Rothschild Investment LLC Purchases in Q3 2025

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SWX
Southwest Gas Holdings, Inc.

Utilities
4
+ 3.08%
$72.88 - $79.93 $292 - $320
134 $10.5M
TKR
Timken CO

Industrials
11
New
$73.5 - $81.69 $809 - $899
11 $827K
AFG
American Financial Group Inc

Financial Services
5
+ 100.0%
$122.42 - $145.72 $612 - $729
10 $1.46M
Pacs Group Inc Com Shs
55
+ 73.33%
N/A
130 $1.79M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
19
+ 1.55%
$10.02 - $10.85 $190 - $206
1.24K $13.5M
HIW
Highwoods Properties, Inc.

Real Estate
25
+ 100.0%
$28.32 - $32.39 $708 - $810
50 $1.59M
NJR
New Jersey Resources Corp

Utilities
5
+ 2.94%
$45.05 - $48.15 $225 - $241
175 $8.43M
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
105
+ 87.5%
$5.8 - $7.59 $609 - $797
225 $1.59M
GSBC
Great Southern Bancorp, Inc.

Financial Services
13
New
$55.99 - $64.51 $728 - $839
13 $796K
CWEN
Clearway Energy, Inc.

Utilities
28
New
$27.89 - $32.98 $781 - $923
28 $791K
HLMN
Hillman Solutions Corp.

Industrials
10
+ 2.94%
$7.39 - $10.35 $73.9 - $104
350 $3.21M
LQDT
Liquidity Services Inc

Consumer Cyclical
25
+ 100.0%
$23.48 - $28.24 $587 - $706
50 $1.37M
BUSE
First Busey Corp

Financial Services
32
+ 22.54%
$22.08 - $25.14 $707 - $804
174 $4.03M
AMRK
A Mark Precious Metals, Inc.

Financial Services
30
New
$20.57 - $27.69 $617 - $831
30 $776K
OIS
Oil States International, Inc

Energy
93
+ 31.53%
$4.88 - $6.33 $454 - $589
388 $2.35M
IAF
Aberdeen Australia Equity Fund Inc

Financial Services
83
+ 2.57%
$4.41 - $4.71 $366 - $391
3.31K $15.2M
BRX
Brixmor Property Group Inc.

Real Estate
25
+ 62.5%
N/A
65 $1.8M
Liberty Media Corp Del Com Lbty One S C
7
+ 70.0%
N/A
17 $1.78M
STAG
Stag Industrial, Inc.

Real Estate
22
+ 44.0%
$34.28 - $36.97 $754 - $813
72 $2.54M
OSPN
One Span Inc.

Technology
51
+ 48.57%
$14.28 - $18.05 $728 - $921
156 $2.48M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
25
+ 1.92%
$10.9 - $11.58 $273 - $290
1.33K $15.3M
SCHL
Scholastic Corp

Communication Services
17
+ 42.5%
$21.03 - $27.56 $358 - $469
57 $1.56M
BRZE
Braze, Inc.

Technology
25
+ 83.33%
$24.11 - $32.65 $603 - $816
55 $1.56M
FCF
First Commonwealth Financial Corp

Financial Services
27
+ 8.71%
$16.07 - $18.02 $434 - $487
337 $5.75M
CNHI
Cnh Industrial N.V.

Industrials
86
+ 82.69%
N/A
190 $2.06M
NUVB
Nuvation Bio Inc.

Healthcare
130
+ 100.0%
$1.94 - $3.9 $252 - $507
260 $962K
TRMB
Trimble Inc.

Technology
1
+ 0.92%
$76.46 - $85.24 $76.5 - $85.2
110 $8.98M
Paysafe Limited Shs
54
New
N/A
54 $698K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
55
+ 9.63%
$10.08 - $11.67 $554 - $642
626 $6.8M
DINO
Hf Sinclair Corp

Energy
10
+ 66.67%
$42.11 - $54.01 $421 - $540
25 $1.31M
NWS
News Corp New Cl B Com Stk (De

Communication Services
20
+ 400.0%
$31.68 - $35.17 $634 - $703
25 $864K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
202
+ 49.88%
$3.51 - $4.74 $709 - $957
607 $2.42M
RYAM
Rayonier Advanced Materials Inc.

Basic Materials
95
New
$3.63 - $7.13 $345 - $677
95 $686K
GO
Grocery Outlet Holding Corp.

Consumer Defensive
2
+ 1.11%
$12.88 - $18.66 $25.8 - $37.3
182 $2.92M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
11
+ 110.0%
$61.86 - $71.34 $680 - $785
21 $1.35M
EVLV
Evolv Technologies Holdings, Inc.

Industrials
20
+ 4.94%
$5.54 - $8.76 $111 - $175
425 $3.21M
MSGS
Madison Square Garden Sports Corp.

Communication Services
3
New
$192.65 - $230.03 $578 - $690
3 $681K
ZUMZ
Zumiez Inc

Consumer Cyclical
20
+ 44.44%
$13.19 - $21.31 $264 - $426
65 $1.28M
BUR
Burford Capital LTD

Financial Services
92
+ 49.73%
$11.96 - $14.84 $1.1K - $1.37K
277 $3.31M
AHH
Armada Hoffler Properties, Inc.

Real Estate
90
+ 30.51%
$6.69 - $7.56 $602 - $680
385 $2.7M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
4
New
$158.03 - $197.08 $632 - $788
4 $670K
CPRI
Capri Holdings LTD

Consumer Cyclical
15
+ 9.09%
$16.99 - $22.03 $255 - $330
180 $3.59M
FCBC
First Community Bankshares Inc

Financial Services
19
New
$34.52 - $41.79 $656 - $794
19 $661K
INGN
Inogen Inc

Healthcare
75
+ 214.29%
$5.87 - $8.79 $440 - $659
110 $899K
TBK
Triumph Bancorp, Inc.

Financial Services
15
+ 75.0%
N/A
35 $1.75M
FCN
Fti Consulting, Inc

Industrials
4
+ 80.0%
$157.99 - $174.18 $632 - $697
9 $1.46M
ONTO
Onto Innovation Inc.

Technology
5
New
$90.0 - $136.73 $450 - $684
5 $646K
POOL
Pool Corp

Industrials
1
+ 5.56%
$292.13 - $333.62 $292 - $334
19 $5.89M
BGS
B&G Foods, Inc.

Consumer Defensive
145
New
$4.0 - $4.72 $580 - $684
145 $642K
Activity Summary
Buys All Purchases 1438 New Holdings 264 Increased Positions 1174 Sells All Sells 1071 Reductions 1071 Sold out 0 Options Calls 1 Puts 0
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