Oak Thistle LLC Incresed Positions in Q2 2025

Oak Thistle LLC

  • $647 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
4.47K
+ 54.59%
$153.22 - $199.8 $685K - $893K
12.7K $2.37M
OC
Owens Corning

Industrials
7.43K
+ 273.64%
$126.32 - $147.75 $939K - $1.1M
10.1K $1.4M
IVZ
Invesco Ltd.

Financial Services
60.7K
+ 124.65%
$12.14 - $15.77 $736K - $956K
109K $1.72M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
83.3K
+ 139.7%
$10.59 - $11.48 $882K - $956K
143K $1.64M
MDU
Mdu Resources Group Inc

Industrials
56K
+ 363.0%
$15.6 - $17.76 $874K - $995K
71.4K $1.19M
CLF
Cleveland Cliffs Inc.

Basic Materials
123K
+ 640.03%
$5.83 - $8.88 $716K - $1.09M
142K $1.08M
HUN
Huntsman Corp

Basic Materials
107K
+ 280.16%
$10.28 - $15.52 $1.1M - $1.66M
146K $1.52M
TKR
Timken CO

Industrials
12.2K
+ 90.91%
$57.34 - $74.03 $702K - $907K
25.7K $1.87M
CELH
Celsius Holdings, Inc.

Consumer Defensive
15K
+ 81.5%
$33.89 - $46.39 $509K - $696K
33.4K $1.55M
PINS
Pinterest, Inc.

Communication Services
21.3K
+ 80.07%
$24.21 - $35.95 $515K - $765K
47.9K $1.72M
RKT
Rocket Companies, Inc.

Financial Services
50.7K
+ 75.82%
$11.11 - $15.4 $563K - $781K
118K $1.67M
ABNB
Airbnb, Inc.

Consumer Cyclical
4.93K
+ 36.65%
$105.69 - $140.64 $521K - $694K
18.4K $2.43M
AKAM
Akamai Technologies Inc

Technology
8.94K
+ 157.47%
N/A
14.6K $1.33M
HUBS
Hubspot Inc

Technology
1.52K
+ 61.49%
$487.07 - $672.24 $740K - $1.02M
3.99K $2.22M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
35.4K
+ 102.48%
$22.66 - $26.12 $803K - $926K
70K $1.71M
CW
Curtiss Wright Corp

Industrials
1.33K
+ 188.1%
$283.18 - $488.55 $376K - $649K
2.03K $993K
WDAY
Workday, Inc.

Technology
3.12K
+ 97.74%
$210.47 - $274.71 $657K - $857K
6.31K $1.51M
CCI
Crown Castle International Corp

Real Estate
7.5K
+ 131.5%
$94.83 - $107.06 $711K - $803K
13.2K $1.36M
ACM
Aecom

Industrials
5.55K
+ 134.42%
$87.19 - $113.06 $484K - $627K
9.67K $1.09M
PII
Polaris Inc.

Consumer Cyclical
17.1K
+ 247.16%
$31.97 - $42.61 $546K - $727K
24K $974K
UGI
Ugi Corp

Utilities
16.5K
+ 132.22%
$30.18 - $36.59 $499K - $604K
29K $1.06M
EXPD
Expeditors International Of Washington Inc

Industrials
5.67K
+ 223.15%
$102.84 - $122.24 $583K - $693K
8.21K $937K
LAMR
Lamar Advertising CO

Real Estate
4.5K
+ 43.79%
$102.35 - $121.67 $461K - $548K
14.8K $1.79M
SWKS
Skyworks Solutions, Inc.

Technology
4.7K
+ 17.3%
$49.2 - $74.95 $231K - $352K
31.9K $2.38M
TTEK
Tetra Tech Inc

Industrials
13.5K
+ 69.69%
$28.01 - $36.25 $379K - $491K
33K $1.19M
LEN
Lennar Corp

Consumer Cyclical
5.76K
+ 81.67%
$102.76 - $115.66 $592K - $667K
12.8K $1.42M
ES
Eversource Energy

Utilities
9.05K
+ 56.84%
$54.25 - $65.89 $491K - $596K
25K $1.59M
SNX
Td Synnex Corp

Technology
2.63K
+ 37.86%
$95.81 - $137.79 $252K - $363K
9.59K $1.3M
ADI
Analog Devices Inc

Technology
2.17K
+ 146.28%
$164.6 - $238.02 $356K - $515K
3.65K $867K
PARA
Paramount Global

Communication Services
40.6K
+ 111.85%
$10.65 - $12.9 $433K - $524K
77K $993K
DLB
Dolby Laboratories, Inc.

Industrials
8.36K
+ 49.55%
$69.36 - $81.21 $580K - $679K
25.2K $1.87M
OHI
Omega Healthcare Investors Inc

Real Estate
14.3K
+ 248.99%
$35.55 - $39.05 $508K - $558K
20K $733K
IFF
International Flavors & Fragrances Inc

Basic Materials
7.3K
+ 88.63%
$66.85 - $79.33 $488K - $579K
15.5K $1.14M
HII
Huntington Ingalls Industries, Inc.

Industrials
1.62K
+ 64.99%
$183.31 - $241.46 $298K - $392K
4.12K $995K
ADC
Agree Realty Corp

Real Estate
7.22K
+ 73.03%
$70.68 - $79.12 $510K - $571K
17.1K $1.25M
ON
On Semiconductor Corp

Technology
3.12K
+ 11.32%
$31.95 - $54.21 $99.6K - $169K
30.7K $1.61M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
3.89K
+ 47.88%
$110.23 - $131.5 $429K - $512K
12K $1.48M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
15K
+ 34.01%
$32.56 - $35.71 $489K - $536K
59.2K $1.96M
CMA
Comerica Inc

Financial Services
7.35K
+ 66.55%
$50.42 - $59.65 $370K - $438K
18.4K $1.1M
BWXT
Bwx Technologies, Inc.

Industrials
1.5K
+ 33.74%
$89.24 - $144.06 $134K - $217K
5.96K $858K
BC
Brunswick Corp

Consumer Cyclical
7.11K
+ 70.38%
$41.93 - $58.37 $298K - $415K
17.2K $950K
CWEN
Clearway Energy, Inc.

Utilities
8.71K
+ 19.35%
$26.74 - $32.22 $233K - $281K
53.7K $1.72M
ESAB
Esab Corp

Industrials
2.58K
+ 23.35%
$104.48 - $130.25 $270K - $336K
13.6K $1.64M
CSX
Csx Corp

Industrials
5.64K
+ 11.57%
$26.69 - $32.91 $151K - $186K
54.4K $1.78M
POOL
Pool Corp

Industrials
1.41K
+ 46.22%
$285.0 - $325.66 $401K - $458K
4.45K $1.3M
APA
Apa Corp

Energy
21.2K
+ 79.88%
$14.03 - $21.24 $298K - $451K
47.8K $874K
AME
Ametek Inc

Industrials
1.01K
+ 6.73%
$151.41 - $182.75 $152K - $184K
16K $2.89M
SLM
Slm Corp

Financial Services
4.7K
+ 14.56%
$24.84 - $34.36 $117K - $161K
37K $1.21M
UNM
Unum Group

Financial Services
3.24K
+ 15.53%
$70.48 - $82.91 $229K - $269K
24.1K $1.95M
Activity Summary
Buys All Purchases 362 New Holdings 237 Increased Positions 125 Sells All Sells 82 Reductions 82 Sold out 0 Options Calls 0 Puts 0
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