Rudius Management Lp Top Holdings and 13F Report (2024)

About Rudius Management Lp

Rudius Management Lp has $460.80 million in total holdings as of June 30, 2024.
Rudius Management Lp owns shares of 8 different stocks, but just 2 companies or ETFs make up 80% of its holdings.
Approximately 1.32% of the portfolio was purchased this quarter.
About 4.15% of the portfolio was sold this quarter.
This quarter, Rudius Management Lp has purchased 7 new stocks and bought additional shares in 1 stock.
Rudius Management Lp sold shares of 5 stocks and completely divested from 0 stocks this quarter.

VERALTO CORP: 129,760 shares (about $12.39M)
Alcon: 37,104 shares (about $3.31M)
Verisk Analytics: 5,900 shares (about $1.59M)
Kenvue: 77,800 shares (about $1.41M)
Clarivate: 74,400 shares (about $423.34K)

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VERALTO CORP	$234,200,226	$12,388,187 ▼	-5.0%	2,453,129	50.8%	COM SHS
ALC Alcon	$151,274,943	$3,305,224 ▼	-2.1%	1,698,192	32.8%	Medical
VRSK Verisk Analytics	$26,162,523	$1,590,345 ▼	-5.7%	97,060	5.7%	Business Services
KVUE Kenvue	$23,850,233	$1,414,404 ▼	-5.6%	1,311,894	5.2%	Consumer Staples
RTO Rentokil Initial	$13,212,277	$741,250 ▲	5.9%	445,608	2.9%	Business Services
CLVT Clarivate	$6,738,570	$423,336 ▼	-5.9%	1,184,283	1.5%	Computer and Technology
SOLVENTUM CORP	$5,363,460	$5,363,460 ▲	New Holding	101,427	1.2%	COM SHS
SUN Sunoco	$1,866		0.0%	33	0.0%	Oils/Energy