Rye Brook Capital LLC

Wealth advisor Mechanical CIK 1844147
League rank
#2189
in Wealth advisor · #5413 overall
Long book
$108.4M
Q1 2026
Positions
28
Top-10 weight
81%
concentration
Last quarter
+9.7%
SPY +14.8%
Turnover
51%
of book per quarter

Strategy in plain words

auto-generated from filings

Rye Brook Capital LLC is a wealth-management firm allocating client money, running a $108.4M US long book across 28 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: INVESCO QQQ TRUST SERIES 1, SPROTT PHYSICAL URANIUM TR, VANECK SEMICONDUCTOR ETF, NEXGEN ENERGY LTD, KRANESH CSI CHINA INTERNET.

Over the last 9 quarters its long book ran on average 1pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+0.8%
Q2 2024
+1.8%
Q3 2024
-3.1%
Q4 2024
-9.1%
Q1 2025
+17.6%
Q2 2025
+14.1%
Q3 2025
+0.2%
Q4 2025
-0.3%
Q1 2026
+9.7%

Sector allocation

Materials
48%
Real estate
20%
Industrials
14%
Technology
8%
Communications
7%
Financials
2%

Long book by quarter

$170.6M
Q1 2024
$76.0M
Q2 2024
$69.3M
Q3 2024
$83.4M
Q4 2024
$79.8M
Q1 2025
$95.9M
Q2 2025
$118.8M
Q3 2025
$107.0M
Q4 2025
$108.4M
Q1 2026

What does Rye Brook own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NXE NEXGEN ENERGY LTDMaterials775.0K$9.0M8.3%+0.2%
JOE ST JOE CO/THEReal estate66.0K$4.1M3.8%+4.1%
BE BLOOM ENERGY CORP- AIndustrials13.5K$1.8M1.7%New
ECHO ECHOSTAR CORP-ACommunications13.4K$1.6M1.4%New
TSLA TESLA INCIndustrials3.2K$1.2M1.1%New
P EVERPURE INC-ATechnology11.0K$648K0.6%New
UUUU ENERGY FUELS INCMaterials35.1K$640K0.6%New
ALAB ASTERA LABS INCTechnology5.3K$579K0.5%-42.6%
MP MP MATERIALS CORPMaterials11.3K$545K0.5%New
RIOT RIOT PLATFORMS INCFinancials42.7K$528K0.5%+0.3%
GOOGL ALPHABET INC-CL ATechnology1.0K$288K0.3%Held
MSFT MICROSOFT CORPTechnology600$222K0.2%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 29, 202628$108.4M $K fixed canonicalSEC ↗
Q4 202513F-HRJan 27, 202627$107.0M $K fixed canonicalSEC ↗
Q3 202513F-HROct 21, 202531$192.3M $K fixed canonicalSEC ↗
Q2 202513F-HRJul 23, 202524$95.9M $K fixed canonicalSEC ↗
Q1 202513F-HRApr 16, 202520$79.8M $K fixed canonicalSEC ↗
Q4 202413F-HRFeb 3, 202529$83.4M $K fixed canonicalSEC ↗
Q3 202413F-HROct 22, 202419$69.3M $K fixed canonicalSEC ↗
Q2 202413F-HRJul 22, 202425$76.0M $K fixed canonicalSEC ↗
Q1 202413F-HRApr 11, 202428$170.6M $K fixed canonicalSEC ↗