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
Ferguson Enterprises Inc
8
New
N/A
8 $0
Crane Company
2
New
N/A
2 $0
Annaly Capital Management In
52
New
N/A
52 $0
ATGE
Adtalem Global Education Inc.

Consumer Defensive
1
New
$97.32 - $136.25 $97.3 - $136
1 $0
IBP
Installed Building Products, Inc.

Consumer Cyclical
1
New
$153.99 - $182.0 $154 - $182
1 $0
CCK
Crown Holdings Inc

Consumer Cyclical
7
New
$78.47 - $104.45 $549 - $731
7 $0
Sharkninja Inc
1
New
N/A
1 $0
JBL
Jabil Inc

Technology
4
New
$116.88 - $218.1 $468 - $872
4 $0
CWST
Casella Waste Systems Inc

Industrials
1
New
$103.78 - $120.37 $104 - $120
1 $0
HOLX
Hologic Inc

Healthcare
10
New
$52.73 - $65.22 $527 - $652
10 $0
Labcorp Holdings Inc
4
New
N/A
4 $0
LEU
Centrus Energy Corp

Energy
2
New
$54.43 - $208.81 $109 - $418
2 $0
HLI
Houlihan Lokey, Inc.

Financial Services
2
New
$141.59 - $182.75 $283 - $366
2 $0
JBT
John Bean Technologies Corp

Industrials
1
New
N/A
1 $0
Rb Global Inc
8
New
N/A
8 $0
FFIV
F5, Inc.

Technology
3
New
$239.25 - $295.9 $718 - $888
3 $0
MASI
Masimo Corp

Healthcare
1
New
$144.4 - $171.97 $144 - $172
1 $0
ESS
Essex Property Trust, Inc.

Real Estate
3
New
N/A
3 $0
BURL
Burlington Stores, Inc.

Consumer Cyclical
3
+ 33.33%
$215.78 - $270.12 $647 - $810
12 $2K
CABO
Cable One, Inc.

Communication Services
4
New
$126.05 - $276.15 $504 - $1.1K
4 $0
CSGP
Costar Group, Inc.

Real Estate
4
New
$72.62 - $83.22 $290 - $333
4 $0
Angi Inc
220
New
N/A
220 $0
RRX
Regal Rexnord Corp

Industrials
2
New
$94.06 - $147.0 $188 - $294
2 $0
SITM
Sitime Corp

Technology
3
New
$116.79 - $241.6 $350 - $725
3 $0
Lam Research Corp
58
+ 193.33%
N/A
88 $0
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
2
New
$267.56 - $340.8 $535 - $682
2 $0
HAL
Halliburton CO

Energy
33
New
$19.26 - $25.7 $636 - $848
33 $0
NWS
News Corp New Cl B Com Stk (De

Communication Services
15
New
$27.41 - $34.31 $411 - $515
15 $0
PINS
Pinterest, Inc.

Communication Services
26
New
$24.21 - $35.95 $629 - $935
26 $0
SBAC
Sba Communications Corp

Real Estate
4
New
$208.57 - $243.4 $834 - $974
4 $0
LULU
Lululemon Athletica Inc.

Consumer Cyclical
4
+ 16.67%
$225.56 - $335.19 $902 - $1.34K
28 $6K
PNFP
Pinnacle Financial Partners Inc

Financial Services
3
New
$87.19 - $111.51 $262 - $335
3 $0
MATX
Matson, Inc.

Industrials
1
New
$93.11 - $132.21 $93.1 - $132
1 $0
Ge Healthcare Technologies I
79
+ 33.19%
N/A
317 $0
ELS
Equity Lifestyle Properties Inc

Real Estate
10
New
$61.46 - $68.02 $615 - $680
10 $0
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
3
+ 150.0%
$107.83 - $119.94 $323 - $360
5 $0
Corpay Inc
3
New
N/A
3 $0
MMSI
Merit Medical Systems Inc

Healthcare
1
New
$88.48 - $107.04 $88.5 - $107
1 $0
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
2
New
$162.37 - $200.76 $325 - $402
2 $0
CROX
Crocs, Inc.

Consumer Cyclical
1
New
$88.67 - $120.26 $88.7 - $120
1 $0
WEC
Wec Energy Group, Inc.

Utilities
3
New
$102.24 - $109.76 $307 - $329
3 $0
SLAB
Silicon Laboratories Inc.

Technology
1
New
$86.17 - $148.63 $86.2 - $149
1 $0
VTR
Ventas, Inc.

Real Estate
4
New
$62.45 - $70.08 $250 - $280
4 $0
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
3
+ 1.76%
$15.35 - $17.0 $46.1 - $51
173 $2K
AXS
Axis Capital Holdings LTD

Financial Services
1
New
$87.23 - $106.93 $87.2 - $107
1 $0
POWL
Powell Industries Inc

Industrials
1
New
$159.38 - $211.34 $159 - $211
1 $0
JNPR
Juniper Networks Inc

Technology
18
New
$33.93 - $39.93 $611 - $719
18 $0
Fidelity Wise Origin Bitcoin
19
+ 1.35%
N/A
1.43K $0
ELV
Elevance Health, Inc.

Healthcare
4
+ 14.29%
$372.27 - $452.69 $1.49K - $1.81K
32 $12K
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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