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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Redwood Investment Management, LLC

Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001717479-23-000004

Total Value
$754,574
Positions
244
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (244)

#IssuerTicker / CUSIPSharesValue% of Filing
1Vanguard FTSE Emerging Markets922042858866,902$33,7924.48%
2iShares Core MSCI Emerging Mar46434G103697,690$32,5824.32%
3LeaderShares AlphaFactor Tacti90214Q691613,535$18,9522.51%
4LeaderShares AlphaFactor US Co90214Q774598,912$18,0222.39%
5LeaderShares Equity Skew ETF90214Q683533,602$14,7861.96%
6SPDR Portfolio Emerging Market78463X509353,277$11,6721.55%
7iShares Core S&P Small-Cap ETF464287804111,474$10,5501.40%
8Vanguard Small-Cap ETF92290875157,449$10,5441.40%
9LeaderShares Activist Leaders90214Q717352,663$10,3401.37%
10SPDR S&P 600 Small CapValue ET78464A300125,861$9,3461.24%
11HP IncHPQ322,518$8,6661.15%
12Apple IncAAPL61,799$8,0301.06%
13Schwab International Small-Cap808524888254,753$8,0171.06%
14Vanguard FTSE All World ex-US92204271876,684$7,8841.04%
15Lowe's Cos Inc54866110737,453$7,4620.99%
16Popular IncBPOPM106,746$7,0790.94%
17Cigna Corp12552310021,334$7,0690.94%
18APA CorpAPA151,034$7,0500.93%
19PDC Energy Inc69327R101110,667$7,0250.93%
20Boyd Gaming CorpBYD128,804$7,0240.93%
21HF Sinclair CorpDINO135,250$7,0180.93%
22Marathon Petroleum CorpMARA60,238$7,0110.93%
23Reliance Steel & Aluminum CoRS34,599$7,0040.93%
24Cardinal Health IncCAH91,049$6,9990.93%
25Pilgrim's Pride CorpPPC294,671$6,9930.93%
26Allison Transmission HoldingsALSN167,892$6,9840.93%
27Valero Energy CorpVLO54,922$6,9670.92%
28CH Robinson Worldwide IncCHRW76,043$6,9620.92%
29LKQ CorpLKQ130,203$6,9540.92%
30Owens CorningOC81,509$6,9530.92%
31Grand Canyon Education IncLOPE65,564$6,9270.92%
32Expeditors International of Wa30213010966,625$6,9240.92%
33Microsoft CorpMSFT26,958$6,4650.86%
34iShares 20 Year Treasury Bond46428743262,228$6,1950.82%
35LeaderShares Dynamic Yield ETF90214Q675253,148$5,5890.74%
36Wyndham Hotels & Resorts IncWH77,814$5,5490.74%
37Choice Hotels International In16990510649,239$5,5460.73%
38Dolby Laboratories IncDLB78,498$5,5370.73%
39Travel Leisure Co894164102151,812$5,5260.73%
40Synchrony FinancialSYF-PB167,864$5,5160.73%
41Marriott Vacations Worldwide CVAC40,971$5,5140.73%
42MGIC Investment Corp552848103423,864$5,5100.73%
43Huntsman CorpHUN200,461$5,5090.73%
44ManpowerGroup IncMAN66,176$5,5070.73%
45S&P Global IncSPGI16,438$5,5060.73%
46Ally Financial Inc02005N100224,925$5,4990.73%
47Seagate Technology Holdings PLSE90,494$4,7610.63%
48Newell Brands IncNWL361,287$4,7260.63%
49SPDR Portfolio S&P 500 Value E78464A508120,418$4,6840.62%
50GoDaddy IncGDDY58,138$4,3500.58%
51iShares iBoxx $ Investment Gra46428724241,181$4,3420.58%
52SPDR S&P 600 Small Cap Growth78464A20148,421$3,5030.46%
53Vanguard FTSE Developed Market92194385880,216$3,3670.45%
54Vanguard S&P 500 ETF9229083639,218$3,2390.43%
55Coterra Energy IncCTRA124,949$3,0710.41%
56Vertiv Holdings CoVRT217,112$2,9660.39%
57Mercury Systems IncMRCY66,100$2,9570.39%
58LivePerson IncLPSN291,087$2,9520.39%
59Freshpet IncFRPT55,519$2,9300.39%
60Bath & Body Works IncBBWI69,163$2,9150.39%
61Xerox Holdings CorpXRXDW199,419$2,9120.39%
62New York Times CoNYT89,635$2,9100.39%
63Ironwood Pharmaceuticals IncIRWD234,859$2,9100.39%
64Howard Hughes CorpHHH38,059$2,9080.39%
65Green Dot CorpGDOT183,689$2,9060.39%
66Innoviva IncINVA219,172$2,9040.38%
67Insight Enterprises IncNSIT28,945$2,9020.38%
68Rent-A-Center IncUPBD128,566$2,8990.38%
69Bausch Health Cos Inc071734107461,645$2,8990.38%
70TreeHouse Foods Inc89469A10458,649$2,8960.38%
71AECOMACM34,094$2,8960.38%
72Invesco LtdIVZ160,913$2,8950.38%
73Pediatrix Medical Group IncMD194,450$2,8900.38%
74Janus Henderson Group PLCJHG122,797$2,8880.38%
75Restaurant Brands Internationa76131D10344,651$2,8880.38%
76Dana IncDAN190,474$2,8820.38%
77Southwest Gas Holdings IncSWX46,521$2,8790.38%
78MDU Resources Group Inc55269010994,706$2,8730.38%
79Crown Holdings IncCCK34,914$2,8700.38%
80Papa John's International Inc69881310234,771$2,8620.38%
81Conduent IncCNDT697,486$2,8250.37%
82Vanguard Mid-Cap Growth ETF92290853814,629$2,6300.35%
83Amazon IncAMZN28,156$2,3650.31%
84AbbVie IncABBV13,780$2,2270.30%
85Alphabet IncGOOG24,841$2,1920.29%
86Check Point Software TechnologM2246510416,930$2,1360.28%
87Exxon Mobil CorpXOM19,021$2,0980.28%
88iShares Core US Aggregate Bo46428722620,804$2,0180.27%
89Organon & CoOGN72,023$2,0120.27%
90Philip Morris International In71817210919,599$1,9840.26%
91Gilead Sciences IncGILD22,616$1,9420.26%
92Southern CoSOMN26,918$1,9220.25%
93Chevron CorpCVX10,652$1,9120.25%
94Kraft Heinz CoKHC46,426$1,8900.25%
95Omnicom Group IncOMC23,107$1,8850.25%
96Duke Energy CorpDUKB18,228$1,8770.25%
97NVIDIA CorpNVDA12,787$1,8690.25%
98Altria Group IncMO40,733$1,8620.25%
99Kimberly-Clark CorpKMB13,680$1,8570.25%
100Newmont CorpNEMCL39,267$1,8530.25%
101Dominion Energy IncD30,073$1,8440.24%
102Viatris IncVTRS165,404$1,8410.24%
103Realty Income CorpO29,022$1,8410.24%
104Verizon Communications IncVZ46,631$1,8370.24%
105Medtronic PLCMDT23,402$1,8190.24%
106Dow IncDOW36,000$1,8140.24%
107Simon Property Group Inc82880610915,278$1,7950.24%
108Cummins IncCMI7,403$1,7940.24%
109Pioneer Natural Resources Co7237871077,840$1,7910.24%
110Hasbro IncHAS29,327$1,7890.24%
111Pinnacle West Capital CorpPNW23,509$1,7880.24%
112Amcor PLCAMCCF150,053$1,7870.24%
113Edison International28102010728,023$1,7830.24%
114Interpublic Group of Cos IncINTR53,502$1,7820.24%
115Whirlpool CorpWHR-PA12,550$1,7750.24%
116LyondellBasell Industries NVLYB21,248$1,7640.23%
117Healthpeak Properties IncDOC69,861$1,7510.23%
118AT&T IncT-PC94,901$1,7470.23%
119Snap-on IncSNA7,631$1,7440.23%
120International Paper Co46014610350,141$1,7360.23%
1213M CoMMM14,453$1,7330.23%
122Boston Properties IncBXP25,617$1,7310.23%
123Corning IncGLW53,992$1,7250.23%
124International Business MachineINTR12,241$1,7250.23%
125Stanley Black & Decker IncSWK22,845$1,7160.23%
126Kinder Morgan IncEP-PC94,887$1,7160.23%
127Diamondback Energy IncFANG12,495$1,7090.23%
128Best Buy Co IncBBY21,298$1,7080.23%
129ConocoPhillipsCOP14,280$1,6850.22%
130Devon Energy Corp25179M10327,341$1,6820.22%
131United Parcel Service IncUPS9,678$1,6820.22%
132Intel CorpINTC62,850$1,6610.22%
133Walgreens Boots Alliance Inc93142710843,862$1,6390.22%
134Moderna IncMRNA8,863$1,5920.21%
135Lockheed Martin CorpLMT3,255$1,5840.21%
136Caterpillar IncCAT6,582$1,5770.21%
137Paramount Global92556H20692,508$1,5620.21%
138KLA CorpKLAC4,125$1,5550.21%
139VF CorpVFC56,097$1,5490.21%
140Occidental Petroleum Corp67459910524,583$1,5480.21%
141O'Reilly Automotive Inc67103H1071,832$1,5460.20%
142AutoZone IncAZO624$1,5390.20%
143SPDR Portfolio Long Term Treas78464A66452,671$1,5290.20%
144Fortinet IncFTNT31,116$1,5210.20%
145Ameriprise Financial Inc03076C1064,880$1,5190.20%
146Biogen IncBIIB5,467$1,5140.20%
147Archer-Daniels-Midland CoADM16,299$1,5130.20%
148Nucor CorpNUE11,472$1,5120.20%
149HCA Healthcare IncHCA6,302$1,5120.20%
150Marriott International Inc57190320210,126$1,5080.20%
151McKesson CorpMCK4,020$1,5080.20%
152Marathon Oil CorpMARA55,700$1,5080.20%
153Gartner IncIT4,481$1,5060.20%
154Old Dominion Freight Line IncODFL5,279$1,4980.20%
155H&R Block IncBSQKZ41,020$1,4980.20%
156Antero Resources CorpAR48,098$1,4910.20%
157First Citizens BancShares Inc31946M1031,960$1,4860.20%
158Jefferies Financial Group Inc47233W10943,318$1,4850.20%
159Hyatt Hotels CorpH16,417$1,4850.20%
160Credit Acceptance Corp2253101013,128$1,4840.20%
161Lamb Weston Holdings IncLW16,594$1,4830.20%
162Avnet IncAVT35,646$1,4820.20%
163Range Resources CorpRRC59,226$1,4820.20%
164Discover Financial Services25470910815,138$1,4810.20%
165Avis Budget Group IncCAR9,027$1,4800.20%
166Centene CorpCNC18,041$1,4800.20%
167Steel Dynamics IncSTLD15,139$1,4790.20%
168Quest Diagnostics IncDGX9,457$1,4790.20%
169Polaris IncPII14,639$1,4790.20%
170Mosaic CoMOS33,690$1,4780.20%
171WillScot Mobile Mini HoldingsWSC32,717$1,4780.20%
172Vornado Realty Trust92904210971,020$1,4780.20%
173Universal Health Services Inc91390310010,491$1,4780.20%
174Chemours Co/TheCC48,272$1,4780.20%
175Ovintiv IncOVV29,118$1,4770.20%
176Hilton Worldwide Holdings IncHLT11,687$1,4770.20%
177Fair Isaac CorpFICO2,468$1,4770.20%
178Univar Solutions Inc91336L10746,460$1,4770.20%
179Morgan StanleyMS-PQ17,367$1,4770.20%
180Builders FirstSource IncBLDR22,763$1,4770.20%
181Aflac IncAFL20,500$1,4750.20%
182Pure Storage Inc74624M10255,075$1,4740.20%
183Allstate CorpALL-PJ10,869$1,4740.20%
184United Rentals IncURI4,146$1,4740.20%
185Textron IncTXT20,800$1,4730.20%
186Brighthouse Financial Inc10922N10328,718$1,4720.20%
187Eagle Materials Inc26969P10811,078$1,4720.20%
188Nexstar Media Group IncNXST8,408$1,4720.20%
189Olin CorpOLN27,805$1,4720.20%
190Post Holdings IncPOST16,309$1,4720.20%
191American International Group I02687478423,276$1,4720.20%
192SLM CorpSLMBP88,697$1,4720.20%
193Hartford Financial Services GrHIG-PG19,397$1,4710.19%
194ADT IncADT162,075$1,4700.19%
195Penske Automotive Group Inc70959W10312,794$1,4700.19%
196AutoNation IncAN13,698$1,4700.19%
197Phillips 66PSX14,118$1,4690.19%
198Affiliated Managers Group IncMGRE9,268$1,4680.19%
199MetLife IncMET-PF20,284$1,4680.19%
200Bank OZKOZKAP36,621$1,4670.19%
201Service Corp International81756510421,217$1,4670.19%
202Loews CorpL25,149$1,4670.19%
203Landstar System IncLSTR8,995$1,4650.19%
204Equitable Holdings IncEQH-PC51,013$1,4640.19%
205CF Industries Holdings Inc12526910017,186$1,4640.19%
206Voya Financial IncVOYA-PB23,785$1,4630.19%
207Alcoa CorpAA32,153$1,4620.19%
208United States Steel CorpUNTCW58,358$1,4620.19%
209Louisiana-Pacific CorpLPX24,682$1,4610.19%
210Acuity Brands IncAYI8,815$1,4600.19%
211Principal Financial Group IncPFG17,396$1,4600.19%
212NRG Energy IncNRG45,583$1,4500.19%
213Vistra CorpVST62,123$1,4410.19%
214Tesla IncTSLA10,485$1,2920.17%
215UnitedHealth Group IncUNH2,208$1,1710.16%
216Eli Lilly & CoLLY2,929$1,0720.14%
217Home Depot IncHD3,273$1,0340.14%
218Meta Platforms IncMETA8,158$9820.13%
219Thermo Fisher Scientific IncTMO1,619$8920.12%
220Visa IncV4,190$8710.12%
221Colgate-Palmolive CoCL11,020$8680.12%
222Splunk Inc8486371049,644$8300.11%
223Mastercard IncMA2,342$8140.11%
224Ambac Financial Group IncOSG40,000$6980.09%
225Vanguard Information Technolog92204A7022,074$6620.09%
226Salesforce IncCRM4,854$6440.09%
227Adobe IncADBE1,897$6380.08%
228Alphabet IncGOOG7,152$6350.08%
229Broadcom IncAVGO1,098$6140.08%
230QUALCOMM IncQCOM5,046$5550.07%
231Advanced Micro Devices IncAMD8,300$5380.07%
232JPMorgan Chase & CoVYLD3,778$5070.07%
233Pfizer IncPFE7,587$3890.05%
234Johnson & JohnsonJNJ2,200$3890.05%
235Merck & Co IncMRK3,467$3850.05%
236Intuit IncINTU912$3550.05%
237PepsiCo IncPEP1,879$3390.04%
238Palantir Technologies IncPLTR50,295$3230.04%
239Limbach Holdings IncLMB28,000$2910.04%
240Procter & Gamble Co7427181091,783$2700.04%
241McDonald's CorpMCD984$2590.03%
242Danaher Corp235851102870$2310.03%
243Coca-Cola CoKO3,440$2190.03%
244Bristol-Myers Squibb CoCELG-RI2,916$2100.03%