RM
Rudius Management LP 13F Portfolio & Position Changes
Rudius Management LPCIK: 0001835407
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%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 25.51
- Momentum/Contrarian
- 14.15
- Sector conviction
- 100
- Diversification
- 12
- Sizing Uniformity
- 83.87
Rudius Management LP's disclosed holdings carry a Herfindahl concentration index of 0.528 — mathematically equivalent to about 2 equally-sized positions, well below its 6 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.61), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
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 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 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 | |
| 2025-12-31 | 3 | $461.0M | 6 | |
| 2025-09-30 | 4 | $476.4M | 14 | |
| 2025-06-30 | 4 | $472.9M | 0 | |
| 2025-03-31 | 5 | $486.7M | 100 | |
| 2024-12-31 | 4 | $430.0M | 0 | |
| 2024-09-30 | 8 | $500.0M | 0 | |
| 2024-06-30 | 8 | $460.8M | 0 | |
| 2024-03-31 | 7 | $449.7M | 0 | |
| 2023-12-31 | 7 | $351.1M | 0 | |
| 2023-09-30 | 7 | $183.1M | 0 | |
| 2023-06-30 | 5 | $184.9M | 0 | |
| 2023-03-31 | 5 | $162.8M | 0 | |
| 2022-12-31 | 4 | $150.7M | 0 | |
| 2022-09-30 | 4 | $133.1M | 0 | |
| 2022-06-30 | 4 | $158.4M | 0 | |
| 2022-03-31 | 5 | $225.9M | 0 | |
| 2021-12-31 | 5 | $260.0M | 0 | |
| 2021-09-30 | 5 | $235.8M | 0 | |
| 2021-06-30 | 5 | $218.3M | 83 | |
| 2021-03-31 | 4 | $155.0M | 63 | |
| 2020-12-31 | 3 | $80.8M | 0 |
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).
| # | 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 |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-13 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-13 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-13 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-12 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-12 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-13 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-14 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
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%
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