StockDriftsStockDriftsTop 50 RLH Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CEPO | Cantor Equity Partners I Inc | 7.52% | 1.47M | $15.7M | +118.23%(+799.05K) | $10.03(+6.60%) | 2026-06-30 | |
| IPCX | Inflection Point Acquisition C | 7.05% | 1.42M | $14.7M | +13.18%(+165.91K) | $10.19(-57.80%) | 2026-06-30 | |
| BCAR | D Boral ARC Acquisition I Corp | 4.44% | 888.3K | $9.3M | -51.89%(-958.22K) | $10.07(-49.38%) | 2026-06-30 | |
| XRPN | Armada Acquisition Corp II | 3.78% | 757.3K | $7.9M | +63.63%(+294.47K) | $10.31(+1.53%) | 2026-06-30 | |
| GSRF | GSR IV Acquisition Corp | 3.75% | 771.5K | $7.8M | +18.88%(+122.50K) | $10.02(+1.56%) | 2026-06-30 | |
| SOUL | Soulpower Acquisition Corp | 3.06% | 616.9K | $6.4M | +6.78%(+39.18K) | $10.21(+2.00%) | 2026-06-30 | |
| ANSC | Agriculture & Natural Solution | 2.98% | 544.7K | $6.2M | +84.84%(+250.00K) | $11.29(+1.50%) | 2026-06-30 | |
| MCGA | Yorkville Acquisition Corp | 2.16% | 442.2K | $4.5M | +0.00%(+0) | $10.12(+1.58%) | 2026-06-30 | |
| TACH | Titan Acquisition Corp | 2.02% | 405.0K | $4.2M | new | $10.38(+0.92%) | 2026-06-30 | |
| DAAQ | Digital Asset Acquisition Corp | 2.01% | 404.9K | $4.2M | new | $10.30(-30.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +5.91% |
| Top 20 Holdings Unweighted | — | — | — | — | +2.44% |
RLH Capital LLC reports $208.76M in US-listed equity holdings across 130 positions in its most recent 13F filing. Its largest disclosed positions are CEPO (7.5%), IPCX (7.0%) and BCAR (4.4%). The top 20 holdings account for 53.17% of reported assets. Its disclosed equity book has returned +5.91% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from RLH Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2008031). View RLH Capital LLC’s 13F filings on SEC