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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 20 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 TXT TEXTRON INC Industrials 5,000.0 $438K 0.02% $87.56 +1.0%
382 BC BRUNSWICK CORP Consumer Cyclical 6,000.0 $437K 0.02% $72.76 +1.2%
383 PAR PAR TECHNOLOGY CORP Technology 32,600.0 $435K 0.02% $13.33 +9.6%
384 MAGN MAGNERA CORP Industrials 45,492.0 $433K 0.02% -8K -15.7% $9.51 +7.9%
385 INTU INTUIT Technology 1,000.0 $432K 0.02% $432.38 -12.2%
386 PANL PANGAEA LOGISTICS SOLUTION L Industrials 60,590.0 $429K 0.02% -27K -30.6% $7.08 +15.7%
387 HMN HORACE MANN EDUCATORS CORP N Financial Services 10,000.0 $427K 0.02% $42.68 +7.4%
388 CLSK CLEANSPARK INC Technology 50,008.0 $426K 0.02% $8.51 +76.4%
389 TT TRANE TECHNOLOGIES PLC Industrials 1,000.0 $417K 0.02% $416.74 +7.5%
390 CWK CRAWFORD & CO Real Estate 40,000.0 $406K 0.02% $10.14 +23.6%
391 CSTE CAESARSTONE LTD Industrials 377,254.0 $404K 0.02% -8K -2.2% $1.07 +51.4%
392 AP AMPCO-PITTSBURG CORP Industrials 60,000.0 $403K 0.02% $6.72 +31.5%
393 ETH GRAYSCALE ETHEREUM STAKING Financial Services 20,000.0 $397K 0.02% $19.86 +1.3%
394 BHE BENCHMARK ELECTRS INC Technology 7,000.0 $392K 0.02% $56.06 +49.1%
395 LEN LENNAR CORP Consumer Cyclical 4,509.0 $392K 0.02% $86.84 -3.6%
396 FOSL FOSSIL GROUP INC Consumer Cyclical 90,000.0 $388K 0.02% -26K -22.6% $4.31 -12.7%
397 SRI STONERIDGE INC Consumer Cyclical 80,000.0 $386K 0.02% $4.83 +38.9%
398 RLGT RADIANT LOGISTICS INC Industrials 54,442.0 $384K 0.02% -2K -2.8% $7.05 +19.2%
399 SUTRO BIOPHARMA INC 15,272.0 $380K 0.02% $24.91
400 CCOI COGENT COMM HOLDINGS INC Communication Services 20,000.0 $377K 0.02% $18.84 -5.6%
Page 20 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%