RLH Capital LLC — 13F Holdings & Portfolio
CIK 2008031 · latest 13F-HR filed 2026-04-29
RLH Capital LLC manages $196.8M in 13F-reported U.S. long-equity assets across 108 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BCAR (9.49%), CAEP (8.34%), IPCX (6.53%).
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.
$196.8M
Long-equity book
108
Distinct positions
2026-03-31
Filed 2026-04-29
—
no prior filing cached
| Name | Title / Status | Ownership | Type |
|---|
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 | D Boral ARC Acquisition I Corp | BCAR | G2616F101 | $18.7M | 9.49% | 1,846,483 | SH |
| 2 | Cantor Equity Partners III Inc | CAEP | G1828A108 | $16.4M | 8.34% | 1,592,659 | SH |
| 3 | Inflection Point Acquisition C | IPCX | G47875102 | $12.9M | 6.53% | 1,259,054 | SH |
| 4 | Legato Merger Corp III | LEGT | G5451A103 | $7.3M | 3.69% | 661,580 | SH |
| 5 | Cantor Equity Partners I Inc | CEPO | G1827K107 | $7.1M | 3.61% | 675,834 | SH |
| 6 | GSR IV Acquisition Corp | GSRF | G4R12K107 | $6.5M | 3.31% | 648,959 | SH |
| 7 | Soulpower Acquisition Corp | SOUL | G82745103 | $5.9M | 3.01% | 577,700 | SH |
| 8 | Armada Acquisition Corp II | XRPN | G0R38G104 | $4.8M | 2.42% | 462,808 | SH |
| 9 | Yorkville Acquisition Corp | MCGA | G98659116 | $4.5M | 2.27% | 442,231 | SH |
| 10 | Archimedes Tech SPAC Partners | ATII | G04537109 | $4.2M | 2.13% | 400,907 | SH |
| 11 | Bitcoin Infrastructure Acquisi | BIXIU | G1143H127 | $4.0M | 2.03% | 398,989 | SH |
| 12 | Blue Acquisition Corp | BACC | G1331A108 | $3.8M | 1.92% | 371,000 | SH |
| 13 | Eureka Acquisition Corp | EURK | G32168109 | $3.3M | 1.70% | 295,400 | SH |
| 14 | Agriculture & Natural Solution | ANSC | G0131Y100 | $3.3M | 1.69% | 294,688 | SH |
| 15 | Drugs Made In America Acquisit | DMAA | G2847J104 | $3.3M | 1.69% | 316,551 | SH |
| 16 | Artius II Acquisition Inc | AACB | G0509J115 | $3.3M | 1.69% | 320,996 | SH |
| 17 | Mountain Lake Acquisition Corp | MLAC | G6301B101 | $3.3M | 1.67% | 312,540 | SH |
| 18 | Silverbox Corp IV | SBXD | G81354105 | $3.3M | 1.65% | 304,320 | SH |
| 19 | Xsolla SPAC 1 | XSLLU | G9833K128 | $3.0M | 1.51% | 300,000 | SH |
| 20 | FG Merger II Corp | FGMC | 30334J102 | $2.8M | 1.42% | 277,635 | SH |
| 21 | Keen Vision Acquisition Corp | KVAC | G52443119 | $2.8M | 1.40% | 228,252 | SH |
| 22 | Bluerock Acquisition Corp | BLRKU | G1352R121 | $2.8M | 1.40% | 275,000 | SH |
| 23 | Flag Ship Acquisition Corp | FSHP | G3530C109 | $2.7M | 1.38% | 248,949 | SH |
| 24 | Inflection Point Acquisition C | IPFXU | G4790S123 | $2.6M | 1.31% | 254,000 | SH |
| 25 | New Providence Acquisition Cor | NPAC | G6476A102 | $2.6M | 1.30% | 250,000 | SH |
| 26 | SPACSphere Acquisition Corp | SSACU | G8T088125 | $2.5M | 1.28% | 250,000 | SH |
| 27 | Vine Hill Capital Investment C | VCICW | G93Y09107 | $2.2M | 1.12% | 206,201 | SH |
| 28 | Future Vision II Acquisition C | FVN | G37068106 | $2.1M | 1.06% | 195,000 | SH |
| 29 | New America Acquisition I Corp | NWAX.U | 023634207 | $2.1M | 1.05% | 200,000 | SH |
| 30 | Harvard Ave Acquisition Corp | HAVAU | G4330A129 | $1.8M | 0.90% | 174,957 | SH |
| 31 | Future Money Acquisition Corp | FMACU | G3700S124 | $1.7M | 0.89% | 175,000 | SH |
| 32 | ChampionsGate Acquisition Corp | CHPG | G2124S108 | $1.6M | 0.83% | 159,988 | SH |
| 33 | Launch One Acquisition Corp | LPAA | G5S86M100 | $1.6M | 0.82% | 150,000 | SH |
| 34 | M3-Brigade Acquisition V Corp | MBAV | G63212107 | $1.6M | 0.80% | 146,347 | SH |
| 35 | Churchill Capital Corp IX | CCIX | G21301109 | $1.6M | 0.80% | 147,092 | SH |
| 36 | Roman DBDR Acquisition Corp II | DRDB | G7633M104 | $1.6M | 0.80% | 150,000 | SH |
| 37 | CSLM Digital Asset Acquisition | KOYN | G2584S101 | $1.6M | 0.79% | 155,000 | SH |
| 38 | HELIX ACQUISITION CORP III | HLXC | G4444S107 | $1.5M | 0.77% | 150,000 | SH |
| 39 | Cantor Equity Partners V Inc | CEPV | G1828S109 | $1.5M | 0.77% | 150,000 | SH |
| 40 | M Evo Global Acquisition Corp | MEVOU | G6071J128 | $1.5M | 0.76% | 150,000 | SH |
| 41 | GigCapital9 Corp | GIXXU | G3865B106 | $1.5M | 0.76% | 150,000 | SH |
| 42 | Mountain Lake Acquisition Corp | MLAAU | G6301L125 | $1.5M | 0.76% | 150,000 | SH |
| 43 | SC II Acquisition Corp | SCIIU | G7866D128 | $1.3M | 0.65% | 125,000 | SH |
| 44 | Colombier Acquisition Corp III | CLBR.U | G2284A129 | $1.3M | 0.65% | 125,000 | SH |
| 45 | Muzero Acquisition Corp | MUZEU | G8775A122 | $1.2M | 0.63% | 125,000 | SH |
| 46 | Cayson Acquisition Corp | CAPN | G1993W109 | $1.2M | 0.59% | 106,218 | SH |
| 47 | Texas Ventures Acquisition III | TVA | G8772L105 | $1.1M | 0.58% | 110,235 | SH |
| 48 | SIM Acquisition Corp I | SIMA | G8431T101 | $1.1M | 0.54% | 100,000 | SH |
| 49 | K&F Growth Acquisition Corp II | KFIIU | G52258103 | $1.1M | 0.54% | 98,500 | SH |
| 50 | K&F Growth Acquisition Corp II | KFII | G52258111 | $1.0M | 0.53% | 100,000 | SH |