Oak Thistle LLC Incresed Positions in Q3 2025

Oak Thistle LLC

  • $618 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LITE
Lumentum Holdings Inc.

Technology
28.9K
+ 337.88%
$90.44 - $171.5 $2.61M - $4.95M
37.4K $6.09M
NEM
Newmont Corp

Basic Materials
50.5K
+ 156.67%
$57.35 - $85.25 $2.9M - $4.3M
82.7K $6.97M
WDC
Western Digital Corp

Technology
18.7K
+ 58.14%
$63.84 - $120.06 $1.19M - $2.24M
50.7K $6.09M
DECK
Deckers Outdoor Corp

Consumer Cyclical
37.3K
+ 1102.54%
$95.32 - $123.91 $3.56M - $4.62M
40.7K $4.12M
QRVO
Qorvo, Inc.

Technology
37.3K
+ 482.18%
$83.6 - $96.31 $3.12M - $3.59M
45K $4.1M
CRM
Salesforce, Inc.

Technology
15.3K
+ 109.04%
$231.66 - $273.65 $3.54M - $4.19M
29.3K $6.95M
OSK
Oshkosh Corp

Industrials
22.5K
+ 264.8%
$118.16 - $143.44 $2.66M - $3.22M
31K $4.02M
THO
Thor Industries Inc

Consumer Cyclical
28.2K
+ 870.94%
$88.76 - $112.33 $2.5M - $3.16M
31.4K $3.26M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
114K
+ 192.92%
$25.5 - $35.2 $2.91M - $4.02M
173K $4.42M
HSY
Hershey CO

Consumer Defensive
12.2K
+ 436.47%
$161.95 - $193.45 $1.98M - $2.37M
15K $2.81M
PCG
Pg&E Corp

Utilities
121K
+ 91.17%
$13.0 - $15.73 $1.58M - $1.91M
254K $3.83M
ZBRA
Zebra Technologies Corp

Technology
6.48K
+ 299.72%
$296.92 - $341.36 $1.92M - $2.21M
8.64K $2.57M
HBAN
Huntington Bancshares Inc

Financial Services
105K
+ 72.58%
$15.87 - $17.88 $1.66M - $1.87M
249K $4.3M
ETSY
Etsy Inc

Consumer Cyclical
25.7K
+ 284.67%
$51.36 - $74.34 $1.32M - $1.91M
34.7K $2.3M
APH
Amphenol Corp

Technology
13.1K
+ 164.09%
$97.39 - $125.4 $1.28M - $1.65M
21.1K $2.61M
UGI
Ugi Corp

Utilities
57.4K
+ 197.81%
$32.64 - $37.14 $1.87M - $2.13M
86.4K $2.87M
BRO
Brown & Brown, Inc.

Financial Services
20.4K
+ 330.4%
$90.88 - $108.93 $1.86M - $2.23M
26.6K $2.5M
CELH
Celsius Holdings, Inc.

Consumer Defensive
24.4K
+ 73.12%
$42.74 - $62.88 $1.04M - $1.54M
57.9K $3.33M
MU
Micron Technology Inc

Technology
42
+ 0.11%
$104.88 - $168.89 $4.4K - $7.09K
38.3K $6.41M
BKNG
Booking Holdings Inc.

Consumer Cyclical
304
+ 201.32%
$5364.25 - $5815.92 $1.63M - $1.77M
455 $2.46M
DE
Deere & CO

Industrials
3.75K
+ 118.39%
$457.26 - $524.37 $1.72M - $1.97M
6.93K $3.17M
APA
Apa Corp

Energy
51.1K
+ 106.83%
$18.06 - $24.69 $923K - $1.26M
98.9K $2.4M
EXPE
Expedia Group, Inc.

Consumer Cyclical
6.25K
+ 162.53%
$171.01 - $228.24 $1.07M - $1.43M
10.1K $2.16M
DHI
Horton D R Inc

Consumer Cyclical
6.59K
+ 88.06%
$129.82 - $184.04 $856K - $1.21M
14.1K $2.39M
LOW
Lowes Companies Inc

Consumer Cyclical
4.95K
+ 176.33%
$215.01 - $273.02 $1.06M - $1.35M
7.76K $1.95M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
13.2K
+ 413.57%
$90.62 - $107.71 $1.2M - $1.42M
16.4K $1.61M
CPT
Camden Property Trust

Real Estate
12.5K
+ 288.57%
$104.05 - $115.69 $1.3M - $1.44M
16.8K $1.79M
TWLO
Twilio Inc

Communication Services
15.2K
+ 162.14%
$92.44 - $132.7 $1.41M - $2.02M
24.6K $2.47M
U
Unity Software Inc.

Technology
20.4K
+ 69.69%
$24.01 - $46.53 $490K - $951K
49.7K $1.99M
RGLD
Royal Gold Inc

Basic Materials
6.11K
+ 264.29%
$151.42 - $200.58 $926K - $1.23M
8.43K $1.69M
CHE
Chemed Corp

Healthcare
3.06K
+ 105.64%
$412.3 - $483.92 $1.26M - $1.48M
5.95K $2.66M
SAM
Boston Beer CO Inc

Consumer Defensive
5.73K
+ 540.25%
$191.38 - $226.97 $1.1M - $1.3M
6.79K $1.44M
CSGP
Costar Group, Inc.

Real Estate
13.4K
+ 310.62%
$81.42 - $96.83 $1.09M - $1.3M
17.7K $1.49M
DOV
Dover Corp

Industrials
7.54K
+ 100.68%
$165.59 - $190.9 $1.25M - $1.44M
15K $2.51M
SNOW
Snowflake Inc.

Technology
4.98K
+ 134.81%
$191.73 - $241.0 $955K - $1.2M
8.67K $1.96M
KMPR
Kemper Corp

Financial Services
23.8K
+ 300.11%
$48.42 - $64.74 $1.15M - $1.54M
31.7K $1.64M
TTC
Toro CO

Industrials
14.5K
+ 475.95%
$72.64 - $82.54 $1.05M - $1.2M
17.5K $1.34M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
4.42K
+ 110.75%
$259.44 - $278.65 $1.15M - $1.23M
8.41K $2.18M
DKNG
Draft Kings Inc.

Consumer Cyclical
35.3K
+ 75.76%
$37.4 - $48.23 $1.32M - $1.7M
81.9K $3.06M
ADM
Archer Daniels Midland CO

Consumer Defensive
16.3K
+ 356.05%
$53.54 - $64.21 $874K - $1.05M
20.9K $1.25M
AIG
American International Group, Inc.

Financial Services
13.3K
+ 117.43%
$76.34 - $85.87 $1.02M - $1.14M
24.6K $1.93M
UNH
Unitedhealth Group Inc

Healthcare
2.49K
+ 78.65%
$237.77 - $353.61 $591K - $879K
5.65K $1.95M
JBL
Jabil Inc

Technology
4.42K
+ 142.7%
$202.08 - $234.45 $893K - $1.04M
7.51K $1.63M
PR
Permian Resources Corporation

Energy
67.1K
+ 127.7%
$12.8 - $14.51 $859K - $974K
120K $1.64M
ASH
Ashland Global Holdings Inc

Basic Materials
19.1K
+ 171.0%
$47.62 - $56.6 $908K - $1.08M
30.2K $1.45M
STWD
Starwood Property Trust, Inc.

Real Estate
47.2K
+ 112.02%
$19.37 - $20.97 $915K - $991K
89.4K $1.73M
LPX
Louisiana Pacific Corp

Industrials
9.05K
+ 61.62%
$83.39 - $102.75 $755K - $930K
23.7K $2.11M
TPG
Tpg Inc.

Financial Services
13K
+ 87.36%
$52.84 - $64.4 $688K - $839K
27.9K $1.6M
VRSN
Verisign Inc

Technology
3.04K
+ 64.4%
$263.02 - $305.98 $799K - $929K
7.75K $2.17M
Activity Summary
Buys All Purchases 331 New Holdings 216 Increased Positions 115 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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