RLH Capital LLC 13F Holdings · Q2 2026
RLH Capital LLC reported 130 securities worth $208.76M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CEPO (7.52%), IPCX (7.05%), BCAR (4.44%). Among its top 25 positions this quarter: 12 new, 8 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CEPO | Cantor Equity Partners I Inc | $15.7M | 7.52% | 1.5M | Added |
| 2 | IPCX | Inflection Point Acquisition C | $14.7M | 7.05% | 1.4M | Added |
| 3 | BCAR | D Boral ARC Acquisition I Corp | $9.3M | 4.44% | 888,263 | Trimmed |
| 4 | XRPN | Armada Acquisition Corp II | $7.9M | 3.78% | 757,278 | Added |
| 5 | GSRF | GSR IV Acquisition Corp | $7.8M | 3.75% | 771,459 | Added |
| 6 | SOUL | Soulpower Acquisition Corp | $6.4M | 3.06% | 616,879 | Added |
| 7 | GFUZ | General Fusion Group Ltd | $6.3M | 3.03% | 615,813 | New |
| 8 | ANSC | Agriculture & Natural Solution | $6.2M | 2.98% | 544,688 | Added |
| 9 | FMAC | Future Money Acquisition Corp | $5.7M | 2.75% | 575,000 | New |
| 10 | MCGA | Yorkville Acquisition Corp | $4.5M | 2.16% | 442,231 | Hold |
| 11 | TACH | Titan Acquisition Corp | $4.2M | 2.02% | 405,000 | New |
| 12 | DAAQ | Digital Asset Acquisition Corp | $4.2M | 2.01% | 404,923 | New |
| 13 | BIXI | Bitcoin Infrastructure Acquisi | $4.0M | 1.91% | 398,989 | New |
| 14 | PTOR | Praetorian Acquisition Corp | $4.0M | 1.90% | 399,328 | New |
| 15 | DRDB | Roman DBDR Acquisition Corp II | $3.7M | 1.77% | 350,025 | Added |
| 16 | DBCA | D Boral Acquisition I Corp | $3.3M | 1.58% | 330,000 | New |
| 17 | APXT | Apex Treasury Corp | $3.0M | 1.44% | 300,000 | New |
| 18 | XSLL | Xsolla SPAC 1 | $3.0M | 1.43% | 300,000 | New |
| 19 | BACC | Blue Acquisition Corp | $2.8M | 1.36% | 267,831 | Trimmed |
| 20 | BLRK | Bluerock Acquisition Corp | $2.7M | 1.31% | 275,000 | New |
| 21 | AACB | Artius II Acquisition Inc | $2.6M | 1.27% | 252,236 | Trimmed |
| 22 | QSEA | Quartzsea Acquisition Corp | $2.7M | 1.27% | 252,439 | Added |
| 23 | FERA | Fifth Era Acquisition Corp I | $2.6M | 1.25% | 250,000 | New |
| 24 | NPAC | New Providence Acquisition Cor | $2.6M | 1.24% | 250,000 | Hold |
| 25 | PCAP | ProCap Acquisition Corp | $2.6M | 1.23% | 250,000 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR