MRP Capital Investments, LLC

13F filer · CIK 0001964831

Reported Aug 10, 2026

Net seller this quarter

13F portfolio value$136MU.S. long equity reported on 13F

Positions18030 new · 14 closed

Net flow last quarter-$1.65MBuys minus sells

Top 10 positions weight29.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 2026180 positions
DELLDell Technologies Inc.	$4.94M	3.64%	0.00%	-16.3%	Q4 2022
ALABAstera Labs, Inc.	$4.61M	3.40%	0.01%	-10.1%	Q2 2025
GOOGAlphabet Inc.	$4.46M	3.29%	Not reported	-4.8%	Q4 2022
STRLSterling Infrastructure, Inc.	$4.24M	3.13%	0.02%	-36.9%	Q2 2024
FTNTFortinet, Inc.	$4.17M	3.07%	0.00%	-4.5%	Q4 2022
PANWPalo Alto Networks Inc	$3.72M	2.74%	0.00%	+9.4%	Q4 2022
SNEXStoneX Group Inc.	$3.55M	2.61%	0.02%	+40.2%	Q4 2022
LLYELI LILLY & Co	$3.52M	2.59%	0.00%	-1.5%	Q4 2022
AAPLApple Inc.	$3.43M	2.53%	0.00%	-0.2%	Q4 2022
WMTWalmart Inc.	$3.17M	2.34%	0.00%	+4.1%	Q4 2022
JPMJPMorgan Chase & Co	$3.01M	2.22%	0.00%	-0.8%	Q4 2022
GLDSPDR Gold Trust	$2.93M	2.16%	0.00%	-17.8%	Q4 2022
TSLATesla, Inc.	$2.89M	2.13%	0.00%	+1.9%	Q4 2022
AMZNAmazon Com Inc	$2.84M	2.09%	0.00%	-9.5%	Q4 2022
BWXTBWX Technologies, Inc.	$2.77M	2.04%	0.02%	-3.4%	Q2 2023
NVDANvidia Corp	$2.77M	2.04%	0.00%	-1.8%	Q2 2023
MSFTMicrosoft Corp	$2.74M	2.02%	0.00%	+5.8%	Q4 2022
BEBloom Energy Corp	$2.74M	2.02%	0.00%	-31.0%	Q1 2025
METAMeta Platforms, Inc.	$2.64M	1.95%	Not reported	+0.6%	Q4 2022
VLOValero Energy Corp	$2.14M	1.58%	0.00%	-20.6%	Q4 2022
VRTXVertex Pharmaceuticals Inc / Ma	$1.89M	1.40%	0.00%	-2.9%	Q2 2023
PLTRPalantir Technologies Inc.	$1.8M	1.32%	0.00%	+2.2%	Q4 2022
KMIKinder Morgan, Inc.	$1.78M	1.31%	0.00%	-13.7%	Q4 2022
KOFCoca Cola Femsa Sab de CV	$1.74M	1.28%	Not reported	-4.2%	Q1 2023
TOLToll Brothers, Inc.	$1.7M	1.26%	0.01%	+3.5%	Q4 2022
JNJJohnson & Johnson	$1.57M	1.16%	0.00%	+0.2%	Q4 2022
NUNu Holdings Ltd.	$1.57M	1.16%	Not reported	Not reported	Q1 2023
LUMNLumen Technologies, Inc.	$1.53M	1.13%	0.02%	+0.5%	Q3 2024
DRSLeonardo DRS, Inc.	$1.46M	1.08%	0.01%	+117.3%	Q1 2023
NOCNorthrop Grumman Corp	$1.46M	1.08%	0.00%	-2.6%	Q4 2022
BITBBitwise Bitcoin ETF	$1.45M	1.07%	0.07%	-15.0%	Q1 2024
MPMP Materials Corp. / DE	$1.23M	0.91%	0.01%	-4.6%	Q1 2024
CMECme Group Inc.	$1.22M	0.90%	0.00%	+0.9%	Q4 2022
SOLVSolventum Corp	$1.19M	0.88%	0.01%	+0.4%	Q3 2024
PFEPfizer Inc	$1.15M	0.85%	0.00%	+0.2%	Q4 2022
CAHCardinal Health Inc	$1.15M	0.84%	0.00%	+3.2%	Q1 2023
BIPBrookfield Infrastructure Partners L.P.	$1.08M	0.79%	Not reported	Not reported	Q1 2024
NEENextera Energy Inc	$999K	0.74%	0.00%	+8.6%	Q4 2022
MPCMarathon Petroleum Corp	$901K	0.66%	0.00%	-24.3%	Q4 2022
BATRAAtlanta Braves Holdings, Inc.	$883K	0.65%	Not reported	-2.5%	Q3 2023
AMATApplied Materials Inc	$871K	0.64%	0.00%	+58.6%	Q4 2022
CATCaterpillar Inc	$820K	0.60%	0.00%	-3.1%	Q4 2022
WMWaste Management Inc	$793K	0.58%	0.00%	-0.6%	Q4 2022
GOOGLAlphabet Inc.	$761K	0.56%	0.00%	+166.3%	Q4 2022
BACBank of America Corp	$741K	0.55%	0.00%	+8.3%	Q4 2022
ECHOEchoStar CORP	$614K	0.45%	0.01%	+195.1%	Q4 2025
TKOTKO Group Holdings, Inc.	$602K	0.44%	Not reported	-44.2%	Q1 2025
SMRNUSCALE POWER Corp	$521K	0.38%	0.02%	Not reported	Q2 2024
ALBAlbemarle Corp	$505K	0.37%	0.00%	+3.3%	Q3 2023
LEUCentrus Energy Corp	$488K	0.36%	0.02%	+10.7%	Q4 2022

Q1 2026Reported May 14, 2026164 positions
GLDSPDR Gold Trust	$4.17M	3.63%	0.00%	+1.5%	Q4 2022
GOOGAlphabet Inc.	$3.81M	3.31%	Not reported	-2.8%	Q4 2022
WMTWalmart Inc.	$3.34M	2.91%	0.00%	-0.6%	Q4 2022
SNEXStoneX Group Inc.	$3.26M	2.84%	0.03%	-28.4%	Q4 2022
AAPLApple Inc.	$3.01M	2.63%	0.00%	-5.1%	Q4 2022
BWXTBWX Technologies, Inc.	$3.01M	2.62%	0.02%	-1.3%	Q2 2023
AMZNAmazon Com Inc	$2.74M	2.39%	0.00%	+11.1%	Q4 2022
LLYELI LILLY & Co	$2.74M	2.39%	0.00%	+2.4%	Q4 2022
JPMJPMorgan Chase & Co	$2.73M	2.38%	0.00%	+2.7%	Q4 2022
METAMeta Platforms, Inc.	$2.67M	2.33%	Not reported	-0.6%	Q4 2022
STRLSterling Infrastructure, Inc.	$2.65M	2.31%	0.03%	-0.6%	Q2 2024
MSFTMicrosoft Corp	$2.57M	2.24%	0.00%	+3.9%	Q4 2022
VLOValero Energy Corp	$2.55M	2.23%	0.00%	-0.4%	Q4 2022
TSLATesla, Inc.	$2.51M	2.18%	0.00%	+4.3%	Q4 2022
NVDANvidia Corp	$2.45M	2.14%	0.00%	+2.1%	Q2 2023
FTNTFortinet, Inc.	$2.32M	2.02%	0.00%	-5.0%	Q4 2022
DELLDell Technologies Inc.	$2.24M	1.96%	0.00%	-2.2%	Q4 2022
PLTRPalantir Technologies Inc.	$2.2M	1.92%	0.00%	-8.6%	Q4 2022
KMIKinder Morgan, Inc.	$2.16M	1.88%	0.00%	+1.7%	Q4 2022
NOCNorthrop Grumman Corp	$2.01M	1.75%	0.00%	-0.3%	Q4 2022
BITBBitwise Bitcoin ETF	$1.97M	1.72%	0.08%	+26.5%	Q1 2024
BEBloom Energy Corp	$1.78M	1.55%	0.00%	+20.9%	Q1 2025
VRTXVertex Pharmaceuticals Inc / Ma	$1.75M	1.53%	0.00%	+98025.0%	Q2 2023
KOFCoca Cola Femsa Sab de CV	$1.67M	1.45%	Not reported	+5.9%	Q1 2023
CMECme Group Inc.	$1.62M	1.41%	0.00%	+2.7%	Q4 2022
PANWPalo Alto Networks Inc	$1.6M	1.39%	0.00%	-2.2%	Q4 2022
JNJJohnson & Johnson	$1.51M	1.32%	0.00%	+1.5%	Q4 2022
LUMNLumen Technologies, Inc.	$1.38M	1.20%	0.02%	+15.6%	Q3 2024
TOLToll Brothers, Inc.	$1.36M	1.19%	0.01%	+10.6%	Q4 2022
PFEPfizer Inc	$1.34M	1.17%	0.00%	+18.2%	Q4 2022
ALABAstera Labs, Inc.	$1.16M	1.01%	0.01%	+23.2%	Q2 2025
MPCMarathon Petroleum Corp	$1.14M	0.99%	0.00%	-0.5%	Q4 2022
MPMP Materials Corp. / DE	$1.11M	0.97%	0.01%	-25.4%	Q1 2024
TKOTKO Group Holdings, Inc.	$1.08M	0.94%	Not reported	-14.3%	Q1 2025
SOLVSolventum Corp	$1M	0.87%	0.01%	+1.6%	Q3 2024
GSATGlobalstar, Inc.	$989K	0.86%	0.01%	-13.4%	Q2 2025
CAHCardinal Health Inc	$988K	0.86%	0.00%	-2.1%	Q1 2023
NEENextera Energy Inc	$973K	0.85%	0.00%	-5.8%	Q4 2022
WMWaste Management Inc	$823K	0.72%	0.00%	-1.3%	Q4 2022
KTOSKratos Defense & Security Solutions, Inc.	$772K	0.67%	0.01%	+5.4%	Q3 2024
BATRAAtlanta Braves Holdings, Inc.	$758K	0.66%	Not reported	-9.5%	Q3 2023
DRSLeonardo DRS, Inc.	$702K	0.61%	0.01%	-26.5%	Q1 2023
ALBAlbemarle Corp	$650K	0.57%	0.00%	+88.1%	Q3 2023
BACBank of America Corp	$585K	0.51%	0.00%	+2.1%	Q4 2022
CATCaterpillar Inc	$563K	0.49%	0.00%	-12.2%	Q4 2022
SMRNUSCALE POWER Corp	$563K	0.49%	0.02%	+7.5%	Q2 2024
COSTCostco Wholesale Corp	$498K	0.43%	0.00%	-16.7%	Q4 2022
IAUIshares Gold Trust	$485K	0.42%	0.00%	-20.0%	Q4 2022
HDHome Depot, Inc.	$482K	0.42%	0.00%	-13.3%	Q4 2022
LEUCentrus Energy Corp	$456K	0.40%	0.02%	-2.2%	Q4 2022

Q4 2025Reported Feb 9, 2026167 positions
GOOGAlphabet Inc.	$4.28M	3.59%	Not reported	-41.0%	Q4 2022
GLDSPDR Gold Trust	$3.78M	3.17%	0.00%	-2.3%	Q4 2022
AAPLApple Inc.	$3.4M	2.85%	0.00%	-9.1%	Q4 2022
MSFTMicrosoft Corp	$3.24M	2.71%	0.00%	-4.0%	Q4 2022
LLYELI LILLY & Co	$3.12M	2.62%	0.00%	+36.0%	Q4 2022
METAMeta Platforms, Inc.	$3.1M	2.60%	Not reported	+13.0%	Q4 2022
WMTWalmart Inc.	$3.01M	2.52%	0.00%	+57.5%	Q4 2022
PLTRPalantir Technologies Inc.	$2.93M	2.45%	0.00%	-16.1%	Q4 2022
JPMJPMorgan Chase & Co	$2.91M	2.44%	0.00%	-1.9%	Q4 2022
TSLATesla, Inc.	$2.91M	2.44%	0.00%	+14.7%	Q4 2022
AMZNAmazon Com Inc	$2.73M	2.29%	0.00%	+6.3%	Q4 2022
BWXTBWX Technologies, Inc.	$2.58M	2.16%	0.02%	-4.3%	Q2 2023
NVDANvidia Corp	$2.57M	2.15%	0.00%	+0.5%	Q2 2023
STRLSterling Infrastructure, Inc.	$2.47M	2.07%	0.03%	-21.7%	Q2 2024
FTNTFortinet, Inc.	$2.37M	1.99%	0.00%	+0.4%	Q4 2022
BITBBitwise Bitcoin ETF	$2.02M	1.69%	0.06%	+35.7%	Q1 2024
NUNu Holdings Ltd.	$1.98M	1.66%	Not reported	+0.7%	Q1 2023
SNEXStoneX Group Inc.	$1.89M	1.58%	0.04%	-18.9%	Q4 2022
PANWPalo Alto Networks Inc	$1.88M	1.57%	0.00%	+0.5%	Q4 2022
DELLDell Technologies Inc.	$1.76M	1.47%	0.00%	-6.0%	Q4 2022
KMIKinder Morgan, Inc.	$1.74M	1.46%	0.00%	+28.0%	Q4 2022
VLOValero Energy Corp	$1.69M	1.42%	0.00%	+30.6%	Q4 2022
NOCNorthrop Grumman Corp	$1.68M	1.41%	0.00%	-4.5%	Q4 2022
MPMP Materials Corp. / DE	$1.56M	1.30%	0.02%	+8.6%	Q1 2024
KOFCoca Cola Femsa Sab de CV	$1.53M	1.28%	Not reported	+45.5%	Q1 2023
CMECme Group Inc.	$1.45M	1.22%	0.00%	+51.5%	Q4 2022
ALABAstera Labs, Inc.	$1.43M	1.20%	0.01%	+173.7%	Q2 2025
LUMNLumen Technologies, Inc.	$1.33M	1.12%	0.02%	+778.7%	Q3 2024
TKOTKO Group Holdings, Inc.	$1.31M	1.09%	Not reported	-13.2%	Q1 2025
JNJJohnson & Johnson	$1.26M	1.06%	0.00%	+42.6%	Q4 2022
TOLToll Brothers, Inc.	$1.22M	1.02%	0.01%	+35.7%	Q4 2022
SOLVSolventum Corp	$1.2M	1.00%	0.01%	-0.7%	Q3 2024
GSATGlobalstar, Inc.	$1.05M	0.88%	0.01%	+413.1%	Q2 2025
PFEPfizer Inc	$1.01M	0.84%	0.00%	+118.5%	Q4 2022
CAHCardinal Health Inc	$981K	0.82%	0.00%	-3.1%	Q1 2023
BIPBrookfield Infrastructure Partners L.P.	$979K	0.82%	Not reported	+19.5%	Q1 2024
GOOGLAlphabet Inc.	$958K	0.80%	0.00%	-62.0%	Q4 2022
BEBloom Energy Corp	$943K	0.79%	0.00%	+133.3%	Q1 2025
CPNGCoupang, Inc.	$940K	0.79%	Not reported	-19.0%	Q2 2024
ACNAccenture plc	$911K	0.76%	0.00%	+114.6%	Q2 2023
NEENextera Energy Inc	$893K	0.75%	0.00%	+34.0%	Q4 2022
WMWaste Management Inc	$797K	0.67%	0.00%	+45.6%	Q4 2022
KTOSKratos Defense & Security Solutions, Inc.	$788K	0.66%	0.01%	+156.4%	Q3 2024
MPCMarathon Petroleum Corp	$761K	0.64%	0.00%	-2.9%	Q4 2022
BATRAAtlanta Braves Holdings, Inc.	$755K	0.63%	Not reported	-11.5%	Q3 2023
DRSLeonardo DRS, Inc.	$732K	0.61%	0.01%	-42.9%	Q1 2023
SMRNUSCALE POWER Corp	$685K	0.57%	0.02%	-19.2%	Q2 2024
CEFSprott Physical Gold & Silver Trust	$654K	0.55%	0.01%	-1.1%	Q4 2022
LEUCentrus Energy Corp	$652K	0.55%	0.02%	-20.3%	Q4 2022
BACBank of America Corp	$646K	0.54%	0.00%	Not reported	Q4 2022

Q3 2025Reported Dec 8, 2025173 positions
GOOGAlphabet Inc.	$4.1M	3.52%	Not reported	-11.8%	Q4 2022
MSFTMicrosoft Corp	$3.47M	2.98%	0.00%	-17.5%	Q4 2022
FTNTFortinet, Inc.	$3.15M	2.70%	0.00%	Not reported	Q4 2022
METAMeta Platforms, Inc.	$3.07M	2.63%	Not reported	-18.4%	Q4 2022
GLDSPDR Gold Trust	$2.98M	2.56%	0.00%	-20.9%	Q4 2022
AAPLApple Inc.	$2.83M	2.43%	0.00%	Not reported	Q4 2022
PLTRPalantir Technologies Inc.	$2.68M	2.30%	0.00%	-0.8%	Q4 2022
JPMJPMorgan Chase & Co	$2.67M	2.29%	0.00%	-16.0%	Q4 2022
AMZNAmazon Com Inc	$2.44M	2.10%	0.00%	Not reported	Q4 2022
STRLSterling Infrastructure, Inc.	$2.37M	2.04%	0.03%	-12.7%	Q2 2024
SMRNUSCALE POWER Corp	$2.36M	2.03%	0.03%	-9.1%	Q2 2024
BWXTBWX Technologies, Inc.	$2.25M	1.93%	0.02%	-6.3%	Q2 2023
SNEXStoneX Group Inc.	$2.23M	1.92%	0.02%	-4.0%	Q4 2022
NVDANvidia Corp	$2.17M	1.86%	0.00%	-0.4%	Q2 2023
PANWPalo Alto Networks Inc	$2.08M	1.78%	0.00%	-0.5%	Q4 2022
BITBBitwise Bitcoin ETF	$1.83M	1.57%	0.04%	-26.1%	Q1 2024
DELLDell Technologies Inc.	$1.82M	1.57%	0.00%	-12.5%	Q4 2022
TSLATesla, Inc.	$1.79M	1.54%	0.00%	+2.2%	Q4 2022
NFLXNetflix Inc	$1.78M	1.53%	0.00%	-94.6%	Q2 2024
DRSLeonardo DRS, Inc.	$1.75M	1.50%	0.01%	+17.1%	Q1 2023
WMTWalmart Inc.	$1.68M	1.44%	0.00%	-36.5%	Q4 2022
LLYELI LILLY & Co	$1.67M	1.43%	0.00%	-31.0%	Q4 2022
NUNu Holdings Ltd.	$1.61M	1.38%	Not reported	-0.8%	Q1 2023
VRTXVertex Pharmaceuticals Inc / Ma	$1.59M	1.37%	0.00%	-20.1%	Q2 2023
NOCNorthrop Grumman Corp	$1.55M	1.33%	0.00%	-5.4%	Q4 2022
CPNGCoupang, Inc.	$1.47M	1.27%	Not reported	-1.6%	Q2 2024
KMIKinder Morgan, Inc.	$1.46M	1.25%	0.00%	-2.0%	Q4 2022
GOOGLAlphabet Inc.	$1.42M	1.22%	0.00%	-9.0%	Q4 2022
TKOTKO Group Holdings, Inc.	$1.31M	1.12%	Not reported	-2.4%	Q1 2025
PYPLPayPal Holdings, Inc.	$1.3M	1.12%	0.00%	-2.8%	Q1 2023
SOLVSolventum Corp	$1.15M	0.99%	0.01%	Not reported	Q3 2024
KOFCoca Cola Femsa Sab de CV	$1.07M	0.92%	Not reported	+4.5%	Q1 2023
ACIAlbertsons Companies, Inc.	$1.07M	0.92%	0.01%	Not reported	Q4 2022
VLOValero Energy Corp	$1.07M	0.92%	0.00%	-28.9%	Q4 2022
BATRAAtlanta Braves Holdings, Inc.	$988K	0.85%	Not reported	Not reported	Q3 2023
CMECme Group Inc.	$969K	0.83%	0.00%	-7.6%	Q4 2022
HDHome Depot, Inc.	$960K	0.82%	0.00%	-5.4%	Q4 2022
UBERUber Technologies, Inc	$959K	0.82%	0.00%	-12.4%	Q2 2023
MPMP Materials Corp. / DE	$944K	0.81%	0.02%	-31.0%	Q1 2024
ETEnergy Transfer LP	$879K	0.75%	0.00%	-12.6%	Q4 2022
OPRAOpera Ltd	$845K	0.73%	0.05%	-6.9%	Q4 2024
CAHCardinal Health Inc	$827K	0.71%	0.00%	+95.1%	Q1 2023
MPCMarathon Petroleum Corp	$801K	0.69%	0.00%	-1.0%	Q4 2022
BIPBrookfield Infrastructure Partners L.P.	$790K	0.68%	Not reported	-1.9%	Q1 2024
TOLToll Brothers, Inc.	$760K	0.65%	0.01%	-25.9%	Q4 2022
SFMSprouts Farmers Market, Inc.	$657K	0.56%	0.00%	-7.0%	Q1 2024
JNJJohnson & Johnson	$653K	0.56%	0.00%	-2.6%	Q4 2022
GBTCGrayscale Bitcoin Trust ETF	$649K	0.56%	0.00%	Not reported	Q1 2024
LEUCentrus Energy Corp	$617K	0.53%	0.02%	-18.2%	Q4 2022
COSTCostco Wholesale Corp	$594K	0.51%	0.00%	Not reported	Q4 2022

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