Rubric Capital Management as of June 30, 2025
Portfolio Holdings for Rubric Capital Management
Rubric Capital Management holds 66 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Talen Energy Corp (TLN) | 19.8 | $1.3B | 4.5M | 290.77 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 6.6 | $436M | 26M | 16.76 | |
| Ftai Aviation SHS (FTAI) | 5.9 | $391M | 3.4M | 115.04 | |
| Golar Lng SHS (GLNG) | 5.7 | $378M | 9.2M | 41.19 | |
| Vistra Energy (VST) | 4.2 | $276M | 1.4M | 193.81 | |
| Roivant Sciences SHS (ROIV) | 3.5 | $230M | 20M | 11.27 | |
| Fluor Corporation (FLR) | 3.1 | $205M | 4.0M | 51.27 | |
| Bgc Group Cl A (BGC) | 2.6 | $174M | 17M | 10.23 | |
| Transalta Corp (TAC) | 2.6 | $172M | 16M | 10.79 | |
| Spdr Series Trust S&p Biotech Put Option (XBI) | 2.5 | $166M | 2.0M | 82.93 | |
| Arcutis Biotherapeutics (ARQT) | 2.3 | $151M | 11M | 14.02 | |
| Mercury General Corporation (MCY) | 2.1 | $138M | 2.1M | 67.34 | |
| Tesla Motors Put Option (TSLA) | 2.1 | $137M | 430k | 317.66 | |
| Quidel Corp (QDEL) | 2.0 | $134M | 4.6M | 28.82 | |
| Alight Com Cl A (ALIT) | 1.7 | $111M | 20M | 5.66 | |
| Kiniksa Pharmaceuticals Intl Ord Shs Cl A (KNSA) | 1.6 | $108M | 3.9M | 27.67 | |
| Viatris (VTRS) | 1.6 | $107M | 12M | 8.93 | |
| Schrodinger (SDGR) | 1.5 | $101M | 5.0M | 20.12 | |
| Renew Energy Global Cl A Shs (RNW) | 1.5 | $100M | 14M | 6.91 | |
| Hims & Hers Health Com Cl A Put Option (HIMS) | 1.5 | $100M | 2.0M | 49.85 | |
| Amneal Pharmaceuticals Com Stk Cl A (AMRX) | 1.4 | $95M | 12M | 8.09 | |
| Collegium Pharmaceutical Inc Common Stock Usd (COLL) | 1.4 | $93M | 3.2M | 29.57 | |
| Integra Lifesciences Hldgs C Com New (IART) | 1.4 | $90M | 7.4M | 12.27 | |
| Stratasys SHS (SSYS) | 1.4 | $90M | 7.8M | 11.47 | |
| New Fortress Energy Com Cl A (NFE) | 1.2 | $81M | 24M | 3.32 | |
| Adaptive Biotechnologies Cor (ADPT) | 1.1 | $73M | 6.3M | 11.65 | |
| Indivior Ord (INDV) | 1.0 | $69M | 4.6M | 14.74 | |
| Opko Health (OPK) | 1.0 | $63M | 48M | 1.32 | |
| Adeia (ADEA) | 0.9 | $61M | 4.3M | 14.14 | |
| Zymeworks Del (ZYME) | 0.9 | $59M | 4.7M | 12.55 | |
| Liberty Global Com Cl A (LBTYA) | 0.9 | $57M | 5.7M | 10.01 | |
| Delek Us Holdings (DK) | 0.9 | $57M | 2.7M | 21.18 | |
| Heron Therapeutics (HRTX) | 0.8 | $55M | 27M | 2.07 | |
| Mr Cooper Group | 0.8 | $50M | 338k | 149.21 | |
| PG&E Corporation (PCG) | 0.8 | $50M | 3.6M | 13.94 | |
| Trevi Therapeutics (TRVI) | 0.7 | $47M | 8.5M | 5.47 | |
| Cannae Holdings (CNNE) | 0.7 | $44M | 2.1M | 20.85 | |
| Orthofix Medical (OFIX) | 0.6 | $42M | 3.7M | 11.15 | |
| Mereo Biopharma Group Spon Ads (MREO) | 0.6 | $42M | 15M | 2.71 | |
| Proto Labs (PRLB) | 0.6 | $41M | 1.0M | 40.04 | |
| Ecovyst (ECVT) | 0.6 | $39M | 4.7M | 8.23 | |
| Liberty Global Com Cl C (LBTYK) | 0.5 | $34M | 3.3M | 10.31 | |
| Xperi Common Stock (XPER) | 0.5 | $33M | 4.1M | 7.91 | |
| Geo Group Inc/the reit (GEO) | 0.5 | $30M | 1.2M | 23.95 | |
| Schweitzer-Mauduit International (MATV) | 0.4 | $27M | 4.0M | 6.82 | |
| Cimpress Shs Euro (CMPR) | 0.4 | $26M | 561k | 47.00 | |
| Integral Ad Science Hldng (IAS) | 0.4 | $25M | 3.0M | 8.31 | |
| Meiragtx Holdings (MGTX) | 0.4 | $24M | 3.7M | 6.52 | |
| Silverback Therapeutics (SPRY) | 0.3 | $23M | 1.3M | 17.45 | |
| Supernus Pharmaceuticals (SUPN) | 0.3 | $22M | 695k | 31.52 | |
| Telesat Corp Cl A & Cl B Shs (TSAT) | 0.3 | $21M | 844k | 24.44 | |
| Constellation Energy (CEG) | 0.3 | $18M | 55k | 322.76 | |
| Scpharmaceuticals (SCPH) | 0.3 | $18M | 4.6M | 3.81 | |
| Zevra Therapeutics Com New (ZVRA) | 0.3 | $17M | 2.0M | 8.81 | |
| Corecivic (CXW) | 0.3 | $17M | 815k | 21.07 | |
| Biosante Pharmaceuticals (ANIP) | 0.3 | $17M | 258k | 65.25 | |
| Target Hospitality Corp (TH) | 0.2 | $16M | 2.2M | 7.12 | |
| Seaport Entmt Group Common Stock (SEG) | 0.2 | $11M | 569k | 18.65 | |
| Embecta Corp Common Stock (EMBC) | 0.2 | $10M | 1.0M | 9.69 | |
| Arbutus Biopharma (ABUS) | 0.1 | $4.9M | 1.6M | 3.09 | |
| Playstudios Class A Com (MYPS) | 0.1 | $3.5M | 2.7M | 1.31 | |
| Opko Health Note 3.750% 1/1 (Principal) | 0.0 | $1.7M | 1.3M | 1.38 | |
| Edesa Biotech Com New (EDSA) | 0.0 | $1.4M | 688k | 2.03 | |
| Therapeuticsmd Com New (TXMD) | 0.0 | $1.4M | 1.2M | 1.16 | |
| Coherus Biosciences (CHRS) | 0.0 | $635k | 868k | 0.73 | |
| Ovid Therapeutics (OVID) | 0.0 | $158k | 479k | 0.33 |