StockDriftsStockDriftsTop 20 Ritter Alpha Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MGA | MAGNA INTL INC | 7.95% | 6.8K | $380K | new | $54.56(+10.71%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 7.92% | 2.2K | $378K | new | $180.45(+24.87%) | 2026-03-31 | |
| SYY | SYSCO CORP | 7.12% | 4.8K | $340K | new | $72.51(+0.08%) | 2026-03-31 | |
| META | META PLATFORMS INC | 6.75% | 564 | $323K | new | $616.11(-0.31%) | 2026-03-31 | |
| DPZ | DOMINOS PIZZA INC | 5.77% | 768 | $276K | new | $387.81(-22.05%) | 2026-03-31 | |
| RGA | REINSURANCE GROUP AMER INC | 5.72% | 1.3K | $273K | new | $203.81(+3.11%) | 2026-03-31 | |
| MGY | MAGNOLIA OIL & GAS CORP | 5.58% | 8.4K | $267K | new | $26.73(+10.59%) | 2026-03-31 | |
| SSNC | SS&C TECH HLDGS | 5.45% | 3.9K | $261K | new | $77.49(-16.67%) | 2026-03-31 | |
| HESM | HESS MIDSTREAM LP | 5.21% | 6.4K | $249K | new | $36.68(+8.76%) | 2026-03-31 | |
| WU | WESTERN UN CO | 5.19% | 28.4K | $248K | new | $9.02(-7.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.92% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.52% |
Ritter Alpha Lp reports $4.78M in US-listed equity holdings across 20 positions in its most recent 13F filing. Its largest disclosed positions are MGA (8.0%), NVDA (7.9%) and SYY (7.1%). The top 20 holdings account for 100.02% of reported assets. Its disclosed equity book has returned +10.92% cumulatively over 5 quarters. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ritter Alpha Lp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1910323). View Ritter Alpha Lp’s 13F filings on SEC