Rothschild Investment LLC Purchases in Q3 2025

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WERN
Werner Enterprises Inc

Industrials
40
+ 160.0%
$26.03 - $29.98 $1.04K - $1.2K
65 $1.71M
WRLD
World Acceptance Corp

Financial Services
6
New
$154.36 - $184.43 $926 - $1.11K
6 $1.02M
Rb Global Inc Com
9
+ 52.94%
N/A
26 $2.82M
GPRE
Green Plains Inc.

Basic Materials
60
+ 34.29%
$6.23 - $11.15 $374 - $669
235 $2.07M
AMEH
Apollo Medical Holdings, Inc.

Healthcare
30
+ 66.67%
N/A
75 $2.13M
CR
Crane Holdings, Co.

Industrials
1
+ 1.33%
$178.73 - $198.45 $179 - $198
76 $5.07M
AAT
American Assets Trust, Inc.

Real Estate
39
+ 11.14%
$18.7 - $21.32 $729 - $831
389 $7.9M
LTC
Ltc Properties Inc

Real Estate
24
+ 53.33%
$34.04 - $36.86 $817 - $885
69 $2.54M
U S F & G Corp
33
+ 47.14%
N/A
103 $3.22M
DHT
Dht Holdings, Inc.

Energy
61
+ 27.73%
$10.72 - $12.95 $654 - $790
281 $3.36M
TIGO
Millicom International Cellular Sa

Communication Services
20
New
$37.04 - $50.28 $741 - $1.01K
20 $971K
CHH
Choice Hotels International Inc

Consumer Cyclical
9
New
$106.91 - $135.29 $962 - $1.22K
9 $962K
MAT
Mattel Inc

Consumer Cyclical
64
+ 160.0%
$16.66 - $20.55 $1.07K - $1.32K
104 $1.75M
NEO
Neogenomics Inc

Healthcare
115
+ 65.71%
$4.84 - $8.81 $557 - $1.01K
290 $2.24M
SNDX
Syndax Pharmaceuticals Inc

Healthcare
40
+ 72.73%
$8.73 - $17.04 $349 - $682
95 $1.46M
AAL
American Airlines Group Inc.

Industrials
81
+ 4.94%
N/A
1.72K $19.3M
QDEL
Quidel Ortho Corp

Healthcare
30
+ 33.33%
$22.81 - $31.57 $684 - $947
120 $3.53M
IREN
Iris Energy LTD

Financial Services
20
New
$15.1 - $47.14 $302 - $943
20 $939K
EXP
Eagle Materials Inc

Basic Materials
4
New
$209.12 - $242.26 $836 - $969
4 $932K
MEI
Methode Electronics Inc

Technology
139
+ 231.67%
$6.16 - $10.39 $856 - $1.44K
199 $1.5M
Serve Robotics Inc Com
80
New
N/A
80 $930K
EPR
Epr Properties

Real Estate
16
New
$52.58 - $61.21 $841 - $979
16 $928K
HBCP
Home Bancorp, Inc.

Financial Services
17
New
$50.06 - $56.97 $851 - $968
17 $924K
ODP
Odp Corp

Consumer Cyclical
7
+ 9.33%
$16.9 - $27.98 $118 - $196
82 $2.28M
ACCO
Acco Brands Corp

Industrials
174
+ 32.52%
$3.44 - $4.2 $599 - $731
709 $2.83M
AM
Antero Midstream Corp

Energy
47
New
$16.87 - $19.58 $793 - $920
47 $914K
CRI
Carters Inc

Consumer Cyclical
34
+ 136.0%
$23.65 - $33.93 $804 - $1.15K
59 $1.67M
PGC
Peapack Gladstone Financial Corp

Financial Services
33
+ 220.0%
$24.75 - $30.42 $817 - $1K
48 $1.33M
DYN
Dyne Therapeutics, Inc.

Healthcare
40
+ 32.0%
$8.18 - $14.22 $327 - $569
165 $2.09M
VRNT
Verint Systems Inc

Technology
40
+ 27.59%
N/A
185 $3.75M
MD
Mednax, Inc.

Healthcare
26
+ 13.68%
$11.98 - $17.21 $311 - $447
216 $3.62M
INT
World Fuel Services Corp

Energy
40
+ 61.54%
N/A
105 $2.73M
IGT
International Game Technology PLC

Consumer Cyclical
45
+ 64.29%
$14.29 - $18.14 $643 - $816
115 $1.98M
KRC
Kilroy Realty Corp

Real Estate
16
+ 64.0%
$34.55 - $44.44 $553 - $711
41 $1.73M
THFF
First Financial Corp

Financial Services
15
+ 150.0%
$52.44 - $59.93 $787 - $899
25 $1.41M
MIDD
Middleby Corp

Industrials
7
+ 116.67%
$118.3 - $150.16 $828 - $1.05K
13 $1.73M
POST
Post Holdings, Inc.

Consumer Defensive
8
New
$102.36 - $114.04 $819 - $912
8 $860K
CPNG
Coupang, Inc.

Consumer Cyclical
26
+ 260.0%
$27.67 - $33.53 $719 - $872
36 $1.16M
MBB
Ishares Tr

ETFs
4
+ 1.06%
$92.46 - $95.73 $370 - $383
381 $36.2M
USFD
Us Foods Holding Corp.

Consumer Defensive
13
+ 3.61%
$76.35 - $84.68 $993 - $1.1K
373 $28.6M
STRA
Strategic Education, Inc.

Consumer Defensive
6
+ 1.57%
$73.87 - $86.09 $443 - $517
388 $33.4M
KNSL
Kinsale Capital Group, Inc.

Financial Services
2
New
$415.15 - $489.89 $830 - $980
2 $851K
FUTU
Futu Holdings LTD

Financial Services
2
+ 20.0%
$120.32 - $194.74 $241 - $389
12 $2.09M
THRM
Gentherm Inc

Consumer Cyclical
13
+ 18.57%
$29.73 - $37.17 $386 - $483
83 $2.83M
FFIC
Flushing Financial Corp

Financial Services
39
+ 24.38%
$11.8 - $14.39 $460 - $561
199 $2.75M
DHIL
Diamond Hill Investment Group Inc

Financial Services
6
New
$133.4 - $158.38 $800 - $950
6 $840K
FBNC
First Bancorp

Financial Services
5
+ 7.69%
$45.56 - $55.55 $228 - $278
70 $3.7M
ERIC
Ericsson Lm Telephone CO

Technology
187
+ 5.5%
$7.2 - $8.55 $1.35K - $1.6K
3.58K $29.6M
IART
Integra Lifesciences Holdings Corp

Healthcare
30
+ 15.38%
$11.13 - $15.99 $334 - $480
225 $3.22M
Activity Summary
Buys All Purchases 1438 New Holdings 264 Increased Positions 1174 Sells All Sells 1071 Reductions 1071 Sold out 0 Options Calls 1 Puts 0
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