Q1 2026 · 13F-HR
Ritter Alpha, LPholdings as filed
Filed 2026-05-15 · accession 0001172661-26-002260
$4.8M
Reported value
20
Positions
2026-03-31
Period end
The Brief · Ritter Alpha, LP · Q1 2026
AI · grounded in 13F
Ritter Alpha, LP established a new position in MGA as its largest buy of the quarter, adding $379,899. The fund also initiated new stakes in NVDA for $378,448 and SYY for $340,030. To offset these additions, the fund closed several positions, most notably exiting UBER for $296,607 and HAS for $279,784.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 559222401 | MGA | MAGNA INTL INC | $379,899 | 7.95% | 6,807 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $378,448 | 7.92% | 2,170 | Common | SOLE |
| 871829107 | SYY | SYSCO CORP | $340,030 | 7.12% | 4,767 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $322,681 | 6.75% | 564 | Common | SOLE |
| 25754A201 | DPZ | DOMINOS PIZZA INC | $275,551 | 5.77% | 768 | Common | SOLE |
| 759351604 | RGA | REINSURANCE GROUP AMER INC | $273,370 | 5.72% | 1,339 | Common | SOLE |
| 559663109 | MGY | MAGNOLIA OIL & GAS CORP | $266,767 | 5.58% | 8,450 | Common | SOLE |
| 78467J100 | SSNC | SS&C TECH HLDGS | $260,550 | 5.45% | 3,856 | Common | SOLE |
| 428103105 | HESM | HESS MIDSTREAM LP | $248,962 | 5.21% | 6,405 | Common | SOLE |
| 959802109 | WU | WESTERN UN CO | $247,915 | 5.19% | 28,398 | Common | SOLE |
| 370334104 | GIS | GENERAL MILLS INC | $242,153 | 5.07% | 6,506 | Common | SOLE |
| 92826C839 | V | VISA INC | $224,867 | 4.71% | 744 | Common | SOLE |
| 172908105 | CTAS | CINTAS CORP | $219,205 | 4.59% | 1,296 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $211,856 | 4.43% | 424 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $209,461 | 4.38% | 620 | Common | SOLE |
| 00846U101 | A | AGILENT TECHNOLOGIES INC | $203,226 | 4.25% | 1,783 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $202,887 | 4.25% | 477 | Common | SOLE |
| 83570H108 | SONO | SONOS INC | $146,020 | 3.06% | 10,897 | Common | SOLE |
| G3934V109 | GENI | GENIUS SPORTS LIMITED | $76,785 | 1.61% | 17,333 | Common | SOLE |
| G9572D103 | BULL | WEBULL CORP | $48,254 | 1.01% | 10,053 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.