RLH Capital
RLH Capital reported 130 stocks worth $209M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are CEPO (7.5%), Inflection PT Acquisition Co (7.0%) and D. Boral Arc Acq I Corp. (4.4%). Compared with Q1 2026, the fund opened new positions in GFUZ, FMAC and TACH, added to CEPO, GSRF and SOUL, trimmed BACC, SBXDF and KVACF and sold out of CAEP, BIXIU and XSLLU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 2 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  CEPO Cantor Equity Partners I Inc | $15.7M | 7.5% | 1.5M | +799K (+118%) | 2 of 2 | |
| 2 | INFLECTION PT ACQUISITION CO | $14.7M | 7.0% | 1.4M | +166K (+13%) | 2 of 2 | |
| 3 | D. BORAL ARC ACQ I CORP. | $9.3M | 4.4% | 888K | −958K (−52%) | 2 of 2 | |
| 4 | ARMADA ACQUISITION CORP II C | $7.9M | 3.8% | 757K | +294K (+64%) | 2 of 2 | |
| 5 |  GSRF Gsr IV Acquisition Corp | $7.8M | 3.8% | 771K | +123K (+19%) | 2 of 2 | |
| 6 |  SOUL Soulpower Acquisition Corp | $6.4M | 3.1% | 617K | +39K (+7%) | 2 of 2 | |
| 7 |  GFUZ Spring Valley Acquisition Corp III | $6.3M | 3.0% | 616K | New position | 1 of 2 | |
| 8 | AGRICULTURE & NAT SOL ACQ CO | $6.2M | 3.0% | 545K | +250K (+85%) | 2 of 2 | |
| 9 |  FMAC Future Money Acquisition Cor | $5.7M | 2.8% | 575K | New position | 1 of 2 | |
| 10 |  MCGA Yorkville Acquisition Corp. S | $4.5M | 2.2% | 442K | No change | 2 of 2 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 CAEP Cantor Equity Partners III I | $16.4M | 1.6M |
LEGATO MERGER CORP III | $7.3M | 662K |
ARCHIMEDES TECH SPAC PARTNER | $4.2M | 401K |
 BIXIU Bitcoin Infrastructure Acqui | $4M | 399K |
MOUNTAIN LAKE ACQUISITION CO | $3.3M | 313K |
🔒 Free account: see all 30.
Reported value
last 2 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →RLH Capital 13F FAQ
What does RLH Capital own?
RLH Capital reported 130 stocks worth $209M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are CEPO (7.5%), Inflection PT Acquisition Co (7.0%) and D. The table above lists every position in the filing (the top 10 without an account).
What did RLH Capital buy and sell in Q2 2026?
Compared with Q1 2026: 72 new positions, 13 added to, 15 trimmed and 50 sold out. New positions include GFUZ, FMAC and TACH. It sold all of CAEP, BIXIU and XSLLU.
When will RLH Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is RLH Capital's portfolio worth?
The Q2 2026 filing reports $209M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.