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Redwire Corporation

RDW Industrials
$8.14 $-0.42 (-4.91%)
Market Cap: $2.03 B
Gurus Holding
5
Popularity Rank
#2036
% of Shares Held
4.43%
Net Activity (Q2 2026)
+$124.62 M

Guru Ownership Trend

Guru Analysis for Redwire Corporation (RDW)

Redwire Corporation (RDW), a key player in the Industrials sector, continues to attract institutional attention.

As of Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $89.84 M.

Top institutional holders include Renaissance Technologies (RenTech) and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $124.62 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 478.6%. Conversely, Chuck Royce reduced exposure by 24.4%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q2 2026)

+$125.57 M
Total Buy Value
New Buys 2
Additions 1
-$943,385.53
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
3

FAQs for Redwire Corporation (RDW)

Major holders include Renaissance Technologies (RenTech) ($114.96 M), Cliff Asness ($11.58 M), Paul Tudor Jones ($5.33 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 11.04 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $124.62 M, with 3 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited RDW. The total reported sell value was $943,385.53.

Yes, 2 managers opened new positions in RDW, and 1 increased their existing holdings. The total reported buy value was $125.57 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.16% New Buy 9,399,700 $114.96 M Q2 2026
0.00% Add 478.6% 947,121 $11.58 M Q2 2026
0.01% Reduce -4.8% 436,007 $5.33 M Q2 2026
0.02% Reduce -24.4% 170,000 $2.08 M Q2 2026
0.01% New Buy 84,100 $1.03 M Q2 2026
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