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MONTANOVA CAPITAL, LLC: RCUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTANOVA CAPITAL, LLC on RCUS, newest first. How the timeline and the estimate are built.

MONTANOVA CAPITAL, LLC held 4,776,423 RCUS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,776,423 shares
    Change vs previous 13F -254,570 shares

    3.09% of the 13F portfolio, value $147,257,121.

    13F-HR 0001172661-26-003727 filed by MONTANOVA CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,030,993 shares
    Change vs previous 13F -157,865 shares

    2.95% of the 13F portfolio, value $108,669,449.

    13F-HR 0001172661-26-002340 filed by MONTANOVA CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,188,858 shares
    Change vs previous 13F +1,500,000 shares

    3.08% of the 13F portfolio, value $123,650,486.

    13F-HR 0001172661-26-001088 filed by MONTANOVA CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,688,858 shares
    Change vs previous 13F 0 shares

    1.52% of the 13F portfolio, value $50,168,469.

    13F-HR 0001172661-25-004838 filed by MONTANOVA CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,688,858 shares
    Change vs previous 13F +1,127,954 shares

    1.13% of the 13F portfolio, value $30,027,304.

    13F-HR 0001172661-25-003289 filed by MONTANOVA CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,560,904 shares
    Change vs previous 13F +1,984,748 shares

    0.81% of the 13F portfolio, value $20,103,096.

    13F-HR 0001172661-25-002306 filed by MONTANOVA CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 576,156 shares
    Change vs previous 13F -87,447 shares

    0.32% of the 13F portfolio, value $8,578,963.

    13F-HR 0001172661-25-001039 filed by MONTANOVA CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 663,603 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $10,146,490.

    13F-HR 0001172661-24-004788 filed by MONTANOVA CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).