account_balance
Investment manager · 13F filer · SEC CIK 1556593
Rithm Capital Corp.
Reported value$81.4Mas of Jun 30, 2026
Positions38 3 new, 3 sold out
Top 10 weight58.4%RPT alone is 14%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
RPTRithm Property Trust Inc.
13.6%Added +17%
RPTPRCRithm Ppty Tr Inc
12.2%
RACURithm Acquisition Corp
8.7%
GEVGE Vernova Inc.
5.0%
FLEXFlex Ltd.
4.3%
VRTVertiv Holdings Co
3.3%
FPSForgent Power Solutions, Inc.
3.1%
PWRQuanta Services, Inc.
3.0%
STRLSterling Infrastructure, Inc.
2.7%
ETNEaton Corp PLC
2.5%
NVTnVent Electric PLC
2.4%
DYDycom Industries Inc
2.4%
RPTRithm Property Trust Inc.
13.6%Added +17%
RPTPRCRithm Ppty Tr Inc
12.2%
RACURithm Acquisition Corp
8.7%
GEVGE Vernova Inc.
5.0%
FLEXFlex Ltd.
4.3%
VRTVertiv Holdings Co
3.3%
FPS3.1%PWR3.0%STRLETN2.5%NVT2.4%DY2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
RPT Rithm Property Trust Inc. 13.6% Added +17%
RPTPRC Rithm Ppty Tr Inc 12.2% Held
RACU Rithm Acquisition Corp 8.7% Held
GEV GE Vernova Inc. 5.0% HeldFLEX Flex Ltd. 4.3% HeldVRT Vertiv Holdings Co 3.3% HeldFPS Forgent Power Solutions, Inc. 3.1% HeldPWR Quanta Services, Inc. 3.0% HeldSTRL Sterling Infrastructure, Inc. 2.7% HeldETN Eaton Corp PLC 2.5% HeldNVT nVent Electric PLC 2.4% HeldDY Dycom Industries Inc 2.4% HeldWhat changed
Biggest moves since Mar 31, 2026
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