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
BFB
Brown Forman Corp Cl B
17
New
N/A
17 $0
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
41
New
$10.8 - $16.92 $443 - $694
41 $0
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
14
New
N/A
14 $0
JEF
Jefferies Financial Group Inc.

Financial Services
4
New
$41.06 - $56.09 $164 - $224
4 $0
DCI
Donaldson CO Inc

Industrials
4
New
$59.18 - $71.02 $237 - $284
4 $0
WAL
Western Alliance Bancorporation

Financial Services
5
New
$61.0 - $79.94 $305 - $400
5 $0
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
6
New
$25.35 - $64.65 $152 - $388
6 $0
WBA
Walgreens Boots Alliance, Inc.

Healthcare
5
New
$10.59 - $11.48 $53 - $57.4
5 $0
CHH
Choice Hotels International Inc

Consumer Cyclical
1
+ 6.25%
$117.49 - $134.0 $117 - $134
17 $2K
Ea Series Trust
13.4K
+ 10.64%
N/A
139K $0
VICI
Vici Properties Inc.

Real Estate
4
+ 0.98%
$29.41 - $32.97 $118 - $132
411 $13K
AEE
Ameren Corp

Utilities
2
+ 9.09%
$94.23 - $101.68 $188 - $203
24 $2K
DOCU
Docusign, Inc.

Technology
9
New
$70.35 - $93.84 $633 - $845
9 $0
GME
Game Stop Corp.

Consumer Cyclical
16
New
$21.1 - $35.01 $338 - $560
16 $0
ESE
Esco Technologies Inc

Technology
2
New
$139.86 - $194.5 $280 - $389
2 $0
AKAM
Akamai Technologies Inc

Technology
4
New
N/A
4 $0
BIO
Bio Rad Laboratories, Inc.

Healthcare
2
New
$216.56 - $256.68 $433 - $513
2 $0
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1
New
$103.49 - $133.44 $103 - $133
1 $0
CARY
Angel Oak Fds Tr Income Etf(De
9.69K
+ 1.64%
N/A
599K $0
NPO
Enpro Industries, Inc

Industrials
1
New
$137.27 - $193.1 $137 - $193
1 $0
DY
Dycom Industries Inc

Industrials
2
New
$138.96 - $245.71 $278 - $491
2 $0
SF
Stifel Financial Corp

Financial Services
1
New
$76.49 - $103.78 $76.5 - $104
1 $0
CNC
Centene Corp

Healthcare
18
New
$53.4 - $64.29 $961 - $1.16K
18 $0
Cooper Cos Inc
6
New
N/A
6 $0
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
2
New
$167.22 - $212.42 $334 - $425
2 $0
GWRE
Guidewire Software, Inc.

Technology
4
New
$172.73 - $257.37 $691 - $1.03K
4 $0
WCC
Wesco International Inc

Industrials
2
New
$132.86 - $186.1 $266 - $372
2 $0
DECK
Deckers Outdoor Corp

Consumer Cyclical
5
+ 41.67%
$100.44 - $129.37 $502 - $647
17 $1K
AAON
Aaon, Inc.

Industrials
1
New
$71.78 - $106.87 $71.8 - $107
1 $0
AGX
Argan Inc

Industrials
2
New
$120.08 - $243.11 $240 - $486
2 $0
CNP
Centerpoint Energy Inc

Utilities
27
New
$35.5 - $39.05 $959 - $1.05K
27 $0
QLYS
Qualys, Inc.

Technology
2
New
$115.21 - $142.87 $230 - $286
2 $0
Knife River Corp
1
New
N/A
1 $0
ARW
Arrow Electronics Inc

Technology
1
New
$90.32 - $128.28 $90.3 - $128
1 $0
WST
West Pharmaceutical Services Inc

Healthcare
4
+ 2.47%
$190.39 - $227.7 $762 - $911
166 $36K
FANG
Diamondback Energy, Inc.

Energy
6
New
$119.25 - $161.49 $716 - $969
6 $0
TFSL
Tfs Financial Corp

Financial Services
11
+ 1.22%
$11.62 - $13.54 $128 - $149
911 $11K
WBS
Webster Financial Corp

Financial Services
7
New
$41.76 - $54.91 $292 - $384
7 $0
CRAI
Cra International, Inc.

Industrials
2
New
$160.48 - $195.43 $321 - $391
2 $0
IX
Orix Corp

Financial Services
1
+ 1.0%
$18.25 - $22.52 $18.3 - $22.5
101 $2K
CIEN
Ciena Corp

Technology
3
New
$53.5 - $83.89 $161 - $252
3 $0
PARA
Paramount Global

Communication Services
16
New
$10.65 - $12.9 $170 - $206
16 $0
CRUS
Cirrus Logic, Inc.

Technology
1
New
$77.43 - $107.58 $77.4 - $108
1 $0
DG
Dollar General Corp

Consumer Defensive
2
New
$86.02 - $114.95 $172 - $230
2 $0
AEIS
Advanced Energy Industries Inc

Industrials
1
New
$79.03 - $133.84 $79 - $134
1 $0
COOP
Mr. Cooper Group Inc.

Financial Services
1
New
$107.26 - $155.96 $107 - $156
1 $0
CMS
Cms Energy Corp

Utilities
4
New
$68.57 - $75.51 $274 - $302
4 $0
BWXT
Bwx Technologies, Inc.

Industrials
4
New
$89.24 - $144.06 $357 - $576
4 $0
SAIA
Saia Inc

Industrials
1
New
$236.65 - $374.8 $237 - $375
1 $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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