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
LII
Lennox International Inc

Industrials
3
+ 75.0%
$508.76 - $605.77 $1.53K - $1.82K
7 $4K
PFG
Principal Financial Group Inc

Financial Services
28
New
$69.56 - $86.19 $1.95K - $2.41K
28 $2K
ATI
Allegheny Technologies Inc

Industrials
3
+ 6.0%
$41.97 - $86.8 $126 - $260
53 $4K
ROP
Roper Technologies Inc

Industrials
4
New
$519.19 - $590.78 $2.08K - $2.36K
4 $2K
MSCI
Msci Inc.

Financial Services
4
New
$506.56 - $576.74 $2.03K - $2.31K
4 $2K
DLR
Digital Realty Trust, Inc.

Real Estate
15
New
$136.11 - $177.69 $2.04K - $2.67K
15 $2K
MKL
Markel Corp

Financial Services
1
+ 100.0%
$1678.5 - $1997.36 $1.68K - $2K
2 $3K
TFC
Truist Financial Corp

Financial Services
66
New
$34.79 - $42.99 $2.3K - $2.84K
66 $2K
IR
Ingersoll Rand Inc.

Industrials
22
+ 314.29%
$66.75 - $84.94 $1.47K - $1.87K
29 $2K
CENTA
Central Garden & Pet Company C

Consumer Defensive
82
New
$29.57 - $32.86 $2.42K - $2.69K
82 $2K
MTD
Mettler Toledo International Inc

Healthcare
3
+ 1.5%
$970.15 - $1216.57 $2.91K - $3.65K
203 $238K
IDXX
Idexx Laboratories Inc

Healthcare
4
New
$361.04 - $536.34 $1.44K - $2.15K
4 $2K
MCO
Moodys Corp

Financial Services
5
New
$396.7 - $501.59 $1.98K - $2.51K
5 $2K
ABNB
Airbnb, Inc.

Consumer Cyclical
17
New
$105.69 - $140.64 $1.8K - $2.39K
17 $2K
EWBC
East West Bancorp Inc

Financial Services
20
New
$71.03 - $101.75 $1.42K - $2.04K
20 $2K
SAM
Boston Beer CO Inc

Consumer Defensive
13
New
$187.06 - $249.73 $2.43K - $3.25K
13 $2K
FAST
Fastenal CO

Industrials
56
New
$40.65 - $83.16 $2.28K - $4.66K
56 $2K
O
Realty Income Corp

Real Estate
35
+ 8.58%
$52.27 - $58.52 $1.83K - $2.05K
443 $25K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
3
+ 150.0%
$328.01 - $475.68 $984 - $1.43K
5 $2K
VLO
Valero Energy Corp

Energy
10
+ 22.22%
$104.69 - $141.77 $1.05K - $1.42K
55 $7K
MORN
Morningstar, Inc.

Financial Services
4
+ 44.44%
$255.31 - $313.93 $1.02K - $1.26K
13 $4K
FE
Firstenergy Corp

Utilities
43
+ 18.53%
$38.31 - $43.17 $1.65K - $1.86K
275 $11K
NET
Cloudflare, Inc.

Technology
12
New
$97.08 - $195.83 $1.16K - $2.35K
12 $2K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
4
New
$421.16 - $509.5 $1.68K - $2.04K
4 $1K
IEX
Idex Corp

Industrials
4
+ 44.44%
$160.66 - $191.29 $643 - $765
13 $2K
UEC
Uranium Energy Corp

Energy
249
New
$4.0 - $7.05 $996 - $1.76K
249 $1K
PSA
Public Storage

Real Estate
5
New
$266.31 - $309.77 $1.33K - $1.55K
5 $1K
EXR
Extra Space Storage Inc.

Real Estate
11
New
$126.61 - $152.99 $1.39K - $1.68K
11 $1K
CPNG
Coupang, Inc.

Consumer Cyclical
55
New
$19.76 - $30.81 $1.09K - $1.69K
55 $1K
CHK
Chesapeake Energy Corp

Energy
7
+ 33.33%
N/A
28 $2K
PAYX
Paychex Inc

Industrials
14
+ 10.69%
$137.01 - $159.78 $1.92K - $2.24K
145 $21K
GPN
Global Payments Inc

Industrials
24
New
$67.47 - $99.6 $1.62K - $2.39K
24 $1K
BMI
Badger Meter Inc

Technology
5
New
$170.72 - $254.17 $854 - $1.27K
5 $1K
PTC
Ptc Inc.

Technology
4
+ 26.67%
$136.74 - $173.24 $547 - $693
19 $3K
BR
Broadridge Financial Solutions, Inc.

Technology
4
+ 57.14%
$217.22 - $246.25 $869 - $985
11 $2K
CBRE
Cbre Group, Inc.

Real Estate
12
New
$113.94 - $140.12 $1.37K - $1.68K
12 $1K
PJT
Pjt Partners Inc.

Financial Services
3
+ 13.64%
$125.44 - $166.41 $376 - $499
25 $4K
LUV
Southwest Airlines CO

Industrials
40
New
$24.04 - $34.36 $962 - $1.37K
40 $1K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
10
New
$105.72 - $1416.0 $1.06K - $14.2K
10 $1K
EQT
Eqt Corp

Energy
21
New
$46.11 - $60.44 $968 - $1.27K
21 $1K
IP
International Paper CO

Consumer Cyclical
30
New
$43.89 - $54.46 $1.32K - $1.63K
30 $1K
DUOL
Duolingo, Inc.

Technology
3
New
$292.88 - $540.68 $879 - $1.62K
3 $1K
EVR
Evercore Inc.

Financial Services
4
New
$163.77 - $271.5 $655 - $1.09K
4 $1K
CPT
Camden Property Trust

Real Estate
9
New
$106.53 - $122.8 $959 - $1.11K
9 $1K
LVS
Las Vegas Sands Corp

Consumer Cyclical
27
New
$30.7 - $44.12 $829 - $1.19K
27 $1K
FDS
Factset Research Systems Inc

Financial Services
3
+ 13.64%
$398.85 - $473.32 $1.2K - $1.42K
25 $11K
IRM
Iron Mountain Inc

Real Estate
12
+ 240.0%
$76.93 - $105.25 $923 - $1.26K
17 $1K
TSCO
Tractor Supply CO

Consumer Cyclical
34
New
$47.86 - $55.77 $1.63K - $1.9K
34 $1K
PSX
Phillips 66

Energy
13
+ 8.13%
$92.87 - $125.73 $1.21K - $1.63K
173 $20K
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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