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Portfolio (Quarterly) Guide ↗

Tortoise Investment Management, LLC

· CIK 0001599511
13F Portfolio $1.1B AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1554 New
Page 78 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 JBLU JETBLUE AWYS CORP Industrials 2.0 $10.0 NEW $5.00 +0.2%
1542 QXO CALL QXO INC Industrials 100.0 $10.0 NEW $0.10 +17130.0%
1543 MVST MICROVAST HOLDINGS INC Industrials 2.0 $8.0 NEW $4.00 -65.5%
1544 TH TARGET HOSPITALITY CORP Industrials 1.0 $8.0 NEW $8.00 +128.3%
1545 OWL CALL BLUE OWL CAPITAL INC Financial Services 100.0 $7.0 NEW $0.07 +14471.4%
1546 LFST LIFESTANCE HEALTH GROUP INC Healthcare 1.0 $6.0 NEW $6.00 +24.3%
1547 BLDP BALLARD PWR SYS INC NEW Industrials 2.0 $5.0 NEW $2.50 +117.2%
1548 PLUG PLUG POWER INC Industrials 2.0 $5.0 NEW $2.50 +32.4%
1549 COIN PUT COINBASE GLOBAL INC Financial Services 1.0 $4.0 NEW $4.00 +4739.0%
1550 BLSH PUT BULLISH Technology 1.0 $4.0 NEW $4.00 +799.0%
1551 CVNA PUT CARVANA CO Consumer Cyclical 1.0 $3.0 NEW $3.00 +2046.2%
1552 CRWV PUT COREWEAVE INC Technology 1.0 $3.0 NEW $3.00 +3486.0%
1553 PLTR PUT PALANTIR TECHNOLOGIES INC Technology 2.0 $3.0 NEW $1.50 +9043.3%
1554 TOST CALL TOAST INC Technology 100.0 $2.0 NEW $0.02 +116500.0%
Page 78 of 78  ·  1,554 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 63.1%
Technology 16.0%
Industrials 6.2%
Healthcare 3.2%
Consumer Cyclical 3.2%
Consumer Defensive 2.8%
Communication Services 2.6%
Energy 1.4%
Utilities 0.8%
Basic Materials 0.4%