Rudius Management LP Concentrated Active

Location: New York, NY

CIK: 0001835407 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $461M (100.0% shares, 0.0% debt)

Holdings (3)

VLTO VERALTO CORP 63.3%

Value $292M Shares 2,925,413 Est. Cost $80.20 Unrealized +26.0%

ALC ALCON AG 36.7%

Value $169M Shares 2,145,566 Est. Cost $70.19 Unrealized +9.7%

SUN SUNOCO 0.0%

Value $1,730 Shares 33 Est. Cost $30.30 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VLTO	VERALTO CORP	2,925,413	$292M	63.3%	$80.20	+26.0%	COM SHS	92338C103
ALC	ALCON AG	2,145,566	$169M	36.7%	$70.19	+9.7%	ORD SHS	H01301128
SUN	SUNOCO	33	$1,730	0.0%	$30.30	—	COM UT REP LP	86765K109