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
URGN
Uro Gen Pharma Ltd.

Healthcare
50
+ 166.67%
$10.52 - $13.11 $526 - $656
80 $852K
PSMT
Pricesmart Inc

Consumer Defensive
5
+ 20.0%
$83.08 - $96.92 $415 - $485
30 $2.77M
LNN
Lindsay Corp

Industrials
4
+ 400.0%
$112.21 - $133.52 $449 - $534
5 $592K
LZB
La Z Boy Inc

Consumer Cyclical
10
+ 22.22%
$38.05 - $46.11 $381 - $461
55 $2.4M
APLE
Apple Hospitality Reit, Inc.

Real Estate
25
+ 15.63%
$14.68 - $16.32 $367 - $408
185 $2.84M
WTTR
Select Energy Services, Inc.

Energy
15
+ 12.0%
$10.31 - $15.0 $155 - $225
140 $1.85M
DRH
Diamond Rock Hospitality CO

Real Estate
45
+ 25.0%
$8.57 - $9.74 $386 - $438
225 $2.03M
Vitesse Energy Inc Common Stock
15
+ 17.05%
N/A
103 $2.58M
FRST
Primis Financial Corp.

Financial Services
40
+ 266.67%
$11.12 - $12.78 $445 - $511
55 $641K
GNL
Global Net Lease, Inc.

Real Estate
105
+ 38.18%
$7.02 - $8.61 $737 - $904
380 $2.77M
ARIS
Aris Water Solutions, Inc.

Utilities
10
+ 33.33%
$15.05 - $27.52 $151 - $275
40 $958K
GNE
Genie Energy Ltd.

Utilities
30
+ 120.0%
$14.47 - $16.97 $434 - $509
55 $857K
GCO
Genesco Inc

Consumer Cyclical
5
+ 33.33%
$24.92 - $43.99 $125 - $220
20 $855K
TVTX
Travere Therapeutics, Inc.

Healthcare
5
+ 4.76%
$13.65 - $19.85 $68.3 - $99.3
110 $1.92M
LMAT
Lemaitre Vascular Inc

Healthcare
5
+ 25.0%
$85.64 - $107.97 $428 - $540
25 $2.3M
HOPE
Hope Bancorp Inc

Financial Services
40
+ 23.53%
$12.08 - $14.35 $483 - $574
210 $2.58M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
10
+ 6.67%
$9.71 - $15.34 $97.1 - $153
160 $2.13M
FFIN
First Financial Bankshares Inc

Financial Services
15
+ 15.0%
$35.49 - $43.05 $532 - $646
115 $4.15M
PARR
Par Pacific Holdings, Inc.

Energy
30
+ 75.0%
$15.09 - $19.32 $453 - $580
70 $1.15M
CRH.L
Crh PLC

Basic Materials
6
+ 1.16%
N/A
525 $48.6M
CERS
Cerus Corp

Healthcare
295
+ 421.43%
$1.52 - $2.03 $448 - $599
365 $562K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
5
+ 11.11%
$74.18 - $85.35 $371 - $427
50 $3.85M
NSSC
Napco Security Technologies, Inc

Industrials
15
+ 75.0%
$34.51 - $42.2 $518 - $633
35 $1.25M
CF
Cf Industries Holdings, Inc.

Basic Materials
6
+ 3.64%
$81.39 - $94.14 $488 - $565
171 $14.6M
RVLV
Revolve Group, Inc.

Consumer Cyclical
5
+ 16.67%
$23.44 - $38.8 $117 - $194
35 $1.17M
EYE
National Vision Holdings, Inc.

Consumer Cyclical
45
+ 50.0%
$9.69 - $12.45 $436 - $560
135 $1.41M
XPOF
Xponential Fitness, Inc.

Consumer Cyclical
30
+ 150.0%
$11.87 - $16.4 $356 - $492
50 $673K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
15
+ 8.57%
$6.75 - $10.44 $101 - $157
190 $1.71M
COUR
Coursera, Inc.

Consumer Defensive
40
+ 27.59%
$6.84 - $8.85 $274 - $354
185 $1.57M
Xperi Inc Common Stock
30
+ 27.27%
N/A
140 $1.44M
SRI
Stoneridge Inc

Consumer Cyclical
75
+ 750.0%
$5.69 - $10.58 $427 - $794
85 $533K
DVAX
Dynavax Technologies Corp

Healthcare
20
+ 20.0%
$10.28 - $13.66 $206 - $273
120 $1.53M
LBRT
Liberty Energy Inc.

Energy
15
+ 10.0%
$16.68 - $20.84 $250 - $313
165 $3.28M
LKFN
Lakeland Financial Corp

Financial Services
5
+ 25.0%
$61.39 - $75.85 $307 - $379
25 $1.72M
VECO
Veeco Instruments Inc

Technology
25
+ 62.5%
$25.99 - $33.75 $650 - $844
65 $1.74M
CTS
Cts Corp

Technology
5
+ 14.29%
$46.79 - $58.97 $234 - $295
40 $2.11M
VCV
Invesco California Value Municipal Income Trust

Financial Services
24
+ 0.74%
$10.06 - $10.97 $241 - $263
3.28K $35.9M
MLR
Miller Industries Inc

Consumer Cyclical
5
+ 25.0%
$59.86 - $76.87 $299 - $384
25 $1.63M
APAM
Artisan Partners Asset Management Inc.

Financial Services
10
+ 15.38%
$41.74 - $49.17 $417 - $492
75 $3.23M
TSN
Tyson Foods, Inc.

Consumer Defensive
8
+ 34.78%
$57.14 - $64.54 $457 - $516
31 $1.78M
FFIC
Flushing Financial Corp

Financial Services
30
+ 50.0%
$13.87 - $18.2 $416 - $546
90 $1.29M
LPI
Laredo Petroleum, Inc.

Energy
10
+ 40.0%
N/A
35 $1.08M
UUUU
Energy Fuels Inc

Energy
90
+ 60.0%
$5.11 - $7.29 $460 - $656
240 $1.23M
OLP
One Liberty Properties Inc

Real Estate
15
+ 150.0%
$26.35 - $30.15 $395 - $452
25 $681K
DOV
Dover Corp

Industrials
15
+ 2.58%
$184.72 - $206.51 $2.77K - $3.1K
597 $112M
REPX
Riley Exploration Permian, Inc.

Energy
10
+ 66.67%
$25.96 - $36.88 $260 - $369
25 $798K
TNDM
Tandem Diabetes Care Inc

Healthcare
20
+ 40.0%
$27.34 - $41.78 $547 - $836
70 $2.52M
VICR
Vicor Corp

Technology
5
+ 20.0%
$40.19 - $60.94 $201 - $305
30 $1.45M
OSUR
Orasure Technologies Inc

Healthcare
130
+ 118.18%
$3.58 - $4.4 $465 - $572
240 $866K
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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