Rudius Management LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Rudius Management LP reported 5 stock positions worth $486.7 million. Its top holding was Veralto (VLTO) at 56.9% of the portfolio, followed by Alcon (ALC, 39.5%) and Rentokil Initial PLC-SP ADR (RTO, 2.1%). Compared with Q4 2024, it opened 1 new position and added to 2. The biggest buy was a new position in Everus Construction (ECG).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001835407
- Portfolio Value
- $486.7M (Q1 2025)
- SEC Filing
- 0001835407-25-000003 ↗ filed May 14, 2025
Holdings Value
Holdings 5 stocks · $486.7M
Portfolio Sells Q4 2024 → Q1 2025
| None this quarter. | |||
Portfolio Buys Q4 2024 → Q1 2025
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 |