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RIT CAPITAL PARTNERS PLC

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LONDON X0
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

RIT Capital Partners PLC is based out of London. Their last reported 13F filing for Q3 2024 included $800,226,833 in managed 13F securities and a top 10 holdings concentration of 93.49%. RIT Capital Partners PLC's largest holding is Lennar Corp. Class A with shares held of 1,652,100. Whalewisdom has at least 61 13F filings, 2 13D filings, and 5 13G filings

2024-09-30

Top Buys (13F)

Name % Change
LEN Lennar Corp. Class A (CALL) 12.92%
AMZN Amazon.com Inc 8.16%
NKE NIKE Inc 4.75%
VFC VF Corp. 4.09%
MSFT Microsoft Corporatio 3.66%

2024-09-30

Top Sells (13F)

Name % Change
GLNG Golar LNG Ltd 8.14%
TMO Thermo Fisher Scient 5.91%
CPNG Coupang Inc 5.28%
CTVA Corteva Inc 5.22%
ICLR Icon Plc 5.04%

2024-09-30

13F Holdings Summary

Name $ Change
LEN Lennar Corp. Class A(CALL) 38.71%
ICE Intercontinental Exc 8.59%
MA Mastercard Inc 8.33%
AMZN Amazon.com Inc 8.16%
KBR KBR Inc 7.95%

2024-09-30

13F Activity

Market Value $0.80b, Prior: $426m
Inflows (Outflows) as % of Total MV +29.0254%
New Purchases 8 stocks
Added To 2 stocks
Sold out of 4 stocks
Reduced holdings in 1 stocks
Top 10 Holdings % 93.49%
Turnover %[1] 63.16%
Turnover Alt %[2] 13.86%
Time Held Top 20 2.2 quarters
Time Held Top 10 2.4 quarters
Time Held All 3 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-09-30

13F Sector Allocation Over Time

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2024-09-30

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-09-30

Portfolio Performance