Delphi Management Inc /Ma/ Purchases and Sells in Q2 2025

Delphi Management Inc /Ma/

$103 Million
Q2 2025

Top Buys

Incresed Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KBR	18.3K + 312.1%	$46.2 - $56.12 $844K - $1.02M	24.1K $1.16M
CAC	19.5K + 158.54%	$36.35 - $41.49 $709K - $809K	31.8K $1.29M
SANDOZ GROUP AG SPONSORED ADS	8.68K + 55.1%	N/A	24.4K $1.34M
PUBGY	20.4K + 69.9%	$21.2 - $28.5 $431K - $580K	49.5K $1.35M
SNX	183 + 1.72%	$95.81 - $137.79 $17.5K - $25.2K	10.8K $1.47M
TOL	766 + 8.04%	$90.5 - $114.3 $69.3K - $87.6K	10.3K $1.18M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USB	30.1K New	$36.4 - $45.76 $1.1M - $1.38M	30.1K $1.36M
ASX	132K New	$7.42 - $10.65 $979K - $1.41M	132K $1.36M
HIG	10.3K New	$109.83 - $131.67 $1.13M - $1.35M	10.3K $1.3M
REVG	26.9K New	$28.82 - $47.59 $776K - $1.28M	26.9K $1.28M
NICE	7.39K New	$141.3 - $178.32 $1.04M - $1.32M	7.39K $1.25M
FR	25.3K New	$43.07 - $54.05 $1.09M - $1.37M	25.3K $1.22M

Top Sells

Reduced Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	-488 - 7.99%	$483.48 - $539.8 $236K - $263K	5.62K $2.73M
SLB	-4.27K - 13.27%	$31.95 - $42.2 $136K - $180K	27.9K $943K
OMC	-2.56K - 16.42%	$69.22 - $79.77 $177K - $204K	13K $938K
AAPL	-713 - 7.73%	$172.42 - $223.89 $123K - $160K	8.51K $1.75M
FANG	-607 - 7.31%	$119.25 - $161.49 $72.4K - $98K	7.69K $1.06M
RE	-481 - 12.21%	N/A	3.46K $1.18M

Activity Summary All Purchases 22 New Holdings 10 Increased Positions 12 All Sells 58 Reductions 58 Sold out 0 Calls 0 Puts 0

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