Oak Thistle LLC Incresed Positions in Q4 2024

Oak Thistle LLC

  • $324 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SBAC
Sba Communications Corp

Real Estate
2.86K
+ 76.14%
$198.24 - $249.31 $568K - $714K
6.62K $1.35M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.09K
+ 121.96%
$229.85 - $335.91 $251K - $367K
1.99K $650K
AZO
Autozone Inc

Consumer Cyclical
124
+ 48.63%
$2981.19 - $3370.27 $370K - $418K
379 $1.21M
LKQ
Lkq Corp

Consumer Cyclical
12.9K
+ 60.85%
$36.0 - $39.99 $466K - $518K
34.2K $1.26M
OVV
Ovintiv Inc.

Energy
8.64K
+ 37.51%
$37.74 - $46.71 $326K - $404K
31.7K $1.28M
CVNA
Carvana Co.

Consumer Cyclical
1.74K
+ 115.87%
$175.8 - $260.8 $306K - $453K
3.24K $658K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.95K
+ 44.05%
$55.73 - $66.16 $331K - $394K
19.5K $1.17M
MU
Micron Technology Inc

Technology
6.25K
+ 89.14%
$84.16 - $113.41 $526K - $709K
13.3K $1.12M
EIX
Edison International

Utilities
6.02K
+ 45.17%
$77.93 - $88.36 $469K - $532K
19.4K $1.55M
HIG
Hartford Financial Services Group, Inc.

Financial Services
3.63K
+ 125.1%
$107.06 - $123.74 $388K - $449K
6.53K $714K
IRM
Iron Mountain Inc

Real Estate
3.8K
+ 111.08%
$101.62 - $128.14 $386K - $487K
7.22K $758K
FIVE
Five Below, Inc

Consumer Cyclical
470
+ 3.04%
$83.0 - $115.97 $39K - $54.5K
15.9K $1.67M
LBRDK
Liberty Broadband Corp

Communication Services
4.17K
+ 146.06%
$74.72 - $101.4 $311K - $423K
7.02K $524K
WRB
Berkley W R Corp

Financial Services
4.94K
+ 130.76%
$56.48 - $64.94 $279K - $321K
8.73K $510K
AMED
Amedisys Inc

Healthcare
3.44K
+ 97.62%
$83.78 - $97.71 $288K - $336K
6.96K $632K
RS
Reliance Steel & Aluminum CO

Basic Materials
1.08K
+ 103.74%
$264.2 - $326.32 $286K - $353K
2.12K $571K
FCN
Fti Consulting, Inc

Industrials
1.64K
+ 127.98%
$190.39 - $231.2 $313K - $380K
2.93K $559K
TDG
Trans Digm Group Inc

Industrials
311
+ 38.02%
$1239.0 - $1442.53 $385K - $449K
1.13K $1.43M
SNOW
Snowflake Inc.

Technology
495
+ 10.56%
$109.65 - $186.51 $54.3K - $92.3K
5.18K $800K
SYF
Synchrony Financial

Financial Services
2.86K
+ 62.94%
$49.01 - $68.55 $140K - $196K
7.39K $480K
MAT
Mattel Inc

Consumer Cyclical
14.4K
+ 122.7%
$17.68 - $20.38 $255K - $294K
26.2K $464K
CWEN
Clearway Energy, Inc.

Utilities
14.5K
+ 46.54%
$25.71 - $30.74 $373K - $446K
45.7K $1.19M
DOW
Dow Inc.

Basic Materials
7.27K
+ 172.59%
$39.1 - $55.34 $284K - $402K
11.5K $460K
GOOGL
Alphabet Inc.

Communication Services
900
+ 36.64%
$161.86 - $196.66 $146K - $177K
3.36K $635K
JNPR
Juniper Networks Inc

Technology
7.1K
+ 28.07%
$35.08 - $39.26 $249K - $279K
32.4K $1.21M
NDAQ
Nasdaq, Inc.

Financial Services
2.62K
+ 49.82%
$70.87 - $83.05 $186K - $218K
7.88K $609K
CBSH
Commerce Bancshares Inc

Financial Services
2.68K
+ 15.82%
$57.04 - $74.36 $153K - $199K
19.6K $1.22M
LECO
Lincoln Electric Holdings Inc

Industrials
1.23K
+ 26.22%
$187.47 - $219.94 $230K - $270K
5.91K $1.11M
CMS
Cms Energy Corp

Utilities
3.31K
+ 52.88%
$65.76 - $71.94 $218K - $238K
9.57K $637K
WM
Waste Management Inc

Industrials
998
+ 28.94%
$201.79 - $228.46 $201K - $228K
4.45K $897K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
3.56K
+ 31.53%
$49.84 - $59.6 $177K - $212K
14.8K $786K
CHH
Choice Hotels International Inc

Consumer Cyclical
945
+ 29.87%
$128.7 - $152.73 $122K - $144K
4.11K $583K
ASH
Ashland Global Holdings Inc

Basic Materials
5.25K
+ 39.47%
$70.93 - $87.79 $373K - $461K
18.6K $1.33M
MO
Altria Group, Inc.

Consumer Defensive
2.38K
+ 8.06%
$49.06 - $57.74 $117K - $137K
31.9K $1.67M
XRAY
Dentsply Sirona Inc.

Healthcare
15.2K
+ 93.21%
$17.26 - $26.12 $263K - $398K
31.6K $599K
ROLL
Rbc Bearings Inc

Industrials
540
+ 21.92%
N/A
3K $738K
MHK
Mohawk Industries Inc

Consumer Cyclical
2.98K
+ 50.76%
$116.82 - $161.27 $348K - $480K
8.85K $1.05M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
4.71K
+ 66.46%
$26.77 - $30.82 $126K - $145K
11.8K $318K
EVR
Evercore Inc.

Financial Services
188
+ 15.96%
$247.66 - $315.67 $46.6K - $59.3K
1.37K $378K
SPR
Spirit Aero Systems Holdings, Inc.

Industrials
1.57K
+ 12.06%
$30.22 - $34.08 $47.4K - $53.4K
14.6K $496K
NEM
Newmont Corp

Basic Materials
9.23K
+ 50.57%
$37.0 - $58.68 $341K - $541K
27.5K $1.02M
REXR
Rexford Industrial Realty, Inc.

Real Estate
5.9K
+ 37.71%
$37.97 - $49.45 $224K - $292K
21.5K $832K
Kenvue Inc
3.8K
+ 13.91%
N/A
31.2K $0
Crane Company
4.8K
+ 242.67%
N/A
6.78K $0
WWD
Woodward, Inc.

Industrials
201
+ 2.68%
$159.67 - $187.29 $32.1K - $37.6K
7.69K $1.28M
MTD
Mettler Toledo International Inc

Healthcare
129
+ 21.86%
$1160.67 - $1498.12 $150K - $193K
719 $879K
HII
Huntington Ingalls Industries, Inc.

Industrials
526
+ 8.54%
$184.96 - $264.65 $97.3K - $139K
6.68K $1.26M
Activity Summary
Buys All Purchases 292 New Holdings 194 Increased Positions 98 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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