Rudius Management LP

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Rudius Management LP reported 4 stock positions worth $430.0 million. Its top holding was Veralto (VLTO) at 58.4% of the portfolio, followed by Alcon (ALC, 39.0%) and Rentokil Initial PLC-SP ADR (RTO, 2.6%). Compared with Q3 2024, it sold out of 4 and added to 2. The biggest buy was Alcon (ALC, shares +16%) and the biggest sale an exit from Verisk Analytics (VRSK).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001835407
Portfolio Value
$430.0M (Q4 2024)
SEC Filing
0001835407-25-000001 ↗ filed Feb 13, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $449.7M Q1 2024 Q2 2024: $460.8M Q2 2024 Q3 2024: $500.0M Q3 2024 Q4 2024: $430.0M $430.0M Q4 2024 Q1 2025: $486.7M Q1 2025 Q2 2025: $472.9M Q2 2025 Q3 2025: $476.4M Q3 2025 Q4 2025: $461.0M Q4 2025 Q1 2026: $357.6M Q1 2026 Q2 2026: $386.4M Q2 2026

Holdings 4 stocks · $430.0M
VLTO Veralto Corp. 58.39% 2,464,849 $251.0M Add +0.5%
ALC Alcon Inc. filed as ALCON AG 38.99% 1,974,804 $167.6M Add +16.3%
RTO Rentokil Initial PLC-SP ADR 2.62% 445,608 $11.3M No change
SUN Sunoco LP 0.00% 33 $2K No change

Portfolio Sells Q3 2024 → Q4 2024
VRSK Verisk Analytics Inc. Sold out 0.00% −5.20
CLVT Clarivate PLC Sold out 0.00% −1.68
KVUE Kenvue Inc. Sold out 0.00% −1.17
SOLV Solventum Corp. Sold out 0.00% −0.86

Portfolio Buys Q3 2024 → Q4 2024
ALC Alcon Inc. Add +16.3% 38.99% +5.00
VLTO Veralto Corp. Add +0.5% 58.39% +3.50

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 7$386.4MVLTO, ALC, HONA, HON, FIG
Q1 2026 6$357.6MVLTO, ALC, CERT, SOLV, SPOT
Q4 2025 3$461.0MVLTO, ALC, SUN
Q3 2025 4$476.4MVLTO, ALC, RTO, SUN
Q2 2025 4$472.9MVLTO, ALC, RTO, SUN
Q1 2025 5$486.7MVLTO, ALC, RTO, ECG, SUN
Q4 2024 4$430.0MVLTO, ALC, RTO, SUN
Q3 2024 8$500.0MVLTO, ALC, VRSK, RTO, CLVT
Q2 2024 8$460.8MVLTO, ALC, VRSK, KVUE, RTO
Q1 2024 7$449.7MVLTO, ALC, KVUE, VRSK, RTO