Rudius Management LP

Concentrated strategySector-focusedContrarian

Total reported value

$357.6M

Reporting period: 2026-03-31 · Number of holdings: 6

Rudius Management LP disclosed 6 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $357.6M and a quarterly turnover rate of 25.5%.

Personality snowflake

Concentration: 100
Portfolio Stability: 25.51
Momentum/Contrarian: 14.15
Sector conviction: 100
Diversification: 12
Sizing Uniformity: 83.87

Recent moves

Trim VLTO
-14.2%　-$69.9M
Add ALC
-16.5%　-$34.0M
New buy CERT
New buy SOLV
New buy SPOT
New buy VEEV

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VLTO	Veralto CORP	Stock-Industrials	62.09%	-1.23%	-14.16%
2	ALC	Alcon Inc.	Stock-Healthcare	37.76%	+1.08%	-16.47%
3	CERT	Certara INC	Stock-Other	0.05%	+0.05%	NEW
4	SOLV	Solventum CORP	Stock-Healthcare	0.04%	+0.04%	NEW
5	SPOT	Spotify Technology S.A.	Stock-Comm Services	0.03%	+0.03%	NEW
6	VEEV	Veeva Systems Inc-class A	Stock-Healthcare	0.03%	+0.03%	NEW

Portfolio Performance

Performance for Q3 2026

+1.9%

Performance Last 4 Quarters

-12.8%

Stdev: +17.5%
Beta: +0.55
Alpha: -10.9%
Max Drawdown: -27.9%
Annualized Perf: -2.2%
Batting Avg vs S&P: +36.1%
Sortino: -0.06
Stutzer: -0.01
Treynor: -0.01
Sterling: -0.09
Calmar: -0.08
Information Ratio: -1.13
Tracking Error: +17%
Stdev Down: +12.6%
Winning Months %: +50%
Losing Months %: +50%
Best 12 Months: +31.5%
Worst 12 Months: -19.1%
Efficiency Ratio: +0.05
Sharpe: -0.04
Stdev Sectors: +25.5%
Skewness: -0.14
Kurtosis: -0.63
Upside Potential: +1.9

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	6	$357.6M	26	1VLTO 2ALC 3CERT Top holdings2026-03-31 1.VLTO 2.ALC 3.CERT 4.SOLV 5.SPOT 6.VEEV
2025-12-31	3	$461.0M	6	1VLTO 2ALC 3SUN Top holdings2025-12-31 1.VLTO 2.ALC 3.SUN
2025-09-30	4	$476.4M	14	1VLTO 2ALC 3RTO Top holdings2025-09-30 1.VLTO 2.ALC 3.RTO 4.SUN
2025-06-30	4	$472.9M	0	1VLTO 2ALC 3RTO Top holdings2025-06-30 1.VLTO 2.ALC 3.RTO 4.SUN
2025-03-31	5	$486.7M	100	1VLTO 2ALC 3RTO Top holdings2025-03-31 1.VLTO 2.ALC 3.RTO 4.ECG 5.SUN
2024-12-31	4	$430.0M	0	1VLTO 2ALC 3RTO Top holdings2024-12-31 1.VLTO 2.ALC 3.RTO 4.SUN
2024-09-30	8	$500.0M	0	1VLTO 2ALC 3VRSK Top holdings2024-09-30 1.VLTO 2.ALC 3.VRSK 4.RTO 5.CLVT 6.KVUE 7.SOLV 8.SUN
2024-06-30	8	$460.8M	0	1VLTO 2ALC 3VRSK Top holdings2024-06-30 1.VLTO 2.ALC 3.VRSK 4.KVUE 5.RTO 6.CLVT 7.SOLV 8.SUN
2024-03-31	7	$449.7M	0	1VLTO 2ALC 3KVUE Top holdings2024-03-31 1.VLTO 2.ALC 3.KVUE 4.VRSK 5.RTO 6.CLVT 7.SUN
2023-12-31	7	$351.1M	0	1VLTO 2ALC 3KVUE Top holdings2023-12-31 1.VLTO 2.ALC 3.KVUE 4.VRSK 5.CLVT 6.RTO 7.SUN
2023-09-30	7	$183.1M	0	1ALC 2VRSK 3KVUE Top holdings2023-09-30 1.ALC 2.VRSK 3.KVUE 4.CLVT 5.RTO 6.VLTO 7.SUN
2023-06-30	5	$184.9M	0	1ALC 2VRSK 3CLVT Top holdings2023-06-30 1.ALC 2.VRSK 3.CLVT 4.RTO 5.SUN
2023-03-31	5	$162.8M	0	1ALC 2VRSK 3CLVT Top holdings2023-03-31 1.ALC 2.VRSK 3.CLVT 4.RTO 5.SUN
2022-12-31	4	$150.7M	0	1ALC 2VRSK 3CLVT Top holdings2022-12-31 1.ALC 2.VRSK 3.CLVT 4.SUN
2022-09-30	4	$133.1M	0	1ALC 2VRSK 3CLVT Top holdings2022-09-30 1.ALC 2.VRSK 3.CLVT 4.SUN
2022-06-30	4	$158.4M	0	1ALC 2VRSK 3CLVT Top holdings2022-06-30 1.ALC 2.VRSK 3.CLVT 4.SUN
2022-03-31	5	$225.9M	0	1ALC 2IFF 3VRSK Top holdings2022-03-31 1.ALC 2.IFF 3.VRSK 4.CLVT 5.SUN
2021-12-31	5	$260.0M	0	1ALC 2IFF 3VRSK Top holdings2021-12-31 1.ALC 2.IFF 3.VRSK 4.CLVT 5.SUN
2021-09-30	5	$235.8M	0	1ALC 2IFF 3VRSK Top holdings2021-09-30 1.ALC 2.IFF 3.VRSK 4.CLVT 5.SUN
2021-06-30	5	$218.3M	83	1ALC 2IFF 3CLVT Top holdings2021-06-30 1.ALC 2.IFF 3.CLVT 4.VRSK 5.SUN
2021-03-31	4	$155.0M	63	1ALC 2IFF 3CLVT Top holdings2021-03-31 1.ALC 2.IFF 3.CLVT 4.SUN
2020-12-31	3	$80.8M	0	1ALC 2CLVT 3SUN Top holdings2020-12-31 1.ALC 2.CLVT 3.SUN

Holding changes this quarter

Rudius Management LP's most significant position changes for 2026-03-31: New buy: Certara INC (CERT); New buy: Solventum CORP (SOLV); New buy: Spotify Technology S.A. (SPOT); New buy: Veeva Systems Inc-class A (VEEV); Sold out: Sunoco LP (SUN).

Position changes disclosed by Rudius Management LP for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	ALC	Alcon Inc.	+1.1%	-16.47%	Trim
2	VLTO	Veralto CORP	-1.2%	-14.16%	Trim
3	CERT	Certara INC	—	NEW	New buy
4	SOLV	Solventum CORP	—	NEW	New buy
5	SPOT	Spotify Technology S.A.	—	NEW	New buy
6	VEEV	Veeva Systems Inc-class A	—	NEW	New buy
7	SUN	Sunoco LP	—	EXIT	Sold out

FAQ

What is Rudius Management LP and what type of investor is it?

Rudius Management LP is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $357.6M, spread across 6 disclosed positions.

What are Rudius Management LP's largest equity positions?

Based on the latest 13F filing, Rudius Management LP's top holdings by market value are: 1. Veralto CORP (VLTO) — $222.0M (62.1%) 2. Alcon Inc. (ALC) — $135.0M (37.8%) 3. Certara INC (CERT) — $163.0K (0.1%) 4. Solventum CORP (SOLV) — $153.8K (0.0%) 5. Spotify Technology S.A. (SPOT) — $101.8K (0.0%)

What changes did Rudius Management LP make in its most recent portfolio filing?

In the latest reported quarter, Rudius Management LP made 7 notable position adjustments: 4 new positions were initiated, 0 existing holdings were added to, 2 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Certara INC (CERT); New buy: Solventum CORP (SOLV); New buy: Spotify Technology S.A. (SPOT); New buy: Veeva Systems Inc-class A (VEEV); Sold out: Sunoco LP (SUN)

What sectors does Rudius Management LP focus on?

Rudius Management LP is concentrated in the following sectors based on its current disclosed equity portfolio: • Industrials: 62.1% • Health Care: 37.9% • Communication Services: 0.0%