RACNYSEBlank ChecksFiscal year ends September 30Also trades as RAC.UN, RAC.WT
Rithm Acquisition Corp.
Financials through Q3 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 11, 2026
$10.54−0.01 (-0.09%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
93.0%
22M of 24M shares
Institutional holders
45
3 new, 3 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Michael Nierenberg | 6,335,000 | 21.50% | 13G (passive) | Sep 30, 2025 |
| Amos Meron | 2,230,000 | 9.43% | 13G (passive) amendment | Mar 31, 2026 |
| Magnetar Capital Partners LP | 1,980,000 | 8.37% | 13G (passive) | Mar 31, 2025 |
| Fort Baker Capital, LLC | 1,950,405 | 8.20% | 13G (passive) | Jun 30, 2026 |
| Hudson Bay Capital Management LP | 1,925,000 | 8.14% | 13G (passive) | Jun 30, 2025 |
| AQR Arbitrage, LLC | 1,900,000 | 8.03% | 13G (passive) | Mar 31, 2025 |
| Sander Gerber | 1,499,500 | 6.34% | 13G (passive) amendment | Mar 31, 2026 |
| AQR Capital Management, LLC | 1,462,934 | 6.18% | 13G (passive) amendment | Jun 30, 2025 |
| Meteora Capital, LLC | 1,425,933 | 6.03% | 13G (passive) amendment | Jun 30, 2026 |
| Empyrean Capital Partners, LP | 1,389,513 | 5.87% | 13G (passive) | Dec 31, 2025 |
| MAP 204 Segregated Portfolio, a segregated portfolio of LMA SPC | 1,264,500 | 5.50% | 13G (passive) | Mar 31, 2025 |
| First Trust Capital Solutions L.P. | 1,212,450 | 5.12% | 13G (passive) amendment | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of RAC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Magnetar Financial LLC | 1,980,000 | 8.37% | $20.71M | – | 0.19% |
| Fort Baker Capital Management LP | 1,950,405 | 8.24% | $20.40M | +1,500,000 | 1.49% |
| Hudson Bay Capital Management LP | 1,499,500 | 6.34% | $15.68M | – | 0.04% |
| AQR Arbitrage LLC | 1,435,463 | 6.07% | $15.01M | +37,794 | 0.21% |
| Meteora Capital, LLC | 1,425,933 | 6.03% | $14.92M | New | 1.24% |
| Linden Advisors LP | 1,100,000 | 4.65% | $11.51M | – | 0.06% |
| D. E. Shaw & Co., Inc. | 1,090,000 | 4.61% | $11.40M | – | 0.01% |
| Alberta Investment Management Corp | 980,000 | 4.14% | $10.25M | – | 0.06% |
| Picton Mahoney Asset Management | 805,089 | 3.40% | $8.42M | +5,092 | 0.06% |
| LMR Partners LLP | 800,000 | 3.38% | $8.37M | – | 0.03% |
| Boussard & Gavaudan Gestion Sas | 768,000 | 3.25% | $8.03M | New | 0.40% |
| Two Sigma Investments, LP | 725,000 | 3.06% | $7.58M | – | 0.01% |
| Toronto Dominion Bank | 611,000 | 2.58% | $6.39M | −141,750 | 0.01% |
| Moore Capital Management, LP | 500,000 | 2.11% | $5.23M | – | 0.08% |
| Glazer Capital, LLC | 450,307 | 1.90% | $4.71K | +185,532 | 0.12% |
| Verition Fund Management LLC | 415,100 | 1.75% | $4.34M | +275,200 | 0.02% |
| Goldman Sachs Group Inc | 412,062 | 1.74% | $4.31M | – | 0.00% |
| Radcliffe Capital Management, L.P. | 406,297 | 1.72% | $4.25M | – | 0.32% |
| Whitebox Advisors LLC | 400,000 | 1.69% | $4.18M | – | 0.05% |
| Periscope Capital Inc. | 385,400 | 1.63% | $4.03M | +25,000 | 0.35% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 45 | 22M | 93.0% | 3 / 10 | 5 / 3 | 5M | 2M |
| Q1 2026 | 46 | 20M | 85.8% | 5 / 7 | 9 / 1 | 2M | 3M |
| Q4 2025 | 43 | 22M | 92.5% | 4 / 5 | 12 / 0 | 3M | 1M |
| Q3 2025 | 39 | 20M | 85.7% | 9 / 5 | 9 / 4 | 3M | 2M |
| Q2 2025 | 35 | 19M | 82.1% | 35 / 0 | 0 / 0 | 19M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of RAC | Value | % of fund | As of |
|---|---|---|---|---|---|
| First Trust Merger Arbitrage Fund | 293,004 | 1.24% | $3.06M | 0.19% | Jun 30, 2026 |
| First Trust Multi-Strategy Fund | 56,996 | 0.24% | $596.18K | 0.04% | Jun 30, 2026 |
| The SPAC and New Issue ETF | 5,385 | 0.02% | $56.33K | 0.68% | Jun 30, 2026 |
| Rivernorth Enhanced Pre-Merger SPAC ETF | 985 | 0.00% | $10.30K | 0.14% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Michael Nierenberg | CHIEF EXECUTIVE OFFICER, Director | – | – | Feb 26, 2025 |
| Varun Wadhawan | CHIEF FINANCIAL OFFICER | – | – | Feb 26, 2025 |
| Ellen Schubert | Director | – | – | Mar 3, 2025 |
| Elizabeth C. Fascitelli | Director | – | – | Feb 26, 2025 |
| Gary Kalk | Director | – | – | Feb 26, 2025 |
| Capital Corp. Rithm | 10% owner | 600,000 | 2.54% | Feb 26, 2025 |
| Acquisition Corp Sponsor LLC Rithm | 10% owner | – | – | Feb 26, 2025 |