Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Rithm Capital Corp. (CIK 1556593) reported $67.4M across 36 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RPT-PC ($10.0M, 14.78%), RPT-PC ($8.8M, 13.03%), RAC/U ($7.0M, 10.39%), GEV ($3.0M, 4.47%), VRT ($2.0M, 2.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RPT-PC | RITHM PPTY TR INC | $10.0M | 14.78% | 400,000 | New |
| 2 | RPT-PC | RITHM PPTY TR INC | $8.8M | 13.03% | 655,349 | Added |
| 3 | RAC/U | RITHM ACQUISITION CORP | $7.0M | 10.39% | 660,000 | Hold |
| 4 | GEV | GE VERNOVA INC | $3.0M | 4.47% | 3,450 | Added |
| 5 | VRT | VERTIV HOLDINGS CO | $2.0M | 2.98% | 8,000 | Added |
| 6 | PWR | QUANTA SVCS INC | $1.9M | 2.77% | 3,400 | Trimmed |
| 7 | ETN | EATON CORP PLC | $1.7M | 2.55% | 4,800 | Hold |
| 8 | PRIM | PRIMORIS SVCS CORP | $1.4M | 2.10% | 9,900 | Trimmed |
| 9 | FLEX | FLEXTRONICS INTL LTD | $1.4M | 2.09% | 21,500 | New |
| 10 | NXT | NEXTPOWER INC | $1.4M | 2.06% | 11,500 | Hold |
| 11 | NVT | NVENT ELEC PLC | $1.4M | 2.02% | 11,500 | New |
| 12 | WM | WASTE MGMT INC DEL | $1.3M | 1.98% | 5,800 | Added |
| 13 | CEG | CONSTELLATION ENERGY CORP | $1.3M | 1.97% | 4,750 | Added |
| 14 | FORGENT POWER SOLUTIONS INC | $1.3M | 1.96% | 45,000 | New | |
| 15 | DY | DYCOM INDS INC | $1.3M | 1.91% | 3,800 | Added |
| 16 | ECG | EVERUS CONSTR GROUP | $1.2M | 1.84% | 10,500 | Added |
| 17 | HUBB | HUBBELL INC | $1.2M | 1.82% | 2,500 | Hold |
| 18 | NEE | NEXTERA ENERGY INC | $1.2M | 1.81% | 13,150 | Added |
| 19 | BDC | BELDEN INC | $1.2M | 1.73% | 10,150 | New |
| 20 | CLH | CLEAN HARBORS INC | $1.1M | 1.70% | 4,000 | Added |
| 21 | MTZ | MASTEC INC | $1.1M | 1.67% | 3,500 | Trimmed |
| 22 | DUK | DUKE ENERGY CORP NEW | $1.1M | 1.67% | 8,600 | Added |
| 23 | AEP | AMERICAN ELEC PWR CO INC | $1.1M | 1.65% | 8,500 | Added |
| 24 | SO | SOUTHERN CO | $1.1M | 1.65% | 11,500 | Added |
| 25 | STRL | STERLING INFRASTRUCTURE INC | $1.1M | 1.57% | 2,600 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31