Tortoise Investment Management, LLC Purchases in Q2 2025

Tortoise Investment Management, LLC

  • $981 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNM
Unum Group

Financial Services
23
New
$70.48 - $82.91 $1.62K - $1.91K
23 $1K
MOS
Mosaic CO

Basic Materials
28
New
$22.76 - $36.95 $637 - $1.03K
28 $1K
BBY
Best Buy CO Inc

Consumer Cyclical
15
New
$56.17 - $75.73 $843 - $1.14K
15 $1K
ZS
Zscaler, Inc.

Technology
4
New
$174.67 - $315.32 $699 - $1.26K
4 $1K
NLOK
Norton Life Lock Inc.

Technology
35
New
N/A
35 $0
AIZ
Assurant, Inc.

Financial Services
2
New
$179.73 - $211.56 $359 - $423
2 $0
LYB
Lyondell Basell Industries N.V.

Basic Materials
6
+ 15.79%
$53.23 - $70.65 $319 - $424
44 $2K
EIX
Edison International

Utilities
16
New
$48.32 - $59.92 $773 - $959
16 $0
EHC
Encompass Health Corp

Healthcare
7
New
$96.12 - $122.63 $673 - $858
7 $0
Fidelis Insurance Holdings L
201
New
N/A
201 $0
SCCO
Southern Copper Corp

Basic Materials
1
New
$75.63 - $104.64 $75.6 - $105
1 $0
AVB
Avalonbay Communities Inc

Real Estate
4
New
$187.23 - $215.61 $749 - $862
4 $0
LRN
Stride, Inc.

Consumer Defensive
4
New
$124.45 - $160.72 $498 - $643
4 $0
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
4
New
$60.29 - $71.77 $241 - $287
4 $0
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1
New
$144.63 - $179.53 $145 - $180
1 $0
KNSL
Kinsale Capital Group, Inc.

Financial Services
1
New
$419.99 - $501.97 $420 - $502
1 $0
CRBG
Corebridge Financial, Inc.

Financial Services
3
New
$25.41 - $35.83 $76.2 - $107
3 $0
MOGA
Moog Inc Cla
2
New
N/A
2 $0
Veralto Corp
22
+ 550.0%
N/A
26 $0
OKTA
Okta, Inc.

Technology
4
+ 200.0%
$91.24 - $127.3 $365 - $509
6 $0
PLMR
Palomar Holdings, Inc.

Financial Services
2
New
$129.99 - $175.67 $260 - $351
2 $0
AON
Aon PLC

Financial Services
6
+ 13.04%
$335.85 - $398.81 $2.02K - $2.39K
52 $18K
AMH
American Homes 4 Rent

Real Estate
12
New
$32.8 - $39.31 $394 - $472
12 $0
Blackrock ETF Trust
102
New
N/A
102 $0
CI
Cigna Corp

Healthcare
2
+ 4.08%
$301.89 - $340.04 $604 - $680
51 $16K
BLD
Top Build Corp

Industrials
3
New
$275.93 - $326.59 $828 - $980
3 $0
CUBE
Cube Smart

Real Estate
6
New
$35.88 - $43.68 $215 - $262
6 $0
MTCH
Match Group, Inc.

Communication Services
12
+ 1.32%
$27.03 - $31.93 $324 - $383
918 $28K
Liberty Media Corp Del
3
New
N/A
3 $0
DT
Dynatrace, Inc.

Technology
13
New
$41.21 - $55.9 $536 - $727
13 $0
ROKU
Roku, Inc

Communication Services
3
New
$55.1 - $87.89 $165 - $264
3 $0
UMBF
Umb Financial Corp

Financial Services
1
New
$86.4 - $107.99 $86.4 - $108
1 $0
EXPE
Expedia Group, Inc.

Consumer Cyclical
5
New
$136.63 - $176.62 $683 - $883
5 $0
Te Connectivity PLC
1
+ 0.9%
N/A
112 $0
CBOE
Cboe Global Markets, Inc.

Financial Services
4
New
$205.81 - $234.23 $823 - $937
4 $0
ALG
Alamo Group Inc

Industrials
2
New
$158.47 - $219.45 $317 - $439
2 $0
INSP
Inspire Medical Systems, Inc.

Healthcare
1
+ 20.0%
$127.18 - $161.88 $127 - $162
6 $0
SUI
Sun Communities Inc

Real Estate
3
New
$114.62 - $132.25 $344 - $397
3 $0
DLTR
Dollar Tree, Inc.

Consumer Defensive
8
+ 400.0%
$67.22 - $100.51 $538 - $804
10 $0
AWK
American Water Works Company, Inc.

Utilities
4
New
$133.82 - $151.96 $535 - $608
4 $0
PHM
Pultegroup Inc

Consumer Cyclical
9
New
$92.02 - $106.54 $828 - $959
9 $0
PEGA
Pegasystems Inc

Technology
2
New
$49.95 - $103.29 $99.9 - $207
2 $0
Liberty Media Corp Del
14
New
N/A
14 $0
ITGR
Integer Holdings Corp

Healthcare
1
New
$106.73 - $126.93 $107 - $127
1 $0
ATR
Aptargroup, Inc.

Healthcare
2
+ 20.0%
$133.66 - $158.53 $267 - $317
12 $1K
Ishares Ethereum Tr
1.5K
+ 60.0%
N/A
4K $0
MSI
Motorola Solutions, Inc.

Technology
6
+ 4.76%
$394.72 - $440.39 $2.37K - $2.64K
132 $55K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
1
New
$78.85 - $101.3 $78.9 - $101
1 $0
AN
Autonation, Inc.

Consumer Cyclical
2
New
$155.71 - $201.03 $311 - $402
2 $0
Activity Summary
Buys All Purchases 894 New Holdings 491 Increased Positions 403 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 10 Puts 5
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