Northern Right Capital Management’s Rithm Capital RITM Stock Holding History

Northern Right Capital Management’s Portfolio RITM Stock Details RITM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.3M	Sell	1,406,749 -415,112	-23%	-$4.34M	4.75%	10
2025 Q4	$19.9M	Buy	1,821,861 +123,858	+7%	+$1.37M	5.21%	10
2025 Q3	$19.3M	Buy	1,698,003 +427,507	+34%	+$5.18M	5.99%	9
2025 Q2	$14.3M	Sell	1,270,496 -850,000	-40%	-$9.36M	4.91%	11
2025 Q1	$24.3M	Sell	2,120,496 -86,474	-4%	-$1M	9.91%	2
2024 Q4	$23.9M	Buy	2,206,970 +458,944	+26%	+$4.97M	8.84%	3
2024 Q3	$19.8M	Buy	1,748,026 +297,400	+21%	+$3.38M	7.39%	6
2024 Q2	$15.8M	Buy	1,450,626 +341,711	+31%	+$3.78M	5.83%	7
2024 Q1	$12.4M	Buy	1,108,915 +654,945	+144%	+$7.04M	4.45%	7
2023 Q4	$4.85M	Buy	+453,970	New	+$4.52M	1.94%	18
2023 Q1	–	Sell	-200,000	Closed	-$1.63M	–	22
2022 Q4	$1.63M	Buy	+200,000	New	+$1.67M	0.92%	19
2021 Q1	–	Sell	-431,924	Closed	-$4.29M	–	93
2020 Q4	$4.29M	Buy	+431,924	New	+$3.82M	1.55%	25

Other funds holding RITM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Northern Right Capital Management's RITM Position: Q1 2026 in Review

Northern Right Capital Management reduced its Rithm Capital (RITM) stake by 23% in Q1 2026, selling an estimated $4.34M and leaving 1,406,749 shares worth $13.3M. The position accounts for 4.75% of the portfolio, ranked #10.

Northern Right Capital Management first reported a position in RITM in Q4 2020 and has held it in 12 quarters since. The position peaked at $24.3M in Q1 2025. 522 funds tracked by Wall St. Rank hold RITM as of Q1 2026.

Northern Right Capital Management held 1,406,749 shares of Rithm Capital worth $13.3M as of Q1 2026.
Northern Right Capital Management sold 415,112 Rithm Capital shares in Q1 2026, an estimated $4.34M.
Rithm Capital made up 4.75% of Northern Right Capital Management's portfolio in Q1 2026, its #10 holding.
Northern Right Capital Management first reported a position in Rithm Capital in Q4 2020 and has held it in 12 quarters since.
Northern Right Capital Management's Rithm Capital position peaked at $24.3M in Q1 2025.
522 funds tracked by Wall St. Rank held Rithm Capital as of Q1 2026.

Based on Northern Right Capital Management's 13F filing for Q1 2026, filed 15 May 2026.