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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 12 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 UNILEVER PLC 26,666.0 $1.5M 0.07% $56.97
222 BKE BUCKLE INC Consumer Cyclical 30,000.0 $1.5M 0.07% $50.36 -5.4%
223 AMPY AMPLIFY ENERGY CORP NEW Energy 241,263.0 $1.5M 0.07% $6.24 -14.9%
224 VST VISTRA CORP Utilities 10,000.0 $1.5M 0.07% $150.33 -7.1%
225 CWH CAMPING WORLD HLDGS INC Consumer Cyclical 220,000.0 $1.5M 0.07% -220K -50.0% $6.83 -2.0%
226 VEU VANGUARD INTL EQUITY INDEX F 20,000.0 $1.5M 0.07% $75.10 +7.8%
227 PRDO PERDOCEO ED CORP Consumer Defensive 40,000.0 $1.5M 0.07% NEW $37.21 -9.3%
228 TSLA PUT TESLA INC Consumer Cyclical 4,000.0 $1.5M 0.07% $371.75 +10.1%
229 JD JD.COM INC Consumer Cyclical 50,000.0 $1.5M 0.07% $29.57 +10.1%
230 GRMN GARMIN LTD Technology 6,362.0 $1.5M 0.07% $232.01 -2.1%
231 AGO ASSURED GUARANTY LTD Financial Services 18,000.0 $1.5M 0.07% $81.48 -4.1%
232 DWSN DAWSON GEOPHYSICAL CO NEW Energy 423,797.0 $1.5M 0.07% -28K -6.2% $3.46 +21.2%
233 CWCO CONSOLIDATED WATER CO INC Utilities 44,017.0 $1.5M 0.07% $33.12 -13.7%
234 CIVEO CORP CDA 55,039.0 $1.5M 0.07% $26.46
235 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 5,000.0 $1.5M 0.07% $290.70 -13.5%
236 FAF FIRST AMERN FINL CORP Financial Services 24,000.0 $1.4M 0.07% $60.29 +12.2%
237 AVO MISSION PRODUCE INC Consumer Defensive 104,410.0 $1.4M 0.07% +30K +40.3% $13.76 -10.3%
238 ULBI ULTRALIFE CORP Industrials 218,714.0 $1.4M 0.07% -6K -2.8% $6.52 -8.0%
239 CHRD CHORD ENERGY CORPORATION Energy 10,000.0 $1.4M 0.07% $142.18 +5.0%
240 ILPT INDUSTRIAL LOGISTICS PPTYS T Real Estate 250,000.0 $1.4M 0.07% $5.68 +49.1%
Page 12 of 25  ·  491 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%