13F COMBINATION REPORT
Rithm Capital Corp.
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000905148-25-001745
Total Value
$14.8M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CLEAN HARBORS INC | CLH | 4,800 | $1.1M | 7.48% |
| 2 | NEXTERA ENERGY INC | NEE-PW | 14,000 | $1.0M | 6.79% |
| 3 | EATON CORP PLC | ETN | 3,000 | $995,610 | 6.74% |
| 4 | GE VERNOVA INC | GEV | 2,800 | $921,004 | 6.23% |
| 5 | WASTE MGMT INC DEL | 94106L109 | 4,500 | $908,055 | 6.15% |
| 6 | HUBBELL INC | HUBB | 2,000 | $837,780 | 5.67% |
| 7 | QUANTA SVCS INC | 74762E102 | 2,500 | $790,125 | 5.35% |
| 8 | PRIMORIS SVCS CORP | 74164F103 | 10,000 | $764,000 | 5.17% |
| 9 | PARKER-HANNIFIN CORP | PH | 1,200 | $763,236 | 5.17% |
| 10 | CHENIERE ENERGY INC | LNG | 3,500 | $752,045 | 5.09% |
| 11 | DUKE ENERGY CORP NEW | DUKB | 6,500 | $700,310 | 4.74% |
| 12 | DYCOM INDS INC | 267475101 | 4,000 | $696,240 | 4.71% |
| 13 | EMCOR GROUP INC | EME | 1,250 | $567,375 | 3.84% |
| 14 | CONSTELLATION ENERGY CORP | CEG | 2,500 | $559,275 | 3.79% |
| 15 | POWELL INDS INC | 739128106 | 2,250 | $498,713 | 3.38% |
| 16 | EMERSON ELEC CO | EMR | 3,500 | $433,755 | 2.94% |
| 17 | NEXTRACKER INC | NXT | 11,500 | $420,095 | 2.84% |
| 18 | FIRST SOLAR INC | FSLR | 2,300 | $405,352 | 2.74% |
| 19 | FLUENCE ENERGY INC | FLNC | 25,000 | $397,000 | 2.69% |
| 20 | WASTE CONNECTIONS INC | WCN | 2,000 | $343,160 | 2.32% |
| 21 | AECOM | ACM | 3,000 | $320,460 | 2.17% |
| 22 | REPUBLIC SVCS INC | 760759100 | 1,500 | $301,770 | 2.04% |
| 23 | SOUTHERN CO | SOMN | 3,500 | $288,120 | 1.95% |