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Rudius Management LP

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13F filer, CIK 1835407, NEW YORK, NY

Rudius Management LP reported $486,722,208 across 5 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001835407-25-000003

Period
2025-03-31
Reported value
$487M
Holdings
5
Top 10 weight
100%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VLTOadded+375,421$36.6M
ECGnew+202,759$7.52M
ALCadded+49,964$4.74M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

None.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001835407-25-000003, largest first. % of portfolio is the value over $486,722,208, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,453,129 shares; 2024Q4: 2,464,849 shares; 2025Q1: 2,840,270 shares 2,840,270$277M56.87%+375,421Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,698,192 shares; 2024Q4: 1,974,804 shares; 2025Q1: 2,024,768 shares 2,024,768$192M39.49%+49,964Timeline
RTORENTOKIL INITIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,608 shares; 2024Q4: 445,608 shares; 2025Q1: 445,608 shares 445,608$10.2M2.1%0Timeline
ECGEVERUS CONSTR GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 202,759 shares 202,759$7.52M1.55%newTimeline
SUNSUNOCO LP/SUNOCO FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares 33$1.92K<0.01%0Timeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001835407-25-000003 base2025-05-14acceptance time not in the bulk data set