Investor
RIPOSTE CAPITAL LLC
CIK 0001672355 · filed 2026-05-15 · SEC filing
13F book
$392.4M
Positions
19
11 new · 18 sold
Largest name
5.7%
Mastec Inc · MTZ
Est. mark
$4.92M
Price effect on 8 names still held. Flow −$26.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Mastec Inc | MTZ | 70K | $22.5M | 5.7% | $2.8M | Added$16.7M |
| Birkenstock Holding Plc | BIRK | 600K | $21.5M | 5.5% | −$1.09M | Added$12.7M |
| Qxo Inc | — | 900K | $17.5M | 4.5% | $97.5K | Added$3.01M |
| Barrick Mng Corp | — | 350K | $14.3M | 3.6% | — | New |
| Micron Technology Inc | MU | 40K | $13.5M | 3.4% | $2.1M | Cut$670.1K |
| Coherent Corp. | COHR | 55K | $13.1M | 3.3% | $2.41M | Added$4.8M |
| Turning Pt Brands Inc | — | 150K | $13M | 3.3% | −$2.16M | Added$2.18M |
| Lam Research Corp | LRCX | 55K | $11.8M | 3.0% | — | New |
| On Hldg Ag | — | 325K | $11.1M | 2.8% | −$3.11M | Added−$563.5K |
| Corning Inc | — | 80K | $10.9M | 2.8% | $3.87M | Held |
| Uber Technologies, Inc | UBER | 150K | $10.8M | 2.8% | — | New |
| Freeport-Mcmoran Inc | FCX | 175K | $10.3M | 2.6% | — | New |
| Valero Energy Corp | — | 40K | $9.88M | 2.5% | — | New |
| Carpenter Technology Corp | CRS | 25K | $9.85M | 2.5% | — | New |
| Flutter Entmt Plc | — | 75K | $7.65M | 1.9% | — | New |
| Astera Labs, Inc. | ALAB | 60K | $6.58M | 1.7% | — | New |
| Indivior Pharmaceuticals, Inc. | INDV | 200K | $6.1M | 1.6% | — | New |
| Snap Inc | SNAP | 1.2M | $5.52M | 1.4% | — | New |
| Galaxy Digital Inc. | GLXY | 160K | $2.95M | 0.8% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.