Tortoise Investment Management, LLC New Holdings in Q2 2025

Tortoise Investment Management, LLC

  • $981 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
EAT
Brinker International, Inc

Consumer Cyclical
3
New
$128.68 - $181.78 $386 - $545
3 $0
JXN
Jackson Financial Inc.

Financial Services
1
New
$70.35 - $89.5 $70.4 - $89.5
1 $0
Bunge Global Sa
7
New
N/A
7 $0
APPF
Appfolio Inc

Technology
1
New
$192.02 - $234.65 $192 - $235
1 $0
RH
Rh

Consumer Cyclical
2
New
$145.66 - $249.35 $291 - $499
2 $0
FRT
Federal Realty Investment Trust

Real Estate
1
New
$83.56 - $99.08 $83.6 - $99.1
1 $0
LANC
Lancaster Colony Corp

Consumer Defensive
1
New
$159.67 - $192.9 $160 - $193
1 $0
RE
Everest Re Group LTD

Financial Services
2
New
N/A
2 $0
BLDR
Builders First Source, Inc.

Industrials
2
New
$105.63 - $131.12 $211 - $262
2 $0
GTLS
Chart Industries Inc

Industrials
2
New
$115.08 - $175.5 $230 - $351
2 $0
EXEL
Exelixis, Inc.

Healthcare
14
New
$34.13 - $46.26 $478 - $648
14 $0
MTZ
Mastec Inc

Industrials
1
New
$106.07 - $171.99 $106 - $172
1 $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
MDB
Mongo Db, Inc.

Technology
2
New
$145.85 - $225.38 $292 - $451
2 $0
MAS
Masco Corp

Industrials
9
New
$58.73 - $71.06 $529 - $640
9 $0
CRH.L
Crh PLC

Basic Materials
26
New
N/A
26 $0
BCPC
Balchem Corp

Basic Materials
2
New
$150.5 - $170.45 $301 - $341
2 $0
AR
Antero Resources Corp

Energy
12
New
$31.92 - $43.78 $383 - $525
12 $0
ITRI
Itron, Inc.

Technology
1
New
$92.04 - $132.78 $92 - $133
1 $0
THG
Hanover Insurance Group, Inc.

Financial Services
2
New
$150.66 - $178.04 $301 - $356
2 $0
GL
Globe Life Inc.

Financial Services
4
New
$113.29 - $133.09 $453 - $532
4 $0
CLX
Clorox CO

Consumer Defensive
3
New
$118.01 - $148.69 $354 - $446
3 $0
GPOR
Gulfport Energy Corp

Energy
1
New
$158.62 - $206.57 $159 - $207
1 $0
Cava Group Inc
1
New
N/A
1 $0
SKYW
Skywest Inc

Industrials
1
New
$79.41 - $103.84 $79.4 - $104
1 $0
WYNN
Wynn Resorts LTD

Consumer Cyclical
4
New
$66.1 - $97.75 $264 - $391
4 $0
PLPC
Preformed Line Products CO

Industrials
1
New
$130.74 - $159.93 $131 - $160
1 $0
H
Hyatt Hotels Corp

Consumer Cyclical
1
New
$104.22 - $139.65 $104 - $140
1 $0
FTI
Technip Fmc PLC

Energy
26
New
$23.18 - $35.33 $603 - $919
26 $0
PEN
Penumbra Inc

Healthcare
3
New
$253.22 - $299.78 $760 - $899
3 $0
SITE
Site One Landscape Supply, Inc.

Industrials
1
New
$104.79 - $127.3 $105 - $127
1 $0
Smurfit Westrock PLC
26
New
N/A
26 $0
SHAK
Shake Shack Inc.

Consumer Cyclical
1
New
$75.85 - $140.6 $75.9 - $141
1 $0
ACM
Aecom

Industrials
5
New
$87.19 - $113.06 $436 - $565
5 $0
Teekay Tankers LTD
9
New
N/A
9 $0
IESC
Ies Holdings, Inc.

Industrials
2
New
$160.58 - $296.23 $321 - $592
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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