13F Portfolios

TOMS Capital Investment Management LP: RIOT PLATFORMS INC (RIOT): Quarterly 13F Position History

As of Q2 2026, TOMS Capital Investment Management LP reported 5,875,000 shares of RIOT PLATFORMS INC (RIOT), worth $160.9M and representing 8.5% of its 13F equity book. Quarter-over-quarter share count change: + 5,875,000 (re-initiated) . The position first appeared in Q1 2025 and has been disclosed across 6 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 6 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q2 2026 5,875,000 +5,875,000 $160.9M 8.5% $27.4
Q1 2026 0 0 $0 0.0%
Q4 2025 0 0 $0 0.0%
Q3 2025 0 3,764,000 -100.0% $0 0.0%
Q2 2025 3,764,000 +676,800 +21.9% $42.5M 3.2% $11.3
Q1 2025 3,087,200 $22.0M 1.6% $7.1

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 rather than the manager's cost basis. See the full methodology document for the normalization rules.

When did TOMS Capital Investment Management LP first disclose a RIOT position in 13F-HR filings?

TOMS Capital Investment Management LP first reported RIOT PLATFORMS INC (RIOT) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 6 reported quarters within Pactolio's tracked window.

What was TOMS Capital Investment Management LP's most recent quarter-over-quarter share-count change in RIOT?

Between Q1 2026 and Q2 2026, TOMS Capital Investment Management LP added 5,875,000 shares of RIOT (re-initiated), bringing the total reported position to 5,875,000 shares at a market value of $160.9M.

Does the implied price-per-share represent TOMS Capital Investment Management LP's cost basis in RIOT?

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.