Rush Island Management, LP - Q42025 Holdings

Rush Island Management, LP holds 17 stocks with a total portfolio value of $ 1.6B as of Q42025. In Q42025, Rush Island Management, LP added 4 new positions, increased stakes in 8 stocks, reduced 4 holdings, and fully exited 4 positions. The largest holding is Sba Communications Corp New (SBAC), representing 14.23% of the total portfolio.