Filed: 2/10/2025ACC: 0001376474-25-000173
π What this filing means
IRONWOOD INVESTMENT MANAGEMENT LLC filed this quarterly 13FβHR report disclosing 169 equity positions with a total reported market value of $200.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
169
Positions
$200.85M
Total AUM (reported)
6.55M
Total Shares
Allocation by class
COM$197.55M98.4%
OTH$3.30M1.6%
Portfolio Concentration
Top 3$29.85M14.9%
4β10$30.10M15.0%
11β25$38.70M19.3%
Rest$102.20M50.9%
Top 3 weight
14.9%
Top 10 weight
29.9%
Voting Authority Distribution
Total shares with voting rights: 6.55M
Sole
Full voting authority
6.55M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole169
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings169
Rows:
Vanguard Total Stock Market ET
SOLEShares44.73K
TypeSH
Market value$12.96M
6.45%
Sole
44.73K
Shared
0.00
None
0.00
Ishares Russell 2000
SOLEShares39.51K
TypeSH
Market value$8.73M
4.35%
Sole
39.51K
Shared
0.00
None
0.00
Msci Eafe
SOLEShares107.97K
TypeSH
Market value$8.16M
4.06%
Sole
107.97K
Shared
0.00
None
0.00
Group 1 Automotive
SOLEShares16.98K
TypeSH
Market value$7.16M
3.56%
Sole
16.98K
Shared
0.00
None
0.00
Freshpet Inc.
SOLEShares37.13K
TypeSH
Market value$5.50M
2.74%
Sole
37.13K
Shared
0.00
None
0.00
Pegasystems Inc
SOLEShares41.54K
TypeSH
Market value$3.87M
1.93%
Sole
41.54K
Shared
0.00
None
0.00
iShares Short Treasury Bond ET
SOLEShares31.69K
TypeSH
Market value$3.49M
1.74%
Sole
31.69K
Shared
0.00
None
0.00
Impinj, Inc.
SOLEShares23.62K
TypeSH
Market value$3.43M
1.71%
Sole
23.62K
Shared
0.00
None
0.00
Barrett Business Services Inc.
SOLEShares77.74K
TypeSH
Market value$3.38M
1.68%
Sole
77.74K
Shared
0.00
None
0.00
iShares Russell 3000 ETF
SOLEShares9.81K
TypeSH
Market value$3.28M
1.63%
Sole
9.81K
Shared
0.00
None
0.00
Super Micro Computer, Inc.
SOLEShares97.92K
TypeSH
Market value$2.98M
1.49%
Sole
97.92K
Shared
0.00
None
0.00
Citigroup Inc New
SOLEShares42.32K
TypeSH
Market value$2.98M
1.48%
Sole
42.32K
Shared
0.00
None
0.00
Tempur Sealy International Inc
SOLEShares49.70K
TypeSH
Market value$2.82M
1.40%
Sole
49.70K
Shared
0.00
None
0.00
MYR Group
SOLEShares18.78K
TypeSH
Market value$2.79M
1.39%
Sole
18.78K
Shared
0.00
None
0.00
Koppers Holdings Inc.
SOLEShares85.92K
TypeSH
Market value$2.78M
1.39%
Sole
85.92K
Shared
0.00
None
0.00
Cytokinetics Inc
SOLEShares59.09K
TypeSH
Market value$2.78M
1.38%
Sole
59.09K
Shared
0.00
None
0.00
Griffon Corp
SOLEShares37.40K
TypeSH
Market value$2.67M
1.33%
Sole
37.40K
Shared
0.00
None
0.00
Dycom Industries Inc
SOLEShares14.79K
TypeSH
Market value$2.58M
1.28%
Sole
14.79K
Shared
0.00
None
0.00
Arrow Electronics
SOLEShares22.55K
TypeSH
Market value$2.55M
1.27%
Sole
22.55K
Shared
0.00
None
0.00
Vanguard FTSE Emerging Markets
SOLEShares57.49K
TypeSH
Market value$2.53M
1.26%
Sole
57.49K
Shared
0.00
None
0.00
Beacon Roofing Supply
SOLEShares24.45K
TypeSH
Market value$2.48M
1.24%
Sole
24.45K
Shared
0.00
None
0.00
General Mtrs Corp
SOLEShares46.50K
TypeSH
Market value$2.48M
1.23%
Sole
46.50K
Shared
0.00
None
0.00
SPS Commerce
SOLEShares11.89K
TypeSH
Market value$2.19M
1.09%
Sole
11.89K
Shared
0.00
None
0.00
Fidelity Total Market Index Fu
SOLEShares12.82K
TypeSH
Market value$2.07M
1.03%
Sole
12.82K
Shared
0.00
None
0.00
Williams Sonoma
SOLEShares10.90K
TypeSH
Market value$2.02M
1.01%
Sole
10.90K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Total Stock Market ETSOLE | COM | 44.73K | SH | $12.96M 6.45% | 44.73K | 0.00 | 0.00 |
Ishares Russell 2000SOLE | COM | 39.51K | SH | $8.73M 4.35% | 39.51K | 0.00 | 0.00 |
Msci EafeSOLE | COM | 107.97K | SH | $8.16M 4.06% | 107.97K | 0.00 | 0.00 |
Group 1 AutomotiveSOLE | COM | 16.98K | SH | $7.16M 3.56% | 16.98K | 0.00 | 0.00 |
Freshpet Inc.SOLE | COM | 37.13K | SH | $5.50M 2.74% | 37.13K | 0.00 | 0.00 |
Pegasystems IncSOLE | COM | 41.54K | SH | $3.87M 1.93% | 41.54K | 0.00 | 0.00 |
iShares Short Treasury Bond ETSOLE | COM | 31.69K | SH | $3.49M 1.74% | 31.69K | 0.00 | 0.00 |
Impinj, Inc.SOLE | COM | 23.62K | SH | $3.43M 1.71% | 23.62K | 0.00 | 0.00 |
Barrett Business Services Inc.SOLE | COM | 77.74K | SH | $3.38M 1.68% | 77.74K | 0.00 | 0.00 |
iShares Russell 3000 ETFSOLE | COM | 9.81K | SH | $3.28M 1.63% | 9.81K | 0.00 | 0.00 |
Super Micro Computer, Inc.SOLE | COM | 97.92K | SH | $2.98M 1.49% | 97.92K | 0.00 | 0.00 |
Citigroup Inc NewSOLE | COM | 42.32K | SH | $2.98M 1.48% | 42.32K | 0.00 | 0.00 |
Tempur Sealy International IncSOLE | COM | 49.70K | SH | $2.82M 1.40% | 49.70K | 0.00 | 0.00 |
MYR GroupSOLE | COM | 18.78K | SH | $2.79M 1.39% | 18.78K | 0.00 | 0.00 |
Koppers Holdings Inc.SOLE | COM | 85.92K | SH | $2.78M 1.39% | 85.92K | 0.00 | 0.00 |
Cytokinetics IncSOLE | COM | 59.09K | SH | $2.78M 1.38% | 59.09K | 0.00 | 0.00 |
Griffon CorpSOLE | COM | 37.40K | SH | $2.67M 1.33% | 37.40K | 0.00 | 0.00 |
Dycom Industries IncSOLE | COM | 14.79K | SH | $2.58M 1.28% | 14.79K | 0.00 | 0.00 |
Arrow ElectronicsSOLE | COM | 22.55K | SH | $2.55M 1.27% | 22.55K | 0.00 | 0.00 |
Vanguard FTSE Emerging MarketsSOLE | COM | 57.49K | SH | $2.53M 1.26% | 57.49K | 0.00 | 0.00 |
Beacon Roofing SupplySOLE | COM | 24.45K | SH | $2.48M 1.24% | 24.45K | 0.00 | 0.00 |
General Mtrs CorpSOLE | COM | 46.50K | SH | $2.48M 1.23% | 46.50K | 0.00 | 0.00 |
SPS CommerceSOLE | COM | 11.89K | SH | $2.19M 1.09% | 11.89K | 0.00 | 0.00 |
Fidelity Total Market Index FuSOLE | OTH | 12.82K | SH | $2.07M 1.03% | 12.82K | 0.00 | 0.00 |
Williams SonomaSOLE | COM | 10.90K | SH | $2.02M 1.01% | 10.90K | 0.00 | 0.00 |
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