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 $81.4M across 38 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: RPT ($11.0M, 13.55%), RPTPRC ($10.0M, 12.24%), RACU ($7.1M, 8.73%), GEV ($4.1M, 4.98%), FLEX ($3.5M, 4.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RPT | RITHM PPTY TR INC | $11.0M | 13.55% | 766,143 | Added |
| 2 | RPTPRC | RITHM PPTY TR INC | $10.0M | 12.24% | 400,000 | Hold |
| 3 | RACU | RITHM ACQUISITION CORP | $7.1M | 8.73% | 660,000 | Hold |
| 4 | GEV | GE VERNOVA INC | $4.1M | 4.98% | 3,450 | Hold |
| 5 | FLEX | FLEX LTD | $3.5M | 4.28% | 21,500 | Hold |
| 6 | VRT | VERTIV HOLDINGS CO | $2.7M | 3.29% | 8,000 | Hold |
| 7 | FPS | FORGENT POWER SOLUTIONS INC | $2.5M | 3.09% | 45,000 | Hold |
| 8 | PWR | QUANTA SVCS INC | $2.4M | 3.01% | 3,400 | Hold |
| 9 | STRL | STERLING INFRASTRUCTURE INC | $2.2M | 2.68% | 2,600 | Hold |
| 10 | ETN | EATON CORP PLC | $2.0M | 2.51% | 4,800 | Hold |
| 11 | NVT | NVENT ELEC PLC | $2.0M | 2.40% | 11,500 | Hold |
| 12 | DY | DYCOM INDS INC | $1.9M | 2.36% | 3,800 | Hold |
| 13 | ECG | EVERUS CONSTR GROUP | $1.7M | 2.14% | 10,500 | Hold |
| 14 | POWL | POWELL INDS INC | $1.6M | 2.00% | 5,700 | Added |
| 15 | MYRG | MYR GROUP INC | $1.5M | 1.84% | 3,000 | Hold |
| 16 | MTZ | MASTEC INC | $1.5M | 1.79% | 3,500 | Hold |
| 17 | VMI | VALMONT INDS INC | $1.4M | 1.77% | 2,500 | New |
| 18 | FSLR | FIRST SOLAR INC | $1.4M | 1.74% | 6,000 | Added |
| 19 | EME | EMCOR GROUP INC | $1.4M | 1.68% | 1,650 | Added |
| 20 | AEP | AMERICAN ELEC PWR CO INC | $1.4M | 1.68% | 10,000 | Added |
| 21 | HUBB | HUBBELL INC | $1.3M | 1.61% | 2,500 | Hold |
| 22 | WM | WASTE MGMT INC DEL | $1.3M | 1.59% | 5,800 | Hold |
| 23 | BDC | BELDEN INC | $1.2M | 1.49% | 10,150 | Hold |
| 24 | DUK | DUKE ENERGY CORP NEW | $1.2M | 1.49% | 9,600 | Added |
| 25 | CLH | CLEAN HARBORS INC | $1.2M | 1.47% | 4,000 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30