Rudius Management LP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Rudius Management LP disclosed 8 US equity positions worth $500.0m in its Q3 2024 13F filing. The largest position was VLTO at 54.9% of the reported book, followed by ALC and VRSK.
What did Rudius Management LP own in Q3 2024? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | VLTO VERALTO CORP | Industrials | 54.9% | $274.4m | 2,453,129 | – | |
| 2 | ALC ALCON AG | Healthcare | 34.0% | $169.9m | 1,698,192 | – | |
| 3 | VRSK VERISK ANALYTICS INC | Industrials | 5.2% | $26.0m | 97,060 | – | |
| 4 | RTO RENTOKIL INITIAL PLC | 2.2% | $11.1m | 445,608 | – | ||
| 5 | CLVT CLARIVATE PLC | Technology | 1.7% | $8.4m | 1,184,283 | – | |
| 6 | KVUE KENVUE INC | Consumer Defensive | 1.2% | $5.8m | 251,894 | – | |
| 7 | SOLV SOLVENTUM CORP | Healthcare | 0.9% | $4.3m | 61,427 | – | |
| 8 | SUN SUNOCO | Energy | 0.0% | $1.8k | 33 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.