Rudius Management LP
Net buyer this quarter
$386M
7
+$42.9M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VLTO | $228M | 59.04% | 1.05% | +2.5% | Q3 2023 |
 ALC | $87.8M | 22.71% | 0.27% | -27.0% | Q4 2020 |
 HONA | $29.9M | 7.75% | Not reported | New | Q2 2026 |
 HON | $25.5M | 6.61% | 0.04% | New | Q2 2026 |
 FIG | $14.6M | 3.79% | Not reported | New | Q2 2026 |
 AVEX | $209K | 0.05% | 999.60% | New | Q2 2026 |
 CERT | $187K | 0.05% | 0.02% | Not reported | Q1 2026 |
| Q1 2026 | |||||
| VLTO | $222M | 62.09% | 1.01% | -14.2% | Q3 2023 |
| ALC | $135M | 37.76% | 0.37% | -16.5% | Q4 2020 |
| CERT | $163K | 0.05% | 0.02% | New | Q1 2026 |
 SOLV | $154K | 0.04% | 0.00% | Not reported | Q2 2024 |
 SPOT | $102K | 0.03% | 0.00% | New | Q1 2026 |
 VEEV | $94K | 0.03% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| VLTO | $292M | 63.32% | 1.18% | +2.8% | Q3 2023 |
| ALC | $169M | 36.68% | 0.44% | -1.2% | Q4 2020 |
 SUN | $1.73K | 0.00% | Not reported | Not reported | Q4 2020 |
| Q3 2025 | |||||
| VLTO | $303M | 63.67% | 1.15% | Not reported | Q3 2023 |
| ALC | $162M | 33.97% | 0.44% | +9.5% | Q4 2020 |
 RTO | $11.3M | 2.36% | 0.02% | Not reported | Q1 2023 |
| SUN | $1.65K | 0.00% | Not reported | Not reported | Q4 2020 |