Rubric Capital Management as of Sept. 30, 2024
Portfolio Holdings for Rubric Capital Management
Rubric Capital Management holds 64 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Talen Energy Corp (TLN) | 33.0 | $2.0B | 11M | 178.24 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 4.7 | $288M | 16M | 18.02 | |
| Golar Lng SHS Call Option (GLNG) | 4.3 | $266M | 7.2M | 36.76 | |
| Roivant Sciences SHS (ROIV) | 4.2 | $259M | 22M | 11.54 | |
| Vistra Energy (VST) | 4.1 | $252M | 2.1M | 118.54 | |
| Viatris (VTRS) | 3.8 | $234M | 20M | 11.61 | |
| Quidel Corp (QDEL) | 3.1 | $192M | 4.2M | 45.60 | |
| Bgc Group Cl A (BGC) | 2.5 | $156M | 17M | 9.18 | |
| Fluor Corporation (FLR) | 2.2 | $133M | 2.8M | 47.71 | |
| Liberty Global Com Cl A (LBTYA) | 1.9 | $117M | 5.5M | 21.11 | |
| Arcutis Biotherapeutics (ARQT) | 1.7 | $102M | 11M | 9.30 | |
| Mednax (MD) | 1.6 | $96M | 8.3M | 11.59 | |
| Mr Cooper Group | 1.6 | $96M | 1.0M | 92.18 | |
| Amneal Pharmaceuticals Com Stk Cl A (AMRX) | 1.5 | $89M | 11M | 8.32 | |
| Renew Energy Global Cl A Shs (RNW) | 1.4 | $86M | 14M | 6.29 | |
| Alight Com Cl A (ALIT) | 1.4 | $86M | 12M | 7.40 | |
| Dole Ord Shs (DOLE) | 1.4 | $84M | 5.1M | 16.29 | |
| Liberty Global Com Cl C (LBTYK) | 1.2 | $76M | 3.5M | 21.61 | |
| Adaptive Biotechnologies Cor (ADPT) | 1.2 | $74M | 14M | 5.12 | |
| Opko Health (OPK) | 1.2 | $73M | 49M | 1.49 | |
| Schrodinger (SDGR) | 1.1 | $68M | 3.7M | 18.55 | |
| Schweitzer-Mauduit International (MATV) | 1.1 | $68M | 4.0M | 16.99 | |
| Pactiv Evergreen (PTVE) | 1.1 | $66M | 5.7M | 11.51 | |
| Hldgs (UAL) | 1.0 | $64M | 1.1M | 57.06 | |
| Mereo Biopharma Group Spon Ads (MREO) | 1.0 | $63M | 15M | 4.11 | |
| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 1.0 | $61M | 2.4M | 24.99 | |
| Extreme Networks (EXTR) | 1.0 | $59M | 3.9M | 15.03 | |
| Avis Budget (CAR) | 1.0 | $59M | 672k | 87.59 | |
| Transalta Corp (TAC) | 0.9 | $58M | 5.6M | 10.36 | |
| Orthofix Medical (OFIX) | 0.9 | $58M | 3.7M | 15.62 | |
| Adeia (ADEA) | 0.9 | $55M | 4.6M | 11.91 | |
| Heron Therapeutics (HRTX) | 0.9 | $53M | 27M | 1.99 | |
| Stratasys SHS (SSYS) | 0.8 | $51M | 6.2M | 8.31 | |
| Zymeworks Del (ZYME) | 0.8 | $49M | 3.9M | 12.55 | |
| Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 0.8 | $48M | 1.3M | 38.64 | |
| TreeHouse Foods (THS) | 0.8 | $48M | 1.1M | 41.98 | |
| Xperi Common Stock (XPER) | 0.6 | $38M | 4.1M | 9.24 | |
| Teladoc (TDOC) | 0.6 | $38M | 4.1M | 9.18 | |
| Delek Us Holdings (DK) | 0.6 | $38M | 2.0M | 18.75 | |
| Goodrx Hldgs Com Cl A (GDRX) | 0.5 | $33M | 4.7M | 6.94 | |
| Aar (AIR) | 0.5 | $31M | 472k | 65.36 | |
| Ftai Infrastructure Common Stock (FIP) | 0.5 | $30M | 3.2M | 9.36 | |
| Cannae Holdings (CNNE) | 0.4 | $27M | 1.4M | 19.06 | |
| Constellium Se Cl A Shs (CSTM) | 0.4 | $25M | 1.5M | 16.26 | |
| Scpharmaceuticals (SCPH) | 0.4 | $22M | 4.8M | 4.56 | |
| Ardelyx (ARDX) | 0.3 | $21M | 3.1M | 6.89 | |
| Trevi Therapeutics (TRVI) | 0.3 | $17M | 5.0M | 3.34 | |
| Riskified Shs Cl A (RSKD) | 0.3 | $16M | 3.4M | 4.73 | |
| Embecta Corp Common Stock (EMBC) | 0.2 | $15M | 1.1M | 14.10 | |
| Telesat Corp Cl A & Cl B Shs (TSAT) | 0.2 | $13M | 960k | 13.17 | |
| Omniab (OABI) | 0.2 | $12M | 2.9M | 4.23 | |
| Coherus Biosciences (CHRS) | 0.2 | $11M | 10M | 1.04 | |
| Seaport Entmt Group Common Stock (SEG) | 0.1 | $7.6M | 277k | 27.42 | |
| Arbutus Biopharma (ABUS) | 0.1 | $6.5M | 1.7M | 3.85 | |
| Ovid Therapeutics (OVID) | 0.1 | $6.3M | 5.3M | 1.18 | |
| Integra Lifesciences Hldgs C Com New (IART) | 0.1 | $5.3M | 293k | 18.17 | |
| Playstudios Class A Com (MYPS) | 0.1 | $4.1M | 2.7M | 1.51 | |
| Biosante Pharmaceuticals (ANIP) | 0.1 | $3.4M | 57k | 59.66 | |
| Werewolf Therapeutics (HOWL) | 0.0 | $2.8M | 1.3M | 2.12 | |
| Therapeuticsmd Com New (TXMD) | 0.0 | $2.0M | 1.2M | 1.66 | |
| Coherus Biosciences Note 1.500% 4/1 (Principal) | 0.0 | $1.9M | 2.5M | 0.78 | |
| Seaport Entmt Group Right 10/10/2024 | 0.0 | $427k | 145k | 2.95 | |
| Zevra Therapeutics Com New (ZVRA) | 0.0 | $139k | 20k | 6.94 | |
| Vincerx Pharma Com New | 0.0 | $84k | 117k | 0.72 |