Rithm Capital Corp. as of March 31, 2025
Portfolio Holdings for Rithm Capital Corp.
Rithm Capital Corp. holds 28 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Quanta Services (PWR) | 6.7 | $1.2M | 4.9k | 254.18 | |
| Ge Vernova (GEV) | 6.2 | $1.2M | 3.8k | 305.28 | |
| Waste Management (WM) | 6.2 | $1.2M | 5.0k | 231.51 | |
| Eaton Corp SHS (ETN) | 6.1 | $1.1M | 4.2k | 271.83 | |
| Nextera Energy (NEE) | 6.0 | $1.1M | 16k | 70.89 | |
| Hubbell (HUBB) | 4.4 | $827k | 2.5k | 330.91 | |
| Duke Energy Corp Com New (DUK) | 4.3 | $793k | 6.5k | 121.97 | |
| Emerson Electric (EMR) | 4.2 | $778k | 7.1k | 109.64 | |
| Constellation Energy (CEG) | 4.1 | $766k | 3.8k | 201.63 | |
| Parker-Hannifin Corporation (PH) | 3.9 | $729k | 1.2k | 607.85 | |
| Dycom Industries (DY) | 3.9 | $716k | 4.7k | 152.34 | |
| Cheniere Energy Com New (LNG) | 3.7 | $694k | 3.0k | 231.40 | |
| Franklin Electric (FELE) | 3.7 | $685k | 7.3k | 93.88 | |
| Primoris Services (PRIM) | 3.6 | $660k | 12k | 57.41 | |
| Republic Services (RSG) | 3.3 | $605k | 2.5k | 242.16 | |
| Waste Connections (WCN) | 3.1 | $586k | 3.0k | 195.19 | |
| Nextracker Class A Com (NXT) | 2.6 | $485k | 12k | 42.14 | |
| MasTec (MTZ) | 2.5 | $467k | 4.0k | 116.71 | |
| AECOM Technology Corporation (ACM) | 2.5 | $464k | 5.0k | 92.73 | |
| Emcor (EME) | 2.5 | $462k | 1.3k | 369.63 | |
| Southern Company (SO) | 2.5 | $460k | 5.0k | 91.95 | |
| Clean Harbors (CLH) | 2.4 | $453k | 2.3k | 197.10 | |
| First Solar (FSLR) | 2.4 | $443k | 3.5k | 126.43 | |
| Powell Industries (POWL) | 2.3 | $426k | 2.5k | 170.33 | |
| Myr (MYRG) | 2.1 | $396k | 3.5k | 113.09 | |
| Vertiv Holdings Com Cl A (VRT) | 1.8 | $339k | 4.7k | 72.20 | |
| Equinix (EQIX) | 1.8 | $326k | 400.00 | 815.35 | |
| Fluence Energy Com Cl A (FLNC) | 1.1 | $211k | 44k | 4.85 |
