Rubric Capital Management as of March 31, 2025
Portfolio Holdings for Rubric Capital Management
Rubric Capital Management holds 65 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 |
|---|---|---|---|---|---|
| Talen Energy Corp (TLN) | 21.9 | $1.2B | 6.1M | 199.67 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 7.0 | $393M | 26M | 15.37 | |
| Golar Lng SHS (GLNG) | 6.1 | $341M | 9.0M | 37.99 | |
| Ftai Aviation SHS (FTAI) | 5.3 | $294M | 2.6M | 111.03 | |
| Quidel Corp (QDEL) | 3.8 | $215M | 6.1M | 34.97 | |
| New Fortress Energy Com Cl A (NFE) | 3.6 | $202M | 24M | 8.31 | |
| Roivant Sciences SHS (ROIV) | 3.2 | $179M | 18M | 10.09 | |
| Arcutis Biotherapeutics (ARQT) | 3.1 | $172M | 11M | 15.64 | |
| Bgc Group Cl A (BGC) | 2.8 | $158M | 17M | 9.17 | |
| Transalta Corp (TAC) | 2.0 | $112M | 12M | 9.35 | |
| Vistra Energy (VST) | 2.0 | $111M | 946k | 117.44 | |
| Mr Cooper Group | 2.0 | $110M | 922k | 119.60 | |
| Alight Com Cl A (ALIT) | 1.9 | $105M | 18M | 5.93 | |
| Integra Lifesciences Hldgs C Com New (IART) | 1.8 | $102M | 4.6M | 21.99 | |
| Mercury General Corporation (MCY) | 1.8 | $102M | 1.8M | 55.90 | |
| Adaptive Biotechnologies Cor (ADPT) | 1.7 | $98M | 13M | 7.43 | |
| Schrodinger (SDGR) | 1.7 | $95M | 4.8M | 19.74 | |
| Amneal Pharmaceuticals Com Stk Cl A (AMRX) | 1.6 | $90M | 11M | 8.38 | |
| Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 1.6 | $90M | 3.0M | 29.85 | |
| Renew Energy Global Cl A Shs (RNW) | 1.5 | $86M | 15M | 5.89 | |
| Opko Health (OPK) | 1.4 | $81M | 49M | 1.66 | |
| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 1.3 | $75M | 3.4M | 22.21 | |
| Flagstar Financial Com New (FLG) | 1.3 | $75M | 6.4M | 11.62 | |
| Liberty Global Com Cl A (LBTYA) | 1.2 | $69M | 6.0M | 11.51 | |
| Stratasys SHS (SSYS) | 1.2 | $65M | 6.6M | 9.79 | |
| Orthofix Medical (OFIX) | 1.1 | $60M | 3.7M | 16.31 | |
| Dole Ord Shs (DOLE) | 1.1 | $60M | 4.2M | 14.45 | |
| Heron Therapeutics (HRTX) | 1.1 | $59M | 27M | 2.20 | |
| Adeia (ADEA) | 1.0 | $57M | 4.3M | 13.22 | |
| Walgreen Boots Alliance | 1.0 | $56M | 5.0M | 11.17 | |
| Zymeworks Del (ZYME) | 0.9 | $52M | 4.3M | 11.91 | |
| Mednax (MD) | 0.8 | $45M | 3.1M | 14.49 | |
| Delek Us Holdings (DK) | 0.7 | $41M | 2.7M | 15.07 | |
| Liberty Global Com Cl C (LBTYK) | 0.7 | $39M | 3.3M | 11.97 | |
| Photronics (PLAB) | 0.7 | $39M | 1.9M | 20.76 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 0.6 | $35M | 701k | 50.56 | |
| Mereo Biopharma Group Spon Ads (MREO) | 0.6 | $34M | 15M | 2.25 | |
| Indivior Ord (INDV) | 0.6 | $34M | 3.5M | 9.53 | |
| Xperi Common Stock (XPER) | 0.6 | $32M | 4.1M | 7.72 | |
| Trevi Therapeutics (TRVI) | 0.5 | $29M | 4.5M | 6.29 | |
| Cannae Holdings (CNNE) | 0.5 | $27M | 1.5M | 18.33 | |
| Integral Ad Science Hldng (IAS) | 0.5 | $26M | 3.2M | 8.06 | |
| Schweitzer-Mauduit International (MATV) | 0.4 | $25M | 4.0M | 6.23 | |
| Paragon 28 (FNA) | 0.4 | $25M | 1.9M | 13.06 | |
| Geo Group Inc/the reit (GEO) | 0.4 | $20M | 676k | 29.21 | |
| Telesat Corp Cl A & Cl B Shs (TSAT) | 0.3 | $16M | 860k | 18.83 | |
| Embecta Corp Common Stock (EMBC) | 0.2 | $14M | 1.1M | 12.75 | |
| Target Hospitality Corp (TH) | 0.2 | $13M | 2.0M | 6.58 | |
| Silverback Therapeutics (SPRY) | 0.2 | $13M | 1.0M | 12.58 | |
| Scpharmaceuticals (SCPH) | 0.2 | $13M | 4.8M | 2.63 | |
| Seaport Entmt Group Common Stock (SEG) | 0.2 | $12M | 573k | 21.47 | |
| Meiragtx Holdings (MGTX) | 0.2 | $12M | 1.8M | 6.78 | |
| Zevra Therapeutics Com New (ZVRA) | 0.2 | $9.1M | 1.2M | 7.49 | |
| Corecivic (CXW) | 0.1 | $8.0M | 394k | 20.29 | |
| Omniab (OABI) | 0.1 | $6.8M | 2.9M | 2.40 | |
| Arbutus Biopharma (ABUS) | 0.1 | $5.9M | 1.7M | 3.49 | |
| Coherus Biosciences (CHRS) | 0.1 | $4.2M | 5.3M | 0.81 | |
| Proto Labs (PRLB) | 0.1 | $4.1M | 116k | 35.04 | |
| Biosante Pharmaceuticals (ANIP) | 0.1 | $3.8M | 57k | 66.95 | |
| Playstudios Class A Com (MYPS) | 0.1 | $3.4M | 2.7M | 1.27 | |
| Opko Health Note 3.750% 1/1 (Principal) | 0.0 | $2.0M | 1.3M | 1.61 | |
| Edesa Biotech Com New (EDSA) | 0.0 | $1.7M | 688k | 2.44 | |
| Ovid Therapeutics (OVID) | 0.0 | $1.7M | 5.3M | 0.31 | |
| Werewolf Therapeutics (HOWL) | 0.0 | $1.3M | 1.3M | 0.97 | |
| Therapeuticsmd Com New (TXMD) | 0.0 | $1.1M | 1.2M | 0.93 |