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
L
Loews Corp

Financial Services
6
+ 1.33%
$80.89 - $92.09 $485 - $553
456 $41K
CDW
Cdw Corp

Technology
5
New
$144.49 - $190.68 $722 - $953
5 $0
FN
Fabrinet

Technology
3
New
$171.03 - $298.93 $513 - $897
3 $0
DHIL
Diamond Hill Investment Group Inc

Financial Services
1
New
$125.49 - $145.8 $125 - $146
1 $0
Ralliant Corp
13
New
N/A
13 $0
MEDP
Medpace Holdings, Inc.

Healthcare
3
New
$277.23 - $315.28 $832 - $946
3 $0
AES
Aes Corp

Utilities
8
New
$9.63 - $12.55 $77 - $100
8 $0
NDSN
Nordson Corp

Industrials
2
+ 40.0%
$167.51 - $223.5 $335 - $447
7 $1K
LSTR
Landstar System Inc

Industrials
2
+ 25.0%
$131.55 - $151.93 $263 - $304
10 $1K
CNM
Core & Main, Inc.

Industrials
14
New
$44.53 - $60.36 $623 - $845
14 $0
FIVE
Five Below, Inc

Consumer Cyclical
1
+ 50.0%
$55.75 - $131.18 $55.8 - $131
3 $0
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
3
New
$84.41 - $106.28 $253 - $319
3 $0
ALLY
Ally Financial Inc.

Financial Services
7
New
$30.09 - $38.95 $211 - $273
7 $0
ZM
Zoom Video Communications, Inc.

Technology
11
New
$66.7 - $84.62 $734 - $931
11 $0
IT
Gartner Inc

Technology
4
+ 2.55%
$377.5 - $449.52 $1.51K - $1.8K
161 $65K
HEIA
Heico Crp Cl A
5
+ 0.17%
N/A
3.01K $0
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
11
+ 2.08%
$10.28 - $11.04 $113 - $121
539 $5K
WSM
Williams Sonoma Inc

Consumer Cyclical
6
New
$137.62 - $174.44 $826 - $1.05K
6 $0
CINF
Cincinnati Financial Corp

Financial Services
6
New
$126.6 - $151.6 $760 - $910
6 $0
ENSG
Ensign Group, Inc

Healthcare
2
New
$119.93 - $156.36 $240 - $313
2 $0
EEMX
Spdr Idx Shs Fds Msci Emerging
56
+ 0.44%
N/A
12.9K $0
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
2
New
$139.81 - $165.8 $280 - $332
2 $0
STZ
Constellation Brands, Inc.

Consumer Defensive
6
New
$160.0 - $195.62 $960 - $1.17K
6 $0
Arista Networks Inc
45
New
N/A
45 $0
AGCO
Agco Corp

Industrials
1
New
$75.77 - $108.43 $75.8 - $108
1 $0
WRLD
World Acceptance Corp

Financial Services
5
New
$112.54 - $169.1 $563 - $846
5 $0
NEM
Newmont Corp

Basic Materials
12
New
$44.18 - $59.46 $530 - $714
12 $0
IFF
International Flavors & Fragrances Inc

Basic Materials
13
New
$66.85 - $79.33 $869 - $1.03K
13 $0
PSTG
Pure Storage, Inc.

Technology
13
New
$37.18 - $57.58 $483 - $749
13 $0
MOD
Modine Manufacturing CO

Consumer Cyclical
1
New
$69.3 - $105.57 $69.3 - $106
1 $0
Qvc Group Inc
5
New
N/A
5 $0
IRTC
I Rhythm Technologies, Inc.

Healthcare
2
New
$96.84 - $154.71 $194 - $309
2 $0
CSWI
Csw Industrials, Inc.

Industrials
3
New
$254.34 - $336.43 $763 - $1.01K
3 $0
NOVT
Novanta Inc

Technology
1
New
N/A
1 $0
BDC
Belden Inc.

Technology
1
New
$87.1 - $116.54 $87.1 - $117
1 $0
PNR
Pentair PLC

Industrials
5
New
$76.17 - $103.58 $381 - $518
5 $0
MUSA
Murphy Usa Inc.

Consumer Cyclical
1
New
$388.56 - $520.27 $389 - $520
1 $0
GNRC
Generac Holdings Inc.

Industrials
1
New
$101.92 - $143.21 $102 - $143
1 $0
WY
Weyerhaeuser CO

Real Estate
37
+ 11.56%
$24.69 - $29.48 $914 - $1.09K
357 $9K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
1
New
$86.97 - $102.82 $87 - $103
1 $0
Blackrock Inc
5
+ 13.51%
N/A
42 $0
SLB
Schlumberger Limited

Energy
46
+ 23.0%
$31.95 - $42.2 $1.47K - $1.94K
246 $8K
DGX
Quest Diagnostics Inc

Healthcare
7
New
N/A
7 $0
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7
+ 31.82%
$96.84 - $99.46 $678 - $696
29 $2K
OHI
Omega Healthcare Investors Inc

Real Estate
3
New
$35.55 - $39.05 $107 - $117
3 $0
LFUS
Littelfuse Inc

Technology
3
New
$149.72 - $227.31 $449 - $682
3 $0
ROLL
Rbc Bearings Inc

Industrials
4
New
N/A
4 $0
BPOP
Popular, Inc.

Financial Services
1
New
$81.63 - $110.51 $81.6 - $111
1 $0
CF
Cf Industries Holdings, Inc.

Basic Materials
9
New
$68.47 - $102.48 $616 - $922
9 $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
Track This Portfolio

Track Tortoise Investment Management, LLC Portfolio

Follow Tortoise Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tortoise Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tortoise Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email