Rithm Capital Top Holdings and 13F Report (2025) About Rithm CapitalRithm Capital NYSE: RITM has filed 13-F forms with the SEC as an investor. Rithm Capital is itself a publicly traded company. For more information on Rithm Capital stock, visit the Rithm Capital stock profile here.Investment ActivityRithm Capital has $50.00 million in total holdings as of June 30, 2025.Rithm Capital owns shares of 32 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 55.47% of the portfolio was purchased this quarter.About 2.48% of the portfolio was sold this quarter.This quarter, Rithm Capital has purchased 28 new stocks and bought additional shares in 8 stocks.Rithm Capital sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings RITHM PPTY TR INC $9,964,000Great Ajax $8,904,538RITHM ACQUISITION CORP $6,837,600GE VERNOVA INC $2,010,770Quanta Services $1,852,592 Largest New Holdings this Quarter 38983D862 - RITHM PPTY TR INC $9,964,000 Holding38983D300 - Great Ajax $8,904,538 HoldingG75751126 - RITHM ACQUISITION CORP $6,837,600 Holding87612G101 - Targa Resources $435,200 Holding300426103 - EVERUS CONSTR GROUP $412,945 Holding Largest Purchases this Quarter RITHM PPTY TR INC 400,000 shares (about $9.96M)Great Ajax 3,297,977 shares (about $8.90M)RITHM ACQUISITION CORP 660,000 shares (about $6.84M)Targa Resources 2,500 shares (about $435.20K)EVERUS CONSTR GROUP 6,500 shares (about $412.95K) Largest Sales this Quarter NextEra Energy 3,800 shares (about $263.80K)Waste Management 1,000 shares (about $228.82K)Parker-Hannifin 300 shares (about $209.54K)Duke Energy 1,500 shares (about $177K)Fluence Energy 5,100 shares (about $34.22K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRithm Capital Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRITHM PPTY TR INC$9,964,000$9,964,000 ▲New Holding400,00019.9%9.875 FXD-FLT CAJXGreat Ajax$8,904,538$8,904,538 ▲New Holding3,297,97717.8%FinanceRITHM ACQUISITION CORP$6,837,600$6,837,600 ▲New Holding660,00013.7%UNIT 99/99/9999GE VERNOVA INC$2,010,7700.0%3,8004.0%COMPWRQuanta Services$1,852,5920.0%4,9003.7%ConstructionETNEaton$1,713,552$214,194 ▲14.3%4,8003.4%IndustrialsCEGConstellation Energy$1,291,040$64,552 ▲5.3%4,0002.6%EnergyDYDycom Industries$1,148,6330.0%4,7002.3%ConstructionEMREmerson Electric$1,066,640$119,997 ▲12.7%8,0002.1%IndustrialsHUBBHubbell$1,021,0250.0%2,5002.0%IndustrialsPRIMPrimoris Services$989,838$93,528 ▲10.4%12,7002.0%ConstructionVRTVertiv$988,757$385,230 ▲63.8%7,7002.0%Computer and TechnologyWMWaste Management$915,280$228,820 ▼-20.0%4,0001.8%Business ServicesNEENextEra Energy$833,040$263,796 ▼-24.1%12,0001.7%UtilitiesFELEFranklin Electric$789,712$134,610 ▲20.5%8,8001.6%IndustrialsCHENIERE ENERGY INC$730,5600.0%3,0001.5%COM NEWMTZMasTec$681,7200.0%4,0001.4%ConstructionEMEEMCOR Group$668,6130.0%1,2501.3%ConstructionFSLRFirst Solar$662,160$82,770 ▲14.3%4,0001.3%EnergyMYRGMYR Group$635,0750.0%3,5001.3%UtilitiesPHParker-Hannifin$628,623$209,541 ▼-25.0%9001.3%IndustrialsNXTNextracker$625,2550.0%11,5001.3%EnergyRSGRepublic Services$616,5250.0%2,5001.2%Business ServicesPOWLPowell Industries$610,305$84,180 ▲16.0%2,9001.2%IndustrialsDUKDuke Energy$590,000$177,000 ▼-23.1%5,0001.2%UtilitiesACMAECOM$564,3000.0%5,0001.1%ConstructionWCNWaste Connections$560,1600.0%3,0001.1%Business ServicesCLHClean Harbors$531,7140.0%2,3001.1%Business ServicesSOSouthern$459,1500.0%5,0000.9%UtilitiesTRGPTarga Resources$435,200$435,200 ▲New Holding2,5000.9%EnergyEVERUS CONSTR GROUP$412,945$412,945 ▲New Holding6,5000.8%COMFLNCFluence Energy$257,664$34,221 ▼-11.7%38,4000.5%EnergyEQIXEquinix$0$326,140 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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