Who owns RITMWhat RITM owns
What Rithm Capital Corp. owns
The company's own 13F portfolio · as of 2026-03-31 · long US-listed stakes only — private holdings, bonds and cash are not disclosable on a 13F
$67.4M
disclosed stock portfolio
38
positions
14.8%
in RITHM
Positions, as of 2026-03-31
ordered by filed value · % of book = share of the disclosed stock portfolio · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | RITHM PPTY TR INC | 400,000 | $10.0M | 14.8% |
| 2 | RITHM PPTY TR INC | 655,349 | $8.8M | 13% |
| 3 | RITHM ACQUISITION CORP | 660,000 | $7.0M | 10.4% |
| 4 | GEVGE VERNOVA INC | 3,450 | $3.0M | 4.5% |
| 5 | VRTVERTIV HOLDINGS CO | 8,000 | $2.0M | 3% |
| 6 | PWRQUANTA SVCS INC | 3,400 | $1.9M | 2.8% |
| 7 | EATON CORP PLC | 4,800 | $1.7M | 2.5% |
| 8 | PRIMPRIMORIS SVCS CORP | 9,900 | $1.4M | 2.1% |
| 9 | FLEXTRONICS INTL LTD | 21,500 | $1.4M | 2.1% |
| 10 | NXTNEXTPOWER INC | 11,500 | $1.4M | 2.1% |
| 11 | NVENT ELEC PLC | 11,500 | $1.4M | 2% |
| 12 | WMWASTE MGMT INC DEL | 5,800 | $1.3M | 2% |
| 13 | CEGCONSTELLATION ENERGY CORP | 4,750 | $1.3M | 2% |
| 14 | FPSFORGENT POWER SOLUTIONS INC | 45,000 | $1.3M | 2% |
| 15 | DYDYCOM INDS INC | 3,800 | $1.3M | 1.9% |
| 16 | ECGEVERUS CONSTR GROUP | 10,500 | $1.2M | 1.8% |
| 17 | HUBBHUBBELL INC | 2,500 | $1.2M | 1.8% |
| 18 | NEENEXTERA ENERGY INC | 13,150 | $1.2M | 1.8% |
| 19 | BDCBELDEN INC | 10,150 | $1.2M | 1.7% |
| 20 | CLHCLEAN HARBORS INC | 4,000 | $1.1M | 1.7% |
| 21 | MTZMASTEC INC | 3,500 | $1.1M | 1.7% |
| 22 | DUKDUKE ENERGY CORP NEW | 8,600 | $1.1M | 1.7% |
| 23 | AEPAMERICAN ELEC PWR CO INC | 8,500 | $1.1M | 1.7% |
| 24 | SOSOUTHERN CO | 11,500 | $1.1M | 1.6% |
| 25 | STRLSTERLING INFRASTRUCTURE INC | 2,600 | $1.1M | 1.6% |
| 26 | RSGREPUBLIC SVCS INC | 4,800 | $1.1M | 1.6% |
| 27 | POWLPOWELL INDS INC | 1,900 | $1.0M | 1.5% |
| 28 | WCNWASTE CONNECTIONS INC | 6,100 | $990,884 | 1.5% |
| 29 | EMEEMCOR GROUP INC | 1,250 | $922,888 | 1.4% |
| 30 | FSLRFIRST SOLAR INC | 4,500 | $887,670 | 1.3% |
| 31 | ACMAECOM | 10,250 | $869,405 | 1.3% |
| 32 | MYRGMYR GROUP INC | 3,000 | $846,960 | 1.3% |
| 33 | FELEFRANKLIN ELEC INC | 8,800 | $811,096 | 1.2% |
| 34 | OKEONEOK INC NEW | 8,000 | $723,120 | 1.1% |
| 35 | EMREMERSON ELEC CO | 5,500 | $720,610 | 1.1% |
| 36 | CWSTCASELLA WASTE SYS INC | 8,250 | $654,555 | 1% |
| 37 | TRGPTARGA RES CORP | 2,500 | $626,825 | 0.9% |
| 38 | BWXTBWX TECHNOLOGIES INC | 2,600 | $531,674 | 0.8% |
Source: SEC Form 13F-HR filed by Rithm Capital Corp. (CIK 1556593), reporting period 2026-03-31. Values are quarter-end filed marks. Research, not investment advice.