Rudius Management LP

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Rudius Management LP reported 4 stock positions worth $476.4 million. Its top holding was Veralto (VLTO) at 63.7% of the portfolio, followed by Alcon (ALC, 34.0%) and Rentokil Initial PLC-SP ADR (RTO, 2.4%). Compared with Q2 2025, it added to 1. The biggest buy was Alcon (ALC, shares +10%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001835407
Portfolio Value
$476.4M (Q3 2025)
SEC Filing
0001835407-25-000007 ↗ filed Nov 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 Q4 2024 Q1 2025: $486.7M Q1 2025 Q2 2025: $472.9M Q2 2025 Q3 2025: $476.4M $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 · $476.4M
VLTO Veralto Corp. 63.67% 2,845,270 $303.3M No change
ALC Alcon Inc. filed as ALCON AG 33.97% 2,171,741 $161.8M Add +9.5%
RTO Rentokil Initial PLC-SP ADR 2.36% 445,608 $11.3M No change
SUN Sunoco LP 0.00% 33 $2K No change

Portfolio Sells Q2 2025 → Q3 2025
None this quarter.

Portfolio Buys Q2 2025 → Q3 2025
ALC Alcon Inc. Add +9.5% 33.97% −3.04

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