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Tortoise Investment Management’s Monarch Casino & Resort MCRI Stock Holding History

Tortoise Investment Management’s Portfolio MCRI Stock Details MCRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1
Closed -$106 – 937
2025
Q3 		$106 Buy
+1
New +$100 ﹤0.01% 1377

Other funds holding MCRI

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Vanguard Group
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DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Tortoise Investment Management's MCRI Position: Q4 2025 in Review

Tortoise Investment Management sold out of Monarch Casino & Resort (MCRI) in Q4 2025, closing a stake of 1 share — an estimated $106 sold.

Tortoise Investment Management first reported a position in MCRI in Q3 2025 and held it in 1 quarter. The position peaked at $106 in Q3 2025. 225 funds tracked by Wall St. Rank hold MCRI as of Q4 2025.

  • Tortoise Investment Management reported no remaining Monarch Casino & Resort position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1 Monarch Casino & Resort share in Q4 2025, an estimated $106.
  • Tortoise Investment Management first reported a position in Monarch Casino & Resort in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's Monarch Casino & Resort position peaked at $106 in Q3 2025.
  • 225 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.