13F HOLDINGS REPORT
RIPOSTE CAPITAL LLC
Quarter ended Q1 2025 · Filed May 6, 2025 · Accession 0001672355-25-000004
Total Value
$547.2M
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ELECTRONIC ARTS INC | EA | 1,050,000 | $151.7M | 27.73% |
| 2 | SPDR S&P 500 ETF TR | SPY | 150,000 | $83.9M | 15.33% |
| 3 | INVESCO QQQ TR | IVZ | 150,000 | $70.3M | 12.85% |
| 4 | BP PLC | BPPFF | 1,250,000 | $42.2M | 7.72% |
| 5 | BP PLC | BPPFF | 600,000 | $20.3M | 3.70% |
| 6 | DOLLAR GEN CORP NEW | 256677905 | 200,000 | $17.6M | 3.21% |
| 7 | VERTIV HOLDINGS CO | VRT | 170,000 | $12.3M | 2.24% |
| 8 | CONSTELLATION ENERGY CORP | CEG | 60,000 | $12.1M | 2.21% |
| 9 | ARCH CAP GROUP LTD | G0450A105 | 125,000 | $12.0M | 2.20% |
| 10 | VISTRA CORP | VST | 100,000 | $11.7M | 2.15% |
| 11 | FIRST CTZNS BANCSHARES INC N | 31946M103 | 6,000 | $11.1M | 2.03% |
| 12 | ELECTRONIC ARTS INC | EA | 75,000 | $10.8M | 1.98% |
| 13 | CITIZENS INC | CIA | 2,130,500 | $9.7M | 1.77% |
| 14 | BIRKENSTOCK HOLDING PLC | BIRK | 200,000 | $9.2M | 1.68% |
| 15 | CRESCENT ENERGY COMPANY | CRGY | 800,000 | $9.0M | 1.64% |
| 16 | SPOTIFY TECHNOLOGY S A | SPOT | 15,000 | $8.3M | 1.51% |
| 17 | COMSTOCK RES INC | 205768902 | 400,000 | $8.1M | 1.49% |
| 18 | EQT CORP | EQT | 145,000 | $7.7M | 1.42% |
| 19 | NEXTDECADE CORP | NEXT | 850,000 | $6.6M | 1.21% |
| 20 | CANADIAN PACIFIC KANSAS CITY | CP | 90,000 | $6.3M | 1.15% |
| 21 | SHARKNINJA INC | SN | 75,000 | $6.3M | 1.14% |
| 22 | CHART INDS INC | 16115Q308 | 35,000 | $5.1M | 0.92% |
| 23 | JD.COM INC | JDCMF | 100,000 | $4.1M | 0.75% |
| 24 | VIKING HOLDINGS LTD | VIK | 100,000 | $4.0M | 0.73% |
| 25 | ON HLDG AG | H5919C104 | 90,000 | $4.0M | 0.72% |
| 26 | VICTORIAS SECRET AND CO | 926400902 | 150,000 | $2.8M | 0.51% |