§ 13F · FUND PROFILE
RLH Capital LLC.
AUM · $209M (13F)Positions · 130Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$87M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CEPO | Cantor Equity Partners I Inc | 1.47M | $16M | — | +118% |
| 2 | IPCX | Inflection Point Acquisition C | 1.42M | $15M | — | +13% |
| 3 | BCAR | D Boral ARC Acquisition I Corp | 888K | $9M | — | −52% |
| 4 | XRPN | Armada Acquisition Corp II | 757K | $8M | — | +64% |
| 5 | GSRF | GSR IV Acquisition Corp | 771K | $8M | — | +19% |
| 6 | SOUL | Soulpower Acquisition Corp | 617K | $6M | — | +7% |
| 7 | GFUZ | General Fusion Group Ltd | 616K | $6M | — | NEW |
| 8 | ANSC | Agriculture & Natural Solution | 545K | $6M | — | +85% |
| 9 | FMAC | Future Money Acquisition Corp | 575K | $6M | — | NEW |
| 10 | MCGA | Yorkville Acquisition Corp | 442K | $5M | — | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RLH SIGNAL
AC read
RLH Capital LLC is a institutional fund managing $209 million in assets. The fund runs a portfolio of 130 positions.
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