Rudius Management LP: VERALTO CORP (VLTO): Quarterly 13F Position History
As of Q1 2026, Rudius Management LP reported 2,511,274 shares of VERALTO CORP (VLTO), worth $222.0M and representing 62.1% of its 13F equity book. Quarter-over-quarter share count change: 414,139 (-14.2%) . The position first appeared in Q3 2023 and has been disclosed across 11 13F-HR filings in Pactolio's tracked window.
- 2,511,274Shares Held (Latest Filing)
- $222.0MReported Market Value (Latest Filing)
- 62.1%Portfolio Weight (% of 13F Equity Book)
- 414,139Quarter-over-Quarter Share Change
- -$69.9MQuarter-over-Quarter Value Change
- 2,925,413Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 11 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,511,274 | 414,139 | -14.2% | $222.0M | 62.1% | $88.4 |
| Q4 2025 | 2,925,413 | +80,143 | +2.8% | $291.9M | 63.3% | $99.8 |
| Q3 2025 | 2,845,270 | 0 | — | $303.3M | 63.7% | $106.6 |
| Q2 2025 | 2,845,270 | +5,000 | +0.2% | $287.2M | 60.7% | $101.0 |
| Q1 2025 | 2,840,270 | +375,421 | +15.2% | $276.8M | 56.9% | $97.5 |
| Q4 2024 | 2,464,849 | +11,720 | +0.5% | $251.0M | 58.4% | $101.8 |
| Q3 2024 | 2,453,129 | 0 | — | $274.4M | 54.9% | $111.9 |
| Q2 2024 | 2,453,129 | 129,760 | -5.0% | $234.2M | 50.8% | $95.5 |
| Q1 2024 | 2,582,889 | +859,657 | +49.9% | $229.0M | 50.9% | $88.7 |
| Q4 2023 | 1,723,232 | +1,717,240 | +28658.9% | $141.8M | 40.4% | $82.3 |
| Q3 2023 | 5,992 | — | — | $506.7K | 0.3% | $84.6 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Rudius Management LP first disclose a VLTO position in 13F-HR filings?
Rudius Management LP first reported VERALTO CORP (VLTO) on its 13F-HR filing for the period ending 2023-09-30 (Q3 2023). The position has appeared on 11 reported quarters within Pactolio's tracked window.
What was Rudius Management LP's most recent quarter-over-quarter share-count change in VLTO?
Between Q4 2025 and Q1 2026, Rudius Management LP reduced its VLTO position by 414,139 shares (-14.2%), leaving 2,511,274 shares at a market value of $222.0M.
Does the implied price-per-share represent Rudius Management LP's cost basis in VLTO?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.