Rithm Capital Corp.

Investment Portfolio & 13F Holdings Analysis

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
28
Total Value
18596507
Accession Number
0000905148-25-001750
Form Type
13F-HR
Manager Name
Rithm Capital Corp.
Data Enrichment
100% identified
28 identified0 unidentified

Holdings

28 positions
Manager:
Search and click to pin securities to the top
Page 1 of 2
QUANTA SERVICES, INC.
Shares:
4900(+96.0%)
Value:
$1.2B(+57.6%)
GE Vernova Inc.
Shares:
3800(+35.7%)
Value:
$1.2B(+25.9%)
WASTE MANAGEMENT INC
Shares:
5000(+11.1%)
Value:
$1.2B(+27.5%)
Eaton Corp plc
Shares:
4200(+40.0%)
Value:
$1.1B(+14.7%)
NEXTERA ENERGY INC
Shares:
15800(+12.8%)
Value:
$1.1B(+11.6%)
HUBBELL INC
Shares:
2500(+25.0%)
Value:
$827.3M(-1.3%)
Duke Energy CORP
Shares:
6500(+0.0%)
Value:
$792.8M(+13.2%)
EMERSON ELECTRIC CO
Shares:
7100(+102.8%)
Value:
$778.4M(+79.5%)
Constellation Energy Corp
Shares:
3800(+52.0%)
Value:
$766.2M(+37.0%)
Parker-Hannifin Corp
Shares:
1200(+0.0%)
Value:
$729.4M(-4.4%)
DYCOM INDUSTRIES INC
Shares:
4700(+17.5%)
Value:
$716.0M(+2.8%)
Cheniere Energy, Inc.
Shares:
3000(-14.3%)
Value:
$694.2M(-7.7%)
FRANKLIN ELECTRIC CO INC
Shares:
7300
Value:
$685.3M
Primoris Services Corp
Shares:
11500(+15.0%)
Value:
$660.2M(-13.6%)
REPUBLIC SERVICES, INC.
Shares:
2500(+66.7%)
Value:
$605.4M(+100.6%)
Waste Connections, Inc.
Shares:
3000(+50.0%)
Value:
$585.6M(+70.6%)
Nextracker Inc.
Shares:
11500(+0.0%)
Value:
$484.6M(+15.3%)
MASTEC INC
Shares:
4000
Value:
$466.8M
Shares:
5000(+66.7%)
Value:
$463.6M(+44.7%)
EMCOR Group, Inc.
Shares:
1250(+0.0%)
Value:
$462.0M(-18.6%)