Rudius Management LP — 13F holdings

Rudius Management LP reported 7 holdings worth $386M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. VLTO VERALTO CORP — $228M (59.0%)
2. ALC ALCON AG — $87.8M (22.7%)
3. HONA HONEYWELL AEROSPACE INC — $29.9M (7.7%)
4. HON HONEYWELL INTL INC — $25.5M (6.6%)
5. FIG FIGMA INC — $14.6M (3.8%)
6. AVEX AEVEX CORP — $209K (0.1%)
7. CERT Certara Inc — $187K (0.0%)