Evergreen Capital Management LLC Purchases in Q1 2025

Evergreen Capital Management LLC

  • $2.75 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
REXR
Rexford Industrial Realty, Inc.

Real Estate
2.32K
+ 26.75%
$37.17 - $41.44 $86.2K - $96.1K
11K $429K
PSX
Phillips 66

Energy
443
+ 10.47%
$113.93 - $131.55 $50.5K - $58.3K
4.67K $577K
TXG
10x Genomics, Inc.

Healthcare
10.9K
New
$8.73 - $16.31 $94.7K - $177K
10.9K $94K
ECL
Ecolab Inc.

Basic Materials
253
+ 15.88%
$229.72 - $269.82 $58.1K - $68.3K
1.85K $467K
GEO
Geo Group Inc

Real Estate
2.83K
+ 35.09%
$22.92 - $35.35 $64.9K - $100K
10.9K $318K
FAST
Fastenal CO

Industrials
495
+ 5.23%
$71.11 - $79.98 $35.2K - $39.6K
9.96K $772K
PSA
Public Storage

Real Estate
304
+ 33.85%
$288.99 - $313.98 $87.9K - $95.4K
1.2K $359K
AQN
Algonquin Power & Utilities Corp.

Utilities
17.9K
New
$4.27 - $5.19 $76.4K - $92.9K
17.9K $91K
COLB
Columbia Banking System, Inc.

Financial Services
4.53K
+ 42.11%
$23.89 - $28.84 $108K - $131K
15.3K $380K
MT
Arcelor Mittal

Basic Materials
405
+ 2.96%
$21.82 - $33.93 $8.84K - $13.7K
14.1K $406K
KEYS
Keysight Technologies, Inc.

Technology
706
+ 43.99%
$148.16 - $185.11 $105K - $131K
2.31K $346K
BTI
British American Tobacco P.L.C.

Consumer Defensive
219
+ 1.41%
$35.35 - $42.74 $7.74K - $9.36K
15.7K $650K
WEN
Wendy'S CO

Consumer Cyclical
7.24K
+ 67.24%
$14.17 - $16.17 $103K - $117K
18K $263K
MTG
Mgic Investment Corp

Financial Services
2.86K
+ 17.2%
$22.56 - $25.71 $64.5K - $73.5K
19.5K $482K
SPGI
S&P Global Inc.

Financial Services
118
+ 4.19%
$478.26 - $543.77 $56.4K - $64.2K
2.93K $1.49M
OGE
Oge Energy Corp.

Utilities
869
+ 8.61%
$39.76 - $46.32 $34.6K - $40.3K
11K $503K
EAT
Brinker International, Inc

Consumer Cyclical
194
+ 5.67%
$133.46 - $189.14 $25.9K - $36.7K
3.62K $538K
KR
Kroger CO

Consumer Defensive
645
+ 10.12%
$58.36 - $67.72 $37.6K - $43.7K
7.02K $475K
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
10.6K
New
$8.02 - $8.72 $84.7K - $92.1K
10.6K $86K
IVR
Invesco Mortgage Capital Inc.

Real Estate
10.8K
New
$7.6 - $8.96 $82.4K - $97.1K
10.8K $85K
ESE
Esco Technologies Inc

Technology
171
+ 7.59%
$128.92 - $169.65 $22K - $29K
2.42K $385K
CUZ
Cousins Properties Inc

Real Estate
3.17K
+ 42.06%
$28.06 - $31.21 $89K - $99K
10.7K $316K
PLMR
Palomar Holdings, Inc.

Financial Services
122
+ 5.8%
$101.51 - $137.08 $12.4K - $16.7K
2.23K $305K
DUK
Duke Energy Corp

Utilities
299
+ 9.04%
$105.87 - $121.97 $31.7K - $36.5K
3.61K $439K
RMD
Resmed Inc

Healthcare
393
+ 31.85%
$219.7 - $257.65 $86.3K - $101K
1.63K $364K
CAH
Cardinal Health Inc

Healthcare
15
+ 0.37%
$118.02 - $137.77 $1.77K - $2.07K
4.04K $556K
WPC
W. P. Carey Inc.

Real Estate
345
+ 5.14%
$53.5 - $65.05 $18.5K - $22.4K
7.06K $445K
IDCC
Inter Digital, Inc.

Communication Services
246
+ 10.84%
$171.68 - $225.72 $42.2K - $55.5K
2.52K $519K
AGO
Assured Guaranty LTD

Financial Services
1.01K
+ 19.4%
$82.9 - $95.47 $83.7K - $96.4K
6.22K $547K
LECO
Lincoln Electric Holdings Inc

Industrials
404
+ 33.72%
$180.51 - $216.81 $72.9K - $87.6K
1.6K $303K
STAG
Stag Industrial, Inc.

Real Estate
1.44K
+ 12.15%
$32.39 - $37.07 $46.5K - $53.2K
13.3K $478K
PCTY
Paylocity Holding Corp

Technology
498
+ 39.24%
$183.21 - $217.86 $91.2K - $108K
1.77K $331K
GWW
W.W. Grainger, Inc.

Industrials
94
+ 39.17%
$953.54 - $1132.42 $89.6K - $106K
334 $329K
UBS
Ubs Group Ag

Financial Services
2.24K
+ 8.0%
$30.28 - $35.78 $67.7K - $80K
30.2K $924K
HIW
Highwoods Properties, Inc.

Real Estate
3.06K
+ 21.15%
$27.69 - $30.78 $84.6K - $94.1K
17.5K $518K
SE
Sea LTD

Consumer Cyclical
171
+ 7.78%
$104.87 - $146.31 $17.9K - $25K
2.37K $309K
UL
Unilever PLC

Consumer Defensive
455
+ 2.64%
$54.72 - $60.29 $24.9K - $27.4K
17.7K $1.05M
VMI
Valmont Industries Inc

Industrials
319
+ 47.19%
$285.37 - $376.98 $91K - $120K
995 $283K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
2.4K
+ 23.05%
$17.15 - $21.07 $41.2K - $50.6K
12.8K $256K
RELX
Relx PLC

Communication Services
69
+ 0.48%
$45.34 - $51.91 $3.13K - $3.58K
14.4K $727K
ACIW
Aci Worldwide, Inc.

Technology
1.07K
+ 19.36%
$50.38 - $57.35 $54K - $61.4K
6.6K $361K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
61
+ 2.41%
$132.75 - $177.12 $8.1K - $10.8K
2.59K $395K
TDG
Trans Digm Group Inc

Industrials
29
+ 9.8%
$1251.32 - $1394.11 $36.3K - $40.4K
325 $449K
DRI
Darden Restaurants Inc

Consumer Cyclical
66
+ 2.31%
$180.02 - $208.56 $11.9K - $13.8K
2.92K $607K
CFG
Citizens Financial Group Inc

Financial Services
2.21K
+ 34.08%
$39.73 - $48.36 $87.8K - $107K
8.69K $356K
ITW
Illinois Tool Works Inc

Industrials
388
+ 9.19%
$244.9 - $274.48 $95K - $106K
4.61K $1.14M
SF
Stifel Financial Corp

Financial Services
1.03K
+ 46.75%
$91.62 - $117.6 $94.2K - $121K
3.23K $304K
HCA
Hca Healthcare, Inc.

Healthcare
71
+ 6.81%
$296.7 - $345.55 $21.1K - $24.5K
1.11K $384K
REG
Regency Centers Corp

Real Estate
980
+ 18.33%
$68.83 - $77.74 $67.5K - $76.2K
6.33K $466K
Activity Summary
Buys All Purchases 650 New Holdings 131 Increased Positions 519 Sells All Sells 355 Reductions 355 Sold out 0 Options Calls 3 Puts 3
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