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SEC Form 13F · Institutional holdings

Rubric Capital Management (David Rosen) — 13F portfolio holdings

Rubric Capital Management (David Rosen) reported 87 equity positions with a combined reported value of $10.90B in its Q2 2026 Form 13F filing. The ten largest of those positions account for 46.4%of the filing’s reported value.

Most recent period on file: 30 Jun 2026 (Q2 2026) · 9 quarters on file · 13F is due 45 days after quarter end

Reported value
$10.90B
13F positions, Q2 2026
Positions
87
Distinct holdings in the filing
Top 10 share
46.4%
Moderately concentrated
Quarters on file
9
Through Q2 2026

Ten largest reported positions

Top 10 of 87 positions by reported value · Q2 2026
Ten largest reported positions held by Rubric Capital Management (David Rosen) as of 30 Jun 2026
#SecurityCUSIPClassReported valueSharesWeight
1TALEN ENERGY CORP87422Q109COM$1.38B3.60M12.70%
2FTAI AVIATION LTDG3730V105SHS$811.6M3.00M7.45%
3VIATRIS INC92556V106COM$542.6M34.17M4.98%
4TEVA PHARMACEUTICAL INDS LTD881624209SPONSORED ADS$527.7M15.57M4.84%
5GOLAR LNG LTDG9456A100SHS$457.5M9.18M4.20%
6VISTRA CORP92840M102COM$284.7M1.79M2.61%
7TRANSALTA CORP89346D107COM$279.8M20.23M2.57%
8FLUOR CORP343412102COM$262.9M5.02M2.41%
9KINIKSA PHARMACEUTICALS INTLG52694109ORD SHS CL A$255.8M4.00M2.35%
10BGC GROUP INC088929104CL A$254.4M23.80M2.33%

The full 87-position filing, quarter-over-quarter position changes, concentration analysis and cross-fund security search are in the Fund Tracker dashboard.

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Filing periods on file

9 quarters

Rock Group holds Rubric Capital Management (David Rosen)’s 13F filings for Q2 2026, Q1 2026, Q4 2025, Q3 2025, Q2 2025, Q1 2025, Q4 2024, Q3 2024, Q2 2024. Period-over-period comparison — positions added, exited and resized — is available in the dashboard.

Other institutions

Browse all 13F filers on file, or read the Fund Tracker documentation for what Form 13F does and does not disclose.

Source. Derived from SEC Form 13F-HR filings retrieved from EDGAR. Rock Group is not affiliated with, endorsed by, or acting on behalf of any institution or fund named on this page.

Timing. A 13F reports holdings as of the quarter end and is due 45 days later, so a position shown here can be several months old. It is a point-in-time snapshot and does not show trades made after the quarter closed. Filers may also amend earlier filings, which restates history — a figure that changes between visits is an amendment, not an error.

Not advice. This page is published for research and informational purposes only. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation of any institution, fund or strategy. Figures are provided without warranty of accuracy or completeness — verify against the original filing before relying on any of them.