Rudius Management LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Rudius Management LP disclosed 4 US equity positions worth $476.4m in its Q3 2025 13F filing. The largest position was VLTO at 63.7% of the reported book, followed by ALC and RTO. Against the Q2 2025 filing, it opened 0 new positions, added to 1 and reduced 0 among the top 4 holdings.
What did Rudius Management LP own in Q3 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | VLTO VERALTO CORP | Industrials | 63.7% | $303.3m | 2,845,270 | 0% | held |
| 2 | ALC ALCON AG | Healthcare | 34.0% | $161.8m | 2,171,741 | 10% | added |
| 3 | RTO RENTOKIL INITIAL PLC | 2.4% | $11.3m | 445,608 | 0% | held | |
| 4 | SUN SUNOCO | Energy | 0.0% | $1.6k | 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.