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 Corp. operates as an asset manager focused on real estate, credit, and financial services. It operates through Origination and Servicing, Investment Portfolio, Mortgage Loans Receivable, and Asset Management segments. For more information on Rithm Capital stock, visit the Rithm Capital stock profile here.Investment ActivityRithm Capital has $67.37 million in total holdings as of March 31, 2026.Rithm Capital owns shares of 38 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 33.98% of the portfolio was purchased this quarter.About 2.06% of the portfolio was sold this quarter.This quarter, Rithm Capital has purchased 31 new stocks and bought additional shares in 17 stocks.Rithm Capital sold shares of 7 stocks and completely divested from 0 stocks this quarter.Largest Holdings RITHM PPTY TR INC $9,958,000RITHM PPTY TR INC $8,775,123RITHM ACQUISITION CORP $7,002,600GE VERNOVA INC $3,011,505Vertiv $2,004,640 Largest New Holdings this Quarter 38983D862 - RITHM PPTY TR INC $9,958,000 HoldingY2573F102 - Flex $1,407,390 HoldingG6700G107 - nVent Electric $1,360,220 Holding34631F102 - FORGENT POWER SOLUTIONS INC $1,317,150 Holding077454106 - Belden $1,165,525 Holding Largest Purchases this Quarter RITHM PPTY TR INC 400,000 shares (about $9.96M)RITHM PPTY TR INC 105,687 shares (about $1.42M)Flex 21,500 shares (about $1.41M)nVent Electric 11,500 shares (about $1.36M)FORGENT POWER SOLUTIONS INC 45,000 shares (about $1.32M) Largest Sales this Quarter Powell Industries 1,000 shares (about $541.08K)Quanta Services 500 shares (about $274.51K)Sterling Infrastructure 400 shares (about $162.91K)MasTec 500 shares (about $160.87K)MYR Group 500 shares (about $141.16K) 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$9,958,000$9,958,000 â–²New Holding400,00014.8%9.875 FXD-FLT CRITHM PPTY TR INC$8,775,123$1,415,149 â–²19.2%655,34913.0%COM NEW SHSRITHM ACQUISITION CORP$7,002,6000.0%660,00010.4%UNIT 99/99/9999GE VERNOVA INC$3,011,505$567,385 â–²23.2%3,4504.5%COMVRTVertiv$2,004,640$250,580 â–²14.3%8,0003.0%Computer and TechnologyPWRQuanta Services$1,866,668$274,510 â–¼-12.8%3,4002.8%ConstructionETNEaton$1,716,8160.0%4,8002.5%IndustrialsPRIMORIS SVCS CORP$1,416,096$42,912 â–¼-2.9%9,9002.1%COMFLEXFlex$1,407,390$1,407,390 â–²New Holding21,5002.1%Computer and TechnologyNXTNextpower$1,386,3250.0%11,5002.1%EnergyNVTnVent Electric$1,360,220$1,360,220 â–²New Holding11,5002.0%Computer and TechnologyWMWaste Management$1,332,782$183,832 â–²16.0%5,8002.0%Business ServicesCEGConstellation Energy$1,326,438$139,625 â–²11.8%4,7502.0%EnergyFORGENT POWER SOLUTIONS INC$1,317,150$1,317,150 â–²New Holding45,0002.0%COM SHS CL ADYDycom Industries$1,287,516$33,882 â–²2.7%3,8001.9%ConstructionEVERUS CONSTR GROUP$1,239,630$236,120 â–²23.5%10,5001.8%COMHUBBHubbell$1,226,8500.0%2,5001.8%IndustrialsNEENextEra Energy$1,221,372$106,812 â–²9.6%13,1501.8%UtilitiesBDCBelden$1,165,525$1,165,525 â–²New Holding10,1501.7%IndustrialsCLHClean Harbors$1,146,920$86,019 â–²8.1%4,0001.7%Business ServicesMTZMasTec$1,126,090$160,870 â–¼-12.5%3,5001.7%ConstructionDUKDuke Energy$1,126,084$392,820 â–²53.6%8,6001.7%UtilitiesAEPAmerican Electric Power$1,114,180$720,940 â–²183.3%8,5001.7%UtilitiesSOSouthern$1,109,980$627,380 â–²130.0%11,5001.6%UtilitiesSTRLSterling Infrastructure$1,058,902$162,908 â–¼-13.3%2,6001.6%ConstructionRSGRepublic Services$1,051,296$503,746 â–²92.0%4,8001.6%Business ServicesPOWLPowell Industries$1,028,052$541,080 â–¼-34.5%1,9001.5%IndustrialsWCNWaste Connections$990,884$503,564 â–²103.3%6,1001.5%Business ServicesEMEEMCOR Group$922,8880.0%1,2501.4%ConstructionFSLRFirst Solar$887,670$98,630 â–²12.5%4,5001.3%EnergyACMAECOM$869,405$360,485 â–²70.8%10,2501.3%ConstructionMYRGMYR Group$846,960$141,160 â–¼-14.3%3,0001.3%UtilitiesFELEFranklin Electric$811,0960.0%8,8001.2%IndustrialsOKEONEOK$723,120$271,170 â–²60.0%8,0001.1%EnergyEMREmerson Electric$720,610$65,510 â–¼-8.3%5,5001.1%IndustrialsCWSTCasella Waste Systems$654,555$654,555 â–²New Holding8,2501.0%Business ServicesTRGPTarga Resources$626,8250.0%2,5000.9%EnergyBWXTBWX Technologies$531,674$531,674 â–²New Holding2,6000.8%AerospaceShowing 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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