Isthmus Partners, LLC Purchases and Sells in Q3 2024

Isthmus Partners, LLC

$815 Million
Q3 2024

Top Buys

Incresed Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PSA	548 + 1.34%	$283.13 - $365.01 $155K - $200K	41.4K $15.1M
HCA	35 + 0.1%	$315.12 - $406.43 $11K - $14.2K	36K $14.6M
MCD	1.11K + 2.16%	$245.82 - $304.51 $274K - $339K	52.6K $16M
ZBRA	52 + 0.12%	$306.21 - $371.02 $15.9K - $19.3K	41.7K $15.5M
LOW	382 + 0.8%	$213.3 - $270.78 $81.5K - $103K	47.9K $13M
JNJ	1.77K + 1.84%	$145.48 - $167.38 $257K - $295K	97.5K $15.8M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CTRA	399K New	$22.62 - $27.37 $9.02M - $10.9M	399K $9.55M
PCAR	63.6K New	$91.64 - $109.98 $5.83M - $6.99M	63.6K $6.27M
LMB	44.9K New	$52.49 - $78.0 $2.36M - $3.51M	44.9K $3.4M
MLR	22.2K New	$53.35 - $68.06 $1.18M - $1.51M	22.2K $1.35M
JAZZ	3.2K New	$100.57 - $116.37 $322K - $373K	3.2K $356K
SANM	5.13K New	$62.98 - $75.33 $323K - $387K	5.13K $351K

Top Sells

Reduced Positions

84 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMAT	-11.6K - 16.34%	$174.88 - $254.97 $2.04M - $2.97M	59.6K $12M
NSSC	-25.5K - 22.72%	$34.23 - $58.0 $873K - $1.48M	86.7K $3.51M
ACLS	-5.49K - 16.49%	$96.98 - $155.02 $532K - $850K	27.8K $2.91M
INTC	-3.08K - 1.51%	$18.9 - $34.87 $58.2K - $107K	201K $4.71M
ATKR	-2.22K - 9.44%	$82.81 - $152.57 $184K - $338K	21.3K $1.8M
CNM	-15.6K - 16.12%	$38.0 - $54.22 $592K - $845K	81K $3.6M

Activity Summary All Purchases 60 New Holdings 11 Increased Positions 49 All Sells 84 Reductions 84 Sold out 0 Calls 0 Puts 0

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