Rdst Capital
$1.2B 13F equity value
22 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Rdst Capital covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| JHX | JAMES HARDIE INDS PLC | 4,015,067 | $105M | 8.7% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 203,998 | $97M | 8.1% |
| MLM | MARTIN MARIETTA MATLS INC | 163,550 | $94M | 7.8% |
| UNP | UNION PAC CORP | 328,055 | $89M | 7.4% |
| ARES | ARES MANAGEMENT CORPORATION | 791,316 | $88M | 7.3% |
| AMZN | AMAZON COM INC | 347,474 | $83M | 6.9% |
| FND | FLOOR & DECOR HLDGS INC | 1,347,061 | $80M | 6.6% |
| META | META PLATFORMS INC | 140,667 | $79M | 6.6% |
| DASH | DOORDASH INC | 385,140 | $71M | 5.9% |
| CPNG | COUPANG INC | 4,034,829 | $70M | 5.8% |
Track Rdst Capital's 13F portfolio: $1.2B in reported holdings, 22 positions. Top holdings and quarterly changes on SentiSense.
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