Rudius Management LP Activity Q4 2020-Q3 2023

Q3 2023
 Value Shares↓ Weighting
VRSK SellVERISK ANALYTICS INC$24,492,182
-28.3%
103,675
-31.4%
13.37%
-27.6%
NewKENVUE INC$19,151,079953,73910.46%
RTOKY BuyRENTOKIL INITIAL PLCsponsored adr$6,239,183
-0.9%
168,399
+4.3%
3.41%
+0.0%
NewVERALTO CORP$506,6845,9920.28%
Q2 2023
 Value Shares↓ Weighting
ALC NewALCON AG$132,506,8191,613,77271.67%
VRSK NewVERISK ANALYTICS INC$34,167,599151,16418.48%
CLVT NewCLARIVATE PLC$11,907,5731,249,4836.44%
RTOKY NewRENTOKIL INITIAL PLCsponsored adr$6,296,175161,3993.41%
SUN NewSUNOCO$1,437330.00%
Q4 2022
 Value Shares↓ Weighting
SUN ExitSUNOCO$0-33-0.00%
CLVT ExitCLARIVATE PLC$0-1,249,483-8.81%
VRSK ExitVERISK ANALYTICS INC$0-151,164-19.36%
ALC ExitALCON AG$0-1,643,756-71.83%
Q2 2022
 Value Shares↓ Weighting
ALC NewALCON AG$114,882,0001,643,75672.54%
VRSK NewVERISK ANALYTICS INC$26,165,000151,16416.52%
CLVT NewCLARIVATE PLC$17,318,0001,249,48310.94%
SUN NewSUNOCO$1,000330.00%
Q4 2021
 Value Shares↓ Weighting
SUN ExitSUNOCO$0-330.00%
CLVT ExitCLARIVATE PLC$0-1,051,586-9.76%
VRSK ExitVERISK ANALYTICS INC$0-151,164-12.84%
IFF ExitINTERNATIONAL FLAVORS&FRAGRA$0-377,839-21.42%
ALC ExitALCON AG$0-1,640,486-55.97%
Q3 2021
 Value Shares↓ Weighting
ALC BuyALCON AG$132,010,000
+18.7%
1,640,486
+3.7%
55.97%
+9.9%
IFF BuyINTERNATIONAL FLAVORS&FRAGRA$50,525,000
-8.5%
377,839
+2.3%
21.42%
-15.3%
VRSK BuyVERISK ANALYTICS INC$30,274,000
+18.9%
151,164
+3.7%
12.84%
+10.0%
CLVT BuyCLARIVATE PLC$23,030,000
-13.0%
1,051,586
+9.3%
9.76%
-19.5%
Q2 2021
 Value Shares↓ Weighting
ALC NewALCON AG$111,186,0001,582,49150.93%
IFF NewINTERNATIONAL FLAVORS&FRAGRA$55,189,000369,40625.28%
CLVT NewCLARIVATE PLC$26,475,000961,67412.13%
VRSK NewVERISK ANALYTICS INC$25,472,000145,79011.67%
SUN NewSUNOCO$1,000330.00%

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