StockDriftsStockDriftsTop 17 Riposte Capital Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MTZ | MASTEC INC | 10.3% | 70.0K | $22.5M | +160.62%(+43.14K) | $248.66(+66.86%) | 2026-03-31 | |
| B | BARRICK MNG CORP | 6.53% | 350.0K | $14.3M | new | $42.17(-3.70%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INC | 6.18% | 40.0K | $13.5M | -11.11%(-5.00K) | $226.37(+281.69%) | 2026-03-31 | |
| COHR | COHERENT CORP | 5.99% | 55.0K | $13.1M | +22.22%(+10.00K) | $158.01(+142.05%) | 2026-03-31 | |
| TPB | TURNING PT BRANDS INC | 5.95% | 150.0K | $13.0M | +50.00%(+50.00K) | $93.46(-4.17%) | 2026-03-31 | |
| LRCX | LAM RESEARCH CORP | 5.37% | 55.0K | $11.8M | new | $192.42(+47.97%) | 2026-03-31 | |
| ONON | ON HLDG AG | 5.06% | 325.0K | $11.1M | +30.00%(+75.00K) | $45.68(-18.44%) | 2026-03-31 | |
| GLW | CORNING INC | 4.97% | 80.0K | $10.9M | +0.00%(+0) | $84.79(+126.20%) | 2026-03-31 | |
| UBER | UBER TECHNOLOGIES INC | 4.93% | 150.0K | $10.8M | new | $62.81(+19.56%) | 2026-03-31 | |
| FCX | FREEPORT MCMORAN INC | 4.7% | 175.0K | $10.3M | new | $54.78(+15.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.25% | +78.27% |
| Top 20 Holdings Unweighted | +26.01% | +100.08% |
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