StockDriftsStockDriftsTop 38 Rithm Capital CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RPT | RITHM PPTY TR INC | 13.55% | 766.1K | $11.0M | +16.91%(+110.79K) | $19.65(-32.05%) | 2026-06-30 | |
| RPTPRC | RITHM PPTY TR INC | 12.24% | 400.0K | $10.0M | +0.00%(+0) | $25.24(-0.50%) | 2026-06-30 | |
| RACU | RITHM ACQUISITION CORP | 8.73% | 660.0K | $7.1M | +0.00%(+0) | $10.10 | 2026-06-30 | |
| GEV | GE VERNOVA INC | 4.98% | 3.5K | $4.1M | +0.00%(+0) | $532.05(+99.84%) | 2026-06-30 | |
| FLEX | FLEX LTD | 4.28% | 21.5K | $3.5M | +0.00%(+0) | $62.94(+100.44%) | 2026-06-30 | |
| VRT | VERTIV HOLDINGS CO | 3.29% | 8.0K | $2.7M | +0.00%(+0) | $121.34(+142.17%) | 2026-06-30 | |
| FPS | FORGENT POWER SOLUTIONS INC | 3.09% | 45.0K | $2.5M | +0.00%(+0) | $29.27(+35.50%) | 2026-06-30 | |
| PWR | QUANTA SVCS INC | 3.01% | 3.4K | $2.4M | +0.00%(+0) | $316.18(+116.89%) | 2026-06-30 | |
| STRL | STERLING INFRASTRUCTURE INC | 2.68% | 2.6K | $2.2M | +0.00%(+0) | $322.96(+78.50%) | 2026-06-30 | |
| ETN | EATON CORP PLC | 2.51% | 4.8K | $2.0M | +0.00%(+0) | $315.58(+43.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +4.19% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.00% |
Rithm Capital CORP reports $81.42M in US-listed equity holdings across 38 positions in its most recent 13F filing. Its largest disclosed positions are RPT (13.6%), RPTPRC (12.2%) and RACU (8.7%). The top 20 holdings account for 77.76% of reported assets. Its disclosed equity book has returned +4.19% cumulatively over 8 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Rithm Capital CORP, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Rithm Capital CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1556593). View Rithm Capital CORP’s 13F filings on SEC