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Portfolio (Quarterly) Guide ↗

Tortoise Investment Management, LLC

· CIK 0001599511
13F Portfolio $1.1B AUM 240 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 4 New 89 Added 86 Reduced 1318 Exited
Page 50 of 66  ·  1,318 positions
# Ticker Company Sector Shares Value ↓ % Port Status
981 RGEN REPLIGEN CORP Healthcare 3 $401.0 SOLD
982 ROKU ROKU INC Communication Services 4 $401.0 SOLD
983 DAVE INC 2 $399.0 SOLD
984 ELF E L F BEAUTY INC Consumer Defensive 3 $397.0 SOLD
985 NVT NVENT ELECTRIC PLC Industrials 4 $395.0 SOLD
986 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 16 $394.0 SOLD
987 CHDN CHURCHILL DOWNS INC Consumer Cyclical 4 $388.0 SOLD
988 MUSA MURPHY USA INC Consumer Cyclical 1 $388.0 SOLD
989 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 3 $386.0 SOLD
990 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 3 $385.0 SOLD
991 Z ZILLOW GROUP INC Communication Services 5 $385.0 SOLD
992 AXS AXIS CAP HLDGS LTD Financial Services 4 $383.0 SOLD
993 ROAD CONSTRUCTION PARTNERS INC Industrials 3 $381.0 SOLD
994 ONON ON HLDG AG Consumer Cyclical 9 $381.0 SOLD
995 APG API GROUP CORP Industrials 11 $378.0 SOLD
996 ITRI ITRON INC Technology 3 $374.0 SOLD
997 BHF BRIGHTHOUSE FINL INC Financial Services 7 $372.0 SOLD
998 PFSI PENNYMAC FINL SVCS INC NEW Financial Services 3 $372.0 SOLD
999 AR ANTERO RESOURCES CORP Energy 11 $369.0 SOLD
1000 HWKN HAWKINS INC Basic Materials 2 $365.0 SOLD
Page 50 of 66  ·  1,318 positions
Sector Allocation
Financial Services 66.7%
Technology 17.2%
Industrials 4.5%
Healthcare 2.9%
Consumer Cyclical 2.7%
Consumer Defensive 2.5%
Communication Services 2.4%
Energy 0.9%
Utilities 0.2%