13F HOLDINGS REPORT
Rudius Management LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001835407-23-000009
Total Value
$183.1M
Positions
7
Other Managers
0
Confidential Omitted
No
Holdings (7)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALCON AG | ALC | 1,613,772 | $124.4M | 67.91% |
| 2 | VERISK ANALYTICS INC | VRSK | 103,675 | $24.5M | 13.37% |
| 3 | KENVUE INC | KVUE | 953,739 | $19.2M | 10.46% |
| 4 | CLARIVATE PLC | CLVT | 1,249,483 | $8.4M | 4.58% |
| 5 | RENTOKIL INITIAL PLC | RKLIF | 168,399 | $6.2M | 3.41% |
| 6 | VERALTO CORP | VLTO | 5,992 | $506,684 | 0.28% |
| 7 | SUNOCO | SUN | 33 | $1,615 | 0.00% |