13F HOLDINGS REPORT
Rudius Management LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001835407-24-000005
Total Value
$460.8M
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VERALTO CORP | VLTO | 2,453,129 | $234.2M | 50.82% |
| 2 | ALCON AG | ALC | 1,698,192 | $151.3M | 32.83% |
| 3 | VERISK ANALYTICS INC | VRSK | 97,060 | $26.2M | 5.68% |
| 4 | KENVUE INC | KVUE | 1,311,894 | $23.9M | 5.18% |
| 5 | RENTOKIL INITIAL PLC | RKLIF | 445,608 | $13.2M | 2.87% |
| 6 | CLARIVATE PLC | CLVT | 1,184,283 | $6.7M | 1.46% |
| 7 | SOLVENTUM CORP | SOLV | 101,427 | $5.4M | 1.16% |
| 8 | SUNOCO | SUN | 33 | $1,866 | 0.00% |