RIPOSTE CAPITAL LLC
23 holdingsFiling period: 2026-03-31Current AUM: $453.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 150.0K | $107.8M | $123.8M | 27.31% | +50.0K | 2026-03-31 |
| 2 | OEF | ISHARES TR | 150.0K | $41.7M | $48.4M | 10.67% | -150,000 | 2026-03-31 |
| 3 | MTZ | MASTEC INC | 70.0K | $22.5M | $18.4M | 4.06% | +43.1K | 2026-03-31 |
| 4 | — | BIRKENSTOCK HOLDING PLC | 600.0K | $21.5M | $21.5M | 4.74% | +385.4K | 2026-03-31 |
| 5 | — | QXO INC | 900.0K | $17.5M | $17.5M | 3.86% | +150.0K | 2026-03-31 |
| 6 | B | BARRICK MNG CORP | 350.0K | $14.3M | $12.9M | 2.84% | -- | 2026-03-31 |
| 7 | CIA | CITIZENS INC | 2.54M | $13.7M | $12.9M | 2.84% | +735.0K | 2026-03-31 |
| 8 | MU | MICRON TECHNOLOGY INC | 40.0K | $13.5M | $32.9M | 7.26% | -5,000 | 2026-03-31 |
| 9 | COHR | COHERENT CORP | 55.0K | $13.1M | $14.5M | 3.19% | +10.0K | 2026-03-31 |
| 10 | TPB | TURNING PT BRANDS INC | 150.0K | $13.0M | $11.2M | 2.47% | +50.0K | 2026-03-31 |
| 11 | LRCX | LAM RESEARCH CORP | 55.0K | $11.8M | $16.1M | 3.55% | -- | 2026-03-31 |
| 12 | — | ON HLDG AG | 325.0K | $11.1M | $11.1M | 2.44% | +75.0K | 2026-03-31 |
| 13 | GLW | CORNING INC | 80.0K | $10.9M | $11.1M | 2.44% | -- | 2026-03-31 |
| 14 | UBER | UBER TECHNOLOGIES INC | 150.0K | $10.8M | $10.6M | 2.33% | -- | 2026-03-31 |
| 15 | HPK | HIGHPEAK ENERGY INC | 1.55M | $10.5M | $10.9M | 2.40% | -125,000 | 2026-03-31 |
| 16 | FCX | FREEPORT MCMORAN INC | 175.0K | $10.3M | $11.0M | 2.42% | -- | 2026-03-31 |
| 17 | VLO | VALERO ENERGY CORP | 40.0K | $9.9M | $12.5M | 2.76% | -- | 2026-03-31 |
| 18 | CRS | CARPENTER TECHNOLOGY CORP | 25.0K | $9.9M | $13.0M | 2.87% | -- | 2026-03-31 |
| 19 | — | FLUTTER ENTMT PLC | 75.0K | $7.6M | $7.6M | 1.69% | -- | 2026-03-31 |
| 20 | ALAB | ASTERA LABS INC | 60.0K | $6.6M | $18.7M | 4.12% | -- | 2026-03-31 |
| 21 | INDV | INDIVIOR PHARMCEUTICALS INC | 200.0K | $6.1M | $8.0M | 1.77% | -- | 2026-03-31 |
| 22 | SNAP | SNAP INC | 1.20M | $5.5M | $5.6M | 1.24% | -- | 2026-03-31 |
| 23 | GLXY | GALAXY DIGITAL INC. | 160.0K | $3.0M | $3.4M | 0.74% | -- | 2026-03-31 |
← Scroll →