Isthmus Partners, LLC Incresed Positions in Q4 2024

Isthmus Partners, LLC

  • $800 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMCR
Amcor PLC

Consumer Cyclical
559K
+ 38.69%
$9.34 - $11.37 $5.22M - $6.35M
2M $18.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.95K
+ 251.02%
$567.81 - $607.81 $2.24M - $2.4M
5.53K $3.24M
MDXG
Mimedx Group, Inc.

Healthcare
394
+ 0.13%
$5.51 - $9.75 $2.17K - $3.84K
307K $2.95M
PZZA
Papa Johns International Inc

Consumer Cyclical
35.7K
+ 99.7%
$38.91 - $58.21 $1.39M - $2.08M
71.4K $2.93M
META
Meta Platforms, Inc.

Communication Services
1.57K
+ 360.55%
$554.08 - $632.68 $871K - $995K
2.01K $1.18M
ROK
Rockwell Automation, Inc

Industrials
48
+ 0.12%
$264.65 - $302.92 $12.7K - $14.5K
41.7K $11.9M
CTRA
Coterra Energy Inc.

Energy
2.24K
+ 0.56%
$22.71 - $27.63 $50.9K - $62K
401K $10.2M
GMS
Gms Inc.

Industrials
9.08K
+ 36.17%
$84.83 - $103.84 $771K - $943K
34.2K $2.9M
CNM
Core & Main, Inc.

Industrials
1.55K
+ 1.91%
$41.91 - $55.78 $65K - $86.5K
82.6K $4.21M
ISSC
Innovative Solutions & Support Inc

Industrials
28.9K
+ 17.87%
$6.19 - $8.75 $179K - $253K
190K $1.63M
VREX
Varex Imaging Corp

Healthcare
1.26K
+ 0.85%
$11.23 - $16.68 $14.1K - $21K
150K $2.19M
TMO
Thermo Fisher Scientific Inc.

Healthcare
868
+ 152.28%
$501.29 - $612.85 $435K - $532K
1.44K $748K
AEIS
Advanced Energy Industries Inc

Industrials
197
+ 0.67%
$101.71 - $122.72 $20K - $24.2K
29.5K $3.41M
NGVT
Ingevity Corp

Basic Materials
2.65K
+ 3.55%
$31.62 - $50.21 $83.9K - $133K
77.5K $3.16M
RLI
Rli Corp

Financial Services
21
+ 0.09%
$151.91 - $180.89 $3.19K - $3.8K
23.1K $3.81M
INDB
Independent Bank Corp

Financial Services
245
+ 0.66%
$56.88 - $74.97 $13.9K - $18.4K
37.3K $2.4M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
734
+ 0.94%
$69.3 - $74.3 $50.9K - $54.5K
78.5K $5.61M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
350
+ 29.61%
$442.29 - $483.08 $155K - $169K
1.53K $694K
SYY
Sysco Corp

Consumer Defensive
4.93K
+ 3.25%
$73.63 - $81.77 $363K - $403K
156K $12M
CAT
Caterpillar Inc

Industrials
450
+ 40.65%
$360.37 - $416.88 $162K - $188K
1.56K $564K
FHN
First Horizon Corp

Financial Services
967
+ 4.28%
$14.91 - $21.42 $14.4K - $20.7K
23.6K $474K
MCFT
Master Craft Boat Holdings, Inc.

Consumer Cyclical
773
+ 0.65%
$16.22 - $22.66 $12.5K - $17.5K
119K $2.27M
NOG
Northern Oil & Gas, Inc.

Energy
411
+ 0.86%
$35.57 - $43.49 $14.6K - $17.9K
48.4K $1.8M
CMCO
Columbus Mckinnon Corp

Industrials
378
+ 0.55%
$31.42 - $40.59 $11.9K - $15.3K
69.2K $2.58M
NVEC
Nve Corp

Technology
219
+ 0.51%
$74.32 - $84.39 $16.3K - $18.5K
43.2K $3.52M
SNA
Snap On Inc

Industrials
54
+ 4.66%
$285.44 - $371.35 $15.4K - $20.1K
1.21K $411K
LAD
Lithia Motors Inc

Consumer Cyclical
50
+ 4.56%
$303.15 - $394.27 $15.2K - $19.7K
1.15K $409K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
157
+ 4.9%
$107.32 - $127.74 $16.8K - $20.1K
3.36K $413K
SANM
Sanmina Corp

Technology
251
+ 4.89%
$65.07 - $83.88 $16.3K - $21.1K
5.39K $407K
CBSH
Commerce Bancshares Inc

Financial Services
588
+ 9.58%
$57.04 - $74.36 $33.5K - $43.7K
6.72K $418K
DOX
Amdocs LTD

Technology
720
+ 19.41%
$82.94 - $92.86 $59.7K - $66.9K
4.43K $377K
USB
Us Bancorp \De\

Financial Services
515
+ 3.95%
$43.98 - $53.66 $22.6K - $27.6K
13.6K $648K
OTCM
Otc Markets Group Inc.

Financial Services
195
+ 1.42%
$47.15 - $54.0 $9.19K - $10.5K
13.9K $713K
RHI
Robert Half International Inc.

Industrials
264
+ 3.34%
$65.55 - $76.8 $17.3K - $20.3K
8.18K $576K
MRK
Merck & Co., Inc.

Healthcare
608
+ 33.52%
$96.31 - $114.76 $58.6K - $69.8K
2.42K $240K
AMSF
Amerisafe Inc

Financial Services
316
+ 0.5%
N/A
63.9K $2.8M
AGCO
Agco Corp

Industrials
199
+ 5.15%
$89.46 - $101.89 $17.8K - $20.3K
4.06K $379K
MGY
Magnolia Oil & Gas Corp

Energy
460
+ 5.19%
$22.89 - $28.79 $10.5K - $13.2K
9.32K $217K
OABI
Omniab Inc Com
7K
+ 1.57%
N/A
453K $0
Kenvue Inc Com
108
+ 0.02%
N/A
551K $0
Core Laboratories Inc
599
+ 5.64%
N/A
11.2K $0
ATKR
Atkore Inc.

Industrials
162
+ 0.76%
$82.02 - $104.45 $13.3K - $16.9K
21.4K $1.79M
HSIC
Henry Schein Inc

Healthcare
266
+ 2.76%
$66.54 - $77.66 $17.7K - $20.7K
9.89K $684K
CMC
Commercial Metals CO

Basic Materials
333
+ 4.88%
$49.22 - $63.32 $16.4K - $21.1K
7.16K $354K
VVV
Valvoline Inc

Energy
507
+ 5.86%
$36.18 - $43.41 $18.3K - $22K
9.16K $331K
URI
United Rentals, Inc.

Industrials
6
+ 1.43%
$704.44 - $880.32 $4.23K - $5.28K
426 $300K
WEX
Wex Inc.

Technology
108
+ 6.07%
$167.45 - $216.67 $18.1K - $23.4K
1.89K $330K
NDSN
Nordson Corp

Industrials
79
+ 6.07%
$208.83 - $264.36 $16.5K - $20.9K
1.38K $288K
MTW
Manitowoc CO Inc

Industrials
3.9K
+ 2.13%
$8.63 - $11.2 $33.6K - $43.7K
187K $1.7M
Activity Summary
Buys All Purchases 99 New Holdings 25 Increased Positions 74 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Isthmus Partners, LLC Portfolio

Follow Isthmus Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Isthmus Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Isthmus Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email