Q2 2026 13F · SEC CIK 1556593

Rithm Capital Corp.

Asset managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $81.4M
Reported positions: 38
Holdings vs S&P 500, 3 yrs: —
Average holding period: 4 qtrs

Rithm Capital Corp. is an asset manager that reported 38 positions worth $81.4M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Rithm Ppty Tr Inc (RPT, 13.6%), Rithm Ppty Tr Inc (12.2%), Rithm Acquisition Corp (RAC-UN, 8.7%).

Rithm Capital Corp. holdings all 38 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Rithm Capital Corp. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
RPTRithm Ppty Tr Inc	13.6%	13.0%	766,143	+16.9%	$11.0M
38983D862Rithm Ppty Tr Inc	12.2%	14.8%	400,000	+0.0%	$10.0M
RAC-UNRithm Acquisition Corp	8.7%	10.4%	660,000	+0.0%	$7.1M
GEVGe Vernova Inc	5.0%	4.5%	3,450	+0.0%	$4.1M
FLEXFlex Ltd Ord	4.3%	2.1%	21,500	+0.0%	$3.5M
VRTVertiv Holdings Co	3.3%	3.0%	8,000	+0.0%	$2.7M
FPSForgent Power Solutions Inc	3.1%	2.0%	45,000	+0.0%	$2.5M
PWRQuanta Svcs Inc	3.0%	2.8%	3,400	+0.0%	$2.4M
STRLSterling Infrastructure Inc	2.7%	1.6%	2,600	+0.0%	$2.2M
ETNEaton Corp PLC	2.5%	2.5%	4,800	+0.0%	$2.0M
NVTNvent Elec PLC	2.4%	2.0%	11,500	+0.0%	$2.0M
DYDycom Inds Inc	2.4%	1.9%	3,800	+0.0%	$1.9M
ECGEverus Constr Group	2.1%	1.8%	10,500	+0.0%	$1.7M
POWLPowell Inds Inc	2.0%	1.5%	5,700	+200.0%	$1.6M
MYRGMyr Group Inc Del	1.8%	1.3%	3,000	+0.0%	$1.5M
MTZMasTec Inc	1.8%	1.7%	3,500	+0.0%	$1.5M
VMIValmont Inds Inc Com	1.8%	New	2,500	—	$1.4M
FSLRFirst Solar Inc	1.7%	1.3%	6,000	+33.3%	$1.4M
EMEEmcor Group Inc	1.7%	1.4%	1,650	+32.0%	$1.4M
AEPAmerican Elec Pwr Co Inc	1.7%	1.7%	10,000	+17.6%	$1.4M
HUBBHubbell Inc	1.6%	1.8%	2,500	+0.0%	$1.3M
WMWaste Mgmt Inc Del	1.6%	2.0%	5,800	+0.0%	$1.3M
BDCBelden Inc	1.5%	1.7%	10,150	+0.0%	$1.2M
DUKDuke Energy Corp New	1.5%	1.7%	9,600	+11.6%	$1.2M
CLHClean Harbors Inc	1.5%	1.7%	4,000	+0.0%	$1.2M
CEGConstellation Energy Corp	1.4%	2.0%	4,750	+0.0%	$1.2M
PRIMPrimoris Services Corp	1.4%	2.1%	11,900	+20.2%	$1.2M
NEENextera Energy Inc	1.4%	1.8%	13,150	+0.0%	$1.2M
ETREntergy Corp New	1.4%	New	10,000	—	$1.1M
SOSouthern Co	1.4%	1.6%	11,500	+0.0%	$1.1M
RSGRepublic Svcs Inc	1.3%	1.6%	4,800	+0.0%	$1.0M
WCNWaste Connections Inc	1.2%	1.5%	6,100	+0.0%	$1.0M
NXTNextpower Inc	1.2%	2.1%	8,500	-26.1%	$1.0M
CWSTCasella Waste Sys Inc	1.0%	1.0%	8,250	+0.0%	$800K
EMREmerson Elec Co	1.0%	1.1%	5,500	+0.0%	$787K
OKEOneok Inc New	0.9%	1.1%	8,000	+0.0%	$696K
BWXTBwx Technologies Inc	0.6%	0.8%	2,600	+0.0%	$506K
DDominion Energy Inc	0.3%	New	4,000	—	$273K

What Rithm Capital Corp. bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

POWL Powell Inds Inc+200.0% shares
FSLR First Solar Inc+33.3% shares
EME Emcor Group Inc+32.0% shares
PRIM Primoris Services Corp+20.2% shares
AEP American Elec Pwr Co Inc+17.6% shares
RPT Rithm Ppty Tr Inc+16.9% shares
DUK Duke Energy Corp New+11.6% shares

Reduced

NXT Nextpower Inc-26.1% shares

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: -9.5% /yr; S&P 500 +11.7%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$81.4M	38
Q1 2026	$67.4M	38
Q4 2025	$43.0M	31
Q3 2025	$49.4M	31
Q2 2025	$50.0M	32
Q1 2025	$18.6M	28
Q4 2024	$14.8M	23

Questions about Rithm Capital Corp.'s portfolio

What stocks does Rithm Capital Corp. own?

Rithm Capital Corp.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 38 positions worth $81.4M. The largest are Rithm Ppty Tr Inc (RPT) at 13.6%, Rithm Ppty Tr Inc at 12.2%, Rithm Acquisition Corp (RAC-UN) at 8.7%, Ge Vernova Inc (GEV) at 5.0% and Flex Ltd Ord (FLEX) at 4.3%.

What did Rithm Capital Corp. buy last quarter?

In Q2 2026, Rithm Capital Corp. added a new position in Valmont Inds Inc Com (VMI), a new position in Entergy Corp New (ETR), a new position in Dominion Energy Inc (D), Powell Inds Inc (POWL) (+200.0% shares), First Solar Inc (FSLR) (+33.3% shares) and Emcor Group Inc (EME) (+32.0% shares), compared with its Q1 2026 filing.

What did Rithm Capital Corp. sell last quarter?

In Q2 2026, Rithm Capital Corp. sold all of Aecom Com (ACM), sold all of Franklin Elec Inc (FELE), sold all of Targa Res Corp (TRGP) and Nextpower Inc (NXT) (-26.1% shares), compared with its Q1 2026 filing.

When is Rithm Capital Corp.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Rithm Capital Corp.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.