RIPOSTE CAPITAL LLC 13F Holdings

CIK 0001672355 · NEW YORK, NY

As of Sep 30, 2025, RIPOSTE CAPITAL LLC reported 22 positions worth $515.1M in its SEC Form 13F filing.

Top 22 holdings

SecurityTickerSectorSharesValue% of portfolio
SPDR S&P 500 ETF TR——200,000 33.2M25.86%
INVESCO QQQ TR——200,000 20.1M23.31%
ON HLDG AG——700,000$29.6M5.75%
VERTIV HOLDINGS COVRTIndustrials180,000$27.2M5.27%
EXPAND ENERGY CORPEXEEnergy200,000$21.2M4.12%
BIRKENSTOCK HOLDING PLC——450,000$20.4M3.95%
EATON CORP PLCETNIndustrials50,000 8.7M3.63%
JONES LANG LASALLE INCJLLReal Estate60,000 7.9M3.47%
CONSTELLATION ENERGY CORPCEGUtilities45,000 4.8M2.87%
CITIZENS INC——2,735,000 4.4M2.79%
QXO INC——700,000 3.3M2.59%
SHARKNINJA INCSNConsumer Cyclical115,000 1.9M2.30%
DELTA AIR LINES INC DEL——200,000 1.4M2.20%
FIRST CITIZENS BANCSHARES INCFCNCAFinancial Services6,000 0.7M2.08%
HIGHPEAK ENERGY INC——1,400,000$9.9M1.92%
TURNING POINT BRANDS INCTPBConsumer Defensive75,000$7.4M1.44%
CARNIVAL CORPCCLIndustrials250,000$7.2M1.40%
SPOTIFY TECHNOLOGY SASPOTCommunication Services10,000$7.0M1.35%
ARCH CAPITAL GROUP LTDACGLFinancial Services70,000$6.4M1.23%
BUILDERS FIRSTSOURCE INCBLDRBasic Materials50,000$6.1M1.18%
VIKING HOLDINGS LTDVIKIndustrials75,000$4.7M0.90%
NEW FORTRESS ENERGY INCNFEUtilities800,000 .8M0.34%