Rudius Management Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Rudius Management Lp disclosed 7 stock positions valued at approximately $386.43M as of quarter-end June 30, 2026. The largest holdings include VERALTO CORP, ALCON AG, and HONEYWELL AEROSPACE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 7
- Portfolio Value
- $386.43M
Holdings by Sector
Rudius Management Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VERALTO CORP | VLTO | Industrials | 59.04% | 2,572,812 | +61,538 | +2.45% | $228,156,968 |
| ALCON AG | ALC | Healthcare | 22.71% | 1,307,914 | -484,362 | -27.02% | $87,761,029 |
| HONEYWELL AEROSPACE INC | HONA | Industrials | 7.75% | 135,444 | +135,444 | +100.00% | $29,943,960 |
| HONEYWELL INTL INC | HON | Industrials | 6.61% | 114,077 | +114,077 | +100.00% | $25,541,840 |
| FIGMA INC | FIG | Technology | 3.79% | 808,954 | +808,954 | +100.00% | $14,633,978 |
| AEVEX CORP | AVEX | Industrials | 0.05% | 9,996 | +9,996 | +100.00% | $208,816 |
| CERTARA INC | CERT | Healthcare | 0.05% | 28,600 | - | - | $187,330 |
Showing 7 of 7 holdings in the latest reporting period.