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RLH Capital LLC — 13F Holdings & Portfolio

CIK 2008031 · latest 13F-HR filed 2026-08-10

Backtest portfolio

RLH Capital LLC manages $208.8M in 13F-reported U.S. long-equity assets across 130 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CEPO (7.52%), IPCX (7.05%), BCAR (4.44%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 72 new positions, exited 50, added to 13, and trimmed 19.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
2 BROADLAWN AVE
GREAT NECK, NY 11024
Phone
(561) 302-5183
Filing Manager
RLH Capital LLC
Great Neck, NY
Signatory
Louis Camhi
Managing Member
Loading holdings…
AUM

$208.8M

Long-equity book

Holdings

130

Distinct positions

Period

2026-06-30

Filed 2026-08-10

Q/Q Activity

+72 / −50 / ↑13 / ↓19

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Cantor Equity Partners I Inc$8.6M +121.4%
  • Armada Acquisition Corp II$3.1M +65.4%
  • Agriculture & Natural Solution$2.9M +87.0%
  • Quartzsea Acquisition Corp$2.2M +519.5%
  • Roman DBDR Acquisition Corp II$2.1M +134.8%
Show all 13 →

Top Trims

  • D Boral ARC Acquisition I Corp-$9.4M -50.4%
  • Drugs Made In America Acquisit-$2.1M -62.9%
  • Eureka Acquisition Corp-$1.6M -47.0%
  • Silverbox Corp IV-$985.1K -30.3%
  • Blue Acquisition Corp-$948.9K -25.1%
Show all 19 →

New Positions

  • General Fusion Group Ltd$6.3M
  • Future Money Acquisition Corp$5.7M
  • Titan Acquisition Corp$4.2M
  • Digital Asset Acquisition Corp$4.2M
  • Bitcoin Infrastructure Acquisi$4.0M
Show all 72 →

Exited Positions

  • Cantor Equity Partners III Inc$16.4M
  • Legato Merger Corp III$7.3M
  • Archimedes Tech SPAC Partners$4.2M
  • Bitcoin Infrastructure Acquisi$4.0M
  • Mountain Lake Acquisition Corp$3.3M
Show all 50 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Cantor Equity Partners I Inc CEPO G1827K107 $15.7M 7.52% 1,474,889 SH
2 Inflection Point Acquisition C IPCX G47875102 $14.7M 7.05% 1,424,960 SH
3 D Boral ARC Acquisition I Corp BCAR G2616F101 $9.3M 4.44% 888,263 SH
4 Armada Acquisition Corp II XRPN G0R38G104 $7.9M 3.78% 757,278 SH
5 GSR IV Acquisition Corp GSRF G4R12K107 $7.8M 3.75% 771,459 SH
6 Soulpower Acquisition Corp SOUL G82745103 $6.4M 3.06% 616,879 SH
7 General Fusion Group Ltd GFUZ 369884101 $6.3M 3.03% 615,813 SH
8 Agriculture & Natural Solution ANSC G0131Y100 $6.2M 2.98% 544,688 SH
9 Future Money Acquisition Corp FMAC G3700S108 $5.7M 2.75% 575,000 SH
10 Yorkville Acquisition Corp MCGA G98659116 $4.5M 2.16% 442,231 SH
11 Titan Acquisition Corp TACH G8901A103 $4.2M 2.02% 405,000 SH
12 Digital Asset Acquisition Corp DAAQ G2868C103 $4.2M 2.01% 404,923 SH
13 Bitcoin Infrastructure Acquisi BIXI G1143H101 $4.0M 1.91% 398,989 SH
14 Praetorian Acquisition Corp PTOR G7S17G103 $4.0M 1.90% 399,328 SH
15 Roman DBDR Acquisition Corp II DRDB G7633M104 $3.7M 1.77% 350,025 SH
16 D Boral Acquisition I Corp DBCA G2616T101 $3.3M 1.58% 330,000 SH
17 Apex Treasury Corp APXT G04104108 $3.0M 1.44% 300,000 SH
18 Xsolla SPAC 1 XSLL G9833K102 $3.0M 1.43% 300,000 SH
19 Blue Acquisition Corp BACC G1331A108 $2.8M 1.36% 267,831 SH
20 Bluerock Acquisition Corp BLRK G1352R105 $2.7M 1.31% 275,000 SH
21 Quartzsea Acquisition Corp QSEA G7314B104 $2.7M 1.27% 252,439 SH
22 Artius II Acquisition Inc AACB G0509J115 $2.6M 1.27% 252,236 SH
23 Fifth Era Acquisition Corp I FERA G3415K101 $2.6M 1.25% 250,000 SH
24 New Providence Acquisition Cor NPAC G6476A102 $2.6M 1.24% 250,000 SH
25 ProCap Acquisition Corp PCAP G7257A105 $2.6M 1.23% 250,000 SH
26 Quantumsphere Acquisition Corp QUMS G7387B106 $2.6M 1.22% 250,000 SH
27 Cantor Equity Partners VII Inc CAES G1828W100 $2.5M 1.21% 250,000 SH
28 NewHold Investment Corp III NHIC G6486E102 $2.5M 1.18% 227,054 SH
29 ARC Group Acquisition I Corp ARCL G24498118 $2.5M 1.18% 250,000 SH
30 Future Vision II Acquisition C FVN G37068106 $2.4M 1.14% 218,027 SH
31 Silverbox Corp IV SBXD G81354105 $2.3M 1.09% 210,093 SH
32 Maywood Acquisition Corp 2 MYX G5T117102 $2.2M 1.06% 225,000 SH
33 Collective Acquisition Corp II CAIIU G22741121 $2.2M 1.04% 216,200 SH
34 Lionheart Holdings CUB G5501C109 $2.2M 1.03% 200,000 SH
35 K&F Growth Acquisition Corp II KFII G52258111 $2.1M 1.00% 198,500 SH
36 EQV Ventures Acquisition Corp EVAC G3106Q102 $2.0M 0.98% 200,000 SH
37 New America Acquisition I Corp NWAX 023634108 $2.0M 0.97% 200,000 SH
38 Keen Vision Acquisition Corp KVACU G52443119 $1.9M 0.89% 149,483 SH
39 Eureka Acquisition Corp EURK G32168109 $1.8M 0.85% 155,400 SH
40 Flag Ship Acquisition Corp FSHP G3530C109 $1.8M 0.85% 160,000 SH
41 SC II Acquisition Corp SCII G7866D102 $1.8M 0.84% 174,518 SH
42 Breeze Acquisition Corp II BREZ G13227106 $1.7M 0.83% 175,000 SH
43 Launch One Acquisition Corp LPAA G5S86M100 $1.6M 0.78% 150,000 SH
44 HELIX ACQUISITION CORP III HLXC G4444S107 $1.6M 0.76% 150,000 SH
45 CSLM Digital Asset Acquisition KOYN G2584S101 $1.6M 0.75% 155,000 SH
46 Cantor Equity Partners V Inc CEPV G1828S109 $1.5M 0.74% 150,000 SH
47 Mountain Lake Acquisition Corp MLAA G6301L109 $1.5M 0.71% 150,000 SH
48 M Evo Global Acquisition Corp MEVO G6071J102 $1.5M 0.71% 150,000 SH
49 GigCapital9 Corp GIX G3865B114 $1.5M 0.71% 148,969 SH
50 Oceanhawk Acquisition Corp OHACU G6722R115 $1.4M 0.66% 135,494 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-10 $208.8M 130 0001999371-26-017522
2026-03-31 2026-04-29 $196.8M 108 0002000324-26-001737