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
ILMN
Illumina, Inc.

Healthcare
3
New
$70.3 - $95.41 $211 - $286
3 $0
PLNT
Planet Fitness, Inc.

Consumer Cyclical
1
New
$90.58 - $109.05 $90.6 - $109
1 $0
IDCC
Inter Digital, Inc.

Communication Services
4
New
$183.37 - $234.7 $733 - $939
4 $0
BMRN
Biomarin Pharmaceutical Inc

Healthcare
8
New
$54.08 - $68.32 $433 - $547
8 $0
AIT
Applied Industrial Technologies Inc

Industrials
3
New
$206.03 - $243.28 $618 - $730
3 $0
CG
Carlyle Group Inc.

Financial Services
5
New
$34.78 - $51.4 $174 - $257
5 $0
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
2
New
$89.13 - $167.48 $178 - $335
2 $0
HCI
Hci Group, Inc.

Financial Services
2
New
$137.07 - $171.28 $274 - $343
2 $0
UHALB
Amerco Com Ser N
12
New
N/A
12 $0
LANC
Lancaster Colony Corp

Consumer Defensive
1
New
$159.67 - $192.9 $160 - $193
1 $0
PKI
Perkinelmer Inc

Healthcare
6
New
N/A
6 $0
WWD
Woodward, Inc.

Industrials
1
New
$157.29 - $247.55 $157 - $248
1 $0
MIDD
Middleby Corp

Industrials
2
New
$124.01 - $154.76 $248 - $310
2 $0
PRK
Park National Corp

Financial Services
2
New
$141.75 - $170.63 $284 - $341
2 $0
PLXS
Plexus Corp

Technology
1
New
$110.95 - $136.15 $111 - $136
1 $0
BAH
Booz Allen Hamilton Holding Corp

Industrials
4
+ 33.33%
$99.97 - $129.69 $400 - $519
16 $1K
EAT
Brinker International, Inc

Consumer Cyclical
3
New
$128.68 - $181.78 $386 - $545
3 $0
MTZ
Mastec Inc

Industrials
1
New
$106.07 - $171.99 $106 - $172
1 $0
EXEL
Exelixis, Inc.

Healthcare
14
New
$34.13 - $46.26 $478 - $648
14 $0
GTLS
Chart Industries Inc

Industrials
2
New
$115.08 - $175.5 $230 - $351
2 $0
AVY
Avery Dennison Corp

Industrials
4
New
$159.58 - $183.97 $638 - $736
4 $0
Reddit Inc
1.1K
New
N/A
1.1K $0
MYRG
Myr Group Inc.

Industrials
3
New
$101.85 - $182.61 $306 - $548
3 $0
Atlassian Corporation
4
New
N/A
4 $0
TW
Tradeweb Markets Inc.

Financial Services
5
New
$125.37 - $149.02 $627 - $745
5 $0
UHS
Universal Health Services Inc

Healthcare
5
New
$157.05 - $197.94 $785 - $990
5 $0
NTNX
Nutanix, Inc.

Technology
10
New
$58.17 - $83.07 $582 - $831
10 $0
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
1
New
$110.23 - $131.5 $110 - $132
1 $0
PFSI
Penny Mac Financial Services, Inc.

Financial Services
1
New
$89.28 - $103.69 $89.3 - $104
1 $0
RE
Everest Re Group LTD

Financial Services
2
New
N/A
2 $0
MAA
Mid America Apartment Communities Inc.

Real Estate
4
New
$145.91 - $168.0 $584 - $672
4 $0
BLDR
Builders First Source, Inc.

Industrials
2
New
$105.63 - $131.12 $211 - $262
2 $0
JXN
Jackson Financial Inc.

Financial Services
1
New
$70.35 - $89.5 $70.4 - $89.5
1 $0
APPF
Appfolio Inc

Technology
1
New
$192.02 - $234.65 $192 - $235
1 $0
PLPC
Preformed Line Products CO

Industrials
1
New
$130.74 - $159.93 $131 - $160
1 $0
Teekay Tankers LTD
9
New
N/A
9 $0
H
Hyatt Hotels Corp

Consumer Cyclical
1
New
$104.22 - $139.65 $104 - $140
1 $0
PEN
Penumbra Inc

Healthcare
3
New
$253.22 - $299.78 $760 - $899
3 $0
RKT
Rocket Companies, Inc.

Financial Services
11
+ 5.5%
$11.11 - $15.4 $122 - $169
211 $2K
WYNN
Wynn Resorts LTD

Consumer Cyclical
4
New
$66.1 - $97.75 $264 - $391
4 $0
ACM
Aecom

Industrials
5
New
$87.19 - $113.06 $436 - $565
5 $0
IQV
Iqvia Holdings Inc.

Healthcare
6
+ 20.0%
$137.0 - $174.37 $822 - $1.05K
36 $5K
Linde PLC
19
+ 19.0%
N/A
119 $0
SHAK
Shake Shack Inc.

Consumer Cyclical
1
New
$75.85 - $140.6 $75.9 - $141
1 $0
MAS
Masco Corp

Industrials
9
New
$58.73 - $71.06 $529 - $640
9 $0
Bunge Global Sa
7
New
N/A
7 $0
RGA
Reinsurance Group Of America Inc

Financial Services
2
+ 12.5%
$168.32 - $209.71 $337 - $419
18 $3K
Smurfit Westrock PLC
26
New
N/A
26 $0
RH
Rh

Consumer Cyclical
2
New
$145.66 - $249.35 $291 - $499
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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