Oak Thistle LLC New Holdings in Q2 2025

Oak Thistle LLC

  • $647 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ACHC
Acadia Healthcare Company, Inc.

Healthcare
15.2K
New
$20.6 - $29.93 $312K - $454K
15.2K $343K
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.87K
New
$90.5 - $114.3 $260K - $328K
2.87K $327K
NRG
Nrg Energy, Inc.

Utilities
1.97K
New
$83.61 - $162.67 $164K - $320K
1.97K $315K
HOG
Harley Davidson, Inc.

Consumer Cyclical
12.9K
New
$20.82 - $25.94 $269K - $335K
12.9K $305K
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.88K
New
$146.74 - $176.07 $276K - $332K
1.88K $305K
ZION
Zions Bancorporation, National Association

Financial Services
5.86K
New
$41.39 - $51.94 $242K - $304K
5.86K $304K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
6.24K
New
$45.92 - $50.78 $286K - $317K
6.24K $291K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
3.19K
New
$90.21 - $112.66 $288K - $360K
3.19K $291K
EEFT
Euronet Worldwide, Inc.

Technology
2.77K
New
$87.44 - $112.74 $242K - $312K
2.77K $280K
KRC
Kilroy Realty Corp

Real Estate
7.52K
New
$28.32 - $35.95 $213K - $270K
7.52K $257K
MS
Morgan Stanley

Financial Services
1.65K
New
$99.83 - $140.86 $165K - $233K
1.65K $232K
RNR
Renaissancere Holdings LTD

Financial Services
952
New
$220.37 - $253.95 $210K - $242K
952 $231K
NCNO
N Cino, Inc.

Technology
8.24K
New
$21.45 - $28.12 $177K - $232K
8.24K $230K
SHW
Sherwin Williams CO

Basic Materials
659
New
$313.51 - $363.51 $207K - $240K
659 $226K
TTC
Toro CO

Industrials
3.04K
New
$63.51 - $77.8 $193K - $237K
3.04K $215K
AWK
American Water Works Company, Inc.

Utilities
1.5K
New
$133.82 - $151.96 $201K - $228K
1.5K $208K
SAM
Boston Beer CO Inc

Consumer Defensive
1.06K
New
$187.06 - $249.73 $198K - $265K
1.06K $202K
ADSK
Autodesk, Inc.

Technology
758
New
N/A
758 $186K
PLTK
Playtika Holding Corp.

Communication Services
21.6K
New
$4.51 - $5.44 $97.2K - $117K
21.6K $101K
HLX
Helix Energy Solutions Group Inc

Energy
10.4K
New
$5.98 - $8.5 $62.1K - $88.3K
10.4K $64K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
10.6K
New
$2.25 - $3.66 $23.8K - $38.7K
10.6K $30K
ADV
Advantage Solutions Inc.

Communication Services
17.7K
New
$1.09 - $1.65 $19.3K - $29.2K
17.7K $23K
OPEN
Opendoor Technologies Inc.

Real Estate
27.8K
New
$0.51 - $1.09 $14.2K - $30.3K
27.8K $14K
Brookfield Renewable Corp
25K
New
N/A
25K $0
Linde PLC
787
New
N/A
787 $0
Ferguson Enterprises Inc
17.8K
New
N/A
17.8K $0
Amentum Holdings Inc
28.2K
New
N/A
28.2K $0
Bunge Global Sa
28.8K
New
N/A
28.8K $0
Atlassian Corporation
6.15K
New
N/A
6.15K $0
Coherent Corp
7.16K
New
N/A
7.16K $0
Tko Group Holdings Inc
5.4K
New
N/A
5.4K $0
Howard Hughes Holdings Inc
20.4K
New
N/A
20.4K $0
Vestis Corporation
20.3K
New
N/A
20.3K $0
Ge Vernova Inc
2.41K
New
N/A
2.41K $0
Angi Inc
25.3K
New
N/A
25.3K $0
Super Micro Computer Inc
43.3K
New
N/A
43.3K $0
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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