Rudius Management LP Concentrated Active

Location: New York, NY

CIK: 0001835407 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 14, 2025

Total Value: $487M (100.0% shares, 0.0% debt)

Holdings (5)

VLTO VERALTO CORP 56.9%

Value $277M Shares 2,840,270 Est. Cost $79.61 Unrealized +24.8%

ALC ALCON AG 39.5%

Value $192M Shares 2,024,768 Est. Cost $68.92 Unrealized +29.7%

RTO RENTOKIL INITIAL PLC 2.1%

Value $10.2M Shares 445,608 Est. Cost $31.85 Unrealized —

ECG EVERUS CONSTR GROUP 1.5%

Value $7.52M Shares 202,759 Est. Cost $53.82 Unrealized 0.0%

SUN SUNOCO 0.0%

Value $1,916 Shares 33 Est. Cost $30.30 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VLTO	VERALTO CORP	2,840,270	$277M	56.9%	$79.61	+24.8%	COM SHS	92338C103
ALC	ALCON AG	2,024,768	$192M	39.5%	$68.92	+29.7%	ORD SHS	H01301128
RTO	RENTOKIL INITIAL PLC	445,608	$10.2M	2.1%	$31.85	—	SPONSORED ADR	760125104
ECG	EVERUS CONSTR GROUP	202,759	$7.52M	1.5%	$53.82	0.0%	COM	300426103
SUN	SUNOCO	33	$1,916	0.0%	$30.30	—	COM UT REP LP	86765K109