RDST Capital LLC: 13F holdings
CIK 19121872026Q2
| Positions | 18 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 18 (-2 vs prior quarter) |
|---|
| Reported value | $1.2bn (+16.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| JHX JAMES HARDIE INDS PLC | 4,015,067 | $105.1m | 8.7% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 203,998 | $97.4m | 8.1% |
| MLM MARTIN MARIETTA MATLS INC | 163,550 | $94.3m | 7.8% |
| UNP UNION PAC CORP | 328,055 | $89.2m | 7.4% |
| ARES ARES MANAGEMENT CORPORATION | 791,316 | $88.1m | 7.3% |
| AMZN AMAZON COM INC | 347,474 | $82.8m | 6.9% |
| FND FLOOR & DECOR HLDGS INC | 1,347,061 | $80.0m | 6.6% |
| META META PLATFORMS INC | 140,667 | $79.2m | 6.6% |
| DASH DOORDASH INC | 385,140 | $71.1m | 5.9% |
| CPNG COUPANG INC | 4,034,829 | $70.1m | 5.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1912187")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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