Rudius Management LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Rudius Management LP reported 3 stock positions worth $461.0 million. Its top holding was Veralto (VLTO) at 63.3% of the portfolio, followed by Alcon (ALC, 36.7%) and Sunoco (SUN, 0.0%). Compared with Q3 2025, it sold out of 1, added to 1 and reduced 1. The biggest buy was Veralto (VLTO, shares +3%) and the biggest sale an exit from Rentokil Initial PLC-SP ADR (RTO).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001835407
- Portfolio Value
- $461.0M (Q4 2025)
- SEC Filing
- 0001835407-26-000002 ↗ filed Feb 17, 2026
Holdings Value
Holdings 3 stocks · $461.0M
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
| VLTO Veralto Corp. | Add +2.8% | 63.32% | −0.35 |
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 |