Lmr Partners LLP Incresed Positions in Q2 2025

Lmr Partners LLP

  • $10.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5.75K
+ 3266.48%
$87.84 - $1441.89 $505K - $8.29M
5.93K $534K
ATO
Atmos Energy Corp

Utilities
1.69K
+ 30.96%
$145.06 - $162.66 $245K - $275K
7.15K $1.1M
NESRW
National Energy Svcs Reunited

ETFs
266K
+ 136.2%
N/A
461K $401K
ZTO
Zto Express (Cayman) Inc.

Industrials
22.2K
+ 27.88%
$16.51 - $19.83 $366K - $440K
102K $1.8M
FFIV
F5, Inc.

Technology
606
+ 35.86%
$239.25 - $295.9 $145K - $179K
2.3K $675K
LNT
Alliant Energy Corp

Utilities
4.01K
+ 72.88%
$58.79 - $64.85 $236K - $260K
9.51K $575K
VRSK
Verisk Analytics, Inc.

Industrials
527
+ 19.0%
$277.03 - $321.33 $146K - $169K
3.3K $1.03M
FAST
Fastenal CO

Industrials
7.18K
+ 252.94%
$40.65 - $83.16 $292K - $597K
10K $420K
FOXA
Fox Corp

Communication Services
3.54K
+ 40.73%
$47.21 - $57.04 $167K - $202K
12.2K $686K
MAA
Mid America Apartment Communities Inc.

Real Estate
1.48K
+ 65.63%
$145.91 - $168.0 $217K - $249K
3.75K $554K
FE
Firstenergy Corp

Utilities
4.16K
+ 415.92%
$38.31 - $43.17 $159K - $179K
5.15K $207K
SGRY
Surgery Partners, Inc.

Healthcare
11.8K
+ 18.87%
$19.3 - $23.94 $227K - $281K
74.1K $1.65M
O
Realty Income Corp

Real Estate
2.41K
+ 61.21%
$52.27 - $58.52 $126K - $141K
6.34K $365K
PPL
Ppl Corp

Utilities
4.53K
+ 44.58%
$33.45 - $36.5 $151K - $165K
14.7K $497K
REG
Regency Centers Corp

Real Estate
2.04K
+ 33.83%
$65.48 - $74.74 $134K - $153K
8.07K $575K
FSLR
First Solar, Inc.

Technology
500
+ 90.91%
$120.38 - $192.98 $60.2K - $96.5K
1.05K $173K
CMS
Cms Energy Corp

Utilities
1.85K
+ 36.64%
$68.57 - $75.51 $127K - $140K
6.91K $478K
EOG
Eog Resources Inc

Energy
752
+ 6266.67%
$104.61 - $129.97 $78.7K - $97.7K
764 $91K
EXC
Exelon Corp

Utilities
2.12K
+ 43.65%
$42.2 - $47.37 $89.3K - $100K
6.96K $302K
EA
Electronic Arts Inc.

Communication Services
438
+ 14600.0%
$132.53 - $159.7 $58K - $69.9K
441 $70K
EVRG
Evergy, Inc.

Utilities
757
+ 3.42%
$64.06 - $69.64 $48.5K - $52.7K
22.9K $1.58M
JKHY
Henry Jack & Associates Inc

Technology
282
+ 24.23%
$163.54 - $186.02 $46.1K - $52.5K
1.45K $260K
AEE
Ameren Corp

Utilities
570
+ 22.56%
$94.23 - $101.68 $53.7K - $58K
3.1K $297K
BR
Broadridge Financial Solutions, Inc.

Technology
101
+ 9.7%
$217.22 - $246.25 $21.9K - $24.9K
1.14K $277K
ADP
Automatic Data Processing Inc

Industrials
50
+ 1.67%
$276.76 - $326.81 $13.8K - $16.3K
3.05K $939K
SMFRW
Sema4 Hldgs Corp Wt Exp 07/22/
303K
+ 17.46%
N/A
2.04M $40K
NWS
News Corp New Cl B Com Stk (De

Communication Services
1
+ 0.07%
$27.41 - $34.31 $27.4 - $34.3
1.38K $47K
AEVAWS
Aeva Technologies Inc Wt Exp
10K
+ 0.42%
N/A
2.39M $0
Echostar Corp
39.4M
+ 63.76%
N/A
101M $0
Dmy Squared Technology Group
95.8K
+ 82.72%
N/A
212K $0
AMPXWS
Amprius Technologies Inc Wt Ex
479K
+ 19.43%
N/A
2.95M $0
Dropbox Inc
4M
+ 25.0%
N/A
20M $0
Wolfspeed Inc
5.13M
+ 42.71%
N/A
17.1M $0
Xerox Holdings Corp
17.2M
+ 181.31%
N/A
26.7M $0
VLNWS
Valens Semiconductor LTD Wt Ex
125K
+ 14.04%
N/A
1.02M $0
Cohen Circle Acquisition Cor
148K
+ 11.59%
N/A
1.43M $0
Waldencast PLC
1.17M
+ 1645.99%
N/A
1.24M $0
Zto Express Cayman Inc
48.6M
+ 373.85%
N/A
61.6M $0
Reddit Inc
4.47K
+ 119.72%
N/A
8.2K $0
Colombier Acquisition Corp I
850K
+ 1274.26%
N/A
916K $0
Core Scientific Inc New
14.9K
+ 25.75%
N/A
72.6K $0
HAL
Halliburton CO

Energy
513
+ 23.71%
$19.26 - $25.7 $9.88K - $13.2K
2.68K $54K
Starwood Ppty Tr Inc
7.5M
+ 27.27%
N/A
35M $0
Verde Clean Fuels Inc
91.5K
+ 156.19%
N/A
150K $0
Core Scientific Inc New
799K
+ 32.65%
N/A
3.25M $0
Rivian Automotive Inc
36.5M
+ 83.91%
N/A
80M $0
Revolution Medicines Inc
39.3K
+ 1.51%
N/A
2.65M $0
Microstrategy Inc
8.1M
+ 12.48%
N/A
73M $0
Gct Semiconductor Hldg Inc
397K
+ 31.84%
N/A
1.64M $0
Activity Summary
Buys All Purchases 414 New Holdings 238 Increased Positions 176 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 259 Puts 246
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