Rit Capital Partners as of March 31, 2023
Portfolio Holdings for Rit Capital Partners
Rit Capital Partners holds 13 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Corteva Common Stock (CTVA) | 17.5 | $58M | 960k | 60.29 | |
| Marsh & Mclennan Companies Common Stock (MMC) | 15.1 | $50M | 300k | 166.46 | |
| Canadian Pacific Railway Common Stock | 13.4 | $44M | 576k | 76.96 | |
| Builders Firstsource Common Stock (BLDR) | 11.8 | $39M | 441k | 88.76 | |
| Thermo Fisher Scientific Common Stock (TMO) | 11.3 | $38M | 65k | 576.01 | |
| Lennar Corp Cl A Call Option (LEN) | 10.3 | $34M | 324k | 105.11 | |
| Coupang Cl A (CPNG) | 6.8 | $23M | 1.4M | 16.00 | |
| Freyr Battery Shares | 4.6 | $15M | 1.7M | 8.88 | |
| Charles Schwab Common Stock (SCHW) | 4.2 | $14M | 265k | 52.36 | |
| Panacea Acquisition Corp Ii Cl A | 2.8 | $9.2M | 900k | 10.20 | |
| Beyond Meat Bond (Principal) | 1.6 | $5.1M | 22M | 0.24 | |
| Procore Technologies Common Stock (PCOR) | 0.6 | $1.8M | 29k | 62.60 | |
| Hippo Holdings Common Stock (HIPO) | 0.1 | $187k | 12k | 16.19 |
