Rothschild Investment LLC Purchases in Q3 2025

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WFRD
Weatherford International PLC

Energy
8
+ 160.0%
$52.14 - $69.61 $417 - $557
13 $890K
GTES
Gates Industrial Corp PLC

Industrials
21
+ 32.31%
$23.38 - $26.14 $491 - $549
86 $2.14M
VEL
Velocity Financial, Inc.

Financial Services
35
New
$16.33 - $19.19 $572 - $672
35 $635K
LAD
Lithia Motors Inc

Consumer Cyclical
2
New
$284.47 - $356.6 $569 - $713
2 $632K
PHR
Phreesia, Inc.

Healthcare
51
+ 44.35%
$23.28 - $32.55 $1.19K - $1.66K
166 $3.9M
DC
Dakota Gold Corp.

Basic Materials
95
+ 41.3%
$3.6 - $4.94 $342 - $469
325 $1.48M
SAIA
Saia Inc

Industrials
2
+ 200.0%
$281.49 - $333.61 $563 - $667
3 $898K
TPG
Tpg Inc.

Financial Services
10
+ 100.0%
$52.84 - $64.4 $528 - $644
20 $1.15M
Rezolve Ai PLC Ord Shs
125
New
N/A
125 $623K
Athira Pharma Inc Com
150
New
N/A
150 $621K
RDN
Radian Group Inc

Financial Services
15
+ 3.98%
$32.61 - $37.23 $489 - $558
392 $14.2M
Techtarget Inc Com New
105
New
N/A
105 $610K
BLDR
Builders First Source, Inc.

Industrials
5
New
$116.91 - $149.21 $585 - $746
5 $606K
RPRX
Royalty Pharma PLC

Healthcare
17
+ 425.0%
$34.9 - $37.91 $593 - $644
21 $741K
SITE
Site One Landscape Supply, Inc.

Industrials
4
+ 40.0%
$121.97 - $152.97 $488 - $612
14 $1.8M
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
70
+ 107.69%
$9.7 - $11.47 $679 - $803
135 $1.31M
FMC
Fmc Corp

Basic Materials
31
+ 55.36%
$33.15 - $44.45 $1.03K - $1.38K
87 $2.93M
UTZ
Utz Brands, Inc.

Consumer Defensive
50
+ 62.5%
$11.85 - $14.49 $593 - $725
130 $1.58M
INSM
Insmed Inc

Healthcare
4
New
$96.14 - $147.2 $385 - $589
4 $576K
PWFL
Power Fleet, Inc.

Technology
90
+ 81.82%
N/A
200 $1.05M
NTST
Netstreit Corp.

Real Estate
10
+ 2.9%
$16.82 - $18.96 $168 - $190
355 $6.41M
LENB
Lennar Corporation Cl B
4
+ 66.67%
N/A
10 $1.2M
FIGS
Figs, Inc.

Consumer Cyclical
50
+ 22.73%
$5.65 - $7.44 $283 - $372
270 $1.81M
PLAB
Photronics Inc

Technology
20
+ 80.0%
$19.16 - $25.06 $383 - $501
45 $1.03M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
6
New
$93.1 - $110.49 $559 - $663
6 $560K
HTBI
Home Trust Bancshares, Inc.

Financial Services
11
+ 36.67%
N/A
41 $1.68M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
7
+ 140.0%
$79.9 - $92.0 $559 - $644
12 $959K
FC
Franklin Covey CO

Industrials
30
+ 300.0%
$18.4 - $24.17 $552 - $725
40 $776K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4
+ 0.05%
$100.37 - $100.74 $401 - $403
8.72K $878M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
3
+ 2.86%
$84.77 - $103.36 $254 - $310
108 $9.24M
FDS
Factset Research Systems Inc

Financial Services
3
+ 150.0%
$283.86 - $450.3 $852 - $1.35K
5 $1.43M
DOCN
Digital Ocean Holdings, Inc.

Technology
5
+ 7.69%
$25.74 - $37.71 $129 - $189
70 $2.39M
GRNT
Granite Ridge Resources, Inc.
136
+ 63.26%
$4.79 - $6.34 $651 - $862
351 $1.9M
EGHT
8 X8 Inc

Technology
237
+ 152.9%
$1.75 - $2.31 $415 - $547
392 $831K
USPH
U S Physical Therapy Inc

Healthcare
5
+ 33.33%
$69.98 - $88.52 $350 - $443
20 $1.7M
OPK
Opko Health, Inc.

Healthcare
279
+ 69.75%
$1.19 - $1.55 $332 - $432
679 $1.05M
LGIH
Lgi Homes, Inc.

Consumer Cyclical
10
+ 66.67%
$50.79 - $67.47 $508 - $675
25 $1.29M
LKFN
Lakeland Financial Corp

Financial Services
7
+ 28.0%
$60.25 - $68.73 $422 - $481
32 $2.05M
FBIZ
First Business Financial Services, Inc.

Financial Services
10
New
$46.69 - $54.69 $467 - $547
10 $513K
WMG
Warner Music Group Corp.

Communication Services
15
New
$27.83 - $34.24 $417 - $514
15 $511K
NRC
National Research Corp

Healthcare
43
+ 430.0%
$12.5 - $17.01 $538 - $731
53 $677K
BURL
Burlington Stores, Inc.

Consumer Cyclical
2
New
$237.02 - $301.35 $474 - $603
2 $509K
SWIM
Latham Group, Inc.

Industrials
32
+ 15.61%
$6.15 - $8.25 $197 - $264
237 $1.8M
LPLA
Lpl Financial Holdings Inc.

Financial Services
2
+ 50.0%
$332.69 - $399.0 $665 - $798
6 $2M
NEWT
Newtek Business Services Corp.

Financial Services
41
+ 34.17%
$11.16 - $12.53 $458 - $514
161 $1.84M
APLE
Apple Hospitality Reit, Inc.

Real Estate
25
+ 4.55%
$11.53 - $13.17 $288 - $329
575 $6.91M
VLGEA
Village Super Market Inc

Consumer Defensive
13
New
$33.6 - $39.74 $437 - $517
13 $486K
CVGW
Calavo Growers Inc

Consumer Defensive
19
+ 380.0%
$25.74 - $27.84 $489 - $529
24 $618K
TMP
Tompkins Financial Corp

Financial Services
6
+ 24.0%
$62.34 - $71.09 $374 - $427
31 $2.05M
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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