TIM
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Tortoise Investment Management’s SiteOne Landscape Supply SITE Stock Holding History

Tortoise Investment Management’s Portfolio SITE Stock Details SITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3
Closed -$386 – 1237
2025
Q3 		$386 Buy
3
+2
+200% +$271 ﹤0.01% 1225
2025
Q2 		$121 Buy
+1
New +$118 ﹤0.01% 1245
2025
Q1 		– Sell
-297
Closed -$39.1K – 877
2024
Q4 		$39.1K Buy
297
+131
+79% +$18.9K ﹤0.01% 455
2024
Q3 		$25.1K Buy
166
+20
+14% +$2.74K ﹤0.01% 528
2024
Q2 		$17.7K Buy
146
+62
+74% +$9.38K ﹤0.01% 552
2024
Q1 		$14.7K Buy
+84
New +$13.9K ﹤0.01% 568

Other funds holding SITE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return