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
LBRDK
Liberty Broadband Corp

Communication Services
16
New
$73.65 - $101.29 $1.18K - $1.62K
16 $1K
WING
Wingstop Inc.

Consumer Cyclical
4
New
$210.24 - $381.46 $841 - $1.53K
4 $1K
MKTX
Marketaxess Holdings Inc

Financial Services
4
+ 57.14%
$203.19 - $231.09 $813 - $924
11 $2K
SLVP
Ishares Msci Global Silver And

ETFs
100
New
$12.77 - $18.26 $1.28K - $1.83K
100 $1K
SFL
Sfl Corp Ltd.

Industrials
148
New
$7.1 - $8.92 $1.05K - $1.32K
148 $1K
SYY
Sysco Corp

Consumer Defensive
26
New
$68.0 - $75.91 $1.77K - $1.97K
26 $1K
AYI
Acuity Brands Inc

Industrials
6
New
$223.31 - $304.18 $1.34K - $1.83K
6 $1K
HPE
Hewlett Packard Enterprise CO

Technology
77
New
$12.51 - $20.45 $963 - $1.57K
77 $1K
NTRS
Northern Trust Corp

Financial Services
8
New
$84.45 - $126.79 $676 - $1.01K
8 $1K
STNG
Scorpio Tankers Inc.

Energy
34
New
$31.86 - $44.3 $1.08K - $1.51K
34 $1K
VMC
Vulcan Materials CO

Basic Materials
5
+ 100.0%
$226.49 - $276.01 $1.13K - $1.38K
10 $2K
TOL
Toll Brothers, Inc.

Consumer Cyclical
3
+ 6.0%
$90.5 - $114.3 $272 - $343
53 $6K
DDOG
Datadog, Inc.

Technology
11
New
$87.0 - $134.33 $957 - $1.48K
11 $1K
FIS
Fidelity National Information Services, Inc.

Technology
16
New
$68.14 - $82.13 $1.09K - $1.31K
16 $1K
WSO
Watsco Inc

Industrials
3
New
$421.84 - $520.66 $1.27K - $1.56K
3 $1K
PCYO
Pure Cycle Corp

Utilities
105
+ 1050.0%
$9.86 - $11.0 $1.04K - $1.16K
115 $1K
WPC
W. P. Carey Inc.

Real Estate
11
+ 1.58%
$56.12 - $64.53 $617 - $710
708 $44K
CHE
Chemed Corp

Healthcare
4
New
$486.93 - $619.21 $1.95K - $2.48K
4 $1K
CSL
Carlisle Companies Inc

Industrials
3
+ 23.08%
$317.1 - $408.5 $951 - $1.23K
16 $5K
JBHT
Hunt J B Transport Services Inc

Industrials
10
+ 125.0%
$124.73 - $152.78 $1.25K - $1.53K
18 $2K
EFX
Equifax Inc

Industrials
5
New
$205.5 - $280.54 $1.03K - $1.4K
5 $1K
STT
State Street Corp

Financial Services
16
New
$75.33 - $106.34 $1.21K - $1.7K
16 $1K
VMI
Valmont Industries Inc

Industrials
4
New
$263.86 - $333.86 $1.06K - $1.34K
4 $1K
LPLA
Lpl Financial Holdings Inc.

Financial Services
4
New
$283.31 - $388.96 $1.13K - $1.56K
4 $1K
ALX
Alexanders Inc

Real Estate
6
New
$193.54 - $232.53 $1.16K - $1.4K
6 $1K
ABG
Asbury Automotive Group Inc

Consumer Cyclical
5
New
$210.85 - $245.99 $1.05K - $1.23K
5 $1K
EXP
Eagle Materials Inc

Basic Materials
5
New
$193.68 - $241.95 $968 - $1.21K
5 $1K
AFL
Aflac Inc

Financial Services
22
+ 9.69%
$99.77 - $112.45 $2.19K - $2.47K
249 $26K
CHY
Calamos Convertible & High Income Fund

Financial Services
31
+ 3.04%
$9.18 - $10.99 $285 - $341
1.05K $11K
A
Agilent Technologies, Inc.

Healthcare
11
New
$99.29 - $120.52 $1.09K - $1.33K
11 $1K
CLH
Clean Harbors Inc

Industrials
5
New
$182.1 - $233.5 $911 - $1.17K
5 $1K
ACGL
Arch Capital Group Ltd.

Financial Services
17
New
$84.99 - $96.82 $1.44K - $1.65K
17 $1K
PRU
Prudential Financial Inc

Financial Services
15
+ 9.15%
$95.12 - $112.71 $1.43K - $1.69K
179 $19K
RMD
Resmed Inc

Healthcare
6
New
$204.54 - $258.0 $1.23K - $1.55K
6 $1K
LAMR
Lamar Advertising CO

Real Estate
10
New
$102.35 - $121.67 $1.02K - $1.22K
10 $1K
TRGP
Targa Resources Corp.

Energy
7
New
$157.32 - $205.72 $1.1K - $1.44K
7 $1K
NXST
Nexstar Media Group, Inc.

Communication Services
6
New
$144.68 - $181.86 $868 - $1.09K
6 $1K
RL
Ralph Lauren Corp

Consumer Cyclical
6
New
$182.34 - $286.22 $1.09K - $1.72K
6 $1K
PFGC
Performance Food Group CO

Consumer Defensive
12
New
$71.62 - $89.56 $859 - $1.07K
12 $1K
CASY
Caseys General Stores Inc

Consumer Cyclical
2
+ 40.0%
$415.82 - $510.91 $832 - $1.02K
7 $3K
HIFS
Hingham Instn For Svgs (Mass)

Financial Services
6
New
$218.94 - $269.48 $1.31K - $1.62K
6 $1K
HUBS
Hubspot Inc

Technology
3
New
$487.07 - $672.24 $1.46K - $2.02K
3 $1K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
19
+ 22.62%
$32.56 - $35.71 $619 - $678
103 $3K
REG
Regency Centers Corp

Real Estate
25
New
$65.48 - $74.74 $1.64K - $1.87K
25 $1K
GGG
Graco Inc

Industrials
3
+ 27.27%
$74.02 - $87.26 $222 - $262
14 $1K
AMCR
Amcor PLC

Consumer Cyclical
115
New
$8.57 - $9.81 $986 - $1.13K
115 $1K
CVNA
Carvana Co.

Consumer Cyclical
4
New
$162.57 - $345.64 $650 - $1.38K
4 $1K
OXY
Occidental Petroleum Corp

Energy
25
+ 178.57%
$36.11 - $49.33 $903 - $1.23K
39 $1K
ALLE
Allegion PLC

Industrials
9
New
$118.52 - $145.64 $1.07K - $1.31K
9 $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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