Michael Nachmani
@Rubric Capital Management Lp
Latest period2024 - Q3ReportedManaged Assets$6.137BTotal holdings64
Assets growth rate60.92%Assets growth rate (2-Q avg)36.82%Continuous growth in asset value2 quarters
Portfolio positions
This chart displays the top 10 holdings in Rubric Capital Management Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 64 positions.
Assets under management
The assets under management (AUM) of Rubric Capital Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 6.137B in assets, with a quarterly growth rate of 60.92% and a 2-quarter average growth rate of 36.82%. The portfolio is managed by Michael Nachmani, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
TLNTalen Energy Corp
| 33.02% | $2.026B 11.369M shares@ $178.24 avg price | New Position |
UALUnited Airls Hldgs Inc
| 1.04% | $63.486M 1.113M shares@ $57.06 avg price | New Position |
THSTreehouse Foods Inc
| 0.79% | $48.011M 1.144M shares@ $41.99 avg price | New Position |
DKDelek Us Hldgs Inc New
| 0.62% | $37.5M 2M shares@ $18.75 avg price | New Position |
EMBCEmbecta Corp
| 0.25% | $15.306M 1.086M shares@ $14.11 avg price | New Position |
SEGSeaport Entmt Group Inc
| 0.13% | $7.594M 276,942 shares@ $27.43 avg price | New Position |
IARTIntegra Lifesciences Hldgs C
| 0.09% | $5.325M 293,083 shares@ $18.17 avg price | New Position |
8122⤦Seaport Entmt Group Inc
| 0.01% | $426,461 144,563 shares@ $2.96 avg price | New Position |
ZVRAZevra Therapeutics Inc
| 0.01% | $138,800 20,000 shares@ $6.94 avg price | New Position |