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RIPOSTE CAPITAL LLC

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13F filer, CIK 1672355, NEW YORK, NY

RIPOSTE CAPITAL LLC reported $392,389,050 across 23 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 68.17% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001672355-26-000004

Period
2026-03-31
Reported value
$392M
Holdings
23
Top 10 weight
68.17%
New
11
Sold out
20

Largest buys vs the previous quarter

SecurityShares changeApprox. value
Bnew+350,000$14.3M
MTZadded+43,141$13.9M
BIRKENSTOCK HOLDING PLCadded+385,390$13.8M
LRCXnew+55,000$11.8M
UBERnew+150,000$10.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GOOGLexited-70,000-$21.9M
FSLRexited-65,000-$17M
SNexited-110,000-$12.3M
FCNCAexited-5,500-$11.8M
VIKexited-150,000-$10.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001672355-26-000004, largest first. % of portfolio is the value over $218,696,550, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MTZMASTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,859 shares; 2026Q1: 70,000 shares 70,000$22.5M10.3%+43,141Timeline
BIRKENSTOCK HOLDING PLCBIRKENSTOCK HOLDING PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300,000 shares; 2025Q3: 450,000 shares; 2025Q4: 214,610 shares; 2026Q1: 600,000 shares 600,000$21.5M9.83%+385,390
QXO INCQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700,000 shares; 2025Q4: 750,000 shares; 2026Q1: 900,000 shares 900,000$17.5M7.99%+150,000
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350,000 shares 350,000$14.3M6.53%newTimeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,000 shares; 2026Q1: 40,000 shares 40,000$13.5M6.18%-5,000Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,000 shares; 2026Q1: 55,000 shares 55,000$13.1M5.99%+10,000Timeline
TPBTURNING PT BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,000 shares; 2025Q4: 100,000 shares; 2026Q1: 150,000 shares 150,000$13M5.95%+50,000Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,000 shares 55,000$11.8M5.37%newTimeline
ONONON HLDG AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125,000 shares; 2025Q1: 90,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250,000 shares; 2026Q1: 325,000 shares 325,000$11.1M5.06%+75,000Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,000 shares; 2026Q1: 80,000 shares 80,000$10.9M4.97%0Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150,000 shares 150,000$10.8M4.93%newTimeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175,000 shares 175,000$10.3M4.7%newTimeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,000 shares 40,000$9.88M4.52%newTimeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,000 shares 25,000$9.85M4.51%newTimeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,000 shares 75,000$7.65M3.5%newTimeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,000 shares 60,000$6.58M3.01%newTimeline
INDVINDIVIOR PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200,000 shares 200,000$6.1M2.79%newTimeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200,000 shares 1,200,000$5.52M2.52%newTimeline
GLXYGALAXY DIGITAL INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 160,000 shares 160,000$2.95M1.35%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
STATE STR SPDR S&P 500 ETF TSTATE STR SPDR S&P 500 ETF T PUTput150,000$108M+50,000
ISHARES TRISHARES TR PUTput150,000$41.7M-150,000
CITIZENS INCCITIZENS INC PUTput2,535,000$13.7M+735,000
HIGHPEAK ENERGY INCHIGHPEAK ENERGY INC PUTput1,550,000$10.5M-125,000

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NVIDIA CORPORATIONNVIDIA CORPORATION200,000$37.3Mcall
BABAALIBABA GROUP HLDG LTD175,000$25.7Mcall
GOOGLALPHABET INC70,000$21.9Mshares
FSLRFIRST SOLAR INC65,000$17Mshares
SNSHARKNINJA INC110,000$12.3Mshares
FCNCAFIRST CTZNS BANCSHARES INC D5,500$11.8Mshares
VIKVIKING HOLDINGS LTD150,000$10.7Mshares
EXEEXPAND ENERGY CORPORATION90,000$9.93Mshares
ACGLARCH CAP GROUP LTD100,000$9.59Mshares
CIENCIENA CORP40,000$9.35Mshares
LITELUMENTUM HLDGS INC25,000$9.21Mshares
CEGCONSTELLATION ENERGY CORP25,000$8.83Mshares
ETNEATON CORP PLC24,180$7.7Mshares
JLLJONES LANG LASALLE INC20,000$6.73Mshares
VSTVISTRA CORP34,926$5.63Mshares
SNDKSANDISK CORP20,000$4.75Mshares
CLSCELESTICA INC15,000$4.43Mshares
CRDOCREDO TECHNOLOGY GROUP HOLDI30,000$4.32Mshares
VRTVERTIV HOLDINGS CO21,493$3.48Mshares
BLDRBUILDERS FIRSTSOURCE INC32,346$3.33Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001672355-26-000004 base2026-05-15acceptance time not in the bulk data set