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
DAKT
Daktronics Inc

Technology
20
+ 21.05%
$11.95 - $17.59 $239 - $352
115 $1.4M
Virgin Galactic Holdings Inc Com New
60
+ 44.44%
N/A
195 $591K
IPAR
Inter Parfums Inc

Consumer Defensive
1
+ 5.56%
$113.87 - $144.54 $114 - $145
19 $2.16M
UIS
Unisys Corp

Technology
10
+ 6.9%
$3.9 - $7.15 $39 - $71.5
155 $711K
UE
Urban Edge Properties

Real Estate
35
+ 10.0%
$18.34 - $21.61 $642 - $756
385 $7.32M
AVDX
Avid Xchange Holdings, Inc.

Technology
30
+ 12.0%
$6.89 - $10.81 $207 - $324
280 $2.37M
CCRN
Cross Country Healthcare Inc

Healthcare
5
+ 5.56%
$14.8 - $18.25 $74 - $91.3
95 $1.42M
CSR
Centerspace

Real Estate
10
+ 1.61%
$60.29 - $66.19 $603 - $662
632 $40.9M
ARES
Ares Management Corp

Financial Services
2
+ 11.76%
$140.19 - $198.28 $280 - $397
19 $2.79M
SABR
Sabre Corp

Consumer Cyclical
70
+ 13.78%
$2.81 - $4.52 $197 - $316
578 $1.62M
MYRG
Myr Group Inc.

Industrials
7
+ 24.14%
$106.08 - $157.33 $743 - $1.1K
36 $4.07M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
5
+ 10.64%
$28.45 - $41.08 $142 - $205
52 $1.58M
GCI
Gannett Co., Inc.

Communication Services
30
+ 19.35%
$2.89 - $5.36 $86.7 - $161
185 $535K
BMO
Bank Of Montreal

Financial Services
6
+ 1.23%
$94.92 - $104.14 $570 - $625
493 $47M
OFC
Corporate Office Properties Trust

Real Estate
10
+ 6.9%
N/A
155 $4.23M
PACB
Pacific Biosciences Of California, Inc.

Healthcare
155
+ 22.33%
$1.14 - $2.1 $177 - $326
849 $1M
ATI
Allegheny Technologies Inc

Industrials
5
+ 2.79%
$50.0 - $65.86 $250 - $329
184 $9.57M
PAYO
Payoneer Global Inc.

Technology
90
+ 25.71%
$7.04 - $11.04 $634 - $994
440 $3.22M
WVE
Wave Life Sciences Ltd.

Healthcare
40
+ 27.59%
$8.08 - $13.51 $323 - $540
185 $1.5M
PCT
Pure Cycle Technologies, Inc.

Industrials
45
+ 24.32%
$6.92 - $10.9 $311 - $491
230 $1.59M
SONO
Sonos Inc

Technology
20
+ 16.67%
$10.67 - $15.08 $213 - $302
140 $1.49M
LOB
Live Oak Bancshares, Inc.

Financial Services
10
+ 22.22%
$26.57 - $41.33 $266 - $413
55 $1.47M
FSLY
Fastly, Inc.

Technology
35
+ 20.0%
$6.33 - $10.92 $222 - $382
210 $1.33M
ENR
Energizer Holdings, Inc.

Industrials
5
+ 5.26%
$29.28 - $35.79 $146 - $179
100 $2.99M
MXL
Maxlinear Inc

Technology
60
+ 54.55%
$10.86 - $24.92 $652 - $1.5K
170 $1.85M
CMCO
Columbus Mckinnon Corp

Industrials
40
+ 80.0%
$15.95 - $37.61 $638 - $1.5K
90 $1.52M
ASAN
Asana, Inc.

Technology
10
+ 11.76%
$12.64 - $24.28 $126 - $243
95 $1.38M
EPAM
Epam Systems, Inc.

Technology
16
+ 34.04%
N/A
63 $10.6M
PRGS
Progress Software Corp

Technology
5
+ 11.11%
$51.39 - $65.26 $257 - $326
50 $2.58M
MARA
Marathon Digital Holdings, Inc.

Financial Services
110
+ 35.48%
N/A
420 $4.83M
ARVN
Arvinas, Inc.

Healthcare
25
+ 55.56%
$7.02 - $20.5 $176 - $513
70 $491K
KYMR
Kymera Therapeutics, Inc.

Healthcare
5
+ 12.5%
$27.37 - $44.36 $137 - $222
45 $1.23M
LC
Lending Club Corp

Financial Services
60
+ 35.29%
$10.25 - $17.51 $615 - $1.05K
230 $2.37M
HI
Hillenbrand, Inc.

Industrials
20
+ 15.38%
$24.14 - $35.33 $483 - $707
150 $3.62M
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
5
+ 12.2%
$38.82 - $64.98 $194 - $325
46 $1.79M
GDYN
Grid Dynamics Holdings, Inc.

Technology
15
+ 15.79%
$15.65 - $24.05 $235 - $361
110 $1.72M
AI
C3.Ai, Inc.

Technology
45
+ 45.0%
$20.92 - $36.93 $941 - $1.66K
145 $3.05M
USFD
Us Foods Holding Corp.

Consumer Defensive
5
+ 1.39%
$63.38 - $72.02 $317 - $360
365 $23.9M
UEC
Uranium Energy Corp

Energy
120
+ 23.08%
$4.77 - $8.2 $572 - $984
640 $3.06M
CIFR
Cipher Mining Inc.

Financial Services
75
+ 29.41%
$2.3 - $6.08 $173 - $456
330 $759K
MNKD
Mannkind Corp

Healthcare
15
+ 4.11%
$4.92 - $6.6 $73.8 - $99
380 $1.91M
DYN
Dyne Therapeutics, Inc.

Healthcare
30
+ 50.0%
$10.46 - $25.46 $314 - $764
90 $941K
Encore Energy Corp Com New
15
+ 6.0%
N/A
265 $363K
WNC
Wabash National Corp

Industrials
5
+ 5.56%
$10.59 - $17.28 $53 - $86.4
95 $1.05M
GTLS
Chart Industries Inc

Industrials
13
+ 25.49%
$141.99 - $218.35 $1.85K - $2.84K
64 $9.24M
WWW
Wolverine World Wide Inc

Consumer Cyclical
30
+ 27.27%
$13.28 - $23.98 $398 - $719
140 $1.95M
CR
Crane Holdings, Co.

Industrials
1
+ 1.33%
$150.33 - $175.81 $150 - $176
76 $3.88M
AMBC
Ambac Financial Group Inc

Financial Services
5
+ 3.52%
$8.25 - $12.41 $41.3 - $62.1
147 $1.29M
MC
Moelis & CO

Financial Services
15
+ 16.67%
$57.91 - $81.2 $869 - $1.22K
105 $6.13M
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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