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
INVH
Invitation Homes Inc.

Real Estate
31
New
$30.53 - $35.47 $946 - $1.1K
31 $1K
RJF
Raymond James Financial Inc

Financial Services
8
New
$123.65 - $153.88 $989 - $1.23K
8 $1K
RF
Regions Financial Corp

Financial Services
61
New
$18.34 - $23.52 $1.12K - $1.43K
61 $1K
HUBB
Hubbell Inc

Industrials
3
New
$315.94 - $408.41 $948 - $1.23K
3 $1K
ROST
Ross Stores, Inc.

Consumer Cyclical
13
+ 1.69%
$126.62 - $154.26 $1.65K - $2.01K
782 $99K
ORA
Ormat Technologies, Inc.

Utilities
15
New
$66.4 - $86.59 $996 - $1.3K
15 $1K
OTIS
Otis Worldwide Corp

Industrials
15
+ 12.0%
$90.88 - $104.3 $1.36K - $1.56K
140 $13K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
9
+ 1.27%
$16.37 - $18.59 $147 - $167
718 $13K
SNX
Td Synnex Corp

Technology
8
New
$95.81 - $137.79 $766 - $1.1K
8 $1K
HST
Host Hotels & Resorts, Inc.

Real Estate
78
New
$12.7 - $16.07 $991 - $1.25K
78 $1K
GRMN
Garmin LTD

Technology
5
New
$173.63 - $218.07 $868 - $1.09K
5 $1K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
6
New
$224.32 - $326.09 $1.35K - $1.96K
6 $1K
ENTG
Entegris Inc

Technology
13
New
$62.92 - $86.2 $818 - $1.12K
13 $1K
EQR
Equity Residential

Real Estate
16
New
$61.82 - $71.72 $989 - $1.15K
16 $1K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
29
+ 2900.0%
$87.84 - $1441.89 $2.55K - $41.8K
30 $2K
CTSH
Cognizant Technology Solutions Corp

Technology
24
New
$66.47 - $81.81 $1.6K - $1.96K
24 $1K
DHI
Horton D R Inc

Consumer Cyclical
8
+ 160.0%
$115.1 - $129.63 $921 - $1.04K
13 $1K
LDOS
Leidos Holdings, Inc.

Technology
7
New
$132.9 - $160.3 $930 - $1.12K
7 $1K
BALL
Ball Corp

Consumer Cyclical
23
+ 23.47%
$44.94 - $56.99 $1.03K - $1.31K
121 $6K
WAT
Waters Corp

Healthcare
3
New
$307.71 - $366.67 $923 - $1.1K
3 $1K
WTM
White Mountains Insurance Group LTD

Financial Services
1
New
$1699.35 - $1901.99 $1.7K - $1.9K
1 $1K
JKHY
Henry Jack & Associates Inc

Technology
8
New
$163.54 - $186.02 $1.31K - $1.49K
8 $1K
ODFL
Old Dominion Freight Line, Inc.

Industrials
8
+ 200.0%
$146.74 - $176.07 $1.17K - $1.41K
12 $1K
LKQ
Lkq Corp

Consumer Cyclical
29
New
$36.86 - $43.38 $1.07K - $1.26K
29 $1K
ITIC
Investors Title CO

Financial Services
6
New
$193.09 - $252.2 $1.16K - $1.51K
6 $1K
PIPR
Piper Sandler Companies

Financial Services
6
New
$210.78 - $281.82 $1.26K - $1.69K
6 $1K
FCNCA
First Citizens Bancshares Inc

Financial Services
1
New
$1561.69 - $1966.55 $1.56K - $1.97K
1 $1K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
2K
New
$0.54 - $0.87 $1.08K - $1.74K
2K $1K
AMG
Affiliated Managers Group, Inc.

Financial Services
3
+ 37.5%
$143.35 - $197.67 $430 - $593
11 $2K
PWR
Quanta Services, Inc.

Industrials
5
New
$239.47 - $381.26 $1.2K - $1.91K
5 $1K
RSG
Republic Services, Inc.

Industrials
8
New
$227.2 - $258.07 $1.82K - $2.06K
8 $1K
BKR
Baker Hughes CO

Energy
31
+ 27.43%
$35.0 - $44.92 $1.09K - $1.39K
144 $5K
ABC
Amerisourcebergen Corp

Healthcare
7
New
N/A
7 $1K
TRMB
Trimble Inc.

Technology
14
New
$55.12 - $75.98 $772 - $1.06K
14 $1K
NTAP
Net App, Inc.

Technology
11
New
$76.1 - $106.55 $837 - $1.17K
11 $1K
DD
Du Pont De Nemours, Inc.

Basic Materials
19
+ 45.24%
$55.13 - $75.25 $1.05K - $1.43K
61 $4K
VTRS
Viatris Inc

Healthcare
122
+ 642.11%
$7.26 - $9.12 $886 - $1.11K
141 $1K
OWL
Blue Owl Capital Inc.

Financial Services
84
New
$15.9 - $21.16 $1.34K - $1.78K
84 $1K
WU
Western Union CO

Financial Services
206
New
$8.37 - $10.63 $1.72K - $2.19K
206 $1K
TTWO
Take Two Interactive Software Inc

Communication Services
8
New
$194.58 - $243.05 $1.56K - $1.94K
8 $1K
WDAY
Workday, Inc.

Technology
8
New
$210.47 - $274.71 $1.68K - $2.2K
8 $1K
ESGR
Enstar Group LTD

Financial Services
4
New
$330.1 - $336.55 $1.32K - $1.35K
4 $1K
ZTS
Zoetis Inc.

Healthcare
17
+ 8.02%
$144.41 - $170.3 $2.45K - $2.9K
229 $35K
IBKR
Interactive Brokers Group, Inc.

Financial Services
20
New
$50.53 - $212.53 $1.01K - $4.25K
20 $1K
EPAM
Epam Systems, Inc.

Technology
2
+ 1.89%
N/A
108 $20K
GLNG
Golar Lng LTD

Energy
31
New
$30.7 - $42.63 $952 - $1.32K
31 $1K
AME
Ametek Inc

Industrials
9
New
$151.41 - $182.75 $1.36K - $1.64K
9 $1K
UAL
United Airlines Holdings, Inc.

Industrials
14
New
$56.15 - $84.23 $786 - $1.18K
14 $1K
WTW
Willis Towers Watson PLC

Financial Services
4
New
$295.96 - $337.43 $1.18K - $1.35K
4 $1K
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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