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Portfolio (Quarterly) Guide ↗

RIT CAPITAL PARTNERS PLC

· CIK 0000939334
13F Portfolio $374M AUM 12 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 1 Added 9 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ALLE ALLEGION PLC Industrials 150,000.0 $21.8M 5.82% NEW $145.24 -8.0%
2 TT TRANE TECHNOLOGIES PLC Industrials 52,100.0 $21.7M 5.80% NEW $416.79 +16.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 42.5%
Consumer Cyclical 29.1%
Industrials 15.2%
Consumer Defensive 7.6%
Technology 5.5%