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
MIDD
Middleby Corp

Industrials
7
+ 116.67%
$118.3 - $150.16 $828 - $1.05K
13 $1.73M
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
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
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
SWX
Southwest Gas Holdings, Inc.

Utilities
4
+ 3.08%
$72.88 - $79.93 $292 - $320
134 $10.5M
AFG
American Financial Group Inc

Financial Services
5
+ 100.0%
$122.42 - $145.72 $612 - $729
10 $1.46M
Pacs Group Inc Com Shs
55
+ 73.33%
N/A
130 $1.79M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
19
+ 1.55%
$10.02 - $10.85 $190 - $206
1.24K $13.5M
HIW
Highwoods Properties, Inc.

Real Estate
25
+ 100.0%
$28.32 - $32.39 $708 - $810
50 $1.59M
NJR
New Jersey Resources Corp

Utilities
5
+ 2.94%
$45.05 - $48.15 $225 - $241
175 $8.43M
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
105
+ 87.5%
$5.8 - $7.59 $609 - $797
225 $1.59M
BRSP
Bright Spire Capital, Inc.

Real Estate
123
+ 38.44%
$4.91 - $5.94 $604 - $731
443 $2.41M
HLMN
Hillman Solutions Corp.

Industrials
10
+ 2.94%
$7.39 - $10.35 $73.9 - $104
350 $3.21M
LQDT
Liquidity Services Inc

Consumer Cyclical
25
+ 100.0%
$23.48 - $28.24 $587 - $706
50 $1.37M
BUSE
First Busey Corp

Financial Services
32
+ 22.54%
$22.08 - $25.14 $707 - $804
174 $4.03M
OIS
Oil States International, Inc

Energy
93
+ 31.53%
$4.88 - $6.33 $454 - $589
388 $2.35M
IAF
Aberdeen Australia Equity Fund Inc

Financial Services
83
+ 2.57%
$4.41 - $4.71 $366 - $391
3.31K $15.2M
BRX
Brixmor Property Group Inc.

Real Estate
25
+ 62.5%
N/A
65 $1.8M
Liberty Media Corp Del Com Lbty One S C
7
+ 70.0%
N/A
17 $1.78M
STAG
Stag Industrial, Inc.

Real Estate
22
+ 44.0%
$34.28 - $36.97 $754 - $813
72 $2.54M
OSPN
One Span Inc.

Technology
51
+ 48.57%
$14.28 - $18.05 $728 - $921
156 $2.48M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
25
+ 1.92%
$10.9 - $11.58 $273 - $290
1.33K $15.3M
SCHL
Scholastic Corp

Communication Services
17
+ 42.5%
$21.03 - $27.56 $358 - $469
57 $1.56M
BRZE
Braze, Inc.

Technology
25
+ 83.33%
$24.11 - $32.65 $603 - $816
55 $1.56M
FCF
First Commonwealth Financial Corp

Financial Services
27
+ 8.71%
$16.07 - $18.02 $434 - $487
337 $5.75M
CNHI
Cnh Industrial N.V.

Industrials
86
+ 82.69%
N/A
190 $2.06M
NUVB
Nuvation Bio Inc.

Healthcare
130
+ 100.0%
$1.94 - $3.9 $252 - $507
260 $962K
TRMB
Trimble Inc.

Technology
1
+ 0.92%
$76.46 - $85.24 $76.5 - $85.2
110 $8.98M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
55
+ 9.63%
$10.08 - $11.67 $554 - $642
626 $6.8M
DINO
Hf Sinclair Corp

Energy
10
+ 66.67%
$42.11 - $54.01 $421 - $540
25 $1.31M
NWS
News Corp New Cl B Com Stk (De

Communication Services
20
+ 400.0%
$31.68 - $35.17 $634 - $703
25 $864K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
202
+ 49.88%
$3.51 - $4.74 $709 - $957
607 $2.42M
GO
Grocery Outlet Holding Corp.

Consumer Defensive
2
+ 1.11%
$12.88 - $18.66 $25.8 - $37.3
182 $2.92M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
11
+ 110.0%
$61.86 - $71.34 $680 - $785
21 $1.35M
EVLV
Evolv Technologies Holdings, Inc.

Industrials
20
+ 4.94%
$5.54 - $8.76 $111 - $175
425 $3.21M
ZUMZ
Zumiez Inc

Consumer Cyclical
20
+ 44.44%
$13.19 - $21.31 $264 - $426
65 $1.28M
BUR
Burford Capital LTD

Financial Services
92
+ 49.73%
$11.96 - $14.84 $1.1K - $1.37K
277 $3.31M
AHH
Armada Hoffler Properties, Inc.

Real Estate
90
+ 30.51%
$6.69 - $7.56 $602 - $680
385 $2.7M
CPRI
Capri Holdings LTD

Consumer Cyclical
15
+ 9.09%
$16.99 - $22.03 $255 - $330
180 $3.59M
INGN
Inogen Inc

Healthcare
75
+ 214.29%
$5.87 - $8.79 $440 - $659
110 $899K
TBK
Triumph Bancorp, Inc.

Financial Services
15
+ 75.0%
N/A
35 $1.75M
FCN
Fti Consulting, Inc

Industrials
4
+ 80.0%
$157.99 - $174.18 $632 - $697
9 $1.46M
POOL
Pool Corp

Industrials
1
+ 5.56%
$292.13 - $333.62 $292 - $334
19 $5.89M
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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