Rudius Management LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Rudius Management LP reported 7 stock positions worth $386.4 million. Its top holding was Veralto (VLTO) at 59.0% of the portfolio, followed by Alcon (ALC, 22.7%) and Honeywell Aerospace (HONA, 7.7%). Compared with Q1 2026, it opened 4 new positions, sold out of 3, added to 1 and reduced 1. The biggest buy was a new position in Honeywell Aerospace (HONA) and the biggest sale Alcon (ALC, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001835407
- Portfolio Value
- $386.4M (Q2 2026)
- SEC Filing
- 0001835407-26-000005 ↗ filed Aug 14, 2026
Holdings Value
Holdings 7 stocks · $386.4M
| VLTO Veralto Corp. | 59.04% | 2,572,812 | $228.2M | Add +2.5% |
| ALC Alcon Inc. filed as ALCON AG | 22.71% | 1,307,914 | $87.8M | Reduce -27.0% |
| HONA Honeywell Aerospace Inc. | 7.75% | 135,444 | $29.9M | New |
| HON Honeywell International Inc. | 6.61% | 114,077 | $25.5M | New |
| FIG Figma Inc. Class A | 3.79% | 808,954 | $14.6M | New |
| AVEX Aevex Corp. Class A | 0.05% | 9,996 | $209K | New |
| CERT Certara Inc. | 0.05% | 28,600 | $187K | No change |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 7 | $386.4M | VLTO, ALC, HONA, HON, FIG |
| Q1 2026 | 6 | $357.6M | VLTO, ALC, CERT, SOLV, SPOT |
| Q4 2025 | 3 | $461.0M | VLTO, ALC, SUN |
| Q3 2025 | 4 | $476.4M | VLTO, ALC, RTO, SUN |
| Q2 2025 | 4 | $472.9M | VLTO, ALC, RTO, SUN |
| Q1 2025 | 5 | $486.7M | VLTO, ALC, RTO, ECG, SUN |
| Q4 2024 | 4 | $430.0M | VLTO, ALC, RTO, SUN |
| Q3 2024 | 8 | $500.0M | VLTO, ALC, VRSK, RTO, CLVT |
| Q2 2024 | 8 | $460.8M | VLTO, ALC, VRSK, KVUE, RTO |
| Q1 2024 | 7 | $449.7M | VLTO, ALC, KVUE, VRSK, RTO |