Rudius Management LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Rudius Management LP reported 7 stock positions worth $449.7 million. Its top holding was Veralto (VLTO) at 50.9% of the portfolio, followed by Alcon (ALC, 32.1%) and Kenvue (KVUE, 6.6%). Compared with Q4 2023, it added to 5. The biggest buy was Veralto (VLTO, shares +50%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001835407
- Portfolio Value
- $449.7M (Q1 2024)
- SEC Filing
- 0001835407-24-000004 ↗ filed May 15, 2024
Holdings Value
Holdings 7 stocks · $449.7M
| VLTO Veralto Corp. | 50.93% | 2,582,889 | $229.0M | Add +49.9% |
| ALC Alcon Inc. filed as ALCON AG | 32.14% | 1,735,296 | $144.5M | Add +1.7% |
| KVUE Kenvue Inc. | 6.63% | 1,389,694 | $29.8M | Add +1.6% |
| VRSK Verisk Analytics Inc. | 5.40% | 102,960 | $24.3M | Add +0.8% |
| RTO Rentokil Initial PLC-SP ADR | 2.82% | 420,608 | $12.7M | Add +14.7% |
| CLVT Clarivate PLC | 2.08% | 1,258,683 | $9.4M | No change |
| SUN Sunoco LP | 0.00% | 33 | $2K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| None this quarter. | |||
Portfolio Buys Q4 2023 → Q1 2024
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 |