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CIK: 0000939334
Total reported value
$620.6M
$620.6M
16 檔
88.5%
The Q4 2024 SEC filing reveals that Rit Capital Partners PLC held a total portfolio value of $620.6M, covering 16 public equity positions.
Rit Capital Partners PLC executed strategic sector rebalancing during Q4 2024, establishing 4 new positions while fully exiting 3 holdings and trimming 5 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BAC | Bank Of America CORP | Stock-Financials | 24.14% | — | — | |
| 2 | LEN | Lennar Corp-a | Stock-Consumer Disc | 20.57% | — | -20.40% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.18% | -2.13% | — | |
| 4 | ICE | Intercontinental Exchange In | Stock-Financials | 6.05% | -3.68% | -20.50% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 5.66% | -3.46% | -33.38% | |
| 6 | CPNG | Coupang Inc | Stock-Consumer Disc | 5.51% | — | +10.53% | |
| 7 | SW | Smurfit Westrock Plc | Stock-Consumer Disc | 4.66% | — | — | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.37% | — | — | |
| 9 | GLNG | Golar LNG Limited | Stock-Energy | 4.04% | — | +60.00% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 3.78% | — | — | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 3.42% | — | — | |
| 12 | IP | International Paper Co | Stock-Consumer Disc | 2.96% | — | — | |
| 13 | VFC | Vf CORP | Stock-Consumer Disc | 2.41% | — | -42.66% | |
| 14 | KBR | Kbr Inc | Stock-Industrials | 1.45% | — | -78.52% | |
| 15 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.40% | — | — | |
| 16 | BYND 0 03-15-27Bond | Beyond Meat Inc | Bond | 0.40% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BAC | Bank Of America CORP | +24.1% | NEW | New buy |
| 2 | SW | Smurfit Westrock Plc | +4.7% | NEW | New buy |
| 3 | JPM | Jpmorgan Chase & Co | +4.4% | NEW | New buy |
| 4 | IP | International Paper Co | +3% | NEW | New buy |
| 5 | GLNG | Golar LNG Limited | +1.7% | +60.00% | Add |
| 6 | AMZN | Amazon.com Inc | +1% | — | Unchanged |
| 7 | V | Visa Inc-class A Shares | +0.4% | — | Unchanged |
| 8 | BYND 0 03-15-27Bond | Beyond Meat Inc | 0% | — | Unchanged |
| 9 | AJG | Arthur J Gallagher & Co | -0.1% | — | Unchanged |
| 10 | TE | T1 Energy Inc | -0.2% | EXIT | Sold out |
| 11 | MSFT | Microsoft CORP | -0.2% | — | Unchanged |
| 12 | CPNG | Coupang Inc | -0.3% | +10.53% | Add |
| 13 | VFC | Vf CORP | -1.7% | -42.66% | Trim |
| 14 | TLN | Talen Energy CORP | -2.1% | EXIT | Sold out |
| 15 | ICE | Intercontinental Exchange In | -2.5% | -20.50% | Trim |
| 16 | MA | Mastercard Inc - A | -2.7% | -33.38% | Trim |
| 17 | NKE | Nike Inc -cl B | -4.8% | EXIT | Sold out |
| 18 | KBR | Kbr Inc | -6.5% | -78.52% | Trim |
| 19 | LEN | Lennar Corp-a | -18.1% | -20.40% | Trim |
According to official SEC Form 13F filings, Rit Capital Partners PLC reported a total U.S. public equity portfolio value of $620.6M across 16 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BAC, LEN, AMZN) accounted for 88.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
BAC
市值: $202.2M
Top Position Liquidated / Trimmed
NKE
前期市值: $38.0M
During Q4 2024, Rit Capital Partners PLC's top holdings by market value included BAC (24.1%)、LEN (20.6%)、AMZN (9.2%). The largest single position, BAC, represented 24.1% of total portfolio value.
In Q4 2024, Rit Capital Partners PLC made 14 total portfolio adjustments, initiating 4 new buys, adding to 2 positions, trimming 5 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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