RLH Capital LLC
Long book
$196.8M
Q1 2026
Positions
108
Top-10 weight
45%
concentration
Last quarter
+1.9%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsRLH Capital LLC is a diversified fundamental manager, specialised in financials (83% of the long book), running a $196.8M US long book across 108 positions.
The portfolio is moderately concentrated (top 10 ≈ 45% of the book). Current anchor positions: D. BORAL ARC ACQUISIT - CL A, CANTOR EQUITY PARTNERS III-A, INFLECTION POINT ACQUISITI-A, LEGATO MERGER CORP III ORD SHS, CANTOR EQUITY PARTNERS I-A.
We rate its filings as signal-bearing: position changes reflect genuine views.
Sector allocation
Financials 68%
Technology 16%
Other 12%
Industrials 2%
Consumer discretionary 1%
Services media 0%
Healthcare 0%
Long book by quarter
What does RLH Capital own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| BCAR D. BORAL ARC ACQUISIT - CL A | Technology | 1.8M | $18.7M | 9.5% | Held |
| CAEP CANTOR EQUITY PARTNERS III-A | — | 1.6M | $16.4M | 8.3% | Held |
| IPCX INFLECTION POINT ACQUISITI-A | Financials | 1.3M | $12.9M | 6.5% | Held |
| CEPO CANTOR EQUITY PARTNERS I-A | Financials | 675.8K | $7.1M | 3.6% | Held |
| GSRF GSR IV ACQUISITION CORP-CL A | Financials | 649.0K | $6.5M | 3.3% | Held |
| SOUL SOULPOWER ACQUISITION CO-A | Financials | 577.7K | $5.9M | 3.0% | Held |
| XRPN ARMADA ACQUISITION -CLASS A | Financials | 462.8K | $4.8M | 2.4% | Held |
| MCGA YORKVILLE ACQUISITION CORP-A | Financials | 442.2K | $4.5M | 2.3% | Held |
| ATII ARCHIMEDES TECH SPAC PARTNER | Financials | 400.9K | $4.2M | 2.1% | Held |
| BACC BLUE ACQUISITION CORP-CL A | Financials | 371.0K | $3.8M | 1.9% | Held |
| EURK EUREKA ACQUISITION CORP | Industrials | 295.4K | $3.3M | 1.7% | Held |
| ANSC AGRICULTURE & NATURAL SOLUTI | Financials | 294.7K | $3.3M | 1.7% | Held |
| DMAA DRUGS MADE IN AMERICA ACQUIS | Financials | 316.6K | $3.3M | 1.7% | Held |
| AACB ARTIUS II ACQUISITION INC-A | Financials | 321.0K | $3.3M | 1.7% | Held |
| SBXD SILVERBOX CORP IV-A | Financials | 304.3K | $3.3M | 1.7% | Held |
| FGMC FG MERGER II CORP | Financials | 277.6K | $2.8M | 1.4% | Held |
| KVAC KEEN VISION ACQUISITION CORP | Financials | 228.3K | $2.8M | 1.4% | Held |
| FSHP FLAG SHIP ACQUISITION CORP | Financials | 248.9K | $2.7M | 1.4% | Held |
| NPAC NEW PROVIDENCE ACQUISITION-A | Financials | 250.0K | $2.6M | 1.3% | Held |
| FVN FUTURE VISION II ACQUISITION | Technology | 195.0K | $2.1M | 1.1% | Held |
| CHPG CHAMPIONSGATE ACQUISITIO-A | Financials | 160.0K | $1.6M | 0.8% | Held |
| LPAA LAUNCH ONE ACQUISITION CORP | Financials | 150.0K | $1.6M | 0.8% | Held |
| MBAV M3-BRIGADE ACQUISITION V-A | Financials | 146.3K | $1.6M | 0.8% | Held |
| CCIX CHURCHILL CAPITAL CORP IX | Technology | 147.1K | $1.6M | 0.8% | Held |
| DRDB ROMAN DBDR ACQUISITION CORP | Financials | 150.0K | $1.6M | 0.8% | Held |
| KOYN CSLM DIGITAL ASSET ACQU - A | Financials | 155.0K | $1.6M | 0.8% | Held |
| HLXC HELIX ACQUISITION CORP-CL A | Financials | 150.0K | $1.5M | 0.8% | Held |
| CEPV CANTOR EQUITY PARTNERS-CL A | Financials | 150.0K | $1.5M | 0.8% | Held |
| CAPN CAYSON ACQUISITION CORP | Financials | 106.2K | $1.2M | 0.6% | Held |
| TVA TEXAS VENTURES ACQUISITION-A | Financials | 110.2K | $1.1M | 0.6% | Held |
| SIMA SIM ACQUISITION CORP I-A | Financials | 100.0K | $1.1M | 0.5% | Held |
| KFII K&F GROWTH ACQUISITION COR-A | Financials | 100.0K | $1.0M | 0.5% | Held |
| TMS TEAMSHARES INC | Consumer discretionary | 100.0K | $1.0M | 0.5% | Held |
| BAYA BAYVIEW ACQUISITION CORP-A | Financials | 86.1K | $1.0M | 0.5% | Held |
| KCHV KOCHAV DEFENSE ACQUISITION-A | Financials | 100.0K | $1.0M | 0.5% | Held |
| JENA JENA ACQUISITION CORP II - A | Financials | 100.0K | $1.0M | 0.5% | Held |
| OBA OXLEY BRIDGE ACQUISITIO-CL A | Financials | 100.0K | $1.0M | 0.5% | Held |
| QUMS QUANTUMSPHERE ACQUISITION CO | Financials | 100.0K | $1.0M | 0.5% | Held |
| RDAG REPUBLIC DIGITAL ACQUIS-CL A | Financials | 80.0K | $818K | 0.4% | Held |
| DTSQ DT CLOUD STAR ACQUISITION CO | Financials | 69.6K | $774K | 0.4% | Held |
| FORL FOUR LEAF ACQUISITION COR-A | — | 50.6K | $595K | 0.3% | Held |
| APAC STONEBRIDGE ACQUISITION CL A | Financials | 57.5K | $578K | 0.3% | Held |
| DYNC DYNAMIX CORP | Financials | 49.5K | $518K | 0.3% | Held |
| ONCH 1RT ACQUISITION CORP-A | Financials | 50.0K | $507K | 0.3% | Held |
| QSEA QUARTZSEA ACQUISITION CORP | Financials | 41.3K | $429K | 0.2% | Held |
| BSAA BEST SPAC I ACQUISITION-A | Services media | 40.7K | $417K | 0.2% | Held |
| BKHA BLACK HAWK ACQUISITION COR-A | Healthcare | 29.4K | $342K | 0.2% | Held |
| OAKU OAK WOODS ACQUISITION CORP-A | — | 26.5K | $323K | 0.2% | Held |
| RTAC RENATUS TACTICAL ACQUISITI-A | Financials | 30.0K | $308K | 0.2% | Held |
| CNGL CANNA-GLOBAL ACQUISITIO-CL A | — | 30.1K | $296K | 0.2% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 29, 2026 | 108 | $196.8M | canonical | SEC ↗ |