0.14%
158
RSReliance Inc
4,592$1.3M0.14%
159
EX9Exelixis Inc
35,876$1.3M0.14%
160
CNMCore & Main Inc
27,409$1.3M0.14%
161
A4SAmeriprise Financial Inc
2,731$1.3M0.14%
162
RRyder System Inc
9,186$1.3M0.14%
163
FISVFiserv Inc
5,978$1.3M0.14%
164
FTVFortive Corp
18,040$1.3M0.14%
165
MASMasco Corp
18,949$1.3M0.14%
166
CWCurtiss-Wright Corp
4,153$1.3M0.14%
167
TWLOTwilio Inc
13,463$1.3M0.14%
168
HHyatt Hotels Corp
10,758$1.3M0.14%
169
EMEEMCOR Group Inc
3,564$1.3M0.14%
170
STLDSteel Dynamics Inc
10,526$1.3M0.14%
171
DVADaVita Inc
8,609$1.3M0.14%
172
TPRTapestry Inc
18,710$1.3M0.14%
173
SLMSLM Corp
44,857$1.3M0.14%
174
MATMattel Inc
67,753$1.3M0.14%
175
CARRCarrier Global Corp
20,754$1.3M0.14%
176
SKAASkechers USA Inc
23,163$1.3M0.14%
177
BLDRBuilders FirstSource Inc
10,524$1.3M0.14%
178
EQHEquitable Holdings Inc
25,239$1.3M0.14%
179
ALSNAllison Transmission Holdings
13,742$1.3M0.14%
180
ALKAlaska Air Group Inc
26,722$1.3M0.14%
181
JBLJabil Inc
9,664$1.3M0.14%
182
VIRTVirtu Financial Inc
34,481$1.3M0.14%
183
PHMPulteGroup Inc
12,779$1.3M0.14%
184
SEICSEI Investments Co
16,925$1.3M0.14%
185
DBXDropbox Inc
49,191$1.3M0.14%
186
ANAutoNation Inc
8,111$1.3M0.14%
187
LENLennar Corp
11,435$1.3M0.14%
188
CCKCrown Holdings Inc
14,694$1.3M0.14%
189
ADTADT Inc
161,198$1.3M0.14%
190
BLDTopBuild Corp
4,300$1.3M0.14%
191
WSMWilliams-Sonoma Inc
8,287$1.3M0.14%
192
PKNRevvity Inc
12,376$1.3M0.14%
193
LLoews Corp
14,239$1.3M0.14%
194
POSTPost Holdings Inc
11,247$1.3M0.14%
195
WABWestinghouse Air Brake Technol
7,219$1.3M0.14%
196
CSLCarlisle Cos Inc
3,844$1.3M0.14%
197
UNMUnum Group
16,060$1.3M0.14%
198
MUSAMurphy USA Inc
2,784$1.3M0.14%
199
BROSDutch Bros Inc
21,174$1.3M0.14%
200
TSNTyson Foods Inc
20,478$1.3M0.14%
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