Rothschild Investment LLC New Holdings in Q3 2025

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VEL
Velocity Financial, Inc.

Financial Services
35
New
$16.33 - $19.19 $572 - $672
35 $635K
LAD
Lithia Motors Inc

Consumer Cyclical
2
New
$284.47 - $356.6 $569 - $713
2 $632K
Rezolve Ai PLC Ord Shs
125
New
N/A
125 $623K
Athira Pharma Inc Com
150
New
N/A
150 $621K
Techtarget Inc Com New
105
New
N/A
105 $610K
BLDR
Builders First Source, Inc.

Industrials
5
New
$116.91 - $149.21 $585 - $746
5 $606K
INSM
Insmed Inc

Healthcare
4
New
$96.14 - $147.2 $385 - $589
4 $576K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
6
New
$93.1 - $110.49 $559 - $663
6 $560K
FBIZ
First Business Financial Services, Inc.

Financial Services
10
New
$46.69 - $54.69 $467 - $547
10 $513K
WMG
Warner Music Group Corp.

Communication Services
15
New
$27.83 - $34.24 $417 - $514
15 $511K
VLGEA
Village Super Market Inc

Consumer Defensive
13
New
$33.6 - $39.74 $437 - $517
13 $486K
Global X Renewable Energy Producers ETF
15
New
N/A
15 $478K
Outset Med Inc Com New
33
New
N/A
33 $466K
Viper Energy Inc Cl A
12
New
N/A
12 $459K
Birkenstock Holding PLC Com Shs
10
New
N/A
10 $453K
WMS
Advanced Drainage Systems, Inc.

Industrials
3
New
$110.89 - $148.5 $333 - $446
3 $416K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
4
New
$98.64 - $113.55 $395 - $454
4 $415K
PENN
Penn National Gaming Inc

Consumer Cyclical
20
New
$16.8 - $20.47 $336 - $409
20 $385K
ESAB
Esab Corp

Industrials
3
New
$108.14 - $134.17 $324 - $403
3 $335K
Ftai Aviation LTD Shs
2
New
N/A
2 $334K
Vivid Seats Inc Com Cl A
20
New
N/A
20 $332K
DNUT
Krispy Kreme, Inc.

Consumer Defensive
85
New
$3.0 - $4.42 $255 - $376
85 $329K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
3
New
$108.8 - $169.61 $326 - $509
3 $326K
RRBI
Red River Bancshares Inc

Financial Services
5
New
$58.77 - $67.87 $294 - $339
5 $324K
Primo Brands Corporation Class A Com Shs
14
New
N/A
14 $309K
SNFCA
Security National Financial Corp

Financial Services
35
New
$8.35 - $10.41 $292 - $364
35 $303K
PKBK
Parke Bancorp, Inc.

Financial Services
14
New
$20.31 - $22.72 $284 - $318
14 $302K
LAKE
Lakeland Industries Inc

Consumer Cyclical
20
New
$13.35 - $15.5 $267 - $310
20 $296K
SLQT
Select Quote, Inc.

Financial Services
150
New
$1.74 - $2.69 $261 - $404
150 $294K
Liberty Media Corp Del Com Lbty Liv S C
3
New
N/A
3 $291K
Priority Technology Hldgs Inc Com
42
New
N/A
42 $289K
CTRN
Citi Trends Inc

Consumer Cyclical
9
New
$29.09 - $38.81 $262 - $349
9 $279K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
12
New
$17.42 - $28.65 $209 - $344
12 $272K
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
30
New
$3.74 - $8.87 $112 - $266
30 $266K
NFE
New Fortress Energy Inc.

Utilities
120
New
$1.31 - $4.57 $157 - $548
120 $265K
Maze Therapeutics Inc Com
10
New
N/A
10 $259K
LBRDA
Liberty Broadband Corp

Communication Services
4
New
$58.06 - $100.28 $232 - $401
4 $253K
WING
Wingstop Inc.

Consumer Cyclical
1
New
$247.44 - $377.34 $247 - $377
1 $252K
PFIS
Peoples Financial Services Corp.

Financial Services
5
New
$46.9 - $53.69 $235 - $268
5 $243K
CZNC
Citizens & Northern Corp

Financial Services
12
New
$18.39 - $20.55 $221 - $247
12 $238K
MDU
Mdu Resources Group Inc

Industrials
13
New
$15.85 - $17.81 $206 - $232
13 $232K
Community West Bancshares New Com
11
New
N/A
11 $229K
GME
Game Stop Corp.

Consumer Cyclical
8
New
$22.1 - $27.28 $177 - $218
8 $218K
BCBP
Bcb Bancorp Inc

Financial Services
25
New
$8.1 - $9.25 $203 - $231
25 $217K
PLBC
Plumas Bancorp

Financial Services
5
New
$40.01 - $47.52 $200 - $238
5 $216K
Forge Global Holdings Inc Com Shs
12
New
N/A
12 $203K
TSBK
Timberland Bancorp Inc

Financial Services
6
New
$30.97 - $36.62 $186 - $220
6 $200K
Liberty Media Corp Del Com Lbty One S A
2
New
N/A
2 $190K
Pcb Bancorp Com
9
New
N/A
9 $189K
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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