Rlh Capital LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Rlh Capital LLC disclosed 130 US equity positions worth $208.8m in its Q2 2026 13F filing. The largest position was Cantor Equity Partners I Inc at 7.5% of the reported book, followed by Inflection Point Acquisition C and D Boral ARC Acquisition I Corp. Against the Q1 2026 filing, it opened 26 new positions, added to 11 and reduced 7 among the top 50 holdings.
What did Rlh Capital LLC own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | Cantor Equity Partners I Inc | 7.5% | $15.7m | 1,474,889 | 118% | added | |
| 2 | Inflection Point Acquisition C | 7.1% | $14.7m | 1,424,960 | 13% | added | |
| 3 | D Boral ARC Acquisition I Corp | 4.4% | $9.3m | 888,263 | -52% | reduced | |
| 4 | Armada Acquisition Corp II | 3.8% | $7.9m | 757,278 | 64% | added | |
| 5 | GSR IV Acquisition Corp | 3.8% | $7.8m | 771,459 | 19% | added | |
| 6 | Soulpower Acquisition Corp | 3.1% | $6.4m | 616,879 | 7% | added | |
| 7 | General Fusion Group Ltd | 3.0% | $6.3m | 615,813 | – | new | |
| 8 | Agriculture & Natural Solution | 3.0% | $6.2m | 544,688 | 85% | added | |
| 9 | Future Money Acquisition Corp | 2.7% | $5.7m | 575,000 | – | new | |
| 10 | Yorkville Acquisition Corp | 2.2% | $4.5m | 442,231 | 0% | held | |
| 11 | Titan Acquisition Corp | 2.0% | $4.2m | 405,000 | – | new | |
| 12 | Digital Asset Acquisition Corp | 2.0% | $4.2m | 404,923 | – | new | |
| 13 | Bitcoin Infrastructure Acquisi | 1.9% | $4.0m | 398,989 | – | new | |
| 14 | Praetorian Acquisition Corp | 1.9% | $4.0m | 399,328 | – | new | |
| 15 | Roman DBDR Acquisition Corp II | 1.8% | $3.7m | 350,025 | 133% | added | |
| 16 | D Boral Acquisition I Corp | 1.6% | $3.3m | 330,000 | – | new | |
| 17 | Apex Treasury Corp | 1.4% | $3.0m | 300,000 | – | new | |
| 18 | Xsolla SPAC 1 | 1.4% | $3.0m | 300,000 | – | new | |
| 19 | Blue Acquisition Corp | 1.4% | $2.8m | 267,831 | -28% | reduced | |
| 20 | Bluerock Acquisition Corp | 1.3% | $2.7m | 275,000 | – | new | |
| 21 | Quartzsea Acquisition Corp | 1.3% | $2.7m | 252,439 | 511% | added | |
| 22 | Artius II Acquisition Inc | 1.3% | $2.6m | 252,236 | -21% | reduced | |
| 23 | Fifth Era Acquisition Corp I | 1.2% | $2.6m | 250,000 | – | new | |
| 24 | New Providence Acquisition Cor | 1.2% | $2.6m | 250,000 | 0% | held | |
| 25 | ProCap Acquisition Corp | 1.2% | $2.6m | 250,000 | – | new | |
| 26 | Quantumsphere Acquisition Corp | 1.2% | $2.6m | 250,000 | 150% | added | |
| 27 | Cantor Equity Partners VII Inc | 1.2% | $2.5m | 250,000 | – | new | |
| 28 | NewHold Investment Corp III | 1.2% | $2.5m | 227,054 | – | new | |
| 29 | ARC Group Acquisition I Corp | 1.2% | $2.5m | 250,000 | – | new | |
| 30 | Future Vision II Acquisition C | 1.1% | $2.4m | 218,027 | 12% | added | |
| 31 | Silverbox Corp IV | 1.1% | $2.3m | 210,093 | -31% | reduced | |
| 32 | Maywood Acquisition Corp 2 | 1.1% | $2.2m | 225,000 | – | new | |
| 33 | Collective Acquisition Corp II | 1.0% | $2.2m | 216,200 | – | new | |
| 34 | Lionheart Holdings | 1.0% | $2.2m | 200,000 | – | new | |
| 35 | K&F Growth Acquisition Corp II | 1.0% | $2.1m | 198,500 | 99% | added | |
| 36 | EQV Ventures Acquisition Corp | 1.0% | $2.0m | 200,000 | – | new | |
| 37 | New America Acquisition I Corp | 1.0% | $2.0m | 200,000 | – | new | |
| 38 | Keen Vision Acquisition Corp | 0.9% | $1.9m | 149,483 | -35% | reduced | |
| 39 | Eureka Acquisition Corp | 0.9% | $1.8m | 155,400 | -47% | reduced | |
| 40 | Flag Ship Acquisition Corp | 0.8% | $1.8m | 160,000 | -36% | reduced | |
| 41 | SC II Acquisition Corp | 0.8% | $1.8m | 174,518 | – | new | |
| 42 | Breeze Acquisition Corp II | 0.8% | $1.7m | 175,000 | – | new | |
| 43 | Launch One Acquisition Corp | 0.8% | $1.6m | 150,000 | 0% | held | |
| 44 | HELIX ACQUISITION CORP III | 0.8% | $1.6m | 150,000 | 0% | held | |
| 45 | CSLM Digital Asset Acquisition | 0.8% | $1.6m | 155,000 | 0% | held | |
| 46 | Cantor Equity Partners V Inc | 0.7% | $1.5m | 150,000 | 0% | held | |
| 47 | Mountain Lake Acquisition Corp | 0.7% | $1.5m | 150,000 | – | new | |
| 48 | M Evo Global Acquisition Corp | 0.7% | $1.5m | 150,000 | – | new | |
| 49 | GigCapital9 Corp | 0.7% | $1.5m | 148,969 | – | new | |
| 50 | Oceanhawk Acquisition Corp | 0.7% | $1.4m | 135,494 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.