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Rudius Management LP

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13F filer, CIK 1835407, NEW YORK, NY

Rudius Management LP reported $472,945,086 across 4 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001835407-25-000004

Period
2025-06-30
Reported value
$473M
Holdings
4
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VLTOadded+5,000$505K

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

SecurityShares changeApprox. value
ECGexited-202,759-$7.52M
ALCreduced-42,227-$3.73M

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.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001835407-25-000004, largest first. % of portfolio is the value over $472,945,086, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,453,129 shares; 2024Q4: 2,464,849 shares; 2025Q1: 2,840,270 shares; 2025Q2: 2,845,270 shares 2,845,270$287M60.73%+5,000Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,698,192 shares; 2024Q4: 1,974,804 shares; 2025Q1: 2,024,768 shares; 2025Q2: 1,982,541 shares 1,982,541$175M37.01%-42,227Timeline
RTORENTOKIL INITIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445,608 shares; 2024Q4: 445,608 shares; 2025Q1: 445,608 shares; 2025Q2: 445,608 shares 445,608$10.7M2.26%0Timeline
SUNSUNOCO LP/SUNOCO FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares 33$1.77K<0.01%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ECGEVERUS CONSTR GROUP202,759$7.52Mshares

How Q2 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 0001835407-25-000004 base2025-08-13acceptance time not in the bulk data set