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Disclosery

Rudius Management LP

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13F filer, CIK 1835407, NEW YORK, NY

Rudius Management LP reported $460,991,495 across 3 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001835407-26-000002

Period
2025-12-31
Reported value
$461M
Holdings
3
Top 10 weight
100%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VLTOadded+80,143$8M

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
RTOexited-445,608-$11.3M
ALCreduced-26,175-$2.06M

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, Q4 2025

Share positions as resolved from 13F-HR 0001835407-26-000002, largest first. % of portfolio is the value over $460,991,495, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,453,129 shares; 2024Q4: 2,464,849 shares; 2025Q1: 2,840,270 shares; 2025Q2: 2,845,270 shares; 2025Q3: 2,845,270 shares; 2025Q4: 2,925,413 shares 2,925,413$292M63.32%+80,143Timeline
ALCALCON AGQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,698,192 shares; 2024Q4: 1,974,804 shares; 2025Q1: 2,024,768 shares; 2025Q2: 1,982,541 shares; 2025Q3: 2,171,741 shares; 2025Q4: 2,145,566 shares 2,145,566$169M36.68%-26,175Timeline
SUNSUNOCO LP/SUNOCO FIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 33 shares; 2025Q4: 33 shares 33$1.73K<0.01%0Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
RTORENTOKIL INITIAL PLC445,608$11.3Mshares

How Q4 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 0001835407-26-000002 base2026-02-17acceptance time not in the bulk data set