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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 25 of 25  ·  491 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 RWT REDWOOD TRUST INC Real Estate 15,000.0 $84K 0.00% $5.61 -6.4%
482 HBIO HARVARD BIOSCIENCE INC Healthcare 16,000.0 $78K 0.00% NEW $4.87 +2.9%
483 CRBU CARIBOU BIOSCIENCES INC Healthcare 40,000.0 $76K 0.00% $1.90 +3.7%
484 DSWL DESWELL INDS INC Technology 25,003.0 $75K 0.00% $2.99 +9.0%
485 TEADS HLDG CO 110,000.0 $72K 0.00% $0.66
486 MHH MASTECH HLDGS INC Industrials 11,834.0 $67K 0.00% $5.69 +8.8%
487 SGRP SPAR GROUP INC Industrials 97,296.0 $61K 0.00% $0.63 +5.7%
488 LITHIUM AMERS CORP NEW 15,000.0 $59K 0.00% NEW $3.95
489 ALIT ALIGHT INC Technology 100,000.0 $58K 0.00% $0.58 +45.3%
490 BZUN BAOZUN INC Consumer Cyclical 20,000.0 $48K 0.00% $2.39 +7.1%
491 ATYR ATYR PHARMA INC Healthcare 20,000.0 $16K 0.00% $0.78 -38.1%
Page 25 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%