Rudius Management LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Rudius Management LP reported 8 stock positions worth $500.0 million. Its top holding was Veralto (VLTO) at 54.9% of the portfolio, followed by Alcon (ALC, 34.0%) and Verisk Analytics (VRSK, 5.2%). Compared with Q2 2024, it reduced 2. The biggest sale was Kenvue (KVUE, shares −81%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001835407
- Portfolio Value
- $500.0M (Q3 2024)
- SEC Filing
- 0001835407-24-000007 ↗ filed Nov 13, 2024
Holdings Value
Holdings 8 stocks · $500.0M
| VLTO Veralto Corp. | 54.88% | 2,453,129 | $274.4M | No change |
| ALC Alcon Inc. filed as ALCON AG | 33.99% | 1,698,192 | $169.9M | No change |
| VRSK Verisk Analytics Inc. | 5.20% | 97,060 | $26.0M | No change |
| RTO Rentokil Initial PLC-SP ADR | 2.22% | 445,608 | $11.1M | No change |
| CLVT Clarivate PLC | 1.68% | 1,184,283 | $8.4M | No change |
| KVUE Kenvue Inc. | 1.17% | 251,894 | $5.8M | Reduce -80.8% |
| SOLV Solventum Corp. | 0.86% | 61,427 | $4.3M | Reduce -39.4% |
| SUN Sunoco LP | 0.00% | 33 | $2K | No change |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
| None this quarter. | |||
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 |