What does RLH Capital LLC hold?

RLH Capital LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include CEPO, IPCX, BCARU. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2008031.

What is RLH Capital LLC's AUM?

RLH Capital LLC reported approximately $208.8M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $196.8M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source RLH Capital LLC's holdings?

All RLH Capital LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2008031. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is RLH Capital LLC's 13F data updated on 13F Pro?

RLH Capital LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

RLH Capital LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2008031

Institutional-grade research for retail investors

Sector Allocation

Financials78.8%$164.6M
Other15.3%$31.9M
Utilities3.0%$6.3M
Technology2.2%$4.5M
Healthcare0.7%$1.4M
Industrials0.0%$28,574

AUM History

13fpro.ai/research/fund/rlh-capital-llc-2008031

Largest positions — Q2 2026

CEPO
$15.7M
IPCX
$14.7M
BCARU
$9.3M
XRPNU
$7.9M
GSRF
$7.8M
SOUL
$6.4M
GFUZ
$6.3M
ANSC
$6.2M
FMAC
$5.7M
MCGA
$4.5M
TACH
$4.2M
DAAQ
$4.2M
BIXI
$4.0M
Praetorian
$4.0M
DRDB
$3.7M
D
$3.3M
APXT
$3.0M
Xsolla
$3.0M
Blue
$2.8M
Bluerock
$2.7M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/rlh-capital-llc-2008031

RLH Capital LLC 13F holdings — Q2 2026

$208.8M portfolio (+6.1% QoQ) · 130 holdings · Q2 2026 13F · top 10 are 41% of the stock portfolio

1
Cantor Equity Partners I, Inc.
$CEPO
$15.7M
7.5% of stocks
+118%This quarter+0.9%Since filed2+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
2
Inflection Point Acquisition Corp. III
$IPCX
$14.7M
7.0% of stocks
+13%This quarter—Since filed2+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
3
D. Boral ARC Acquisition I Corp.
$BCARU
$9.3M
4.4% of stocks
-52%This quarter—Since filed2+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
4
Armada Acquisition Corp. II
$XRPNU
$7.9M
3.8% of stocks
+64%This quarter—Since filed2+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
5
GSR IV Acquisition Corp.
$GSRF
$7.8M
3.8% of stocks
+19%This quarter+0.9%Since filed2+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
6
Soulpower Acquisition Corp.
$SOUL
$6.4M
3.1% of stocks
+7%This quarter+1.1%Since filed2+ qtrsHeld
AIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trial
7
General Fusion Group Ltd.
$GFUZ
$6.3M
3.0% of stocks
NewThis quarter-32.8%Since filedNew this quarterHeld
AIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trial
8
Agriculture & Natural Solutions Acquisition Corp
$ANSC
$6.2M
3.0% of stocks
+85%This quarter—Since filed2+ qtrsHeld
AIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trial
9
Future Money Acquisition Corp
$FMAC
$5.7M
2.8% of stocks
NewThis quarter+0.8%Since filedNew this quarterHeld
AIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trial
10
Yorkville Acquisition Corp.
$MCGA
$4.5M
2.2% of stocks
No changeThis quarter+1.0%Since filed2+ qtrsHeld
AIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trial

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	Cantor Equity Partners I, Inc.$CEPO	$15.7M	7.5%	+118%	+0.9%	2+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
2	Inflection Point Acquisition Corp. III$IPCX	$14.7M	7.0%	+13%	—	2+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
3	D. Boral ARC Acquisition I Corp.$BCARU	$9.3M	4.4%	-52%	—	2+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
4	Armada Acquisition Corp. II$XRPNU	$7.9M	3.8%	+64%	—	2+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
5	GSR IV Acquisition Corp.$GSRF	$7.8M	3.8%	+19%	+0.9%	2+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
6	Soulpower Acquisition Corp.$SOUL	$6.4M	3.1%	+7%	+1.1%	2+ qtrs	AI quality score is Pro: unlock with a free trial	Estimated buy price is Pro: unlock with a free trial
7	General Fusion Group Ltd.$GFUZ	$6.3M	3.0%	New	-32.8%	New this quarter	AI quality score is Pro: unlock with a free trial	Estimated buy price is Pro: unlock with a free trial
8	Agriculture & Natural Solutions Acquisition Corp$ANSC	$6.2M	3.0%	+85%	—	2+ qtrs	AI quality score is Pro: unlock with a free trial	Estimated buy price is Pro: unlock with a free trial
9	Future Money Acquisition Corp$FMAC	$5.7M	2.8%	New	+0.8%	New this quarter	AI quality score is Pro: unlock with a free trial	Estimated buy price is Pro: unlock with a free trial
10	Yorkville Acquisition Corp.$MCGA	$4.5M	2.2%	No change	+1.0%	2+ qtrs	AI quality score is Pro: unlock with a free trial	Estimated buy price is Pro: unlock with a free trial

All holdings — RLH Capital LLC (Q2 2026)

Sort

130 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$TACH	Titan Acquisition Corp.	Financials	$4.2M	2.0%	405K	New	1 qtr	AI quality score is Pro: unlock with a free trial	13F
12	$DAAQ	Digital Asset Acquisition Corp.	Financials	$4.2M	2.0%	405K	New	1 qtr	AI quality score is Pro: unlock with a free trial	13F
13	$BIXI	Bitcoin Infrastructure Acquisition Corp Ltd	Financials	$4.0M	1.9%	399K	New	2+ qtrs	AI quality score is Pro: unlock with a free trial	13F
14	—	Praetorian Acquisition Corp - COM	—	$4.0M	1.9%	399K	New	—	—	13F
15	$DRDB	Roman DBDR Acquisition Corp. II	Financials	$3.7M	1.8%	350K	+133%	2+ qtrs	AI quality score is Pro: unlock with a free trial	13F
16	—	D Boral Acquisition I Corp - COM	—	$3.3M	1.6%	330K	New	—	—	13F
17	$APXT	Apex Treasury Corp	Financials	$3.0M	1.4%	300K	New	1 qtr	AI quality score is Pro: unlock with a free trial	13F
18	—	Xsolla SPAC 1 - COM	—	$3.0M	1.4%	300K	New	—	—	13F
19	—	Blue Acquisition Corp - COM	—	$2.8M	1.4%	268K	-28%	—	—	13F
20	—	Bluerock Acquisition Corp - COM	—	$2.7M	1.3%	275K	New	—	—	13F
21	$QSEA	Quartzsea Acquisition Corp	Financials	$2.7M	1.3%	252K	+511%	2+ qtrs	AI quality score is Pro: unlock with a free trial	13F
22	$AACB	Artius II Acquisition Inc.	Financials	$2.6M	1.3%	252K	-21%	2+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	$FERA	Fifth Era Acquisition Corp I	Financials	$2.6M	1.3%	250K	New	1 qtr	AI quality score is Pro: unlock with a free trial	13F
24	$NPAC	New Providence Acquisition Corp. III/Cayman	Financials	$2.6M	1.2%	250K	—	2+ qtrs	AI quality score is Pro: unlock with a free trial	13F
25	$PCAP	ProCap Acquisition Corp	Financials	$2.6M	1.2%	250K	New	1 qtr	AI quality score is Pro: unlock with a free trial	13F
26	$QUMS	Quantumsphere Acquisition Corp	Financials	$2.6M	1.2%	250K	+150%
27	$CAES	Cantor Equity Partners VII, Inc.	Financials	$2.5M	1.2%	250K	New
28	$NHIC	NewHold Investment Corp. III	Financials	$2.5M	1.2%	227K	New
29	$ARCL	ARC Group Acquisition I Corp.	Financials	$2.5M	1.2%	250K	New
30	$FVN	Future Vision II Acquisition Corp.	Technology	$2.4M	1.1%	218K	+12%
31	$SBXD	SilverBox Corp IV	Financials	$2.3M	1.1%	210K	-31%
32	$MYX	Maywood Acquisition Corp. 2	Financials	$2.2M	1.1%	225K	New
33	$CAII	Collective Acquisition Corp. II	Financials	$2.2M	1.0%	216K	New
34	$CUB	Lionheart Holdings	Financials	$2.2M	1.0%	200K	New
35	$KFII	K&F GROWTH ACQUISITION CORP. II	Financials	$2.1M	1.0%	199K	+99%
36	$EVAC	EQV Ventures Acquisition Corp. II	Financials	$2.0M	1.0%	200K	New
37	$NWAX	New America Acquisition I Corp.	Financials	$2.0M	1.0%	200K	—
38	$KVAC	Keen Vision Acquisition Corp.	Financials	$1.9M	0.9%	149K	-35%
39	$EURK	Eureka Acquisition Corp	Technology	$1.8M	0.8%	155K	-47%
40	$FSHP	Flag Ship Acquisition Corp	Financials	$1.8M	0.8%	160K	-36%
41	—	SC II Acquisition Corp - COM	—	$1.8M	0.8%	175K	New
42	$BREZ	Breeze Acquisition Corp. II	Financials	$1.7M	0.8%	175K	New
43	$LPAA	Launch One Acquisition Corp.	Financials	$1.6M	0.8%	150K	—
44	—	HELIX ACQUISITION CORP III - COM	—	$1.6M	0.8%	150K	—
45	$KOYN	CSLM Digital Asset Acquisition Corp III, Ltd	Financials	$1.6M	0.8%	155K	—
46	$CEPV	Cantor Equity Partners V, Inc.	Financials	$1.5M	0.7%	150K	—
47	—	Mountain Lake Acquisition Corp - COM	—	$1.5M	0.7%	150K	New
48	—	M Evo Global Acquisition Corp - COM	—	$1.5M	0.7%	150K	New
49	—	GigCapital9 Corp - COM	—	$1.5M	0.7%	149K	New
50	$OHAC	Oceanhawk Acquisition Corp.	Financials	$1.4M	0.7%	135K	New
51	$NOEM	CO2 Energy Transition Corp.	Financials	$1.3M	0.6%	124K	New
52	—	Colombier Acquisition Corp III - COM	—	$1.3M	0.6%	125K	New
53	$DMAA	Drugs Made In America Acquisition Corp.	Financials	$1.2M	0.6%	116K	-63%
54	$TVA	Texas Ventures Acquisition III Corp	Financials	$1.2M	0.6%	110K	—
55	$BAYA	Bayview Acquisition Corp	Financials	$1.0M	0.5%	86K	—
56	$OBA	Oxley Bridge Acquisition Ltd	Financials	$1.0M	0.5%	100K	—
57	$FXAC	FortuneX Acquisition Corp	Financials	$1.0M	0.5%	100K	New
58	—	Plutonian Acquisition Corp II - COM	—	$995K	0.5%	100K	New
59	—	Art Technology Acquisition Cor - COM	—	$993K	0.5%	100K	New
60	$SAGU	Shreya Acquisition Group	Financials	$989K	0.5%	100K	New
61	—	Inflection Point Acquisition C - COM	—	$972K	0.5%	94K	New
62	—	RF Acquisition Corp III - COM	—	$841K	0.4%	85K	New
63	$CHPG	ChampionsGate Acquisition Corp	Financials	$832K	0.4%	80K	-50%
64	$RDAG	Republic Digital Acquisition Co	Financials	$826K	0.4%	80K	—
65	$CCII	Cohen Circle Acquisition Corp. II	Financials	$751K	0.4%	73K	New
66	$LITS	Lite Strategy, Inc.	Healthcare	$744K	0.4%	806K	New
67	$DTSQ	DT Cloud Star Acquisition Corp	Financials	$721K	0.3%	64K	-8%
68	$IPEX	Inflection Point Acquisition Corp. V	Financials	$638K	0.3%	61K	+4765%
69	$CAPN	Cayson Acquisition Corp	Financials	$623K	0.3%	56K	-47%
70	—	Four Leaf Acquisition Corp - COM	—	$610K	0.3%	51K	—
71	$APAC	StoneBridge Acquisition II Corp	Financials	$585K	0.3%	58K	—
72	$CXII	Churchill Capital Corp XII	Financials	$540K	0.3%	50K	New
73	$BLUW	Blue Water Acquisition Corp. III	Financials	$516K	0.3%	50K	New
74	$ONCH	1RT Acquisition Corp.	Financials	$512K	0.3%	50K	—
75	—	Pono Capital Four Inc - UNIT	—	$507K	0.2%	50K	—
76	—	Launchpad Cadenza Acquisition - COM	—	$500K	0.2%	50K	New
77	$ILLU	Illumination Acquisition Corp. I	Financials	$495K	0.2%	50K	New
78	$SVIA	Silvia, Inc.	Financials	$414K	0.2%	269K	New
79	$DYNC	Dynamix Corp	Financials	$402K	0.2%	37K	-25%
80	$IQMX	IQM Quantum Computers Oyj	Technology	$372K	0.2%	36K	New
81	—	Black Spade Acquisition III Co - UNIT	—	$353K	0.2%	35K	-7%
82	$BKHA	Black Hawk Acquisition Corp	Healthcare	$352K	0.2%	29K	—
83	$OAKUW	Oak Woods Acquisition Corp	Healthcare	$334K	0.2%	26K	—
84	$RTAC	Renatus Tactical Acquisition Corp I	Financials	$314K	0.1%	30K	—
85	—	Canna-Global Acquisition Corp - COM	—	$296K	0.1%	30K	—
86	$CRAQ	Cal Redwood Acquisition Corp.	Financials	$258K	0.1%	25K	New
87	$ADAC	American Drive Acquisition Co	Financials	$256K	0.1%	25K	—
88	$LWAC	LightWave Acquisition Corp.	Financials	$250K	0.1%	25K	—
89	$DYOR	Insight Digital Partners II	Financials	$245K	0.1%	24K	New
90	$CCAQ	COLLECTIVE ACQUISITION CORP.	Financials	$177K	0.1%	17K	New
91	—	Blue Acquisition Corp - Right	—	$165K	0.1%	211K	New
92	—	Target Global Acquisition I Co - COM	—	$158K	0.1%	15K	—
93	—	INFLECTION POINT ACQUI CL-A - Warrant	—	$154K	0.1%	82K	New
94	—	Infinite Eagle Acquisition Cor - UNIT	—	$103K	0.1%	10K	—
95	$AEAQ	Activate Energy Acquisition Corp.	Financials	$102K	0.1%	10K	-89%
96	$IPCX	Inflection Point Acquisition Corp. III	Financials	$81K	0.0%	180K	+38%
97	$BIXI	Bitcoin Infrastructure Acquisition Corp Ltd	Financials	$63K	0.0%	198K	New
98	—	NEW AMERICA ACQUISITION-CL A - Warrant	—	$60K	0.0%	100K	New
99	$TACO	Berto Acquisition Corp.	Financials	$48K	0.0%	67K	New
100	—	GigCapital9 Corp - Right	—	$41K	0.0%	145K	New
101	—	BLUEROCK ACQUISITION CORP-A - Warrant	—	$41K	0.0%	92K	New
102	$KOYN	CSLM Digital Asset Acquisition Corp III, Ltd	Financials	$38K	0.0%	190K	—
103	—	XSOLLA SPAC 1-CL A - Warrant	—	$34K	0.0%	150K	New
104	$FMAC	Future Money Acquisition Corp	Financials	$30K	0.0%	175K	New
105	$QUMS	Quantumsphere Acquisition Corp	Financials	$30K	0.0%	185K	—
106	—	M EVO GLOBAL ACQUISITIO-CL A - Warrant	—	$29K	0.0%	75K	New
107	$FACT	FACT II Acquisition Corp.	Industrials	$29K	0.0%	2,688	New
108	—	SC II Acquisition Corp - Right	—	$25K	0.0%	125K	New
109	$CHPG	ChampionsGate Acquisition Corp	Financials	$23K	0.0%	160K	—
110	$MYX	Maywood Acquisition Corp. 2	Financials	$23K	0.0%	113K	New
111	$RDAG	Republic Digital Acquisition Co	Financials	$21K	0.0%	55K	—
112	—	MOUNTAIN LAKE ACQUISITI-CL A - Warrant	—	$20K	0.0%	75K	New
113	—	D. BORAL ACQUISITION I-CL A - Warrant	—	$19K	0.0%	50K	New
114	—	PRAETORIAN ACQUISITION COR-A - Warrant	—	$19K	0.0%	50K	New
115	$JENA	JENA ACQUISITION Corp II	Financials	$17K	0.0%	100K	—
116	$CCII	Cohen Circle Acquisition Corp. II	Financials	$13K	0.0%	18K	New
117	—	COLOMBIER ACQ III-CL A - Warrant	—	$12K	0.0%	16K	New
118	$KFII	K&F GROWTH ACQUISITION CORP. II	Financials	$12K	0.0%	99K	New
119	—	RF Acquisition Corp III - Right	—	$10K	0.0%	85K	New
120	—	ART TECHNOLOGY ACQUISIT-CL A - Warrant	—	$10K	0.0%	25K	New
121	—	Dt Cloud Acquisition Corp - Right	—	$10K	0.0%	8,712	—
122	$KCHV	Kochav Defense Acquisition Corp.	Financials	$8K	0.0%	40K	—
123	$MYX	Maywood Acquisition Corp. 2	Financials	$7K	0.0%	113K	New
124	$WENN	WEN Acquisition Corp	Financials	$7K	0.0%	20K	—
125	—	LAUNCHPAD CADENZA ACQUI-CL A - Warrant	—	$6K	0.0%	17K	New
126	$TVA	Texas Ventures Acquisition III Corp	Financials	$3K	0.0%	6,228	New
127	—	PIERMONT VALLEY ACQUISITION - Warrant	—	$3K	0.0%	160K	-17%
128	$NTWO	Newbury Street II Acquisition Corp	Financials	$1K	0.0%	120	New
129	—	Texas Ventures Acquisition III - UNIT	—	$292	0.0%	27	New
130	$CRAQ	Cal Redwood Acquisition Corp.	Financials	$27	0.0%	100	New

What changed in Q2 2026

Against the previous quarter's 13F: 65 new, 13 added to, 15 trimmed, 41 sold out. Share-count changes; largest moves by dollar size first.

New positions (65)

$GFUZGeneral Fusion Group Ltd.$6.3M
first bought this quarter
$FMACFuture Money Acquisition Corp$5.7M
first bought this quarter
$TACHTitan Acquisition Corp.$4.2M
first bought this quarter
$DAAQDigital Asset Acquisition Corp.$4.2M
first bought this quarter
Praetorian Acquisition Corp - COM$4.0M
first bought this quarter
D Boral Acquisition I Corp - COM$3.3M
first bought this quarter

+59 more in the Excel export

Added to (13)

$CEPOCantor Equity Partners I, Inc.+118%
now $15.7M · held 2+ qtrs
$XRPNUArmada Acquisition Corp. II+64%
now $7.9M · held 2+ qtrs
$ANSCAgriculture & Natural Solutions Acquisition Corp+85%
now $6.2M · held 2+ qtrs
$QSEAQuartzsea Acquisition Corp+511%
now $2.7M · held 2+ qtrs
$DRDBRoman DBDR Acquisition Corp. II+133%
now $3.7M · held 2+ qtrs
$IPCXInflection Point Acquisition Corp. III+13%
now $14.7M · held 2+ qtrs

+7 more in the Excel export

Trimmed (15)

$BCARUD. Boral ARC Acquisition I Corp.-52%
now $9.3M · held 2+ qtrs
$DMAADrugs Made In America Acquisition Corp.-63%
now $1.2M · held 2+ qtrs
$EURKEureka Acquisition Corp-47%
now $1.8M · held 2+ qtrs
Blue Acquisition Corp - COM-28%
now $2.8M
$SBXDSilverBox Corp IV-31%
now $2.3M · held 2+ qtrs
$FSHPFlag Ship Acquisition Corp-36%
now $1.8M · held 2+ qtrs

+9 more in the Excel export

Sold out (41)

$CAEPCantor Equity Partners III, Inc.was $16.4M
held 1+ qtrs
$LEGTLegato Merger Corp. IIIwas $7.3M
held 1+ qtrs
$ATIIArchimedes Tech SPAC Partners II Co.was $4.2M
held 1+ qtrs
$MLACMountain Lake Acquisition Corp.was $3.3M
held 1+ qtrs
Xsolla SPAC 1was $3.0M
$BXBLBOXABL Inc.was $2.8M

+35 more in the Excel export

Firm AUM (Form ADV): $196.8M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F RLH Capital LLC has filed, 1 earlier quarter. Pick one to see what it held then.

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Is it too late to follow RLH Capital?

Q2 2026 13F filed with the SEC on Aug 10, 2026. Prices are closing prices as of Oct 26, 2026.

Top 10 since filing

-3.7%

Value-weighted move of the 10 largest stock positions

Turnover

49%

Last quarter

Top 10 weight

41%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

No scored companies among its largest positions.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

RLH Capital LLC disclosed 130 positions worth $208.8M in its Form 13F-HR for Q2 2026, led by $CEPO (Cantor Equity Partners I, Inc.) at 7.5% of the equity portfolio, followed by $IPCX and $BCARU. During the quarter the fund opened 65 new positions and exited 41 — including a new stake in $GFUZ and a full exit from $CAEP. The portfolio is most concentrated in Financials (78.8% of disclosed assets). All figures are sourced directly from RLH Capital LLC’s Form 13F-HR filing with the SEC under CIK 2008031.

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Berkshire Hathaway Bridgewater Associates Citadel Advisors Renaissance Technologies Two Sigma Investments DE Shaw & Co Millennium Management AQR Capital Management Point72 Asset Management Tiger Global Management Vanguard Group BlackRock

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AI-Powered Hedge Fund Analysis: RLH Capital LLC

13F Pro is an AI hedge fund tracker and stock research platform. For RLH Capital LLC (SEC CIK: 2008031), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in RLH Capital LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.