RIPOSTE CAPITAL LLC
Top Portfolio Positions
17 positions ·
$179,720,550 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MTZ |
Mastec Inc
Industrials
|
70,000 | $22,521,800 | 12.53% | |
| B |
Barrick Mining Corp
Basic Materials
|
350,000 | $14,276,500 | 7.94% | |
| MU |
Micron Technology Inc
Technology
|
40,000 | $13,513,600 | 7.52% | |
| COHR |
Coherent Corp.
Technology
|
55,000 | $13,101,550 | 7.29% | |
| TPB |
Turning Point Brands, Inc.
Consumer Defensive
|
150,000 | $13,018,500 | 7.24% | |
| LRCX |
Lam Research Corp
Technology
|
55,000 | $11,751,300 | 6.54% | |
| ONON |
On Holding AG
Consumer Cyclical
|
325,000 | $11,056,500 | 6.15% | |
| GLW |
Corning Inc /Ny
Technology
|
80,000 | $10,877,600 | 6.05% | |
| UBER |
Uber Technologies, Inc
Technology
|
150,000 | $10,789,500 | 6.00% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
175,000 | $10,286,500 | 5.72% |
Portfolio Trend
14 quarters · across all stocks
Holdings in TPB
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,018,500 | 150,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,840,000 | 100,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,414,500 | 75,000 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||