Rithm Capital Corp.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed May 15, 2025), Rithm Capital Corp. reported 24 stock positions worth $24.6 million. Its top holding was Rithm PPTY TR at 39.9% of the portfolio, followed by Clean Harbors (CLH, 4.5%) and Nextera Energy (NEE, 4.1%). Compared with Q3 2024, it opened 23 new positions and added to 1. The biggest buy was a new position in Clean Harbors (CLH).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001556593
- Portfolio Value
- $24.6M (Q4 2024)
- SEC Filing
- 0000905148-25-001745 ↗ filed May 15, 2025
Holdings Value
Holdings 24 stocks · $24.6M
| RITHM PPTY TR INC | 39.87% | 3,297,977 | $9.8M | Add +14.7% |
| CLH Clean Harbors Inc. | 4.50% | 4,800 | $1.1M | New |
| NEE Nextera Energy Inc. | 4.09% | 14,000 | $1.0M | New |
| ETN Eaton Corp. PLC | 4.05% | 3,000 | $996K | New |
| GEV GE Vernova Inc. | 3.75% | 2,800 | $921K | New |
| WM Waste Management Inc. | 3.70% | 4,500 | $908K | New |
| HUBB Hubbell Inc. | 3.41% | 2,000 | $838K | New |
| PWR Quanta Services Inc. | 3.22% | 2,500 | $790K | New |
| PRIM Primoris Services Corp. | 3.11% | 10,000 | $764K | New |
| PH Parker Hannifin Corp. | 3.11% | 1,200 | $763K | New |
| LNG Cheniere Energy Inc. | 3.06% | 3,500 | $752K | New |
| DUK Duke Energy Corp. | 2.85% | 6,500 | $700K | New |
| DY Dycom Industries Inc. | 2.83% | 4,000 | $696K | New |
| EME Emcor Group Inc. | 2.31% | 1,250 | $567K | New |
| CEG Constellation Energy | 2.28% | 2,500 | $559K | New |
| POWL Powell Industries Inc. | 2.03% | 2,250 | $499K | New |
| EMR Emerson Electric Co. | 1.77% | 3,500 | $434K | New |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 1.71% | 11,500 | $420K | New |
| FSLR First Solar Inc. | 1.65% | 2,300 | $405K | New |
| FLNC Fluence Energy Inc. | 1.62% | 25,000 | $397K | New |
| WCN Waste Connections Inc. | 1.40% | 2,000 | $343K | New |
| ACM Aecom | 1.30% | 3,000 | $320K | New |
| RSG Republic Services Inc. | 1.23% | 1,500 | $302K | New |
| SO The Southern Co. | 1.17% | 3,500 | $288K | New |
Portfolio Sells Q3 2024 → Q4 2024
| None this quarter. | |||
Portfolio Buys Q3 2024 → Q4 2024
| CLH Clean Harbors Inc. | New | 4.50% | +4.50 |
| NEE Nextera Energy Inc. | New | 4.09% | +4.09 |
| ETN Eaton Corp. PLC | New | 4.05% | +4.05 |
| GEV GE Vernova Inc. | New | 3.75% | +3.75 |
| WM Waste Management Inc. | New | 3.70% | +3.70 |
| HUBB Hubbell Inc. | New | 3.41% | +3.41 |
| PWR Quanta Services Inc. | New | 3.22% | +3.22 |
| PRIM Primoris Services Corp. | New | 3.11% | +3.11 |
| PH Parker Hannifin Corp. | New | 3.11% | +3.11 |
| LNG Cheniere Energy Inc. | New | 3.06% | +3.06 |
| DUK Duke Energy Corp. | New | 2.85% | +2.85 |
| DY Dycom Industries Inc. | New | 2.83% | +2.83 |
| EME Emcor Group Inc. | New | 2.31% | +2.31 |
| CEG Constellation Energy | New | 2.28% | +2.28 |
| POWL Powell Industries Inc. | New | 2.03% | +2.03 |
| EMR Emerson Electric Co. | New | 1.77% | +1.77 |
| NXT Nextpower Inc. | New | 1.71% | +1.71 |
| FSLR First Solar Inc. | New | 1.65% | +1.65 |
| FLNC Fluence Energy Inc. | New | 1.62% | +1.62 |
| WCN Waste Connections Inc. | New | 1.40% | +1.40 |
| ACM Aecom | New | 1.30% | +1.30 |
| RSG Republic Services Inc. | New | 1.23% | +1.23 |
| SO The Southern Co. | New | 1.17% | +1.17 |
| RITHM PPTY TR INC | Add +14.7% | 39.87% | −60.13 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 37 | $71.5M | RPT, RAC.U, GEV, FLEX, VRT |
| Q1 2026 | 37 | $57.4M | RPT, RAC.U, GEV, VRT, PWR |
| Q4 2025 | 31 | $43.0M | RPT, RAC.U, GEV, PWR, ETN |
| Q3 2025 | 30 | $39.3M | RITHM PPTY TR INC, RAC.U, ETN, PWR, PRIM |
| Q2 2025Amended | 31 | $40.0M | RITHM PPTY TR INC, RAC.U, GEV, PWR, ETN |
| Q1 2025Amended | 30 | $34.7M | RITHM PPTY TR INC, RAC.U, PWR, GEV, WM |
| Q4 2024Amended | 24 | $24.6M | RITHM PPTY TR INC, CLH, NEE, ETN, GEV |
| Q3 2024 | 1 | $9.6M | RITHM PPTY TR INC |
| Q2 2024 | 1 | $10.3M | RITHM PPTY TR INC |