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Portfolio (Quarterly) Guide ↗

RBF Capital, LLC

· CIK 0001134621
13F Portfolio $2.0B AUM 491 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 23 New 20 Added 106 Reduced
Page 6 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NMRA NEUMORA THERAPEUTICS INC. Healthcare 90,000.0 $176K 0.01% -15K -14.4% $1.95 -14.4%
102 ZNTL ZENTALIS PHARMACEUTICALS INC Healthcare 50,000.0 $117K 0.01% -30K -37.5% $2.34 +51.3%
103 RMAX RE/MAX HLDGS INC Real Estate 20,000.0 $115K 0.01% -12K -36.6% $5.76 +65.6%
104 DXLG DESTINATION XL GROUP INC Consumer Cyclical 189,230.0 $97K 0.01% -11K -5.4% $0.51 +38.8%
105 CHGG CHEGG INC Consumer Defensive 130,000.0 $96K 0.01% -43K -25.0% $0.74 +64.6%
106 MNDO MIND C T I LTD Technology 74,915.0 $86K 0.00% -2K -2.8% $1.15 -22.7%
Page 6 of 6  ·  106 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.3%
Industrials 16.7%
Consumer Cyclical 11.5%
Technology 10.9%
Healthcare 6.5%
Communication Services 6.5%
Consumer Defensive 5.4%
Energy 4.2%
Real Estate 2.1%
Basic Materials 1.0%