Tortoise Investment Management, LLC OLLI OLLIES BARGAIN OUTLET HLDGS

Ownership history in Tortoise Investment Management, LLC  ·  3 quarters on record

AI Ownership Summary

Tortoise Investment Management, LLC reported OLLIES BARGAIN OUTLET HLDGS (OLLI) in 3 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows OLLI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OLLI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Tortoise Investment Management, LLC's position in OLLIES BARGAIN OUTLET HLDGS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

OLLI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Tortoise Investment Management, LLC held OLLI — position size vs. price
% of Fund (quarterly)    OLLI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 3 +2 +200.0% 0.00% $385 2025-11-13 $126.32
2025 Q2 REDUCED 99.8% -0.2% 1 -412 -99.8% 0.00% $132 2025-08-08 $135.10
2024 Q4 INITIATED 413 0.00% $45K 2025-02-07 $104.71

FAQ About Tortoise Investment Management, LLC and OLLI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Tortoise Investment Management, LLC reported owning OLLI?

Tortoise Investment Management, LLC reported OLLI across 3 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported OLLI position in Tortoise Investment Management, LLC's portfolio?

The largest reported portfolio weight for OLLI was 0.00% in 2024 Q4.

What is the latest reported OLLI position on this page?

The most recent filing on this page is 2025 Q3, when Tortoise Investment Management, LLC reported 3 shares, equal to 0.00% of portfolio, with an estimated market value of $385.

What does the chart on this OLLI ownership page compare?

The chart compares Tortoise Investment Management, LLC's quarterly OLLI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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