Rithm Capital Top Holdings and 13F Report (2026) 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. Rithm Capital Corporation is a specialty finance company that originates, acquires and manages structured credit investments collateralized by real estate assets in the United States. The company focuses primarily on senior floating-rate loans secured by multifamily, commercial, industrial and single-family rental properties, aiming to deliver attractive risk-adjusted yields through a diversified portfolio of floating-rate real estate debt. For more information on Rithm Capital stock, visit the Rithm Capital stock profile here.Investment ActivityRithm Capital has $81.42 million in total holdings as of June 30, 2026.Rithm Capital owns shares of 38 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 8.31% of the portfolio was purchased this quarter.About 3.27% of the portfolio was sold this quarter.This quarter, Rithm Capital has purchased 38 new stocks and bought additional shares in 7 stocks.Rithm Capital sold shares of 1 stock and completely divested from 3 stocks this quarter.Largest Holdings RITHM PPTY TR INC $11,032,459RITHM PPTY TR INC $9,962,000RITHM ACQUISITION CORP $7,111,500GE VERNOVA INC $4,053,267Flex $3,484,505 Largest New Holdings this Quarter 920253101 - Valmont Industries $1,444,000 Holding29364G103 - Entergy $1,148,600 Holding25746U109 - Dominion Energy $273,160 Holding Largest Purchases this Quarter RITHM PPTY TR INC 110,794 shares (about $1.60M)Valmont Industries 2,500 shares (about $1.44M)Entergy 10,000 shares (about $1.15M)Powell Industries 3,800 shares (about $1.09M)First Solar 1,500 shares (about $353.94K) Largest Sales this Quarter Nextpower 3,000 shares (about $357.42K) 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$11,032,459$1,595,434 â–²16.9%766,14313.6%COM NEW SHSRITHM PPTY TR INC$9,962,0000.0%400,00012.2%9.875 FXD-FLT CRITHM ACQUISITION CORP$7,111,5000.0%660,0008.7%UNIT 99/99/9999GE VERNOVA INC$4,053,2670.0%3,4505.0%COMFLEXFlex$3,484,5050.0%21,5004.3%TechnologyVRTVertiv$2,678,5600.0%8,0003.3%IndustrialsFORGENT POWER SOLUTIONS INC$2,513,7000.0%45,0003.1%COM SHS CL APWRQuanta Services$2,448,1360.0%3,4003.0%IndustrialsSTRLSterling Infrastructure$2,182,3360.0%2,6002.7%IndustrialsETNEaton$2,045,3760.0%4,8002.5%IndustrialsNVTnVent Electric$1,950,5150.0%11,5002.4%IndustrialsDYDycom Industries$1,921,2420.0%3,8002.4%IndustrialsEVERUS CONSTR GROUP$1,742,4750.0%10,5002.1%COMPOWLPowell Industries$1,632,252$1,088,168 â–²200.0%5,7002.0%IndustrialsMYRGMYR Group$1,501,2000.0%3,0001.8%IndustrialsMTZMasTec$1,456,2100.0%3,5001.8%IndustrialsVMIValmont Industries$1,444,000$1,444,000 â–²New Holding2,5001.8%IndustrialsFSLRFirst Solar$1,415,760$353,940 â–²33.3%6,0001.7%TechnologyEMEEMCOR Group$1,369,302$331,952 â–²32.0%1,6501.7%IndustrialsAEPAmerican Electric Power$1,368,100$205,215 â–²17.6%10,0001.7%UtilitiesHUBBHubbell$1,308,0000.0%2,5001.6%IndustrialsWMWaste Management$1,292,7040.0%5,8001.6%IndustrialsBDCBelden$1,217,0870.0%10,1501.5%TechnologyDUKDuke Energy$1,215,168$126,580 â–²11.6%9,6001.5%UtilitiesCLHClean Harbors$1,195,0000.0%4,0001.5%IndustrialsCEGConstellation Energy$1,179,7580.0%4,7501.4%UtilitiesPRIMORIS SVCS CORP$1,179,528$198,240 â–²20.2%11,9001.4%COMNEENextEra Energy$1,154,1760.0%13,1501.4%UtilitiesETREntergy$1,148,600$1,148,600 â–²New Holding10,0001.4%UtilitiesSOSouthern$1,100,6650.0%11,5001.4%UtilitiesRSGRepublic Services$1,022,7840.0%4,8001.3%IndustrialsWCNWaste Connections$1,016,8090.0%6,1001.2%IndustrialsNXTNextpower$1,012,690$357,420 â–¼-26.1%8,5001.2%IndustrialsCWSTCasella Waste Systems$800,0030.0%8,2501.0%IndustrialsEMREmerson Electric$787,3250.0%5,5001.0%IndustrialsOKEONEOK$695,5200.0%8,0000.9%EnergyBWXTBWX Technologies$506,0900.0%2,6000.6%IndustrialsDDominion Energy$273,160$273,160 â–²New Holding4,0000.3%UtilitiesACMAECOM$0$869,405 â–¼-100.0%00.0%IndustrialsFELEFranklin Electric$0$811,096 â–¼-100.0%00.0%IndustrialsTRGPTarga Resources$0$626,825 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. 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