Cynosure Management, LLC Incresed Positions in Q1 2025

Cynosure Management, LLC

  • $708 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EME
Emcor Group, Inc.

Industrials
223
+ 34.36%
$361.16 - $535.99 $80.5K - $120K
872 $322K
LPX
Louisiana Pacific Corp

Industrials
669
+ 23.07%
$89.37 - $118.15 $59.8K - $79K
3.57K $328K
BLDR
Builders First Source, Inc.

Industrials
566
+ 23.51%
$122.8 - $173.51 $69.5K - $98.2K
2.97K $371K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
478
+ 9.11%
N/A
5.73K $319K
KLAC
Kla Corp

Technology
5
+ 1.05%
$636.62 - $777.63 $3.18K - $3.89K
482 $327K
MRK
Merck & Co., Inc.

Healthcare
671
+ 18.93%
$83.01 - $101.02 $55.7K - $67.8K
4.22K $378K
LOW
Lowes Companies Inc

Consumer Cyclical
194
+ 12.85%
$222.66 - $268.42 $43.2K - $52.1K
1.7K $397K
STLD
Steel Dynamics Inc

Basic Materials
256
+ 10.54%
N/A
2.69K $263K
DELL
Dell Technologies Inc.

Technology
984
+ 36.54%
$90.34 - $124.66 $88.9K - $123K
3.68K $335K
MATX
Matson, Inc.

Industrials
308
+ 14.02%
$127.06 - $149.06 $39.1K - $45.9K
2.51K $321K
XPO
Xpo Logistics, Inc.

Industrials
700
+ 31.92%
$106.12 - $148.16 $74.3K - $104K
2.89K $311K
REXR
Rexford Industrial Realty, Inc.

Real Estate
515
+ 6.5%
$37.17 - $41.44 $19.1K - $21.3K
8.44K $330K
AIT
Applied Industrial Technologies Inc

Industrials
180
+ 13.85%
$218.93 - $269.18 $39.4K - $48.5K
1.48K $333K
ADP
Automatic Data Processing Inc

Industrials
20
+ 1.61%
$286.85 - $318.64 $5.74K - $6.37K
1.27K $386K
VCEL
Vericel Corp

Healthcare
1.63K
+ 32.67%
$44.5 - $61.8 $72.5K - $101K
6.62K $295K
JBSS
Sanfilippo John B & Son Inc

Consumer Defensive
1.14K
+ 31.07%
$68.94 - $90.02 $78.3K - $102K
4.79K $339K
INSW
International Seaways, Inc.

Energy
1.34K
+ 15.58%
$32.85 - $41.61 $44K - $55.7K
9.93K $329K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
255
+ 13.98%
$141.31 - $175.89 $36K - $44.9K
2.08K $299K
POOL
Pool Corp

Industrials
127
+ 14.02%
$314.92 - $364.31 $40K - $46.3K
1.03K $328K
AGM
Federal Agricultural Mortgage Corp

Financial Services
169
+ 11.21%
$182.78 - $209.07 $30.9K - $35.3K
1.68K $314K
CAMT
Camtek LTD

Technology
1.81K
+ 44.58%
$58.63 - $107.14 $106K - $194K
5.86K $343K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
234
+ 14.61%
$166.63 - $185.86 $39K - $43.5K
1.84K $305K
CEG
Constellation Energy Corp

Utilities
215
+ 17.26%
$201.63 - $347.44 $43.4K - $74.7K
1.46K $294K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
2.28K
+ 25.46%
$27.8 - $39.18 $63.5K - $89.5K
11.3K $312K
BX
Blackstone Inc.

Financial Services
493
+ 28.06%
$136.53 - $186.74 $67.3K - $92.1K
2.25K $314K
NUE
Nucor Corp

Basic Materials
27
+ 1.04%
$114.48 - $142.52 $3.09K - $3.85K
2.62K $314K
LMAT
Lemaitre Vascular Inc

Healthcare
440
+ 13.46%
$78.82 - $104.0 $34.7K - $45.8K
3.71K $311K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
447
+ 15.26%
$186.55 - $250.04 $83.4K - $112K
3.38K $680K
CRAI
Cra International, Inc.

Industrials
180
+ 11.46%
$172.33 - $210.97 $31K - $38K
1.75K $303K
FSS
Federal Signal Corp

Industrials
961
+ 29.33%
$73.55 - $101.32 $70.7K - $97.4K
4.24K $311K
RACE
Ferrari N.V.

Consumer Cyclical
15
+ 2.07%
$413.73 - $508.15 $6.21K - $7.62K
740 $316K
FTNT
Fortinet, Inc.

Technology
21
+ 0.58%
$92.49 - $114.57 $1.94K - $2.41K
3.63K $349K
SNPS
Synopsys Inc

Technology
120
+ 15.02%
$428.58 - $551.54 $51.4K - $66.2K
919 $394K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
925
+ 44.07%
$100.91 - $174.52 $93.3K - $161K
3.02K $324K
ONTO
Onto Innovation Inc.

Technology
703
+ 39.3%
$121.34 - $224.5 $85.3K - $158K
2.49K $302K
ORCL
Oracle Corp

Technology
407
+ 20.31%
$139.81 - $186.47 $56.9K - $75.9K
2.41K $337K
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
219
+ 2.73%
N/A
8.25K $160K
RGEN
Repligen Corp

Healthcare
276
+ 13.86%
$127.24 - $174.24 $35.1K - $48.1K
2.27K $288K
TDW
Tidewater Inc

Energy
3.66K
+ 29.46%
$39.93 - $57.69 $146K - $211K
16.1K $680K
Ferguson Enterprises Inc
417
+ 26.21%
N/A
2.01K $0
Arista Networks Inc
980
+ 32.41%
N/A
4K $0
Arm Holdings PLC
572
+ 26.08%
N/A
2.77K $0
CECE
Ceco Environmental Corp

Industrials
4.06K
+ 39.95%
N/A
14.2K $0
Tko Group Holdings Inc
2.57K
+ 123.16%
N/A
4.66K $0
Linde PLC
12
+ 1.14%
N/A
1.06K $0
Blackrock Inc
49
+ 14.24%
N/A
393 $0
Invesco Exchange Traded Fd T
3.28K
+ 27.77%
N/A
15.1K $0
GKOS
Glaukos Corp

Healthcare
1.04K
+ 51.84%
$96.6 - $161.22 $101K - $168K
3.05K $300K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
102
+ 8.32%
$218.17 - $305.86 $22.3K - $31.2K
1.33K $293K
Activity Summary
Buys All Purchases 285 New Holdings 22 Increased Positions 263 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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