Rithm Acquisition Corp. (RAC) — Institutional Holders, Q2 2026
51 institutional investment managers reported a RAC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $243.8M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
RAC in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Fort Baker Capital ManagementAdded · +1,500,000 sh+$12.3M
- Centiva CapitalAdded · +325,000 sh+$2.7M
- Verition Fund ManagementAdded · +208,634 sh+$1.7M
- Stanley-Laman Group, Ltd.New · +202,829 sh+$1.7M
- GLAZER CAPITALAdded · +185,532 sh+$1.5M
Biggest sellers
- Empyrean Capital PartnersSold out · -2,230,000 sh-$18.3M
- TORONTO DOMINION BANKTrimmed · -157,550 sh-$1.3M
- Diametric CapitalSold out · -24,483 sh-$200.6K
- Virtu FinancialSold out · -20,034 sh-$164.2K
- CITIGROUPTrimmed · -18,207 sh-$149.2K
RAC 13F holders ranked 1–51 of 51
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Magnetar Financial#1 · 2,640,000 sh | 2,640,000 | $21.1M | 0.19% | 0.0% |
| 2 | Fort Baker Capital Management#2 · 1,950,405 sh | 1,950,405 | $20.4M | 1.49% | +333.0% |
| 3 | Hudson Bay Capital Management#3 · 1,623,317 sh | 1,623,317 | $15.8M | 0.04% | 0.0% |
| 4 | AQR Arbitrage#4 · 1,927,509 sh | 1,927,509 | $15.3M | 0.22% | +2.5% |
| 5 | METEORA CAPITAL#5 · 1,718,383 sh | 1,718,383 | $15.1M | 1.25% | +488.1% |
| 6 | LINDEN ADVISORS#6 · 1,466,666 sh | 1,466,666 | $11.7M | 0.06% | 0.0% |
| 7 | D. E. Shaw#7 · 1,420,000 sh | 1,420,000 | $11.6M | <0.01% | 0.0% |
| 8 | Alberta Investment Management#8 · 1,306,666 sh | 1,306,666 | $10.5M | 0.06% | 0.0% |
| 9 | LMR Partners LLP#9 · 1,066,666 sh | 1,066,666 | $8.5M | 0.03% | 0.0% |
| 10 | PICTON MAHONEY ASSET MANAGEMENT#10 · 905,088 sh | 905,088 | $8.5M | 0.06% | +0.6% |
| 11 | TORONTO DOMINION BANK#11 · 1,106,115 sh | 1,106,115 | $8.4M | <0.01% | -12.5% |
| 12 | BOUSSARD & GAVAUDAN GESTION SAS#12 · 1,034,666 sh | 1,034,666 | $8.2M | 0.41% | — |
| 13 | TWO SIGMA INVESTMENTS#13 · 725,000 sh | 725,000 | $7.6M | <0.01% | 0.0% |
| 14 | Rithm Capital#14 · 660,000 sh | 660,000 | $7.1M | 8.73% | 0.0% |
| 15 | MOORE CAPITAL MANAGEMENT#15 · 666,666 sh | 666,666 | $5.3M | 0.08% | 0.0% |
| 16 | GLAZER CAPITAL#16 · 450,307 sh | 450,307 | $4.7M | 0.12% | +70.1% |
| 17 | Verition Fund Management#17 · 494,248 sh | 494,248 | $4.4M | <0.01% | +73.0% |
| 18 | GOLDMAN SACHS GROUP#18 · 412,062 sh | 412,062 | $4.3M | <0.01% | 0.0% |
| 19 | WHITEBOX ADVISORS#19 · 533,333 sh | 533,333 | $4.3M | 0.06% | 0.0% |
| 20 | Radcliffe Capital Management, L.P.#20 · 406,297 sh | 406,297 | $4.2M | 0.32% | 0.0% |
| 21 | PERISCOPE CAPITAL#21 · 531,200 sh | 531,200 | $4.1M | 0.36% | +4.9% |
| 22 | First Capital Management L.P.#22 · 352,000 sh | 352,000 | $3.7M | 0.21% | 0.0% |
| 23 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#23 · 350,000 sh | 350,000 | $3.7M | 0.02% | 0.0% |
| 24 | Centiva Capital#24 · 336,651 sh | 336,651 | $3.5M | 0.03% | +2789.5% |
| 25 | TENOR CAPITAL MANAGEMENT , L.P.#25 · 400,000 sh | 400,000 | $3.2M | 0.05% | 0.0% |
| 26 | BERKLEY W R#26 · 298,200 sh | 298,200 | $3.1M | 0.15% | 0.0% |
| 27 | ARISTEIA CAPITAL, L.L.C.#27 · 311,900 sh | 311,900 | $2.8M | 0.04% | 0.0% |
| 28 | Shaolin Capital Management#28 · 456,706 sh | 456,706 | $2.3M | 0.11% | +27.4% |
| 29 | DLD Asset Management#29 · 288,504 sh | 288,504 | $2.2M | 0.14% | -5.1% |
| 30 | GRITSTONE ASSET MANAGEMENT#30 · 263,464 sh | 263,464 | $2.1M | — | 0.0% |
| 31 | MILLENNIUM MANAGEMENT#31 · 200,000 sh | 200,000 | $2.1M | <0.01% | 0.0% |
| 32 | Schonfeld Strategic Advisors#32 · 264,200 sh | 264,200 | $2.1M | <0.01% | +16.0% |
| 33 | Stanley-Laman Group, Ltd.#33 · 202,829 sh | 202,829 | $1.9M | — | New |
| 34 | SONA ASSET MANAGEMENT (US)#34 · 136,178 sh | 136,178 | $1.4M | 0.03% | 0.0% |
| 35 | O'Connor Alternative Investments#35 · 100,000 sh | 100,000 | $1.0M | 0.08% | 0.0% |
| 36 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#36 · 715,000 sh | 715,000 | $1.0M | <0.01% | 0.0% |
| 37 | MIZUHO SECURITIES USA#37 · 83,000 sh | 83,000 | $859.0K | <0.01% | +66.0% |
| 38 | RIVERNORTH CAPITAL MANAGEMENT#38 · 99,606 sh | 99,606 | $797.3K | 0.04% | 0.0% |
| 39 | BNP PARIBAS FINANCIAL MARKETS#39 · 191,147 sh | 191,147 | $648.5K | <0.01% | 0.0% |
| 40 | READYSTATE ASSET MANAGEMENT#40 · 159,066 sh | 159,066 | $600.7K | <0.01% | 0.0% |
| 41 | Conversant Capital#41 · 868,333 sh | 868,333 | $564.4K | 0.07% | 0.0% |
| 42 | Lineage Point Capital#42 · 50,333 sh | 50,333 | $526.5K | 0.11% | 0.0% |
| 43 | SkyView Investment Advisors#43 · 50,000 sh | 50,000 | $523.0K | 0.41% | New |
| 44 | CITIGROUP#44 · 50,000 sh | 50,000 | $523.0K | <0.01% | -26.7% |
| 45 | JPMORGAN CHASE#45 · 50,000 sh | 50,000 | $521.0K | 0.00% | 0.0% |
| 46 | Clear Street Group#46 · 125,869 sh | 125,869 | $484.3K | <0.01% | -0.2% |
| 47 | ROBINSON CAPITAL MANAGEMENT#47 · 15,250 sh | 15,250 | $159.5K | 0.07% | 0.0% |
| 48 | CSS#48 · 144,866 sh | 144,866 | $98.5K | <0.01% | -0.1% |
| 49 | K2 PRINCIPAL FUND, L.P.#49 · 116,000 sh | 116,000 | $63.8K | <0.01% | 0.0% |
| 50 | Saba Capital Management, L.P.#50 · 25,000 sh | 25,000 | $15.6K | <0.01% | 0.0% |
| 51 | UBS Group AG#51 · 1,230 sh | 1,230 | $9.5K | 0.00% | 0.0% |
Funds that sold out of RAC in Q2 2026 (3)
Held RAC at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| Empyrean Capital Partners2,230,000 sh | 2,230,000 | $23.2M |
| Diametric Capital24,483 sh | 24,483 | $254.6K |
| Virtu Financial20,034 sh | 20,034 | $208.0K |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.