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 |
---|---|---|---|
SDGRSchrodinger Inc
| 1.12% | $68.366M 3.686M shares@ $18.56 avg price | Increased 17.75% |
MATVMativ Holdings Inc
| 1.11% | $67.96M 4M shares@ $16.99 avg price | |
PTVEPactiv Evergreen Inc
| 1.08% | $65.913M 5.727M shares@ $11.51 avg price | |
UALUnited Airls Hldgs Inc
| 1.04% | $63.486M 1.113M shares@ $57.06 avg price | New Position |
MREOMereo Biopharma Group Plc
| 1.03% | $62.913M 15.307M shares@ $4.11 avg price | |
KNSAKiniksa Pharmaceuticals Intl
| 0.99% | $60.453M 2.419M shares@ $25.0 avg price | |
EXTRExtreme Networks
| 0.97% | $59.097M 3.932M shares@ $15.03 avg price | Decreased -25.17% |
CARAvis Budget Group
| 0.96% | $58.896M 672,406 shares@ $87.6 avg price | Decreased -2.58% |
TACTransalta Corp
| 0.95% | $58.254M 5.623M shares@ $10.37 avg price | Increased 19.97% |
OFIXOrthofix Med Inc
| 0.95% | $57.715M 3.695M shares@ $15.63 avg price |