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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 and exited 50; 13 existing positions rose in reported value and 19 fell.

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.

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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

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
CEPO7.5% · +118%IPCX7.1% · +13%BCAR4.4% · -52%XRPN3.8% · +64%GSRF3.8% · +19%SOUL3.1% · +7%GFUZ3.0% · newANSC3.0% · +85%FMAC2.7% · newMCGA2.2% · 0%TACH2.0% · newDAAQ2.0% · newBIXI1.9% · newPTOR1.9% · newDRDB1.8% · +133%DBCA1.6% · newAPXT1.4% · newXSLL1.4% · newBACC1.4% · -28%BLRK1.3% · newQSEA1.3% · +511%AACB1.3% · -21%FERA1.2% · newNPAC1.2% · 0%PCAP1.2% · newQUMS1.2% · +150%CAES1.2% · newNHIC1.2% · newARCL1.2% · newFVN1.1% · +12%SBXD1.1% · -31%MYX1.1% · newCAIIU1.0% · newCUB1.0% · newKFII1.0% · +98%EVAC1.0% · newNWAX1.0% · newKVACU0.9% · -34%EURK0.8% · -47%FSHP0.8% · -36%SCII0.8% · newBREZ0.8% · newLPAA0.8% · 0%HLXC0.8% · 0%KOYN0.8% · 0%CEPV0.7% · 0%MLAA0.7% · newMEVO0.7% · newGIX0.7% · newOHACU0.7% · newNOEM0.6% · newCLBR0.6% · newDMAA0.6% · -64%TVA0.6% · 0%BAYAU0.5% · 0%OBA0.5% · 0%FXACU0.5% · newPLUN0.5% · newARTC0.5% · newSAGU0.5% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

2 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 40.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Oct 22, 2026.

Assets Under Management
$196.8M
Discretionary
$196.8M
Employees
1
Accounts
4
Phone
(561) 302-5183
Website
Name Title / Status Ownership Type
CAMHI, LOUIS, MARTIN ControlCCO/MANAGING MEMBER
since Nov 2022
75% or moreIndividual
Ownership & leadership changes · 2 filings with changes since Nov 10, 2022

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 10, 2026 filing
  • ChangedCAMHI, LOUIS, MARTIN · title MANAGER, MEMBER → CCO/MANAGING MEMBER
Jan 30, 2024 filing
  • ChangedCAMHI, LOUIS, MARTIN · title MANAGER → MANAGER, MEMBER
Nov 10, 2022 filing (earliest on record)
  • ListedCAMHI, LOUIS, MARTIN · MANAGER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

RLH Capital LLC Holdings (2026-06-30)

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
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