Rudius Management LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Rudius Management LP disclosed 5 US equity positions worth $486.7m in its Q1 2025 13F filing. The largest position was VLTO at 56.9% of the reported book, followed by ALC and RTO. Against the Q4 2024 filing, it opened 1 new position, added to 2 and reduced 0 among the top 5 holdings.
What did Rudius Management LP own in Q1 2025? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | VLTO VERALTO CORP | Industrials | 56.9% | $276.8m | 2,840,270 | 15% | added |
| 2 | ALC ALCON AG | Healthcare | 39.5% | $192.2m | 2,024,768 | 3% | added |
| 3 | RTO RENTOKIL INITIAL PLC | 2.1% | $10.2m | 445,608 | 0% | held | |
| 4 | ECG EVERUS CONSTR GROUP | 1.5% | $7.5m | 202,759 | – | new | |
| 5 | SUN SUNOCO | Energy | 0.0% | $1.9k | 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.