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
Hamilton Insurance Group Ltd. Cl B
5
+ 7.69%
N/A
70 $1.45M
FOLD
Amicus Therapeutics, Inc.

Healthcare
60
+ 27.27%
$8.16 - $9.85 $490 - $591
280 $2.29M
LMAT
Lemaitre Vascular Inc

Healthcare
5
+ 20.0%
$78.82 - $104.0 $394 - $520
30 $2.52M
SASR
Sandy Spring Bancorp Inc

Financial Services
20
+ 33.33%
$27.6 - $35.08 $552 - $702
80 $2.24M
MCFT
Master Craft Boat Holdings, Inc.

Consumer Cyclical
15
+ 60.0%
$16.68 - $21.18 $250 - $318
40 $689K
Luminar Technologies Inc Com New Cl A
39
+ 354.55%
N/A
50 $270K
AORT
Artivion, Inc.

Healthcare
20
+ 28.57%
$23.19 - $31.7 $464 - $634
90 $2.21M
ILPT
Industrial Logistics Properties Trust

Real Estate
71
+ 48.3%
$3.39 - $4.05 $241 - $288
218 $748K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
24
+ 1.92%
$11.17 - $11.61 $268 - $279
1.28K $14.4M
CMRE
Costamare Inc.

Industrials
35
+ 77.78%
$9.79 - $13.5 $343 - $473
80 $787K
ARLO
Arlo Technologies, Inc.

Industrials
35
+ 33.33%
$9.87 - $14.38 $345 - $503
140 $1.38M
CARE
Carter Bankshares, Inc.

Financial Services
15
+ 60.0%
$15.9 - $18.1 $239 - $272
40 $647K
LGND
Ligand Pharmaceuticals Inc

Healthcare
10
+ 2.38%
$105.14 - $122.23 $1.05K - $1.22K
431 $45.3M
WBS
Webster Financial Corp

Financial Services
5
+ 33.33%
$47.55 - $61.41 $238 - $307
20 $1.03M
BHE
Benchmark Electronics Inc

Technology
15
+ 30.0%
$37.74 - $48.97 $566 - $735
65 $2.47M
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
25
+ 41.67%
$9.61 - $12.47 $240 - $312
85 $843K
KEY
Keycorp

Financial Services
316
+ 7.49%
$15.15 - $18.3 $4.79K - $5.78K
4.54K $72.5M
LBRT
Liberty Energy Inc.

Energy
55
+ 33.33%
$14.13 - $23.12 $777 - $1.27K
220 $3.48M
IAS
Integral Ad Science Holding Corp.

Communication Services
50
+ 58.82%
$8.06 - $10.77 $403 - $539
135 $1.09M
PX
P10, Inc.

Financial Services
20
+ 50.0%
$11.04 - $13.77 $221 - $275
60 $705K
TRP
Tc Energy Corp

Energy
1
+ 0.52%
$44.29 - $49.27 $44.3 - $49.3
194 $9.18M
CLAR
Clarus Corp

Consumer Cyclical
90
+ 47.37%
$3.75 - $5.0 $338 - $450
280 $1.05M
TTI
Tetra Technologies Inc

Energy
75
+ 26.79%
$3.25 - $4.98 $244 - $374
355 $1.19M
KMPH
Kempharm, Inc

Healthcare
35
+ 41.18%
N/A
120 $899K
RILY
B. Riley Financial, Inc.

Financial Services
60
+ 100.0%
$3.08 - $6.39 $185 - $383
120 $464K
EMN
Eastman Chemical CO

Basic Materials
17
+ 4.29%
$87.05 - $103.47 $1.48K - $1.76K
413 $36.4M
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
45
+ 23.68%
$7.55 - $8.77 $340 - $395
235 $1.89M
CHCT
Community Healthcare Trust Inc

Real Estate
15
+ 17.65%
$17.91 - $20.4 $269 - $306
100 $1.82M
CSV
Carriage Services Inc

Consumer Cyclical
5
+ 50.0%
$37.15 - $42.2 $186 - $211
15 $581K
BIGC
Big Commerce Holdings, Inc.

Technology
40
+ 29.63%
$5.76 - $7.09 $230 - $284
175 $1.01M
SPT
Sprout Social, Inc.

Technology
30
+ 54.55%
$21.99 - $34.03 $660 - $1.02K
85 $1.87M
AIZ
Assurant, Inc.

Financial Services
1
+ 11.11%
$198.92 - $218.67 $199 - $219
10 $2.1M
TTEC
Ttec Holdings, Inc.

Technology
85
+ 141.67%
$3.12 - $4.81 $265 - $409
145 $477K
SEM
Select Medical Holdings Corp

Healthcare
30
+ 20.0%
$16.56 - $20.38 $497 - $611
180 $3.01M
SRRK
Scholar Rock Holding Corp

Healthcare
45
+ 39.13%
$32.15 - $45.55 $1.45K - $2.05K
160 $5.14M
YMAB
Y M Abs Therapeutics, Inc.

Healthcare
70
+ 175.0%
$4.43 - $8.17 $310 - $572
110 $487K
PGC
Peapack Gladstone Financial Corp

Financial Services
10
+ 33.33%
$28.38 - $35.17 $284 - $352
40 $1.14M
CIVB
Civista Bancshares, Inc.

Financial Services
10
+ 66.67%
$18.84 - $22.06 $188 - $221
25 $489K
VRA
Vera Bradley, Inc.

Consumer Cyclical
95
+ 380.0%
$2.25 - $3.91 $214 - $371
120 $270K
FIP
Ftai Infrastructure LLC
95
+ 100.0%
$4.53 - $8.41 $430 - $799
190 $861K
FCBC
First Community Bankshares Inc

Financial Services
5
+ 100.0%
$37.69 - $45.34 $188 - $227
10 $377K
CXW
Core Civic, Inc.

Real Estate
20
+ 12.12%
$18.02 - $23.05 $360 - $461
185 $3.75M
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
10
+ 11.76%
$20.96 - $26.08 $210 - $261
95 $2.14M
Paysafe Limited Shs
15
+ 30.0%
N/A
65 $1.02M
SAVA
Cassava Sciences Inc

Healthcare
120
+ 600.0%
$1.5 - $3.02 $180 - $362
140 $210K
JJSF
J&J Snack Foods Corp

Consumer Defensive
3
+ 30.0%
$122.15 - $153.79 $366 - $461
13 $1.71M
AVTR
Avantor, Inc.

Basic Materials
12
+ 171.43%
$15.5 - $22.57 $186 - $271
19 $308K
HY
Hyster Yale Materials Handling, Inc.

Industrials
5
+ 100.0%
$41.54 - $54.76 $208 - $274
10 $415K
TCBX
Third Coast Bancshares, Inc.

Financial Services
5
+ 33.33%
$30.91 - $38.43 $155 - $192
20 $667K
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
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