RYE BROOK CAPITAL LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NXE | 773K | $7.12M |
 | BLMN | 174K | $1.08M |
 | FCPT | 131K | $3.02M |
 | JOE | 63K | $3.76M |
 | RIOT | 43K | $539.00K |
 | AMD | 9K | $1.99M |
 | ALAB | 9K | $1.53M |
 | COHR | 9K | $1.62M |
 | ARM | 6K | $658.00K |
 | GOOGL | 1K | $313.00K |
 | NVDA | 1K | $187.00K |
 | MSFT | 600 | $290.00K |
NexGen Energy Ltd.
NXE
Shares Held
773K
Value
$7.12M
Bloomin' Brands, Inc.
BLMN
Shares Held
174K
Value
$1.08M
Four Corners Property Trust, Inc.
FCPT
Shares Held
131K
Value
$3.02M
The St. Joe Company
JOE
Shares Held
63K
Value
$3.76M
Riot Platforms, Inc.
RIOT
Shares Held
43K
Value
$539.00K
Advanced Micro Devices, Inc.
AMD
Shares Held
9K
Value
$1.99M
Astera Labs, Inc. Common Stock
ALAB
Shares Held
9K
Value
$1.53M
Coherent, Inc.
COHR
Shares Held
9K
Value
$1.62M
Arm Holdings plc American Depositary Shares
ARM
Shares Held
6K
Value
$658.00K
Alphabet Inc.
GOOGL
Shares Held
1K
Value
$313.00K
NVIDIA Corporation
NVDA
Shares Held
1K
Value
$187.00K
Microsoft Corporation
MSFT
Shares Held
600
Value
$290.00K