Rithm Capital Corp. as of Dec. 31, 2025
Portfolio Holdings for Rithm Capital Corp.
Rithm Capital Corp. holds 31 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rithm Ppty Tr Com New Shs (RPT) | 21.2 | $9.1M | 550k | 16.58 | |
| Rithm Acquisition Corp Unit 99/99/9999 (RAC.U) | 16.5 | $7.1M | 660k | 10.75 | |
| Ge Vernova (GEV) | 4.3 | $1.8M | 2.8k | 653.57 | |
| Quanta Services (PWR) | 3.8 | $1.6M | 3.9k | 422.06 | |
| Eaton Corp SHS (ETN) | 3.6 | $1.5M | 4.8k | 318.51 | |
| Constellation Energy (CEG) | 3.5 | $1.5M | 4.3k | 353.27 | |
| Primoris Services (PRIM) | 2.9 | $1.3M | 10k | 124.14 | |
| Dycom Industries (DY) | 2.9 | $1.3M | 3.7k | 337.90 | |
| Vertiv Holdings Com Cl A (VRT) | 2.6 | $1.1M | 7.0k | 162.01 | |
| Hubbell (HUBB) | 2.6 | $1.1M | 2.5k | 444.11 | |
| Waste Management (WM) | 2.6 | $1.1M | 5.0k | 219.71 | |
| First Solar (FSLR) | 2.4 | $1.0M | 4.0k | 261.23 | |
| Nextpower Class A Com (NXT) | 2.3 | $1.0M | 12k | 87.11 | |
| Nextera Energy (NEE) | 2.2 | $963k | 12k | 80.28 | |
| Powell Industries (POWL) | 2.2 | $925k | 2.9k | 318.78 | |
| Sterling Construction Company (STRL) | 2.1 | $919k | 3.0k | 306.23 | |
| MasTec (MTZ) | 2.0 | $870k | 4.0k | 217.37 | |
| Clean Harbors (CLH) | 2.0 | $868k | 3.7k | 234.48 | |
| Franklin Electric (FELE) | 2.0 | $841k | 8.8k | 95.53 | |
| Emerson Electric (EMR) | 1.9 | $796k | 6.0k | 132.72 | |
| Myr (MYRG) | 1.8 | $765k | 3.5k | 218.50 | |
| Emcor (EME) | 1.8 | $765k | 1.3k | 611.79 | |
| Everus Constr Group (ECG) | 1.7 | $727k | 8.5k | 85.56 | |
| Duke Energy Corp Com New (DUK) | 1.5 | $656k | 5.6k | 117.21 | |
| AECOM Technology Corporation (ACM) | 1.3 | $572k | 6.0k | 95.33 | |
| Republic Services (RSG) | 1.2 | $530k | 2.5k | 211.93 | |
| Waste Connections (WCN) | 1.2 | $526k | 3.0k | 175.36 | |
| Targa Res Corp (TRGP) | 1.1 | $461k | 2.5k | 184.50 | |
| Southern Company (SO) | 1.0 | $436k | 5.0k | 87.20 | |
| Oneok (OKE) | 0.9 | $368k | 5.0k | 73.50 | |
| American Electric Power Company (AEP) | 0.8 | $346k | 3.0k | 115.31 |
