Rothschild Investment LLC Incresed Positions in Q1 2025

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CRBG
Corebridge Financial, Inc.

Financial Services
15
+ 300.0%
$29.61 - $34.68 $444 - $520
20 $631K
BGS
B&G Foods, Inc.

Consumer Defensive
70
+ 155.56%
$5.62 - $7.87 $393 - $551
115 $790K
FIBK
First Interstate Bancsystem Inc

Financial Services
30
+ 30.0%
$27.77 - $33.5 $833 - $1.01K
130 $3.73M
GOGL
Golden Ocean Group LTD

Industrials
70
+ 82.35%
$7.66 - $10.06 $536 - $704
155 $1.24M
CVBF
Cvb Financial Corp

Financial Services
60
+ 27.91%
$18.42 - $21.2 $1.11K - $1.27K
275 $5.08M
ATSG
Air Transport Services Group, Inc.

Industrials
20
+ 36.36%
$21.97 - $22.44 $439 - $449
75 $1.68M
BC
Brunswick Corp

Consumer Cyclical
10
+ 166.67%
$53.49 - $70.51 $535 - $705
16 $862K
NWBI
Northwest Bancshares, Inc.

Financial Services
50
+ 45.45%
$11.78 - $13.39 $589 - $670
160 $1.92M
SANA
Sana Biotechnology, Inc.

Healthcare
270
+ 75.0%
$1.65 - $4.3 $446 - $1.16K
630 $1.06M
TDOC
Teladoc Health, Inc.

Healthcare
90
+ 40.91%
$7.96 - $14.33 $716 - $1.29K
310 $2.47M
STAG
Stag Industrial, Inc.

Real Estate
11
+ 29.73%
$32.39 - $37.07 $356 - $408
48 $1.72M
Zymeworks Inc Com
50
+ 100.0%
N/A
100 $1.19M
CMP
Compass Minerals International Inc

Basic Materials
60
+ 120.0%
$9.29 - $14.21 $557 - $853
110 $1.02M
SMPL
Simply Good Foods CO

Consumer Defensive
25
+ 27.78%
$32.98 - $39.5 $824 - $988
115 $3.97M
ICHR
Ichor Holdings, Ltd.

Technology
35
+ 100.0%
$22.61 - $35.08 $791 - $1.23K
70 $1.58M
BRSP
Bright Spire Capital, Inc.

Real Estate
85
+ 37.78%
$5.48 - $6.23 $466 - $530
310 $1.72M
Sable Offshore Corp Com Shs
15
+ 50.0%
N/A
45 $1.14M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
5
+ 250.0%
$93.57 - $120.35 $468 - $602
7 $670K
USNA
Usana Health Sciences Inc

Consumer Defensive
20
+ 200.0%
$26.26 - $36.39 $525 - $728
30 $809K
SLM
Slm Corp

Financial Services
15
+ 300.0%
$26.95 - $32.54 $404 - $488
20 $587K
CBL
Cbl & Associates Properties Inc

Real Estate
20
+ 66.67%
$26.43 - $33.02 $529 - $660
50 $1.33M
PNR
Pentair PLC

Industrials
17
+ 21.52%
$84.0 - $105.35 $1.43K - $1.79K
96 $8.4M
BTBT
Bit Digital, Inc

Financial Services
295
+ 178.79%
$2.02 - $3.88 $596 - $1.14K
460 $929K
ULCC
Frontier Group Holdings, Inc.

Industrials
150
+ 200.0%
$4.34 - $10.06 $651 - $1.51K
225 $977K
JELD
Jeld Wen Holding, Inc.

Industrials
85
+ 283.33%
$5.46 - $9.88 $464 - $840
115 $687K
CWCO
Consolidated Water Co. Ltd.

Utilities
20
+ 57.14%
$23.77 - $29.18 $475 - $584
55 $1.35M
IMAX
Imax Corp

Communication Services
15
+ 25.0%
$22.39 - $27.37 $336 - $411
75 $1.98M
OVV
Ovintiv Inc.

Energy
10
+ 200.0%
$37.84 - $45.91 $378 - $459
15 $642K
CUZ
Cousins Properties Inc

Real Estate
15
+ 300.0%
$28.06 - $31.21 $421 - $468
20 $590K
Masterbrand Inc Common Stock
135
+ 15.77%
N/A
991 $12.9M
BHRB
Burke Herbert Finl Svcs Corp C
10
+ 50.0%
N/A
30 $1.68M
QCRH
Qcr Holdings Inc

Financial Services
10
+ 33.33%
$71.32 - $81.55 $713 - $816
40 $2.85M
CWK
Cushman & Wakefield PLC

Real Estate
125
+ 42.37%
$10.19 - $13.87 $1.27K - $1.73K
420 $4.29M
WRBY
Warby Parker Inc.

Healthcare
50
+ 62.5%
$17.82 - $28.42 $891 - $1.42K
130 $2.37M
AR
Antero Resources Corp

Energy
10
+ 200.0%
$33.64 - $41.42 $336 - $414
15 $607K
GEF
Greif, Inc

Consumer Cyclical
10
+ 50.0%
$54.57 - $62.45 $546 - $625
30 $1.65M
CALM
Cal Maine Foods Inc

Consumer Defensive
10
+ 25.0%
$80.87 - $115.8 $809 - $1.16K
50 $4.55M
ANNX
Annexon, Inc.

Healthcare
345
+ 460.0%
$1.93 - $5.5 $666 - $1.9K
420 $811K
CECE
Ceco Environmental Corp

Industrials
30
+ 85.71%
N/A
65 $1.48M
ALKT
Alkami Technology, Inc.

Technology
40
+ 66.67%
$23.76 - $37.53 $950 - $1.5K
100 $2.63M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
45
+ 28.13%
$10.61 - $16.49 $477 - $742
205 $2.55M
WGO
Winnebago Industries Inc

Consumer Cyclical
20
+ 100.0%
$34.4 - $49.81 $688 - $996
40 $1.38M
AVPT
Ave Point, Inc.

Technology
60
+ 27.91%
$13.5 - $19.8 $810 - $1.19K
275 $3.97M
VICR
Vicor Corp

Technology
10
+ 33.33%
$46.78 - $64.71 $468 - $647
40 $1.87M
RRC
Range Resources Corp

Energy
10
+ 200.0%
$35.22 - $41.29 $352 - $413
15 $599K
KURA
Kura Oncology, Inc.

Healthcare
90
+ 105.88%
$6.6 - $9.05 $594 - $815
175 $1.16M
MLKN
Millerknoll, Inc.

Consumer Cyclical
35
+ 46.67%
$18.34 - $23.29 $642 - $815
110 $2.11M
SHLS
Shoals Technologies Group, Inc.

Technology
175
+ 218.75%
$2.81 - $6.24 $492 - $1.09K
255 $847K
VTOL
Bristow Group Inc.

Energy
15
+ 60.0%
$31.02 - $38.02 $465 - $570
40 $1.26M
Activity Summary
Buys All Purchases 1741 New Holdings 181 Increased Positions 1560 Sells All Sells 663 Reductions 660 Sold out 3 Options Calls 0 Puts 0
Track This Portfolio

Track Rothschild Investment LLC Portfolio

Follow Rothschild Investment LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rothschild Investment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rothschild Investment LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email