Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RIPOSTE CAPITAL LLC (CIK 1672355) reported $392.4M across 16 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($107.8M, 27.47%), ILCG ($41.7M, 10.63%), MTZ ($22.5M, 5.74%), ($21.5M, 5.48%), ($17.5M, 4.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | $107.8M | 27.47% | 150,000 | Added |
| 2 | ILCG | ISHARES TR | $41.7M | 10.63% | 150,000 | Trimmed |
| 3 | MTZ | MASTEC INC | $22.5M | 5.74% | 70,000 | Added |
| 4 | BIRKENSTOCK HOLDING PLC | $21.5M | 5.48% | 600,000 | Added | |
| 5 | QXO INC | $17.5M | 4.45% | 900,000 | Added | |
| 6 | B | BARRICK MNG CORP | $14.3M | 3.64% | 350,000 | New |
| 7 | CIA | CITIZENS INC | $13.7M | 3.49% | 2.5M | Added |
| 8 | MU | MICRON TECHNOLOGY INC | $13.5M | 3.44% | 40,000 | Trimmed |
| 9 | COHR | COHERENT CORP | $13.1M | 3.34% | 55,000 | Added |
| 10 | TPB | TURNING PT BRANDS INC | $13.0M | 3.32% | 150,000 | Added |
| 11 | LRCX | LAM RESEARCH CORP | $11.8M | 2.99% | 55,000 | New |
| 12 | ONON | ON HLDG AG | $11.1M | 2.82% | 325,000 | Added |
| 13 | GLW | CORNING INC | $10.9M | 2.77% | 80,000 | Hold |
| 14 | UBER | UBER TECHNOLOGIES INC | $10.8M | 2.75% | 150,000 | New |
| 15 | HPKEW | HIGHPEAK ENERGY INC | $10.5M | 2.68% | 1.6M | Trimmed |
| 16 | FCX | FREEPORT MCMORAN INC | $10.3M | 2.62% | 175,000 | New |
| 17 | VLO | VALERO ENERGY CORP | $9.9M | 2.52% | 40,000 | New |
| 18 | CRS | CARPENTER TECHNOLOGY CORP | $9.9M | 2.51% | 25,000 | New |
| 19 | FLUT | FLUTTER ENTMT PLC | $7.6M | 1.95% | 75,000 | New |
| 20 | ALAB | ASTERA LABS INC | $6.6M | 1.68% | 60,000 | New |
| 21 | INDIVIOR PHARMCEUTICALS INC | $6.1M | 1.55% | 200,000 | New | |
| 22 | SNAP | SNAP INC | $5.5M | 1.41% | 1.2M | New |
| 23 | GLXY | GALAXY DIGITAL INC. | $3.0M | 0.75% | 160,000 | New |
| 24 | BABA | ALIBABA GROUP HLDG | $0 | 0.00% | 0 | Exited |
| 25 | GOOGL | ALPHABET INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31