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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 23 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 SE SEA LTD Consumer Cyclical 3,000.0 $248K 0.01% $82.81 +6.6%
442 CNM CORE & MAIN INC Industrials 5,000.0 $247K 0.01% $49.40 -6.6%
443 EWY ISHARES INC 2,000.0 $246K 0.01% NEW $123.01 +41.5%
444 AUBN AUBURN NATL BANCORP Financial Services 10,000.0 $239K 0.01% $23.86 -0.3%
445 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 700.0 $235K 0.01% $336.13 -10.8%
446 CECO CECO ENVIRONMENTAL CORP Industrials 3,900.0 $232K 0.01% $59.58 +31.5%
447 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 5,000.0 $232K 0.01% -35K -87.5% $46.36 -3.3%
448 ONB OLD NATL BANCORP IND Financial Services 10,000.0 $221K 0.01% $22.10 +6.2%
449 BOLD BOUNDLESS BIO INC Healthcare 200,000.0 $220K 0.01% $1.10 +27.3%
450 RVSB RIVERVIEW BANCORP INC Financial Services 40,000.0 $220K 0.01% $5.50 -0.9%
451 VIRT VIRTU FINL INC Financial Services 5,000.0 $220K 0.01% -5K -50.0% $43.98 +25.2%
452 AJG GALLAGHER ARTHUR J & CO Financial Services 1,000.0 $217K 0.01% $216.58 -6.1%
453 DIBS 1STDIBS COM INC Consumer Cyclical 39,100.0 $215K 0.01% -13K -24.8% $5.50 -17.3%
454 VTS VITESSE ENERGY INC Energy 11,769.0 $214K 0.01% $18.16 +1.1%
455 ANNALY CAPITAL MANAGEMENT IN 10,000.0 $212K 0.01% $21.15
456 NYT NEW YORK TIMES CO MTN BE Communication Services 2,500.0 $209K 0.01% NEW $83.73 -8.4%
457 KEZAR LIFE SCIENCES INC 28,144.0 $209K 0.01% $7.42
458 CAPITAL CLEAN ENERGY CARRIER 10,376.0 $206K 0.01% $19.87
459 PAL PROFICIENT AUTO LOGISTICS IN Industrials 30,000.0 $203K 0.01% $6.78 -27.4%
460 PMVP PMV PHARMACEUTICALS INC Healthcare 162,200.0 $201K 0.01% $1.24 +5.6%
Page 23 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%