Robertson Opportunity Capital, LLC: 13F holdings
CIK 13521222026Q2
| Positions | 29 |
|---|---|
| Reported value | $257.7m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SGI SOMNIGROUP INTERNATIONAL INC | 354,826 | $27.8m | 10.8% |
| WMB WILLIAMS COS INC | 364,782 | $27.1m | 10.5% |
| GOOG ALPHABET INC | 75,652 | $26.7m | 10.4% |
| ACGL ARCH CAP GROUP LTD | 202,106 | $19.6m | 7.6% |
| DINO HF SINCLAIR CORP | 209,598 | $14.6m | 5.7% |
| IRDM IRIDIUM COMMUNICATIONS INC | 250,346 | $13.7m | 5.3% |
| RNG RINGCENTRAL INC | 342,000 | $13.3m | 5.2% |
| RENTOKIL INITIAL PLC | 375,893 | $10.8m | 4.2% |
| CPRT COPART INC | 337,388 | $9.5m | 3.7% |
| CBRE CBRE GROUP INC | 69,000 | $9.3m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1352122")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.