Institutions / RLH Capital LLC

RLH Capital LLC

CIK 2008031 · Institution · as of Jun 30, 2026

Portfolio value

$208.76M

Positions

130

As of

Jun 30, 2026

Portfolio trend

$208.76M+6.1%

130+20.4%

Company	Class	Value	Shares	% of portfolio
Cantor Equity Partners I, Inc.CEPO	common	$15.71M	1,474,889	7.5%
Inflection Point Acquisition Corp. IIIIPCX	ordinary	$14.72M	1,424,960	7.1%
D. Boral ARC Acquisition I Corp.BCAR	common	$9.26M	888,263	4.4%
Armada Acquisition Corp. IIAACIU	common	$7.89M	757,278	3.8%
GSR IV Acquisition Corp.GSRF	common	$7.83M	771,459	3.8%
Soulpower Acquisition Corp.SOUL	ordinary	$6.38M	616,879	3.1%
Spring Valley Acquisition Corp. IIIGFUZ	common	$6.32M	615,813	3.0%
AGRICULTURE and NATURAL SOLUTIANSC	common	$6.22M	544,688	3.0%
Future Money Acquisition CorpFMAC	ordinary	$5.74M	575,000	2.7%
Yorkville Acquisition Corp.MCGA	common	$4.52M	442,231	2.2%
Titan Acquisition Corp.TACH	common	$4.22M	405,000	2.0%
Digital Asset Acquisition Corp.DAAQ	common	$4.20M	404,923	2.0%
Bitcoin Infrastructure Acquisition Corp LtdBIXI	ordinary	$3.99M	398,989	1.9%
Praetorian Acquisition Corp.PTOR	ordinary	$3.97M	399,328	1.9%
Roman DBDR Acquisition Corp. IIDRDB	ordinary	$3.69M	350,025	1.8%
D. Boral Acquisition I Corp.DBCA	ordinary	$3.29M	330,000	1.6%
Apex Treasury CorpAPXT	ordinary	$3.02M	300,000	1.4%
Xsolla SPAC 1XSLLU	ordinary	$2.98M	300,000	1.4%
Blue Acquisition Corp/CaymanBACC	ordinary	$2.84M	267,831	1.4%
Bluerock Acquisition Corp.BLRK	ordinary	$2.74M	275,000	1.3%
Quartzsea Acquisition CorpQSEAU	ordinary	$2.66M	252,439	1.3%
Artius II Acquisition Inc.AACB	common	$2.65M	252,236	1.3%
Fifth Era Acquisition Corp IFERA	ordinary	$2.60M	250,000	1.2%
New Providence Acquisition Corp. III/CaymanNPAC	ordinary	$2.60M	250,000	1.2%
ProCap Acquisition CorpPCAP	common	$2.57M	250,000	1.2%

InsidersInstitutions

This fund's quarter-over-quarter position changes — what it's buying and selling.

Date	Action	Company	Value	Shares Δ	Position after	Impact
Q2 2026 as of	Exit Other (per filing)	Cantor Equity Partners III, Inc. common	$-16.42M	-1.6M -100.00%	0	medium
Q2 2026 as of	Trim Other (per filing)	D. Boral ARC Acquisition I Corp. common	$-9.99M	-958K -51.89%	888,263 4.44% of portfolio	medium
Q2 2026 as of	Add Other (per filing)	Cantor Equity Partners I, Inc. common	$8.51M	+799K +118.23%	1,474,889 7.52% of portfolio	medium
Q2 2026 as of