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
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
9
+ 225.0%
$201.28 - $266.34 $1.81K - $2.4K
13 $3K
OLED
Universal Display Corp Pa

Technology
2
+ 1.0%
$106.6 - $161.02 $213 - $322
203 $31K
HSIC
Henry Schein Inc

Healthcare
4
+ 0.67%
$62.7 - $73.66 $251 - $295
602 $43K
WM
Waste Management Inc

Industrials
15
+ 5.38%
$216.47 - $242.1 $3.25K - $3.63K
294 $67K
CCL
Carnival Corp

Consumer Cyclical
59
+ 59.0%
$16.43 - $28.12 $969 - $1.66K
159 $4K
MSGS
Madison Square Garden Sports Corp.

Communication Services
18
New
$175.61 - $208.95 $3.16K - $3.76K
18 $3K
XEL
Xcel Energy Inc

Utilities
57
New
$65.65 - $72.39 $3.74K - $4.13K
57 $3K
GWW
W.W. Grainger, Inc.

Industrials
3
New
$919.93 - $1101.66 $2.76K - $3.3K
3 $3K
AIG
American International Group, Inc.

Financial Services
40
+ 102.56%
$77.56 - $87.72 $3.1K - $3.51K
79 $6K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
9
New
$177.93 - $313.14 $1.6K - $2.82K
9 $2K
DDS
Dillard'S, Inc.

Consumer Cyclical
7
New
$294.77 - $422.75 $2.06K - $2.96K
7 $2K
NOC
Northrop Grumman Corp

Industrials
9
+ 4.46%
$456.3 - $540.39 $4.11K - $4.86K
211 $105K
UI
Ubiquiti Inc.

Technology
5
New
$273.45 - $456.69 $1.37K - $2.28K
5 $2K
PPG
Ppg Industries Inc

Basic Materials
9
+ 4.39%
$91.66 - $115.04 $825 - $1.04K
214 $24K
TLRY
Tilray Brands, Inc.

Healthcare
5K
+ 952.38%
$0.36 - $0.65 $1.8K - $3.25K
5.53K $2K
D
Dominion Energy, Inc

Utilities
49
New
$49.66 - $58.0 $2.43K - $2.84K
49 $2K
SPG
Simon Property Group Inc

Real Estate
13
New
$140.37 - $171.44 $1.82K - $2.23K
13 $2K
SBUX
Starbucks Corp

Consumer Cyclical
66
+ 9.72%
$79.69 - $99.41 $5.26K - $6.56K
745 $68K
CMCSA
Comcast Corp

Communication Services
219
+ 4.63%
$32.84 - $36.72 $7.19K - $8.04K
4.95K $176K
GM
General Motors CO

Consumer Cyclical
52
New
$42.48 - $50.46 $2.21K - $2.62K
52 $2K
MPWR
Monolithic Power Systems Inc

Technology
3
New
$455.19 - $737.73 $1.37K - $2.21K
3 $2K
PNC
Pnc Financial Services Group, Inc.

Financial Services
14
New
$149.76 - $186.42 $2.1K - $2.61K
14 $2K
HOOD
Robinhood Markets, Inc.

Technology
27
New
$34.17 - $93.63 $923 - $2.53K
27 $2K
CHTR
Charter Communications, Inc.

Communication Services
7
New
$321.68 - $427.25 $2.25K - $2.99K
7 $2K
UFPT
Ufp Technologies Inc

Healthcare
12
New
$186.83 - $253.3 $2.24K - $3.04K
12 $2K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
1
+ 2.0%
$87.64 - $143.29 $87.6 - $143
51 $7K
LAD
Lithia Motors Inc

Consumer Cyclical
6
New
$271.94 - $339.35 $1.63K - $2.04K
6 $2K
POOL
Pool Corp

Industrials
6
+ 300.0%
$285.0 - $325.66 $1.71K - $1.95K
8 $2K
WDFC
Wd 40 CO

Basic Materials
14
+ 16.47%
$217.49 - $248.93 $3.04K - $3.49K
99 $22K
SEB
Seaboard Corp

Industrials
1
New
$2459.69 - $2911.09 $2.46K - $2.91K
1 $2K
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
18
New
$49.95 - $128.54 $899 - $2.31K
18 $2K
ADSK
Autodesk, Inc.

Technology
9
New
N/A
9 $2K
NU
Nu Holdings Ltd.

Financial Services
147
New
$9.6 - $13.72 $1.41K - $2.02K
147 $2K
WINA
Winmark Corp

Consumer Cyclical
7
New
$318.43 - $450.34 $2.23K - $3.15K
7 $2K
TDY
Teledyne Technologies Inc

Technology
3
+ 23.08%
$435.54 - $512.31 $1.31K - $1.54K
16 $8K
CPRT
Copart Inc

Consumer Cyclical
45
New
$47.72 - $63.84 $2.15K - $2.87K
45 $2K
CCI
Crown Castle International Corp

Real Estate
19
+ 9.0%
$94.83 - $107.06 $1.8K - $2.03K
230 $23K
RBLX
Roblox Corp

Communication Services
21
New
$51.22 - $105.59 $1.08K - $2.22K
21 $2K
EOG
Eog Resources Inc

Energy
20
+ 95.24%
$104.61 - $129.97 $2.09K - $2.6K
41 $4K
DRI
Darden Restaurants Inc

Consumer Cyclical
5
+ 4.72%
$186.58 - $225.78 $933 - $1.13K
111 $24K
VRSK
Verisk Analytics, Inc.

Industrials
5
+ 33.33%
$277.03 - $321.33 $1.39K - $1.61K
20 $6K
ROK
Rockwell Automation, Inc

Industrials
4
+ 66.67%
$218.97 - $332.17 $876 - $1.33K
10 $3K
ALL
Allstate Corp

Financial Services
13
New
$180.53 - $212.64 $2.35K - $2.76K
13 $2K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
43
+ 1.82%
$7.42 - $8.86 $319 - $381
2.41K $21K
FDX
Fedex Corp

Industrials
9
New
$198.07 - $245.17 $1.78K - $2.21K
9 $2K
EL
Estee Lauder Companies Inc

Consumer Defensive
17
+ 27.42%
$50.06 - $80.8 $851 - $1.37K
79 $6K
MRVL
Marvell Technology, Inc.

Technology
33
New
$49.38 - $79.97 $1.63K - $2.64K
33 $2K
WRB
Berkley W R Corp

Financial Services
22
+ 28.57%
$64.28 - $75.17 $1.41K - $1.65K
99 $7K
TPL
Texas Pacific Land Corp

Energy
2
New
$1036.28 - $1430.55 $2.07K - $2.86K
2 $2K
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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