Rudius Management LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Rudius Management LP disclosed 4 US equity positions worth $430.0m in its Q4 2024 13F filing. The largest position was VLTO at 58.4% of the reported book, followed by ALC and RTO. Against the Q3 2024 filing, it opened 0 new positions, added to 1 and reduced 0 among the top 4 holdings.
What did Rudius Management LP own in Q4 2024? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | VLTO VERALTO CORP | Industrials | 58.4% | $251.0m | 2,464,849 | 0% | held |
| 2 | ALC ALCON AG | Healthcare | 39.0% | $167.6m | 1,974,804 | 16% | added |
| 3 | RTO RENTOKIL INITIAL PLC | 2.6% | $11.3m | 445,608 | 0% | held | |
| 4 | SUN SUNOCO | Energy | 0.0% | $1.7k | 33 | 0% | held |
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.