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Portfolio (Quarterly) Guide ↗

Rye Brook Capital LLC

· CIK 0001844147
13F Portfolio $107M AUM 27 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 5 Added 6 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 SPY PUT SPDR S&P 500 ETF TRUST Financial Services 110,400 $73.5M 38.24% SOLD
2 RSP INVESCO S&P 500 EQUAL WEIGHT 22,050 $4.2M 2.17% SOLD
3 IBB ISHARES NASDAQ BIOTECHNOLOGY 24,270 $3.5M 1.82% SOLD
4 VAL VALARIS LTD Energy 48,800 $2.4M 1.24% SOLD
Sector Allocation
Financial Services 64.1%
Energy 11.8%
Real Estate 11.3%
Technology 10.5%
Consumer Cyclical 1.8%
Communication Services 0.5%