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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 63 of 66  ·  1,318 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1241 LW LAMB WESTON HLDGS INC Consumer Defensive 1 $58.0 SOLD
1242 PEGA PEGASYSTEMS INC Technology 1 $58.0 SOLD
1243 STWD STARWOOD PPTY TR INC Real Estate 3 $58.0 SOLD
1244 MTG MGIC INVT CORP WIS Financial Services 2 $57.0 SOLD
1245 NYT NEW YORK TIMES CO Communication Services 1 $57.0 SOLD
1246 TPG TPG INC Financial Services 1 $57.0 SOLD
1247 TRNO TERRENO RLTY CORP Real Estate 1 $57.0 SOLD
1248 ZION ZIONS BANCORPORATION N A Financial Services 1 $57.0 SOLD
1249 TECH BIO-TECHNE CORP Healthcare 1 $56.0 SOLD
1250 FBK FB FINL CORP Financial Services 1 $56.0 SOLD
1251 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 1 $56.0 SOLD
1252 CORZ CORE SCIENTIFIC INC NEW Technology 3 $54.0 SOLD
1253 ALRM ALARM COM HLDGS INC Technology 1 $53.0 SOLD
1254 CRC CALIFORNIA RES CORP Energy 1 $53.0 SOLD
1255 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 1 $53.0 SOLD
1256 LAZ LAZARD INC Financial Services 1 $53.0 SOLD
1257 SMBC SOUTHERN MO BANCORP INC Financial Services 1 $53.0 SOLD
1258 SPB SPECTRUM BRANDS HLDGS INC NE Consumer Defensive 1 $53.0 SOLD
1259 VLYPN VALLEY NATL BANCORP Financial Services 5 $53.0 SOLD
1260 BBIO BRIDGEBIO PHARMA INC Healthcare 1 $52.0 SOLD
Page 63 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%