RAC

Rithm Acquisition Corp-A Cross-source read$10.58 0.00%
FinancialsCUSIP G75751100· EOD Sep 15, 2026

Among active 13F managers last quarter, 2 opened and 8 added, while 2 reduced; the largest holder to move was Fort Baker Capital Management LP (+333%). No recent Form 4 insider filings for RAC.

Tracked 13F holders
44
29 in Q2 2026 filings
13F value (tracked)
$233.3M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
10 adding · 2 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$10.58 0.00%1Y +7.0%
$9.83$10.04$10.25$10.45$10.66Apr 2025JulNovFeb 2026JunSep2187664794
Hover for who · click for detailEnd-of-day closing prices52w $10.20 – $10.60

Who owns RAC?

44 tracked 13F filers · ranked by shares held

44 tracked 13F filers disclose a position in RAC as of the latest SEC 13F filings, a combined $233.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Magnetar Financial LLC2.0M
$20.7M
Held
Q2 2026
2Fort Baker Capital Management LP2.0M
$20.4M
+333%
Added · +1.5M sh
Q2 2026
3Hudson Bay Capital Management LP1.5M
$15.7M
Held
Q2 2026
4AQR Arbitrage LLC1.4M
$15.0M
+2.7%
Added · +38K sh
Q2 2026
5Meteora Capital, LLC1.4M
$14.9M
Added
Added · +1.4M sh
Q2 2026
6Linden Advisors LP1.1M
$11.4M
Held
Q1 2026
7D. E. Shaw & Co., Inc.1.1M
$11.3M
Held
Q1 2026
8Alberta Investment Management Corp980K
$10.3M
Held
Q2 2026
9Picton Mahoney Asset Management805K
$8.4M
+0.6%
Added · +5K sh
Q2 2026
10LMR Partners LLP800K
$8.4M
Held
Q2 2026
11Boussard & Gavaudan Investment Management LLP768K
$8.0M
Held
Q1 2026
12Boussard & Gavaudan Gestion Sas768K
$8.0M
New
+768K sh
Q2 2026
13Toronto Dominion Bank753K
$7.8M
+28%
Added · +164K sh
Q1 2026
14Two Sigma Investments, LP725K
$7.5M
Held
Q1 2026
15Moore Capital Management, LP500K
$5.2M
Held
Q2 2026
16Verition Fund Management LLC415K
$4.3M
+197%
Added · +275K sh
Q2 2026
17Goldman Sachs Group Inc412K
$4.3M
Held
Q1 2026
18Radcliffe Capital Management, L.P.406K
$4.2M
Held
Q2 2026
19Whitebox Advisors LLC400K
$4.2M
Held
Q2 2026
20Periscope Capital Inc.385K
$4.0M
+6.9%
Added · +25K sh
Q2 2026
21First Trust Capital Management L.P.352K
$3.7M
Held
Q2 2026
22Commonwealth Of Pennsylvania Public School Empls Retrmt Sys350K
$3.6M
−12%
Reduced · −50K sh
Q1 2026
23Centiva Capital, LP337K
$3.5M
29×
Added · +325K sh
Q2 2026
24Tenor Capital Management Co., L.P.300K
$3.1M
Held
Q2 2026
25Berkley W R Corp298K
$3.1M
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is RAC being bought or sold by institutions?

Last quarter, 2 funds opened a new position in RAC and 8 added to an existing one, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
2
funds took a first position
Added
8
added to an existing position
Reduced
2
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own RAC also own

CompanyCo-held byTheir position there
Eqv Ventures Acquisition C-AEVAC29 funds$226.3M
Aldel Financial II IncALDF29 funds$150.0M
Viking Acquisition Corp - AVACI29 funds$124.1M
Cantor Equity Partners-CL ACEPF28 funds$167.4M
Cal Redwood Acquisit-CL ACRAQ28 funds$154.8M
Cohen Circle Acquisit II - ACCII28 funds$141.0M
Wen Acquisition Corp-AWENN28 funds$136.9M
Pyrophyte Acquisition Corp-APAII28 funds$133.4M
Oaktree Acquisition Corp I-AOACC28 funds$125.5M
Bain Capital GSS Inv- ABCSS27 funds$195.2M
Oyster Enterprises II Acq-AOYSE27 funds$159.4M
Republic Digital Acquis-CL ARDAG27 funds$158.8M

Ranked by how many of RAC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in RAC.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
115
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
RAC is in Financials, which smart money is rotating OUT OF
$30.6B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

29 tracked filers in Q2 2026 filingsstill filing
02142Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $170.6M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
RACthis pageEquity44 funds$233.3M
RAC/WSWarrant31 funds$4.6M
G75751126Unit2 funds$1.8M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for RAC

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Ask your agent what changed in RAC

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/RAC/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for RAC.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for RAC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.