Fort Baker Capital Management’s Rithm Acquisition Corp RAC Stock Holding History

Fort Baker Capital Management’s Portfolio RAC Stock Details RAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20.4M	Buy	1,950,405 +1,500,000	+333%	+$15.6M	1.49%	21
2026 Q1	$4.68M	Buy	450,405 +200,000	+80%	+$2.08M	0.37%	57
2025 Q4	$2.6M	Hold	250,405	–	–	0.28%	68
2025 Q3	$2.57M	Hold	250,405	–	–	0.41%	48
2025 Q2	$2.55M	Buy	+250,405	New	+$2.52M	0.44%	45

Other funds holding RAC

Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Meteora Capital Boca Raton, Florida $1.21B AUM 13.69% 1-Year Est. Return

Linden Advisors New York $19.3B AUM 1.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return

PMAM

Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 51.46% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

BGGS

Boussard & Gavaudan Gestion SAS Paris, France $1.99B AUM

Fort Baker Capital Management's RAC Position: Q2 2026 in Review

Fort Baker Capital Management increased its Rithm Acquisition Corp (RAC) stake by 333% in Q2 2026, buying an estimated $15.6M and bringing the position to 1,950,405 shares worth $20.4M. The position accounts for 1.49% of the portfolio, ranked #21.

Fort Baker Capital Management first reported a position in RAC in Q2 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold RAC as of Q2 2026.

Fort Baker Capital Management held 1,950,405 shares of Rithm Acquisition Corp worth $20.4M as of Q2 2026.
Fort Baker Capital Management bought 1,500,000 Rithm Acquisition Corp shares in Q2 2026, an estimated $15.6M.
Rithm Acquisition Corp made up 1.49% of Fort Baker Capital Management's portfolio in Q2 2026, its #21 holding.
Fort Baker Capital Management first reported a position in Rithm Acquisition Corp in Q2 2025 and has held it in 5 quarters since.
45 funds tracked by Wall St. Rank held Rithm Acquisition Corp as of Q2 2026.

Based on Fort Baker Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.