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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 55 of 66  ·  1,318 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1081 KRYS KRYSTAL BIOTECH INC Healthcare 1 $177.0 SOLD
1082 VYX NCR VOYIX CORPORATION Technology 14 $176.0 SOLD
1083 EPR EPR PPTYS Real Estate 3 $174.0 SOLD
1084 BYD BOYD GAMING CORP Consumer Cyclical 2 $173.0 SOLD
1085 VRNS VARONIS SYS INC Technology 3 $172.0 SOLD
1086 AX AXOS FINANCIAL INC Financial Services 2 $169.0 SOLD
1087 ESTC ELASTIC N V Technology 2 $169.0 SOLD
1088 CNR CORE NATURAL RESOURCES INC Energy 2 $167.0 SOLD
1089 AMBA AMBARELLA INC Technology 2 $165.0 SOLD
1090 AMR ALPHA METALLURGICAL RESOUR I Energy 1 $164.0 SOLD
1091 PRK PARK NATL CORP Financial Services 1 $163.0 SOLD
1092 RIG TRANSOCEAN LTD Energy 52 $162.0 SOLD
1093 LMND LEMONADE INC Financial Services 3 $161.0 SOLD
1094 KTB KONTOOR BRANDS INC Consumer Cyclical 2 $160.0 SOLD
1095 SWX SOUTHWEST GAS HLDGS INC Utilities 2 $157.0 SOLD
1096 WHR WHIRLPOOL CORP Consumer Cyclical 2 $157.0 SOLD
1097 DORM DORMAN PRODS INC Consumer Cyclical 1 $156.0 SOLD
1098 PATHWARD FINANCIAL INC 2 $148.0 SOLD
1099 MIRM MIRUM PHARMACEUTICALS INC Healthcare 2 $147.0 SOLD
1100 H HYATT HOTELS CORP Consumer Cyclical 1 $142.0 SOLD
Page 55 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%