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
CUBE
Cube Smart

Real Estate
6
New
$35.88 - $43.68 $215 - $262
6 $0
SLAB
Silicon Laboratories Inc.

Technology
1
New
$86.17 - $148.63 $86.2 - $149
1 $0
AES
Aes Corp

Utilities
8
New
$9.63 - $12.55 $77 - $100
8 $0
BFB
Brown Forman Corp Cl B
17
New
N/A
17 $0
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1
New
$144.63 - $179.53 $145 - $180
1 $0
CBOE
Cboe Global Markets, Inc.

Financial Services
4
New
$205.81 - $234.23 $823 - $937
4 $0
CRAI
Cra International, Inc.

Industrials
2
New
$160.48 - $195.43 $321 - $391
2 $0
ARW
Arrow Electronics Inc

Technology
1
New
$90.32 - $128.28 $90.3 - $128
1 $0
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
2
New
$267.56 - $340.8 $535 - $682
2 $0
UMBF
Umb Financial Corp

Financial Services
1
New
$86.4 - $107.99 $86.4 - $108
1 $0
CIEN
Ciena Corp

Technology
3
New
$53.5 - $83.89 $161 - $252
3 $0
QLYS
Qualys, Inc.

Technology
2
New
$115.21 - $142.87 $230 - $286
2 $0
RHP
Ryman Hospitality Properties, Inc.

Real Estate
1
New
$78.85 - $101.3 $78.9 - $101
1 $0
HAL
Halliburton CO

Energy
33
New
$19.26 - $25.7 $636 - $848
33 $0
DG
Dollar General Corp

Consumer Defensive
2
New
$86.02 - $114.95 $172 - $230
2 $0
ALG
Alamo Group Inc

Industrials
2
New
$158.47 - $219.45 $317 - $439
2 $0
OC
Owens Corning

Industrials
3
New
$126.32 - $147.75 $379 - $443
3 $0
PINS
Pinterest, Inc.

Communication Services
26
New
$24.21 - $35.95 $629 - $935
26 $0
DHIL
Diamond Hill Investment Group Inc

Financial Services
1
New
$125.49 - $145.8 $125 - $146
1 $0
STX
Seagate Technology Holdings PLC

Technology
2
New
$66.54 - $144.33 $133 - $289
2 $0
WBS
Webster Financial Corp

Financial Services
7
New
$41.76 - $54.91 $292 - $384
7 $0
AMH
American Homes 4 Rent

Real Estate
12
New
$32.8 - $39.31 $394 - $472
12 $0
EHC
Encompass Health Corp

Healthcare
7
New
$96.12 - $122.63 $673 - $858
7 $0
ATO
Atmos Energy Corp

Utilities
4
New
$145.06 - $162.66 $580 - $651
4 $0
INGR
Ingredion Inc

Consumer Defensive
2
New
$123.22 - $140.95 $246 - $282
2 $0
RPRX
Royalty Pharma PLC

Healthcare
15
New
$30.85 - $36.14 $463 - $542
15 $0
AWK
American Water Works Company, Inc.

Utilities
4
New
$133.82 - $151.96 $535 - $608
4 $0
XPO
Xpo Logistics, Inc.

Industrials
7
New
$91.46 - $128.1 $640 - $897
7 $0
OSK
Oshkosh Corp

Industrials
1
New
$79.17 - $113.62 $79.2 - $114
1 $0
NWS
News Corp New Cl B Com Stk (De

Communication Services
15
New
$27.41 - $34.31 $411 - $515
15 $0
OMC
Omnicom Group Inc.

Communication Services
8
New
$69.22 - $79.77 $554 - $638
8 $0
SUI
Sun Communities Inc

Real Estate
3
New
$114.62 - $132.25 $344 - $397
3 $0
ITGR
Integer Holdings Corp

Healthcare
1
New
$106.73 - $126.93 $107 - $127
1 $0
Blackrock ETF Trust
102
New
N/A
102 $0
AIT
Applied Industrial Technologies Inc

Industrials
3
New
$206.03 - $243.28 $618 - $730
3 $0
COOP
Mr. Cooper Group Inc.

Financial Services
1
New
$107.26 - $155.96 $107 - $156
1 $0
AWI
Armstrong World Industries Inc

Industrials
2
New
$126.1 - $163.12 $252 - $326
2 $0
WMS
Advanced Drainage Systems, Inc.

Industrials
1
New
$96.79 - $123.55 $96.8 - $124
1 $0
ESE
Esco Technologies Inc

Technology
2
New
$139.86 - $194.5 $280 - $389
2 $0
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
4
New
$60.29 - $71.77 $241 - $287
4 $0
WAL
Western Alliance Bancorporation

Financial Services
5
New
$61.0 - $79.94 $305 - $400
5 $0
DOCU
Docusign, Inc.

Technology
9
New
$70.35 - $93.84 $633 - $845
9 $0
HQY
Healthequity, Inc.

Healthcare
1
New
$76.77 - $113.06 $76.8 - $113
1 $0
SBAC
Sba Communications Corp

Real Estate
4
New
$208.57 - $243.4 $834 - $974
4 $0
Liberty Media Corp Del
3
New
N/A
3 $0
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
2
New
$167.22 - $212.42 $334 - $425
2 $0
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1
New
$103.49 - $133.44 $103 - $133
1 $0
POWL
Powell Industries Inc

Industrials
1
New
$159.38 - $211.34 $159 - $211
1 $0
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
41
New
$10.8 - $16.92 $443 - $694
41 $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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