Rothschild Investment LLC Incresed Positions in Q3 2025

Rothschild Investment LLC

  • $1.77 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ERII
Energy Recovery, Inc.

Industrials
95
+ 475.0%
$12.72 - $15.42 $1.21K - $1.46K
115 $1.77M
HLIT
Harmonic Inc

Technology
139
+ 99.29%
$8.35 - $10.49 $1.16K - $1.46K
279 $2.84M
RKT
Rocket Companies, Inc.

Financial Services
62
+ 103.33%
$13.31 - $21.16 $825 - $1.31K
122 $2.36M
RXST
Rx Sight, Inc.

Healthcare
175
+ 1166.67%
$6.65 - $13.14 $1.16K - $2.3K
190 $1.71M
DOCS
Doximity, Inc.

Healthcare
19
+ 190.0%
$57.33 - $75.12 $1.09K - $1.43K
29 $2.12M
MAX
Media Alpha, Inc.

Communication Services
130
+ 260.0%
$9.56 - $13.41 $1.24K - $1.74K
180 $2.05M
ALKT
Alkami Technology, Inc.

Technology
90
+ 64.29%
$20.12 - $30.64 $1.81K - $2.76K
230 $5.71M
WSBF
Waterstone Financial, Inc.

Financial Services
90
+ 200.0%
$13.19 - $16.26 $1.19K - $1.46K
135 $2.11M
HCC
Warrior Met Coal, Inc.

Basic Materials
5
+ 7.69%
$44.39 - $64.22 $222 - $321
70 $4.46M
PGNY
Progyny, Inc.

Healthcare
71
+ 61.74%
$21.24 - $24.27 $1.51K - $1.72K
186 $4M
GAMB
Gambling.Com Group LTD

Consumer Cyclical
185
+ 1233.33%
$7.95 - $12.16 $1.47K - $2.25K
200 $1.64M
CVCO
Cavco Industries Inc.

Consumer Cyclical
1
+ 16.67%
$403.12 - $585.63 $403 - $586
7 $4.07M
CVNA
Carvana Co.

Consumer Cyclical
3
+ 37.5%
$326.09 - $392.66 $978 - $1.18K
11 $4.15M
PRO
Pros Holdings, Inc.

Technology
49
+ 108.89%
$14.1 - $23.02 $691 - $1.13K
94 $2.15M
VMEO
Vimeo, Inc.

Technology
30
+ 9.23%
$3.65 - $7.75 $110 - $233
355 $2.75M
CSR
Centerspace

Real Estate
38
+ 6.11%
$53.18 - $61.09 $2.02K - $2.32K
660 $38.9M
RAMP
Live Ramp Holdings, Inc.

Technology
110
+ 41.51%
$25.76 - $34.2 $2.83K - $3.76K
375 $10.2M
IRM
Iron Mountain Inc

Real Estate
18
+ 2.74%
$89.46 - $104.46 $1.61K - $1.88K
676 $68.9M
UFCS
United Fire Group Inc

Financial Services
42
+ 56.0%
$26.11 - $32.5 $1.1K - $1.37K
117 $3.56M
SRCE
1 St Source Corp

Financial Services
23
+ 115.0%
$58.3 - $65.7 $1.34K - $1.51K
43 $2.65M
SXC
Sun Coke Energy, Inc.

Basic Materials
177
+ 160.91%
$7.23 - $8.83 $1.28K - $1.56K
287 $2.34M
ROCK
Gibraltar Industries, Inc.

Industrials
21
+ 105.0%
$58.09 - $66.74 $1.22K - $1.4K
41 $2.58M
IVT
Inven Trust Properties Corp.

Real Estate
45
+ 60.0%
$26.7 - $30.06 $1.2K - $1.35K
120 $3.43M
AVTR
Avantor, Inc.

Basic Materials
119
+ 105.31%
$11.18 - $14.21 $1.33K - $1.69K
232 $2.9M
CFFN
Capitol Federal Financial, Inc.

Financial Services
205
+ 78.85%
$5.73 - $6.56 $1.17K - $1.34K
465 $2.95M
LFST
Life Stance Health Group, Inc.

Healthcare
236
+ 121.03%
$3.79 - $5.63 $894 - $1.33K
431 $2.37M
VRE
Veris Residential, Inc.

Real Estate
87
+ 96.67%
$13.74 - $16.23 $1.2K - $1.41K
177 $2.69M
EBF
Ennis, Inc.

Industrials
73
+ 146.0%
$17.57 - $18.77 $1.28K - $1.37K
123 $2.25M
BCPC
Balchem Corp

Basic Materials
11
+ 32.35%
$148.82 - $165.12 $1.64K - $1.82K
45 $6.75M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3
+ 0.38%
$28.15 - $30.13 $84.4 - $90.4
783 $23.2M
LILAK
Liberty Latin Amer LTD Cl C (B

Communication Services
115
+ 69.7%
$6.26 - $8.46 $720 - $973
280 $2.36M
KRNY
Kearny Financial Corp.

Financial Services
201
+ 223.33%
$5.85 - $6.95 $1.18K - $1.4K
291 $1.91M
ALLE
Allegion PLC

Industrials
6
+ 75.0%
$145.55 - $179.33 $873 - $1.08K
14 $2.48M
OFIX
Orthofix Medical Inc.

Healthcare
65
+ 61.9%
$10.63 - $15.48 $691 - $1.01K
170 $2.49M
HUBG
Hub Group, Inc.

Industrials
33
+ 18.86%
$33.6 - $37.58 $1.11K - $1.24K
208 $7.16M
Qiagen Nv Com Shs
34
+ 53.97%
N/A
97 $4.33M
FHN
First Horizon Corp

Financial Services
55
+ 137.5%
$21.16 - $23.23 $1.16K - $1.28K
95 $2.15M
LSTR
Landstar System Inc

Industrials
11
+ 366.67%
$120.68 - $146.55 $1.33K - $1.61K
14 $1.72M
MLNK
Meridian Link, Inc.

Technology
60
+ 240.0%
$15.57 - $20.0 $934 - $1.2K
85 $1.69M
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
25
+ 20.0%
$9.34 - $16.35 $234 - $409
150 $2.44M
BHRB
Burke Herbert Finl Svcs Corp C
20
+ 200.0%
N/A
30 $1.85M
PR
Permian Resources Corporation

Energy
974
+ 7.12%
$12.8 - $14.51 $12.5K - $14.1K
14.7K $188M
ALHC
Alignment Healthcare, Inc.

Healthcare
24
+ 10.0%
$11.64 - $17.53 $279 - $421
264 $4.61M
ERIE
Erie Indemnity CO

Financial Services
4
+ 400.0%
$312.95 - $368.96 $1.25K - $1.48K
5 $1.59M
MBWM
Mercantile Bank Corp

Financial Services
28
+ 186.67%
$44.05 - $49.92 $1.23K - $1.4K
43 $1.94M
SCCO
Southern Copper Corp

Basic Materials
10
+ 1000.0%
$90.54 - $121.36 $905 - $1.21K
11 $1.34M
CMRE
Costamare Inc.

Industrials
79
+ 79.0%
$8.98 - $12.73 $709 - $1.01K
179 $2.13M
VTOL
Bristow Group Inc.

Energy
29
+ 52.73%
$33.13 - $38.61 $961 - $1.12K
84 $3.03M
NEOG
Neogen Corp

Healthcare
160
+ 50.79%
$4.65 - $5.75 $744 - $920
475 $2.71M
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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