Isthmus Partners, LLC Purchases and Sells in Q1 2025

Isthmus Partners, LLC

$773 Million
Q1 2025

Top Buys

Incresed Positions

94 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LKQ	60.3K + 25.77%	$36.24 - $44.05 $2.18M - $2.66M	294K $12.5M
SLB	31.8K + 13.96%	$38.4 - $43.74 $1.22M - $1.39M	260K $10.9M
HCA	850 + 2.37%	$296.7 - $345.55 $252K - $294K	36.7K $12.7M
CTRA	4.12K + 1.03%	$25.51 - $29.83 $105K - $123K	405K $11.7M
MCD	291 + 0.55%	$279.74 - $321.29 $81.4K - $93.5K	52.8K $16.5M
KMB	8.51K + 536.66%	$124.46 - $147.4 $1.06M - $1.25M	10.1K $1.44M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	63.9K New	$167.43 - $244.7 $10.7M - $15.6M	63.9K $10.7M
CR	28.8K New	$150.33 - $175.81 $4.33M - $5.06M	28.8K $4.41M
GIC	86.4K New	$22.1 - $25.66 $1.91M - $2.22M	86.4K $1.93M
JBI	260K New	$6.95 - $9.11 $1.81M - $2.37M	260K $1.87M
OPCH	46.4K New	$22.7 - $35.2 $1.05M - $1.63M	46.4K $1.62M
DFIN	33.3K New	$43.29 - $69.32 $1.44M - $2.31M	33.3K $1.45M

Top Sells

Reduced Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PYPL	-683 - 0.33%	$65.15 - $91.81 $44.5K - $62.7K	207K $13.5M
BK	-57.3K - 24.83%	$75.42 - $88.95 $4.32M - $5.1M	174K $14.6M
AAPL	-306 - 0.34%	$209.68 - $247.1 $64.2K - $75.6K	89.7K $19.9M
SPY	-4.01K - 72.6%	$551.42 - $612.93 $2.21M - $2.46M	1.51K $846K
FLS	-1.98K - 0.87%	$46.47 - $64.75 $92K - $128K	226K $11.1M
MSFT	-8 - 0.02%	$375.39 - $447.2 $3K - $3.58K	44.8K $16.8M

Activity Summary All Purchases 107 New Holdings 13 Increased Positions 94 All Sells 54 Reductions 54 Sold out 0 Calls 0 Puts 0

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