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
LEU
Centrus Energy Corp

Energy
5
+ 6.67%
$62.21 - $119.74 $311 - $599
80 $4.98M
MED
Medifast Inc

Consumer Cyclical
20
+ 28.57%
$13.48 - $17.6 $270 - $352
90 $1.21M
RAMP
Live Ramp Holdings, Inc.

Technology
25
+ 15.63%
$25.18 - $35.61 $630 - $890
185 $4.84M
National Cinemedia Inc Com New
5
+ 7.14%
N/A
75 $438K
FBNC
First Bancorp

Financial Services
5
+ 8.33%
$38.72 - $45.94 $194 - $230
65 $2.61M
CADE
Cadence Bank

Financial Services
30
+ 13.04%
$29.1 - $35.93 $873 - $1.08K
260 $7.89M
CCCC
C4 Therapeutics, Inc.

Healthcare
30
+ 75.0%
$1.6 - $4.09 $48 - $123
70 $112K
VLY
Valley National Bancorp

Financial Services
10
+ 1.39%
$8.56 - $10.42 $85.6 - $104
730 $6.49M
COCO
Vita Coco Company, Inc.

Consumer Defensive
10
+ 18.18%
$29.85 - $40.3 $299 - $403
65 $1.99M
CTKB
Cytek Biosciences, Inc.

Healthcare
80
+ 55.17%
$4.0 - $7.26 $320 - $581
225 $902K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
2
+ 2.7%
$4.79 - $6.02 $9.58 - $12
76 $372K
UCTT
Ultra Clean Holdings, Inc.

Technology
25
+ 62.5%
$21.41 - $39.15 $535 - $979
65 $1.39M
CTLP
Cantaloupe, Inc.

Technology
15
+ 15.0%
$7.52 - $11.15 $113 - $167
115 $905K
PL
Planet Labs Pbc

Industrials
40
+ 14.04%
$3.38 - $6.49 $135 - $260
325 $1.1M
RPAY
Repay Holdings Corp

Technology
25
+ 26.32%
$5.48 - $7.7 $137 - $193
120 $668K
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
470
+ 184.31%
$1.41 - $4.58 $663 - $2.15K
725 $1.07M
TGNA
Tegna Inc

Communication Services
90
+ 0.37%
$16.63 - $18.95 $1.5K - $1.71K
24.6K $448M
Bluebird Bio Inc Com New
15
+ 33.33%
N/A
60 $293K
BDN
Brandywine Realty Trust

Real Estate
45
+ 17.65%
$4.44 - $5.66 $200 - $255
300 $1.34M
IP
International Paper CO

Consumer Cyclical
49
+ 0.85%
$49.38 - $60.09 $2.42K - $2.94K
5.8K $310M
EYPT
Eye Point Pharmaceuticals, Inc.

Healthcare
20
+ 20.0%
$5.42 - $9.22 $108 - $184
120 $650K
GBTG
Global Business Travel Group, Inc.

Technology
30
+ 19.35%
$7.14 - $9.11 $214 - $273
185 $1.34M
RVLV
Revolve Group, Inc.

Consumer Cyclical
15
+ 42.86%
$21.26 - $33.75 $319 - $506
50 $1.08M
KOS
Kosmos Energy Ltd.

Energy
140
+ 36.84%
$2.12 - $3.9 $297 - $546
520 $1.19M
HUMA
Humacyte, Inc.

Healthcare
60
+ 92.31%
$1.71 - $5.18 $103 - $311
125 $213K
CTO
Cto Realty Growth, Inc.

Real Estate
15
+ 1.47%
$18.06 - $20.83 $271 - $312
1.04K $20M
ELY
Callaway Golf CO

Consumer Cyclical
5
+ 4.17%
N/A
125 $824K
Spyre Therapeutics Inc Com New
10
+ 25.0%
N/A
50 $807K
SKYT
Sky Water Technology, Inc

Technology
25
+ 55.56%
$7.06 - $15.69 $177 - $392
70 $496K
Xperi Inc Common Stock
30
+ 21.43%
N/A
170 $1.31M
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
65
+ 68.42%
$6.67 - $12.72 $434 - $827
160 $1.07M
TENB
Tenable Holdings, Inc.

Technology
10
+ 9.09%
$34.94 - $44.5 $349 - $445
120 $4.2M
RKLB
Rocket Lab Usa, Inc.

Industrials
145
+ 40.28%
$17.12 - $31.57 $2.48K - $4.58K
505 $9.03M
JBL
Jabil Inc

Technology
7
+ 5.0%
$130.51 - $173.33 $914 - $1.21K
147 $20M
ALT
Altimmune, Inc.

Healthcare
30
+ 22.22%
$5.0 - $7.45 $150 - $224
165 $825K
WCC
Wesco International Inc

Industrials
1
+ 8.33%
$155.3 - $199.95 $155 - $200
13 $2.02M
Perimeter Solutions Inc Common Stock
30
+ 17.65%
N/A
200 $2.01M
EGBN
Eagle Bancorp Inc

Financial Services
10
+ 13.33%
$20.39 - $26.95 $204 - $270
85 $1.79M
TCRX
T Scan Therapeutics, Inc.

Healthcare
5
+ 4.76%
$1.35 - $3.12 $6.75 - $15.6
110 $152K
AMRC
Ameresco, Inc.

Industrials
5
+ 25.0%
$9.29 - $28.17 $46.4 - $141
25 $302K
BEAM
Beam Therapeutics Inc.

Healthcare
25
+ 20.0%
$19.53 - $34.09 $488 - $852
150 $2.93M
DK
Delek Us Holdings, Inc.

Energy
10
+ 10.53%
$13.53 - $20.31 $135 - $203
105 $1.58M
PUMP
Pro Petro Holding Corp.

Energy
25
+ 13.51%
$6.67 - $11.06 $167 - $277
210 $1.54M
BHP
Bhp Group LTD

Basic Materials
4
+ 0.31%
$48.18 - $52.11 $193 - $208
1.31K $63.3M
WEAV
Weave Communications, Inc.

Technology
20
+ 23.53%
$10.61 - $17.44 $212 - $349
105 $1.16M
NVCR
Novo Cure LTD

Healthcare
70
+ 58.33%
$17.82 - $30.19 $1.25K - $2.11K
190 $3.39M
PRME
Prime Medicine, Inc.
35
+ 12.5%
$1.72 - $3.35 $60.2 - $117
315 $627K
CLDT
Chatham Lodging Trust

Real Estate
5
+ 4.0%
$7.13 - $8.89 $35.7 - $44.5
130 $927K
NVT
N Vent Electric PLC

Industrials
5
+ 17.24%
$52.42 - $75.4 $262 - $377
34 $1.78M
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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