Rush Island Management, LP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Rush Island Management, LP disclosed 17 US equity positions worth $1.6bn in its Q4 2025 13F filing. The largest position was SBAC at 14.2% of the reported book, followed by ESS and HR. Against the Q3 2025 filing, it opened 4 new positions, added to 7 and reduced 4 among the top 17 holdings.
What did Rush Island Management, LP own in Q4 2025? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SBAC SBA COMMUNICATIONS CORP NEW | Real Estate | 14.2% | $227.8m | 1,177,595 | 25% | added |
| 2 | ESS ESSEX PPTY TR INC | Real Estate | 10.4% | $166.7m | 637,211 | 7% | added |
| 3 | HR HEALTHCARE RLTY TR | Real Estate | 9.5% | $152.7m | 9,007,902 | 15% | added |
| 4 | NNN NNN REIT INC | Real Estate | 9.5% | $151.9m | 3,833,086 | 25% | added |
| 5 | UDR UDR INC | Real Estate | 8.2% | $130.8m | 3,566,132 | – | new |
| 6 | FRT FEDERAL RLTY INVT TR NEW | Real Estate | 8.1% | $129.5m | 1,285,095 | -2% | reduced |
| 7 | VTR VENTAS INC | Real Estate | 7.9% | $126.4m | 1,633,455 | -8% | reduced |
| 8 | FR FIRST INDL RLTY TR INC | Real Estate | 7.4% | $119.1m | 2,079,542 | 1% | added |
| 9 | O REALTY INCOME CORP | Real Estate | 7.1% | $113.0m | 2,004,065 | -4% | reduced |
| 10 | KRC KILROY RLTY CORP | Real Estate | 6.2% | $98.4m | 2,633,921 | -6% | reduced |
| 11 | COLD AMERICOLD REALTY TRUST INC | Real Estate | 2.4% | $37.7m | 2,928,659 | – | new |
| 12 | AKR ACADIA RLTY TR | Real Estate | 2.2% | $35.3m | 1,718,816 | 0% | held |
| 13 | NSA* NATIONAL STORAGE AFFILIATES | 2.1% | $33.8m | 1,197,716 | – | new | |
| 14 | SITC SITE CTRS CORP | 1.6% | $25.6m | 3,989,634 | 20% | added | |
| 15 | FUN SIX FLAGS ENTERTAINMENT CORP | 1.1% | $18.1m | 1,181,229 | 142% | added | |
| 16 | CURB CURBLINE PPTYS CORP | 1.1% | $17.8m | 768,327 | 0% | held | |
| 17 | SMA SMARTSTOP SELF STORAG REIT I | 1.0% | $15.6m | 505,613 | – | new |
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.