Rudius Management LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Rudius Management LP reported 8 stock positions worth $460.8 million. Its top holding was Veralto (VLTO) at 50.8% of the portfolio, followed by Alcon (ALC, 32.8%) and Verisk Analytics (VRSK, 5.7%). Compared with Q1 2024, it opened 1 new position, added to 1 and reduced 5. The biggest buy was a new position in Solventum (SOLV) and the biggest sale Kenvue (KVUE, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001835407
- Portfolio Value
- $460.8M (Q2 2024)
- SEC Filing
- 0001835407-24-000005 ↗ filed Aug 14, 2024
Holdings Value
Holdings 8 stocks · $460.8M
| VLTO Veralto Corp. | 50.82% | 2,453,129 | $234.2M | Reduce -5.0% |
| ALC Alcon Inc. filed as ALCON AG | 32.83% | 1,698,192 | $151.3M | Reduce -2.1% |
| VRSK Verisk Analytics Inc. | 5.68% | 97,060 | $26.2M | Reduce -5.7% |
| KVUE Kenvue Inc. | 5.18% | 1,311,894 | $23.9M | Reduce -5.6% |
| RTO Rentokil Initial PLC-SP ADR | 2.87% | 445,608 | $13.2M | Add +5.9% |
| CLVT Clarivate PLC | 1.46% | 1,184,283 | $6.7M | Reduce -5.9% |
| SOLV Solventum Corp. | 1.16% | 101,427 | $5.4M | New |
| SUN Sunoco LP | 0.00% | 33 | $2K | No change |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 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 |