Isthmus Partners, LLC Purchases in Q1 2025

Isthmus Partners, LLC

  • $773 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
63.9K
New
$167.43 - $244.7 $10.7M - $15.6M
63.9K $10.7M
CR
Crane Holdings, Co.

Industrials
28.8K
New
$150.33 - $175.81 $4.33M - $5.06M
28.8K $4.41M
LKQ
Lkq Corp

Consumer Cyclical
60.3K
+ 25.77%
$36.24 - $44.05 $2.18M - $2.66M
294K $12.5M
SLB
Schlumberger Limited

Energy
31.8K
+ 13.96%
$38.4 - $43.74 $1.22M - $1.39M
260K $10.9M
GIC
Global Industrial CO

Industrials
86.4K
New
$22.1 - $25.66 $1.91M - $2.22M
86.4K $1.93M
HCA
Hca Healthcare, Inc.

Healthcare
850
+ 2.37%
$296.7 - $345.55 $252K - $294K
36.7K $12.7M
JBI
Janus International Group, Inc.

Industrials
260K
New
$6.95 - $9.11 $1.81M - $2.37M
260K $1.87M
OPCH
Option Care Health, Inc.

Healthcare
46.4K
New
$22.7 - $35.2 $1.05M - $1.63M
46.4K $1.62M
CTRA
Coterra Energy Inc.

Energy
4.12K
+ 1.03%
$25.51 - $29.83 $105K - $123K
405K $11.7M
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
33.3K
New
$43.29 - $69.32 $1.44M - $2.31M
33.3K $1.45M
MCD
Mcdonalds Corp

Consumer Cyclical
291
+ 0.55%
$279.74 - $321.29 $81.4K - $93.5K
52.8K $16.5M
KMB
Kimberly Clark Corp

Consumer Defensive
8.51K
+ 536.66%
$124.46 - $147.4 $1.06M - $1.25M
10.1K $1.44M
PEAK
Healthpeak Properties, Inc.

Real Estate
36.4K
+ 7.43%
N/A
526K $9.98M
HSY
Hershey CO

Consumer Defensive
2.98K
+ 4.3%
$144.74 - $186.36 $431K - $555K
72.2K $12.3M
CL
Colgate Palmolive CO

Consumer Defensive
2.35K
+ 1.75%
$85.68 - $97.5 $202K - $230K
137K $12.8M
MTN
Vail Resorts Inc

Consumer Cyclical
2.33K
New
$153.58 - $184.72 $358K - $431K
2.33K $373K
MLR
Miller Industries Inc

Consumer Cyclical
20.7K
+ 93.21%
$42.37 - $69.18 $876K - $1.43M
42.9K $1.82M
CROX
Crocs, Inc.

Consumer Cyclical
3.41K
New
$88.83 - $112.59 $303K - $384K
3.41K $361K
INTC
Intel Corp

Technology
19
+ 0.02%
$19.1 - $27.39 $363 - $520
124K $2.81M
ZTS
Zoetis Inc.

Healthcare
1.24K
+ 1.8%
$156.48 - $175.67 $194K - $218K
70.1K $11.5M
IVV
Ishares Core S&P 500 ETF

ETFs
476
New
$554.06 - $615.85 $264K - $293K
476 $267K
UPS
United Parcel Service Inc

Industrials
14.9K
+ 17.42%
$109.66 - $136.26 $1.64M - $2.03M
101K $11.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
495
New
$507.05 - $563.67 $251K - $279K
495 $254K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.2K
New
$142.8 - $176.36 $171K - $212K
1.2K $207K
HDSN
Hudson Technologies Inc

Basic Materials
30.3K
New
$5.47 - $6.34 $166K - $192K
30.3K $186K
XOM
Exxon Mobil Corp

Energy
800
+ 10.36%
$105.44 - $118.93 $84.4K - $95.1K
8.52K $1.01M
PSA
Public Storage

Real Estate
573
+ 1.38%
$288.99 - $313.98 $166K - $180K
42K $12.6M
GSL
Global Ship Lease, Inc.

Industrials
793
+ 0.7%
$21.1 - $23.88 $16.7K - $18.9K
114K $2.6M
PZZA
Papa Johns International Inc

Consumer Cyclical
2.91K
+ 4.07%
$36.01 - $51.28 $105K - $149K
74.3K $3.05M
HALO
Halozyme Therapeutics, Inc.

Healthcare
169
+ 2.52%
$47.74 - $65.16 $8.07K - $11K
6.88K $438K
SRCE
1 St Source Corp

Financial Services
433
+ 0.79%
$54.91 - $67.65 $23.8K - $29.3K
55.1K $3.29M
DOX
Amdocs LTD

Technology
108
+ 2.44%
$82.21 - $92.02 $8.88K - $9.94K
4.54K $415K
SYY
Sysco Corp

Consumer Defensive
3.43K
+ 2.19%
$70.0 - $77.13 $240K - $264K
160K $12M
IIIN
Insteel Industries Inc

Industrials
3.58K
+ 3.92%
$24.04 - $31.45 $86K - $112K
94.8K $2.49M
REXR
Rexford Industrial Realty, Inc.

Real Estate
519
+ 7.54%
$37.17 - $41.44 $19.3K - $21.5K
7.41K $289K
KFY
Korn Ferry

Industrials
69
+ 0.14%
$62.52 - $71.6 $4.31K - $4.94K
49.5K $3.36M
MGY
Magnolia Oil & Gas Corp

Energy
170
+ 1.82%
$22.26 - $26.58 $3.78K - $4.52K
9.49K $239K
AMSF
Amerisafe Inc

Financial Services
515
+ 0.81%
N/A
64.4K $2.82M
OVV
Ovintiv Inc.

Energy
83
+ 1.43%
$37.84 - $45.91 $3.14K - $3.81K
5.88K $251K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
58
+ 1.73%
$120.07 - $144.17 $6.96K - $8.36K
3.42K $424K
SANM
Sanmina Corp

Technology
81
+ 1.5%
$73.38 - $90.52 $5.94K - $7.33K
5.47K $416K
CBSH
Commerce Bancshares Inc

Financial Services
125
+ 1.86%
$58.85 - $68.59 $7.36K - $8.57K
6.85K $426K
FIS
Fidelity National Information Services, Inc.

Technology
325
+ 12.13%
$68.12 - $83.42 $22.1K - $27.1K
3.01K $224K
NDSN
Nordson Corp

Industrials
84
+ 6.09%
$200.12 - $224.07 $16.8K - $18.8K
1.46K $295K
AGCO
Agco Corp

Industrials
83
+ 2.04%
$88.82 - $106.69 $7.37K - $8.86K
4.14K $383K
SNA
Snap On Inc

Industrials
20
+ 1.65%
$324.09 - $358.62 $6.48K - $7.17K
1.23K $415K
VVV
Valvoline Inc

Energy
387
+ 4.23%
$34.44 - $40.19 $13.3K - $15.6K
9.54K $332K
HSIC
Henry Schein Inc

Healthcare
114
+ 1.15%
$68.49 - $81.91 $7.81K - $9.34K
10K $685K
Kenvue Inc Com
5.66K
+ 1.03%
N/A
556K $0
Activity Summary
Buys All Purchases 107 New Holdings 13 Increased Positions 94 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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