Rithm Capital Corp. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Rithm Capital Corp. disclosed 36 stock positions valued at approximately $81.42M as of quarter-end June 30, 2026. The largest holdings include RITHM PPTY TR INC, GE VERNOVA INC, and FLEX LTD.
- Report Period
- June 30, 2026
- No. of Stocks
- 36
- Portfolio Value
- $81.42M
Holdings by Sector
Rithm Capital Corp. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| RITHM PPTY TR INC | RPT | Real Estate | 13.55% | 766,143 | +110,794 | +16.91% | $11,032,459 |
| GE VERNOVA INC | GEV | Utilities | 4.98% | 3,450 | - | - | $4,053,267 |
| FLEX LTD | FLEX | Technology | 4.28% | 21,500 | - | - | $3,484,505 |
| VERTIV HOLDINGS CO | VRT | Industrials | 3.29% | 8,000 | - | - | $2,678,560 |
| FORGENT POWER SOLUTIONS INC | FPS | Industrials | 3.09% | 45,000 | - | - | $2,513,700 |
| QUANTA SVCS INC | PWR | Industrials | 3.01% | 3,400 | - | - | $2,448,136 |
| STERLING INFRASTRUCTURE INC | STRL | Industrials | 2.68% | 2,600 | - | - | $2,182,336 |
| EATON CORP PLC | ETN | Industrials | 2.51% | 4,800 | - | - | $2,045,376 |
| NVENT ELEC PLC | NVT | Industrials | 2.40% | 11,500 | - | - | $1,950,515 |
| DYCOM INDS INC | DY | Industrials | 2.36% | 3,800 | - | - | $1,921,242 |
| EVERUS CONSTR GROUP | ECG | Industrials | 2.14% | 10,500 | - | - | $1,742,475 |
| POWELL INDS INC | POWL | Industrials | 2.00% | 5,700 | +3,800 | +200.00% | $1,632,252 |
| MYR GROUP INC | MYRG | Industrials | 1.84% | 3,000 | - | - | $1,501,200 |
| MASTEC INC | MTZ | Industrials | 1.79% | 3,500 | - | - | $1,456,210 |
| VALMONT INDS INC | VMI | Industrials | 1.77% | 2,500 | +2,500 | +100.00% | $1,444,000 |
| FIRST SOLAR INC | FSLR | Technology | 1.74% | 6,000 | +1,500 | +33.33% | $1,415,760 |
| EMCOR GROUP INC | EME | Industrials | 1.68% | 1,650 | +400 | +32.00% | $1,369,302 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 1.68% | 10,000 | +1,500 | +17.65% | $1,368,100 |
| HUBBELL INC | HUBB | Industrials | 1.61% | 2,500 | - | - | $1,308,000 |
| WASTE MGMT INC DEL | WM | Industrials | 1.59% | 5,800 | - | - | $1,292,704 |
| BELDEN INC | BDC | Technology | 1.49% | 10,150 | - | - | $1,217,087 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 1.49% | 9,600 | +1,000 | +11.63% | $1,215,168 |
| CLEAN HARBORS INC | CLH | Industrials | 1.47% | 4,000 | - | - | $1,195,000 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 1.45% | 4,750 | - | - | $1,179,758 |
| PRIMORIS SVCS CORP | PRIM | Industrials | 1.45% | 11,900 | +2,000 | +20.20% | $1,179,528 |
| NEXTERA ENERGY INC | NEE | Utilities | 1.42% | 13,150 | - | - | $1,154,176 |
| ENTERGY CORP NEW | ETR | Utilities | 1.41% | 10,000 | +10,000 | +100.00% | $1,148,600 |
| SOUTHERN CO | SO | Utilities | 1.35% | 11,500 | - | - | $1,100,665 |
| REPUBLIC SVCS INC | RSG | Industrials | 1.26% | 4,800 | - | - | $1,022,784 |
| WASTE CONNECTIONS INC | WCN | Industrials | 1.25% | 6,100 | - | - | $1,016,809 |
Showing 30 of 36 holdings in the latest reporting period.