Sandler Capital Management Purchases in Q3 2025

Sandler Capital Management

  • $306 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
APH
Amphenol Corp

Technology
36.5K
New
$97.39 - $125.4 $3.56M - $4.58M
36.5K $4.52M
AAPL
Apple Inc.

Technology
17.1K
New
$202.38 - $256.87 $3.45M - $4.38M
17.1K $4.34M
META
Meta Platforms, Inc.

Communication Services
4.79K
+ 51.31%
$695.21 - $791.73 $3.33M - $3.79M
14.1K $10.4M
DY
Dycom Industries Inc

Industrials
11.2K
New
$244.32 - $294.01 $2.73M - $3.29M
11.2K $3.26M
TJX
Tjx Companies Inc

Consumer Cyclical
21.3K
+ 356.33%
$121.35 - $144.54 $2.59M - $3.08M
27.3K $3.95M
BHP
Bhp Group LTD

Basic Materials
57.1K
New
$48.67 - $56.22 $2.78M - $3.21M
57.1K $3.18M
MLM
Martin Marietta Materials Inc

Basic Materials
4.64K
New
$546.36 - $631.12 $2.54M - $2.93M
4.64K $2.93M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
8.63K
+ 112.1%
$224.68 - $282.71 $1.94M - $2.44M
16.3K $4.56M
CAT
Caterpillar Inc

Industrials
5.84K
New
$390.92 - $477.15 $2.28M - $2.78M
5.84K $2.78M
GLD
Spdr Gold Trust

ETFs
7.7K
New
$300.96 - $355.47 $2.32M - $2.74M
7.7K $2.74M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
33.7K
New
$50.79 - $76.4 $1.71M - $2.57M
33.7K $2.57M
SLV
I Shares Silver Trust

ETFs
59K
New
$32.73 - $42.5 $1.93M - $2.51M
59K $2.5M
HD
Home Depot, Inc.

Consumer Cyclical
6.1K
New
$357.4 - $423.42 $2.18M - $2.58M
6.1K $2.47M
HURN
Huron Consulting Group Inc.

Industrials
15K
New
$121.98 - $146.77 $1.83M - $2.21M
15K $2.21M
MC
Moelis & CO

Financial Services
28.1K
New
$64.0 - $77.75 $1.8M - $2.19M
28.1K $2.01M
PH
Parker Hannifin Corp

Industrials
2.53K
New
$697.13 - $769.67 $1.77M - $1.95M
2.53K $1.92M
BX
Blackstone Inc.

Financial Services
9.77K
+ 86.51%
$152.77 - $188.68 $1.49M - $1.84M
21.1K $3.6M
AVGO
Broadcom Inc.

Technology
5.62K
+ 661.65%
$264.74 - $369.57 $1.49M - $2.08M
6.47K $2.14M
PAAS
Pan American Silver Corp

Basic Materials
43.7K
New
$27.02 - $38.81 $1.18M - $1.7M
43.7K $1.69M
TXT
Textron Inc

Industrials
18.9K
New
$77.02 - $87.21 $1.46M - $1.65M
18.9K $1.6M
PL
Planet Labs Pbc

Industrials
116K
New
$6.14 - $12.98 $715K - $1.51M
116K $1.51M
RGEN
Repligen Corp

Healthcare
11.3K
New
$111.43 - $134.0 $1.26M - $1.51M
11.3K $1.51M
IDXX
Idexx Laboratories Inc

Healthcare
2.36K
New
$514.61 - $682.78 $1.21M - $1.61M
2.36K $1.51M
AXON
Axon Enterprise, Inc.

Industrials
2.11K
+ 458.13%
$698.02 - $870.97 $1.47M - $1.84M
2.57K $1.85M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
11K
New
$99.92 - $146.67 $1.1M - $1.62M
11K $1.46M
MRCY
Mercury Systems Inc

Industrials
18.6K
New
$50.09 - $77.4 $933K - $1.44M
18.6K $1.44M
CTOS
Custom Truck One Source, Inc.

Industrials
221K
New
$4.9 - $6.42 $1.08M - $1.42M
221K $1.42M
KEYS
Keysight Technologies, Inc.

Technology
6.09K
+ 20.4%
$158.51 - $178.15 $966K - $1.09M
36K $6.29M
FOR
Forestar Group Inc.

Real Estate
49.8K
New
$20.87 - $28.72 $1.04M - $1.43M
49.8K $1.32M
URI
United Rentals, Inc.

Industrials
1.38K
New
$774.14 - $975.23 $1.07M - $1.35M
1.38K $1.32M
GNRC
Generac Holdings Inc.

Industrials
7.58K
New
$146.61 - $202.85 $1.11M - $1.54M
7.58K $1.27M
ACM
Aecom

Industrials
9.65K
New
$111.08 - $132.99 $1.07M - $1.28M
9.65K $1.26M
LMT
Lockheed Martin Corp

Industrials
2.39K
New
$410.74 - $499.21 $983K - $1.2M
2.39K $1.2M
NOC
Northrop Grumman Corp

Industrials
1.57K
+ 92.35%
$498.9 - $609.32 $783K - $957K
3.27K $1.99M
GE
General Electric CO

Industrials
3.8K
New
$244.75 - $305.63 $931K - $1.16M
3.8K $1.14M
LHX
L3 Harris Technologies, Inc.

Industrials
3.65K
New
$252.18 - $305.41 $921K - $1.12M
3.65K $1.12M
LEU
Centrus Energy Corp

Energy
3.55K
New
$166.58 - $315.62 $592K - $1.12M
3.55K $1.1M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
6.14K
New
$103.83 - $179.9 $637K - $1.1M
6.14K $1.1M
CBRE
Cbre Group, Inc.

Real Estate
5.73K
+ 52.83%
$137.04 - $165.9 $785K - $950K
16.6K $2.61M
SPXC
Spx Corp

Industrials
4.66K
+ 41.05%
$168.95 - $204.31 $787K - $952K
16K $2.99M
AIT
Applied Industrial Technologies Inc

Industrials
4.1K
New
$242.14 - $275.72 $993K - $1.13M
4.1K $1.07M
UEC
Uranium Energy Corp

Energy
77.7K
New
$5.92 - $13.89 $460K - $1.08M
77.7K $1.04M
DHR
Danaher Corp

Healthcare
5.22K
New
$181.46 - $212.2 $947K - $1.11M
5.22K $1.03M
CBOE
Cboe Global Markets, Inc.

Financial Services
3.39K
+ 32.63%
$231.35 - $253.24 $785K - $859K
13.8K $3.38M
CELH
Celsius Holdings, Inc.

Consumer Defensive
16.6K
New
$42.74 - $62.88 $709K - $1.04M
16.6K $953K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.67K
New
$473.44 - $553.71 $792K - $926K
1.67K $914K
A
Agilent Technologies, Inc.

Healthcare
5.75K
+ 36.31%
$112.04 - $128.75 $644K - $740K
21.6K $2.77M
CRDO
Credo Technology Group Holding LTD

Technology
5.7K
New
$87.59 - $172.31 $499K - $981K
5.7K $829K
WBD
Warner Bros. Discovery, Inc.

Communication Services
41.7K
New
$10.78 - $19.82 $450K - $827K
41.7K $815K
Activity Summary
Buys All Purchases 68 New Holdings 46 Increased Positions 22 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 13 Puts 12
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