Funds › RLH Capital LLC
RLH Capital LLC
13F for Q3 2026, filed Nov 9, 2026. 146 positions worth $276.5M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 9, 2026
Reported value
$276.5M
+$67.8M (32.5%) vs Q2 2026
Positions
146
130 in Q2 2026
Top 10 share
33.4%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | IPXG Inection Point Acquisition Corp. VII | 1.52M | $15.3M | 5.5% | New | 13F ↗ |
| 2 | NorthStar Earth & Space Enterp | 1.41M | $14.6M | 5.3% | New | 13F ↗ |
| 3 | SVAQ Silicon Valley Acquisition Corp. | 1.39M | $14.1M | 5.1% | New | 13F ↗ |
| 4 | APXT Apex Treasury Corporation | 831,123 | $8.4M | 3.0% | +177% | 13F ↗ |
| 5 | GSRF GSR IV Acquisition Corp. | 771,459 | $7.9M | 2.9% | Unchanged | 13F ↗ |
| 6 | HCAC Hall Chadwick Acquisition Corp. | 746,993 | $7.6M | 2.7% | New | 13F ↗ |
| 7 | APUR Aperture AC | 650,000 | $6.5M | 2.4% | New | 13F ↗ |
| 8 | SOUL Soulpower Acquisition Corporation | 616,879 | $6.5M | 2.3% | Unchanged | 13F ↗ |
| 9 | SCII SC II Acquisition Corp. | 574,518 | $5.8M | 2.1% | +229% | 13F ↗ |
| 10 | BLRK Bluerock Acquisition Corp. | 573,948 | $5.8M | 2.1% | +109% | 13F ↗ |
| 11 | FMAC Future Money Acquisition Corporation | 575,000 | $5.8M | 2.1% | Unchanged | 13F ↗ |
| 12 | RTAC Renatus Tactical Acquisition Corp I | 530,000 | $5.5M | 2.0% | +1667% | 13F ↗ |
| 13 | IPHXU Inflection Point Acquisition Corp. VIII Units · Units | 550,000 | $5.5M | 2.0% | New | 13F ↗ |
| 14 | IRHO Iron Horse Acquisitions II Corp. | 525,400 | $5.3M | 1.9% | New | 13F ↗ |
| 15 | PAACU Proem Acquisition Corp I · Units | 500,000 | $5.2M | 1.9% | New | 13F ↗ |
| 16 | TACH Titan Acquisition Corp. | 438,114 | $4.6M | 1.7% | +8.2% | 13F ↗ |
| 17 | IVAI Ives Ultra AI Opportunities Inc. | 450,000 | $4.6M | 1.7% | New | 13F ↗ |
| 18 | MCGA Yorkville Acquisition Corp. | 442,231 | $4.6M | 1.7% | Unchanged | 13F ↗ |
| 19 | CEPO Cantor Equity Partners I, Inc. | 411,846 | $4.4M | 1.6% | -72.1% | 13F ↗ |
| 20 | PTOR Praetorian Acquisition Corp. | 421,514 | $4.2M | 1.5% | +5.6% | 13F ↗ |
| 21 | DSAC Daedalus Special Acquisition Corp. | 400,000 | $4.1M | 1.5% | New | 13F ↗ |
| 22 | BIXI Bitcoin Infrastructure Acquisition Corp Ltd. | 398,989 | $4.0M | 1.5% | Unchanged | 13F ↗ |
| 23 | DRDB Roman DBDR Acquisition Corp. II | 375,025 | $4.0M | 1.5% | +7.1% | 13F ↗ |
| 24 | FERA Fifth Era Acquisition Corp I | 375,000 | $4.0M | 1.4% | +50.0% | 13F ↗ |
| 25 | DBCA D. Boral Acquisition I Corp. | 381,700 | $3.8M | 1.4% | +15.7% | 13F ↗ |
| 26 | PTAC Patriot Acquisition Corp. | 375,348 | $3.7M | 1.4% | New | 13F ↗ |
| 27 | SHOT RMG ML Sports Holdings | 325,000 | $3.2M | 1.2% | New | 13F ↗ |
| 28 | CAIIU Collective Acquisition Corp. II Units · Units | 307,676 | $3.1M | 1.1% | +42.3% | 13F ↗ |
| 29 | MRCOU Mercator Acquisition Corp. Units · Units | 300,000 | $3.0M | 1.1% | New | 13F ↗ |
| 30 | XSLL Xsolla SPAC 1 | 300,000 | $3.0M | 1.1% | Unchanged | 13F ↗ |
| 31 | ILLU Illumination Acquisition Corp I | 300,000 | $3.0M | 1.1% | +500% | 13F ↗ |
| 32 | THEOU BOA Acquisition Corp. II Units · Units | 279,896 | $2.9M | 1.0% | New | 13F ↗ |
| 33 | DAAQ Digital Asset Acquisition Corp. | 260,878 | $2.7M | 1.0% | -35.6% | 13F ↗ |
| 34 | NPAC New Providence Acquisition Corp. III | 250,000 | $2.6M | 1.0% | Unchanged | 13F ↗ |
| 35 | PCAP ProCap Acquisition Corp | 250,000 | $2.6M | 0.9% | Unchanged | 13F ↗ |
| 36 | QUMS Quantumsphere Acquisition Corp. | 250,000 | $2.6M | 0.9% | Unchanged | 13F ↗ |
| 37 | BLZR Trailblazer Acquisition Corp. | 250,000 | $2.6M | 0.9% | New | 13F ↗ |
| 38 | Haymaker Acquisition Corp V Units | 253,500 | $2.5M | 0.9% | New | 13F ↗ |
| 39 | MBVI M3-Brigade Acquisition VI Corp. | 247,278 | $2.5M | 0.9% | New | 13F ↗ |
| 40 | CAES Cantor Equity Partners VII, Inc. | 250,000 | $2.5M | 0.9% | Unchanged | 13F ↗ |
| 41 | ARCL ARC Group Acquisition I Corp | 250,000 | $2.5M | 0.9% | Unchanged | 13F ↗ |
| 42 | MYX Maywood Acquisition Corp. 2 | 225,000 | $2.3M | 0.8% | Unchanged | 13F ↗ |
| 43 | KFII K&F Growth Acquisition Corp. II | 198,500 | $2.1M | 0.8% | Unchanged | 13F ↗ |
| 44 | PONO Pono Capital Four, Inc. | 209,087 | $2.1M | 0.8% | New | 13F ↗ |
| 45 | EVAC EQV Ventures Acquisition Corp. II | 202,341 | $2.1M | 0.8% | +1.2% | 13F ↗ |
| 46 | NWAX New America Acquisition I Corp. | 200,000 | $2.0M | 0.7% | Unchanged | 13F ↗ |
| 47 | OCAC Ocean Capital Acquisition Corporation | 200,000 | $2.0M | 0.7% | New | 13F ↗ |
| 48 | ONCH 1RT Acquisition Corp. | 186,537 | $1.9M | 0.7% | +273% | 13F ↗ |
| 49 | BACC Blue Acquisition Corp. | 180,608 | $1.9M | 0.7% | -32.6% | 13F ↗ |
| 50 | TLNC Talon Capital Corp. | 175,000 | $1.8M | 0.6% | New | 13F ↗ |
Showing the top 50 of 146 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
45 new, 15 added to, 13 trimmed, 29 exited, 73 unchanged. By estimated dollars.
New positions (45)
| IPXG Inection Point Acquisition Corp. VII | 1.52M | New | $15.3M |
| NorthStar Earth & Space Enterp | 1.41M | New | $14.6M |
| SVAQ Silicon Valley Acquisition Corp. | 1.39M | New | $14.1M |
| HCAC Hall Chadwick Acquisition Corp. | 746,993 | New | $7.6M |
| APUR Aperture AC | 650,000 | New | $6.5M |
| IPHXU Inflection Point Acquisition Corp. VIII Units · Units | 550,000 | New | $5.5M |
| IRHO Iron Horse Acquisitions II Corp. | 525,400 | New | $5.3M |
| PAACU Proem Acquisition Corp I · Units | 500,000 | New | $5.2M |
| IVAI Ives Ultra AI Opportunities Inc. | 450,000 | New | $4.6M |
| DSAC Daedalus Special Acquisition Corp. | 400,000 | New | $4.1M |
Added to (15)
| APXT Apex Treasury Corporation | 831,123 | +177% | $5.4M |
| RTAC Renatus Tactical Acquisition Corp I | 530,000 | +1667% | $5.2M |
| SCII SC II Acquisition Corp. | 574,518 | +229% | $4.1M |
| BLRK Bluerock Acquisition Corp. | 573,948 | +109% | $3.0M |
| ILLU Illumination Acquisition Corp I | 300,000 | +500% | $2.5M |
| ONCH 1RT Acquisition Corp. | 186,537 | +273% | $1.4M |
| FERA Fifth Era Acquisition Corp I | 375,000 | +50.0% | $1.3M |
| CAIIU Collective Acquisition Corp. II Units · Units | 307,676 | +42.3% | $919.3K |
| DBCA D. Boral Acquisition I Corp. | 381,700 | +15.7% | $517.5K |
| TACH Titan Acquisition Corp. | 438,114 | +8.2% | $348.7K |
Trimmed (13)
| CEPO Cantor Equity Partners I, Inc. | 411,846 | -72.1% | -$11.4M |
| DAAQ Digital Asset Acquisition Corp. | 260,878 | -35.6% | -$1.5M |
| QSEA Quartzsea Acquisition Corporation | 116,339 | -53.9% | -$1.5M |
| CUB Lionheart Holdings | 99,900 | -50.0% | -$1.1M |
| BACC Blue Acquisition Corp. | 180,608 | -32.6% | -$915.8K |
| CLBR Colombier Acquisition Corp. III | 75,000 | -40.0% | -$510.0K |
| IPFX Inflection Point Acquisition Corp. VI | 49,968 | -46.8% | -$442.5K |
| FSHP Flag Ship Acquisition Corp. | 141,399 | -11.6% | -$210.0K |
| BACCR Blue Acquisition Corp. Rights · Rights | 61,200 | -71.0% | -$73.5K |
| IPFXW Inflection Point Acquisition Corp. VI · *W Exp 03/03/203 | 58,333 | -28.7% | -$17.3K |
Exited (29)
| Inflection Pt Acquisition Co | 1.42M | Exited | -$14.7M |
| D. Boral Arc Acq I Corp | 888,263 | Exited | -$9.3M |
| Armada Acquisition Corp II | 757,278 | Exited | -$7.9M |
| GFUZ General Fusion Group Ltd. | 615,813 | Exited | -$6.3M |
| Agriculture & Nat Sol Acq Co | 544,688 | Exited | -$6.2M |
| Artius II Acquisition Inc | 252,236 | Exited | -$2.6M |
| Newhold Invt Corp III | 227,054 | Exited | -$2.5M |
| FVN Future Vision II Acquisition Corporation | 218,027 | Exited | -$2.4M |
| SBXDF SilverBox Corp IV | 210,093 | Exited | -$2.3M |
| KVACF Keen Vision Acquisition Corp. | 149,483 | Exited | -$1.9M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer