SEC 13F Intelligence

Northern Right Capital Management, L.P. / RITM

Northern Right Capital Management, L.P.’s Rithm Capital Corp Position

Does Northern Right Capital Management, L.P. own Rithm Capital Corp (RITM)? Yes — 1.41M shares worth $13M (+4.75% of its 13F portfolio) as of Q1 2026, down from 1.82M shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
1.41M
% of Portfolio
+4.75%
Quarters Held
12
currently held

Position History RITM

Reported value by quarter
Q4 ’20: $4MQ4 ’20Q4 ’22: $2MQ4 ’23: $5MQ4 ’23Q1 ’24: $12MQ2 ’24: $16MQ2 ’24Q3 ’24: $20MQ4 ’24: $24MQ4 ’24Q1 ’25: $24MQ2 ’25: $14MQ2 ’25Q3 ’25: $19MQ4 ’25: $20MQ4 ’25Q1 ’26: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.41M$13M+4.75%
Q4 20251.82M$20M+5.21%
Q3 20251.70M$19M+5.99%
Q2 20251.27M$14M+4.91%
Q1 20252.12M$24M+9.91%
Q4 20242.21M$24M+8.84%
Q3 20241.75M$20M+7.39%
Q2 20241.45M$16M+5.83%
Q1 20241.11M$12M+4.45%
Q4 2023454.0K$5M+1.94%
Q4 2022200.0K$2M+0.92%
Q4 2020431.9K$4M+1.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Northern Right Capital Management, L.P.’s full portfolio or all institutional holders of RITM.