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 (NYSE:RITM) is a real estate investment trust that focuses on investments and operating businesses tied to the residential mortgage and real estate markets. The company seeks to generate income from mortgage servicing rights, residential mortgage loans, mortgage-backed securities and other related assets. 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 ▲16.9%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 ▲200.0%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 ▲New Holding2,5001.8%IndustrialsFSLRFirst Solar$1,415,760$353,940 ▲33.3%6,0001.7%TechnologyEMEEMCOR Group$1,369,302$331,952 ▲32.0%1,6501.7%IndustrialsAEPAmerican Electric Power$1,368,100$205,215 ▲17.6%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 ▲11.6%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 ▲20.2%11,9001.4%COMNEENextEra Energy$1,154,1760.0%13,1501.4%UtilitiesETREntergy$1,148,600$1,148,600 ▲New 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 ▼-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 ▲New Holding4,0000.3%UtilitiesACMAECOM$0$869,405 ▼-100.0%00.0%IndustrialsFELEFranklin Electric$0$811,096 ▼-100.0%00.0%IndustrialsTRGPTarga Resources$0$626,825 ▼-100.0%00.0%EnergyShowing largest 100 holdings. 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