Rudius Management LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Rudius Management LP disclosed 4 US equity positions worth $472.9m in its Q2 2025 13F filing. The largest position was VLTO at 60.7% of the reported book, followed by ALC and RTO. Against the Q1 2025 filing, it opened 0 new positions, added to 0 and reduced 1 among the top 4 holdings.
What did Rudius Management LP own in Q2 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | VLTO VERALTO CORP | Industrials | 60.7% | $287.2m | 2,845,270 | 0% | held |
| 2 | ALC ALCON AG | Healthcare | 37.0% | $175.0m | 1,982,541 | -2% | reduced |
| 3 | RTO RENTOKIL INITIAL PLC | 2.3% | $10.7m | 445,608 | 0% | held | |
| 4 | SUN SUNOCO | Energy | 0.0% | $1.8k | 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.