IRONWOOD INVESTMENT MANAGEMENT LLC
Filing Date
Global Rank
#4,033
/ 8,232
▲ 302
Top Industry
Engineering & Construction
7.4%
3Y Alpha vs SPY
-4.3%
Period ended 2 months ago
Filed May 15, 2026 · 30d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+58.3%
SPY
+76.3%
Annualised alpha
-4.3%
Max drawdown
−27.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
160 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
2.7%
−0.6 pts
Top 5
13.0%
−0.6 pts
Top 10
22.5%
−1.5 pts
HHI
118
Diversified−5
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.1% | $50,270,307 |
| Industrials | 20.1% | $37,324,443 |
| Consumer Cyclical | 13.4% | $24,979,544 |
| Financial Services | 13.4% | $24,811,678 |
| Healthcare | 11.7% | $21,706,397 |
| Basic Materials | 5.9% | $11,008,061 |
| Consumer Defensive | 4.2% | $7,895,511 |
| Energy | 2.3% | $4,315,143 |
| Communication Services | 1.2% | $2,241,470 |
| Real Estate | 0.5% | $1,018,207 |
| Utilities | 0.1% | $243,094 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PRCH | Porch Group, Inc. | +58,221 | 107,891 | $773,578 | |
| EXTR | Extreme Networks Inc | +58,048 | 161,362 | $2,433,338 | |
| ASPN | Aspen Aerogels Inc | +39,186 | 166,646 | $569,929 | |
| PGY | Pagaya Technologies Ltd. | +34,808 | 94,311 | $1,098,723 | |
| RGP | Resources Connection, Inc. | +34,559 | 66,375 | $247,578 | |
| UIS | Unisys Corp | +30,049 | 85,612 | $177,216 | |
| VYX | NCR Voyix Corp | +25,000 | 105,920 | $670,473 | |
| BBT | Beacon Financial Corp | +15,839 | 40,327 | $1,209,810 | |
| SM | SM Energy Co | +15,300 | 95,390 | $2,974,260 | |
| PFE | Pfizer Inc | +9,700 | 64,890 | $1,822,111 | |
| GT | Goodyear Tire & Rubber Co /Oh/ | +8,000 | 240,000 | $1,591,200 | |
| PI | Impinj Inc | +6,056 | 22,710 | $2,332,317 | |
| LXU | Lsb Industries, Inc. | +3,557 | 85,224 | $1,269,837 | |
| INDI | indie Semiconductor, Inc. | +3,468 | 207,437 | $667,947 | |
| STKL | SunOpta Inc. | +2,007 | 123,236 | $798,569 | |
| KSS | KOHLS Corp | +2,000 | 112,800 | $1,455,120 | |
| DNLI | Denali Therapeutics Inc. | +1,129 | 52,062 | $999,590 | |
| FNV | FRANCO NEVADA Corp | +492 | 9,302 | $2,298,059 | |
| ASML | Asml Holding NV | +366 | 1,973 | $2,605,997 | |
| TTEC | TTEC Holdings, Inc. | +278 | 23,540 | $58,850 | |
| DLTH | Duluth Holdings Inc. | +272 | 35,785 | $113,080 | |
| IBM | International Business Machines Corp | +120 | 5,944 | $1,440,766 | |
| FRPT | Freshpet, Inc. | +104 | 35,207 | $2,075,804 | |
| CRI | Carters Inc | +94 | 7,561 | $270,381 | |
| MEI | Methode Electronics Inc | +53 | 29,030 | $160,245 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KOP | Koppers Holdings Inc. | −18,000 | 59,416 | $2,298,210 | |
| HBM | Hudbay Minerals Inc. | −15,103 | 12,478 | $260,790 | |
| KOPN | Kopin Corp | −6,235 | 411,563 | $926,016 | |
| EVLV | Evolv Technologies Holdings, Inc. | −5,050 | 290,388 | $1,756,847 | |
| EVH | Evolent Health, Inc. | −3,272 | 44,435 | $101,311 | |
| GM | General Motors Co | −3,000 | 42,500 | $3,166,250 | |
| ARW | Arrow Electronics, Inc. | −2,600 | 19,295 | $2,767,095 | |
| QTRX | Quanterix Corp | −2,505 | 169,825 | $597,784 | |
| GFF | Griffon Corp | −1,748 | 34,647 | $2,518,143 | |
| MRCY | Mercury Systems Inc | −1,716 | 37,678 | $2,747,102 | |
| AUPH | Aurinia Pharmaceuticals Inc. | −1,554 | 113,066 | $1,675,638 | |
| FAST | Fastenal Co | −1,408 | 29,631 | $1,374,878 | |
| TTMI | Ttm Technologies Inc | −1,365 | 32,617 | $3,177,548 | |
| NPKI | NPK International Inc. | −1,282 | 140,616 | $2,037,525 | |
| PEGA | Pegasystems Inc | −1,022 | 78,365 | $3,335,214 | |
| ZETA | Zeta Global Holdings Corp. | −969 | 64,177 | $1,021,697 | |
| SPSC | Sps Commerce Inc | −960 | 10,370 | $577,297 | |
| NVO | Novo Nordisk A S | −908 | 19,195 | $705,416 | |
| BBIO | BridgeBio Pharma, Inc. | −834 | 60,960 | $4,526,889 | |
| GEOS | Geospace Technologies Corp | −734 | 36,042 | $439,712 | |
| SONO | Sonos Inc | −675 | 43,728 | $585,955 | |
| SGI | Somnigroup International Inc. | −646 | 46,975 | $3,472,392 | |
| KRNT | Kornit Digital Ltd. | −618 | 73,655 | $1,079,782 | |
| BW | Babcock & Wilcox Enterprises, Inc. | −577 | 49,857 | $732,399 | |
| OTIS | Otis Worldwide Corp | −569 | 12,042 | $928,197 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
12 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CEPT | Cantor Equity Partners II, Inc. | 135,611 | $1,476,803 | |
| HBAN | Huntington Bancshares Inc /Md/ | 70,078 | $1,096,720 | |
| COST | Costco Wholesale Corp /New | 919 | $915,719 | |
| GSHD | Goosehead Insurance, Inc. | 20,432 | $871,629 | |
| MKL | Markel Group Inc. | 188 | $359,845 | |
| NOG | Northern Oil & Gas, Inc. | 9,307 | $272,043 | |
| SNDK | Sandisk Corp | 413 | $262,395 | |
| TGT | Target Corp | 1,790 | $216,948 | |
| CNNE | Cannae Holdings, Inc. | 18,607 | $211,561 | |
| AVNT | Avient Corp | 5,675 | $206,002 | |
| FMC | Fmc Corp | 10,907 | $187,818 | |
| NOMD | Nomad Foods Ltd | 14,368 | $138,076 | |
| No positions match the current search. | ||||
11 positions ·
$11,008,061 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| KOP |
Koppers Holdings Inc.
Basic Materials
|
Reduced | 59,416 | $2,298,210 | 20.88% | |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
Added | 9,302 | $2,298,059 | 20.88% | |
| UFPI |
Ufp Industries Inc
Basic Materials
|
Added | 14,725 | $1,356,467 | 12.32% | |
| CBT |
Cabot Corp
Basic Materials
|
Reduced | 17,966 | $1,353,019 | 12.29% | |
| LXU |
Lsb Industries, Inc.
Basic Materials
|
Added | 85,224 | $1,269,837 | 11.54% | |
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
Reduced | 7,376 | $966,329 | 8.78% | |
| CMP |
Compass Minerals International Inc
Basic Materials
|
Reduced | 28,884 | $674,441 | 6.13% | |
| HBM |
Hudbay Minerals Inc.
Basic Materials
|
Reduced | 12,478 | $260,790 | 2.37% | |
| AVNT |
Avient Corp
Basic Materials
|
NEW | 5,675 | $206,002 | 1.87% | |
| FMC |
Fmc Corp
Basic Materials
|
NEW | 10,907 | $187,818 | 1.71% | |
| AVD |
American Vanguard Corp
Basic Materials
|
Held | 55,056 | $137,089 | 1.25% |