13F Portfolios

RIPOSTE CAPITAL LLC: COHERENT CORP (COHR): Quarterly 13F Position History

As of Q1 2026, RIPOSTE CAPITAL LLC reported 55,000 shares of COHERENT CORP (COHR), worth $13.1M and representing 6.0% of its 13F equity book. Quarter-over-quarter share count change: + 10,000 (+22.2%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.

Recent initiation: RIPOSTE CAPITAL LLC first reported COHR on the Q4 2025 filing — fewer than three quarters of history are available.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 55,000 +10,000 +22.2% $13.1M 6.0% $238.2
Q4 2025 45,000 $8.3M 3.5% $184.6

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did RIPOSTE CAPITAL LLC first disclose a COHR position in 13F-HR filings?

RIPOSTE CAPITAL LLC first reported COHERENT CORP (COHR) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.

What was RIPOSTE CAPITAL LLC's most recent quarter-over-quarter share-count change in COHR?

Between Q4 2025 and Q1 2026, RIPOSTE CAPITAL LLC added 10,000 shares of COHR (+22.2%), bringing the total reported position to 55,000 shares at a market value of $13.1M.

Does the implied price-per-share represent RIPOSTE CAPITAL LLC's cost basis in COHR?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.