RUBRIC CAPITAL MANAGEMENT LP

PrivateCIK: 1687509
Location

NEW YORK, NY

83
Positions
$9.44B
Total AUM (reported)
459.33M
Total Shares

Allocation by class

TOTAL AUM$9.44B83 positions
COM$4.69B49.7%
SHS$1.39B14.7%
RUSSELL 2000 ETF$1.28B13.5%
SPONSORED ADS$465.87M4.9%
CL A$335.73M3.6%
COM CL C$244.40M2.6%
COM NEW$216.26M2.3%

Portfolio Concentration

Top 332.4%4–1024.3%11–2522.2%Rest21.1%TOP 1056.7%0%100%
Top 3$3.06B32.4%
4–10$2.29B24.3%
11–25$2.10B22.2%
Rest$1.99B21.1%

Top 3 weight

32.4%

Top 10 weight

56.7%

Voting Authority Distribution

Total shares with voting rights: 459.33M

Sole

Full voting authority

459.33M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole83
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings83
Rows:

ISHARES TR

SOLE
RUSSELL 2000 ETF
Shares5.15M
TypeSH
Market value$1.28B
13.53%
Sole
5.15M
Shared
0.00
None
0.00

TALEN ENERGY CORP

SOLE
COM
Shares3.60M
TypeSH
Market value$1.15B
12.18%
Sole
3.60M
Shared
0.00
None
0.00

FTAI AVIATION LTD

SOLE
SHS
Shares2.58M
TypeSH
Market value$631.17M
6.69%
Sole
2.58M
Shared
0.00
None
0.00

GOLAR LNG LTD

SOLE
SHS
Shares9.18M
TypeSH
Market value$496.67M
5.26%
Sole
9.18M
Shared
0.00
None
0.00

TEVA PHARMACEUTICAL INDS LTD

SOLE
SPONSORED ADS
Shares15.25M
TypeSH
Market value$459.33M
4.87%
Sole
15.25M
Shared
0.00
None
0.00

VIATRIS INC

SOLE
COM
Shares33.50M
TypeSH
Market value$452.58M
4.79%
Sole
33.50M
Shared
0.00
None
0.00

TRANSALTA CORP

SOLE
COM
Shares17.78M
TypeSH
Market value$232.94M
2.47%
Sole
17.78M
Shared
0.00
None
0.00

BGC GROUP INC

SOLE
CL A
Shares23.30M
TypeSH
Market value$227.87M
2.41%
Sole
23.30M
Shared
0.00
None
0.00

VISTRA CORP

SOLE
COM
Shares1.50M
TypeSH
Market value$225.50M
2.39%
Sole
1.50M
Shared
0.00
None
0.00

CONSTELLATION ENERGY CORP

SOLE
COM
Shares715K
TypeSH
Market value$199.66M
2.12%
Sole
715K
Shared
0.00
None
0.00

ARCUTIS BIOTHERAPEUTICS INC

SOLE
COM
Shares8.27M
TypeSH
Market value$194.88M
2.06%
Sole
8.27M
Shared
0.00
None
0.00

MERCURY GENL CORP NEW

SOLE
COM
Shares2.15M
TypeSH
Market value$189.92M
2.01%
Sole
2.15M
Shared
0.00
None
0.00

KINIKSA PHARMACEUTICALS INTL

SOLE
ORD SHS CL A
Shares3.75M
TypeSH
Market value$180.56M
1.91%
Sole
3.75M
Shared
0.00
None
0.00

ZYMEWORKS INC

SOLE
COM
Shares7M
TypeSH
Market value$175.28M
1.86%
Sole
7M
Shared
0.00
None
0.00

AKAMAI TECHNOLOGIES INC

SOLE
COM
Shares1.30M
TypeSH
Market value$149.31M
1.58%
Sole
1.30M
Shared
0.00
None
0.00

LIBERTY GLOBAL LTD

SOLE
COM CL A
Shares11.75M
TypeSH
Market value$142.09M
1.51%
Sole
11.75M
Shared
0.00
None
0.00

ROIVANT SCIENCES LTD

SOLE
SHS
Shares5M
TypeSH
Market value$138.50M
1.47%
Sole
5M
Shared
0.00
None
0.00

AMNEAL PHARMACEUTICALS INC

SOLE
COM STK CL A
Shares11.04M
TypeSH
Market value$137.20M
1.45%
Sole
11.04M
Shared
0.00
None
0.00

LIBERTY LATIN AMERICA LTD

SOLE
COM CL C
Shares15.40M
TypeSH
Market value$135.79M
1.44%
Sole
15.40M
Shared
0.00
None
0.00

DELEK US HLDGS INC NEW

SOLE
COM
Shares2.69M
TypeSH
Market value$121.12M
1.28%
Sole
2.69M
Shared
0.00
None
0.00

CIMPRESS PLC

SOLE
SHS EURO
Shares1.63M
TypeSH
Market value$118.95M
1.26%
Sole
1.63M
Shared
0.00
None
0.00

ECOVYST INC

SOLE
COM
Shares9.14M
TypeSH
Market value$117.49M
1.24%
Sole
9.14M
Shared
0.00
None
0.00

LIBERTY GLOBAL LTD

SOLE
COM CL C
Shares9.26M
TypeSH
Market value$108.61M
1.15%
Sole
9.26M
Shared
0.00
None
0.00

ADEIA INC

SOLE
COM
Shares4.28M
TypeSH
Market value$102.95M
1.09%
Sole
4.28M
Shared
0.00
None
0.00

EDGEWELL PERSONAL CARE CO

SOLE
COM
Shares4M
TypeSH
Market value$85.36M
0.90%
Sole
4M
Shared
0.00
None
0.00
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