Riposte Capital LLC
- SEC CIK
- 0001672355
- Latest filing
- Aug 14, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 16
- −6 vs. Q2 2023
- Portfolio value
- $217.7M
- −$20.0M (−8.4%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SBOWSilverbow Resources, Inc. | COM | 1,470,000 | $52.6M | 24.2% | −230,000−13.5% | Reduced | History |
| Enerplus Corp292766102 | COM | 1,600,000 | $28.2M | 12.9% | 00.0% | Unchanged | – |
| PANWPalo Alto Networks Inc | Stock | 80,000 | $18.8M | 8.6% | +35,000+77.8% | Added | History |
| APGAPi Group Corp | COM STK | 550,000 | $14.3M | 6.6% | 00.0% | Unchanged | History |
| CPCanadian Pacific Kansas City Ltd | COM | 165,000 | $12.3M | 5.6% | +15,000+10.0% | Added | History |
| EXEExpand Energy Corp | COM | 140,000 | $12.1M | 5.5% | −20,000−12.5% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 250,000 | $11.5M | 5.3% | +250,000 | New | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 8,000 | $11.0M | 5.1% | +3,000+60.0% | Added | History |
| CCOICogent Communications Holdings, Inc. | COM NEW | 150,000 | $9.29M | 4.3% | +30,000+25.0% | Added | History |
| LWLamb Weston Holdings, Inc. | Stock | 100,000 | $9.25M | 4.2% | +35,000+53.8% | Added | History |
| ALTRAltair Engineering Inc. | COM CL A | 125,000 | $7.82M | 3.6% | +10,000+8.7% | Added | History |
| DECKDeckers Outdoor Corp | COM | 15,000 | $7.71M | 3.5% | +5,000+50.0% | Added | History |
| IRIngersoll Rand Inc. | COM | 100,000 | $6.37M | 2.9% | −150,000−60.0% | Reduced | History |
| ADBEAdobe Inc. | Stock | 12,000 | $6.12M | 2.8% | −3,000−20.0% | Reduced | History |
| PVHPVH Corp. | COM | 70,000 | $5.36M | 2.5% | +70,000 | New | History |
| SNSharkNinja, Inc. | COM SHS | 110,000 | $5.10M | 2.3% | +110,000 | New | History |
Options (4)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q2 2023 (9)
Positions held at the end of Q2 2023 that are gone from this filing.
| Security | Class | Shares in Q2 2023 | Value in Q2 2023 | % of portfolio in Q2 2023 | History |
|---|---|---|---|---|---|
| KMXCarMax Inc | COM | 100,000 | $8.37M | 3.5% | History |
| STNGScorpio Tankers Inc. | SHS | 170,000 | $8.03M | 3.4% | History |
| WYNNWynn Resorts Ltd | COM | 70,000 | $7.39M | 3.1% | History |
| BWABorgwarner Inc | COM | 140,000 | $6.85M | 2.9% | History |
| LVSLas Vegas Sands Corp | COM | 115,000 | $6.67M | 2.8% | History |
| SNAPSnap Inc | Stock | 530,000 | $6.28M | 2.6% | History |
| HOGHarley-Davidson, Inc. | COM | 150,000 | $5.28M | 2.2% | History |
| NEXTNextDecade Corp | COM | 400,000 | $3.28M | 1.4% | History |
| OPTUOptimum Communications, Inc. | CL A | 400,000 | $1.21M | 0.5% | History |