CI
RPC

CAZ Investments’s Ridgepost Capital RPC Stock Holding History

CAZ Investments’s Portfolio RPC Stock Details RPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-660,000
Closed -$8.32M – 31
2024
Q4 		$8.32M Sell
660,000
-6,711,333
-91% -$81.9M 11.92% 3
2024
Q3 		$74M Buy
7,371,333
+3,120,763
+73% +$30.7M 68.62% 1
2024
Q2 		$36M Buy
4,250,570
+1,790,570
+73% +$14.3M 53.06% 2
2024
Q1 		$20.7M Buy
2,460,000
+1,720,000
+232% +$15.1M 41.4% 1
2023
Q4 		$7.56M Hold
740,000
– – 18.94% 3
2023
Q3 		$8.62M Hold
740,000
– – 24.39% 2
2023
Q2 		$8.36M Hold
740,000
– – 23.09% 3
2023
Q1 		$7.48M Buy
740,000
+730,000
+7,300% +$7.85M 21.83% 2
2022
Q4 		$107K Buy
+10,000
New +$104K 0.35% 33

Other funds holding RPC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return