Rothschild Investment LLC Incresed Positions in Q4 2024

Rothschild Investment LLC

  • $1.53 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LXU
Lsb Industries, Inc.

Basic Materials
15
+ 20.0%
$7.53 - $9.56 $113 - $143
90 $683K
RBB
Rbb Bancorp

Financial Services
5
+ 50.0%
N/A
15 $307K
ILPT
Industrial Logistics Properties Trust

Real Estate
50
+ 51.55%
$3.25 - $4.64 $163 - $232
147 $538K
ITT
Itt Inc.

Industrials
1
+ 9.09%
$140.12 - $159.62 $140 - $160
12 $1.73M
CPNG
Coupang, Inc.

Consumer Cyclical
5
+ 33.33%
$21.98 - $26.89 $110 - $134
20 $440K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
6
+ 15.79%
$26.79 - $30.35 $161 - $182
44 $1.2M
DK
Delek Us Holdings, Inc.

Energy
5
+ 5.56%
$15.4 - $20.37 $77 - $102
95 $1.76M
Teekay Corporation LTD Shs
15
+ 100.0%
N/A
30 $208K
CSTL
Castle Biosciences Inc

Healthcare
5
+ 14.29%
$26.52 - $34.67 $133 - $173
40 $1.07M
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
10
+ 20.0%
$10.51 - $12.35 $105 - $124
60 $641K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
517
+ 200.39%
$27.54 - $83.04 $14.2K - $42.9K
775 $21.5M
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
15
+ 11.11%
$8.61 - $9.3 $129 - $140
150 $1.3M
EPC
Edgewell Personal Care CO

Consumer Defensive
5
+ 12.5%
$33.5 - $38.25 $168 - $191
45 $1.51M
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
10
+ 20.0%
$45.4 - $56.61 $454 - $566
60 $2.77M
UDR
Udr, Inc.

Real Estate
40
+ 4.57%
$41.3 - $46.33 $1.65K - $1.85K
915 $39.7M
BGS
B&G Foods, Inc.

Consumer Defensive
15
+ 50.0%
$6.21 - $8.91 $93.2 - $134
45 $310K
LOVE
Lovesac CO

Consumer Cyclical
5
+ 33.33%
$22.7 - $38.64 $114 - $193
20 $473K
NLOK
Norton Life Lock Inc.

Technology
2
+ 0.82%
N/A
246 $6.74M
YEXT
Yext, Inc.

Technology
20
+ 12.9%
$6.21 - $8.6 $124 - $172
175 $1.11M
UCTT
Ultra Clean Holdings, Inc.

Technology
5
+ 14.29%
$33.45 - $40.93 $167 - $205
40 $1.44M
NSIT
Insight Enterprises Inc

Technology
9
+ 42.86%
$149.61 - $224.73 $1.35K - $2.02K
30 $4.56M
HONE
Harbor One Bancorp, Inc.

Financial Services
10
+ 14.29%
$11.46 - $13.49 $115 - $135
80 $946K
LRMR
Larimar Therapeutics, Inc.

Healthcare
20
+ 133.33%
$3.8 - $9.29 $76 - $186
35 $135K
CPK
Chesapeake Utilities Corp

Utilities
3
+ 2.56%
$116.24 - $133.18 $349 - $400
120 $14.6M
NRG
Nrg Energy, Inc.

Utilities
1
+ 1.43%
$85.3 - $101.61 $85.3 - $102
71 $6.41M
ALTG
Alta Equipment Group Inc.

Industrials
5
+ 16.67%
$5.76 - $8.46 $28.8 - $42.3
35 $229K
GOGL
Golden Ocean Group LTD

Industrials
30
+ 54.55%
$8.62 - $13.16 $259 - $395
85 $762K
ASIX
Advan Six Inc.

Basic Materials
5
+ 8.06%
$27.85 - $32.87 $139 - $164
67 $1.91M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
10
+ 16.67%
$20.06 - $25.14 $201 - $251
70 $1.48M
SHOO
Steven Madden, Ltd.

Consumer Cyclical
15
+ 15.79%
$41.59 - $49.7 $624 - $746
110 $4.68M
AVTR
Avantor, Inc.

Basic Materials
2
+ 40.0%
$19.72 - $25.54 $39.4 - $51.1
7 $147K
SCS
Steelcase Inc

Industrials
20
+ 15.27%
$11.65 - $13.72 $233 - $274
151 $1.79M
BTBT
Bit Digital, Inc

Financial Services
30
+ 22.22%
$2.93 - $5.52 $87.9 - $166
165 $483K
Enliven Therapeutics Inc Com
5
+ 14.29%
N/A
40 $900K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
25
+ 35.71%
$11.46 - $17.04 $287 - $426
95 $1.16M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1
+ 1.37%
$33.7 - $37.69 $33.7 - $37.7
74 $2.53M
LAB
Standard Biotools Inc.

Healthcare
40
+ 10.1%
$1.5 - $2.26 $60 - $90.4
436 $763K
FNDA
Schwab Fundamental U S Small C

ETFs
14
+ 100.0%
$29.26 - $59.11 $410 - $828
28 $832K
DBI
Designer Brands Inc.

Consumer Cyclical
20
+ 36.36%
$4.66 - $6.85 $93.2 - $137
75 $401K
APD
Air Products & Chemicals, Inc.

Basic Materials
14
+ 2.65%
$285.5 - $335.62 $4K - $4.7K
543 $157M
YMAB
Y M Abs Therapeutics, Inc.

Healthcare
15
+ 60.0%
$7.76 - $15.69 $116 - $235
40 $313K
SG
Sweetgreen, Inc.

Consumer Cyclical
10
+ 10.0%
$31.7 - $43.97 $317 - $440
110 $3.53M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
11
+ 3.33%
$115.08 - $119.55 $1.27K - $1.32K
341 $39.4M
RWT
Redwood Trust Inc

Real Estate
25
+ 16.45%
$6.44 - $7.7 $161 - $193
177 $1.16M
ABR
Arbor Realty Trust Inc

Real Estate
20
+ 11.43%
$13.66 - $15.64 $273 - $313
195 $2.7M
ADNT
Adient PLC

Consumer Cyclical
35
+ 29.91%
$16.85 - $22.74 $590 - $796
152 $2.62M
CLNE
Clean Energy Fuels Corp.

Energy
10
+ 12.5%
$2.49 - $3.26 $24.9 - $32.6
90 $226K
CFB
Crossfirst Bankshares, Inc.

Financial Services
5
+ 7.69%
$15.15 - $17.96 $75.8 - $89.8
70 $1.06M
FATE
Fate Therapeutics Inc

Healthcare
30
+ 75.0%
$1.61 - $3.35 $48.3 - $101
70 $116K
Activity Summary
Buys All Purchases 1499 New Holdings 211 Increased Positions 1288 Sells All Sells 759 Reductions 756 Sold out 3 Options Calls 0 Puts 0
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