Rithm Capital Corp. 13F 持仓 · 2026年Q2
Rithm Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 38 只证券，申报市值合计 8,141.80 万美元。前几大持仓：RPT（13.55%）、RPTPRC（12.24%）、RACU（8.73%）。本季前 25 大持仓中：新建仓 1 只、增持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | RPT | RITHM PPTY TR INC | $11.0M | 13.55% | 766,143 | 增持 |
| 2 | RPTPRC | RITHM PPTY TR INC | $10.0M | 12.24% | 400,000 | 持平 |
| 3 | RACU | RITHM ACQUISITION CORP | $7.1M | 8.73% | 660,000 | 持平 |
| 4 | GEV | GE VERNOVA INC | $4.1M | 4.98% | 3,450 | 持平 |
| 5 | FLEX | FLEX LTD | $3.5M | 4.28% | 21,500 | 持平 |
| 6 | VRT | VERTIV HOLDINGS CO | $2.7M | 3.29% | 8,000 | 持平 |
| 7 | FPS | FORGENT POWER SOLUTIONS INC | $2.5M | 3.09% | 45,000 | 持平 |
| 8 | PWR | QUANTA SVCS INC | $2.4M | 3.01% | 3,400 | 持平 |
| 9 | STRL | STERLING INFRASTRUCTURE INC | $2.2M | 2.68% | 2,600 | 持平 |
| 10 | ETN | EATON CORP PLC | $2.0M | 2.51% | 4,800 | 持平 |
| 11 | NVT | NVENT ELEC PLC | $2.0M | 2.40% | 11,500 | 持平 |
| 12 | DY | DYCOM INDS INC | $1.9M | 2.36% | 3,800 | 持平 |
| 13 | ECG | EVERUS CONSTR GROUP | $1.7M | 2.14% | 10,500 | 持平 |
| 14 | POWL | POWELL INDS INC | $1.6M | 2.00% | 5,700 | 增持 |
| 15 | MYRG | MYR GROUP INC | $1.5M | 1.84% | 3,000 | 持平 |
| 16 | MTZ | MASTEC INC | $1.5M | 1.79% | 3,500 | 持平 |
| 17 | VMI | VALMONT INDS INC | $1.4M | 1.77% | 2,500 | 新建仓 |
| 18 | FSLR | FIRST SOLAR INC | $1.4M | 1.74% | 6,000 | 增持 |
| 19 | AEP | AMERICAN ELEC PWR CO INC | $1.4M | 1.68% | 10,000 | 增持 |
| 20 | EME | EMCOR GROUP INC | $1.4M | 1.68% | 1,650 | 增持 |
| 21 | HUBB | HUBBELL INC | $1.3M | 1.61% | 2,500 | 持平 |
| 22 | WM | WASTE MGMT INC DEL | $1.3M | 1.59% | 5,800 | 持平 |
| 23 | BDC | BELDEN INC | $1.2M | 1.49% | 10,150 | 持平 |
| 24 | DUK | DUKE ENERGY CORP NEW | $1.2M | 1.49% | 9,600 | 增持 |
| 25 | CLH | CLEAN HARBORS INC | $1.2M | 1.47% | 4,000 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR