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Portfolio (Quarterly) Guide ↗

RLH Capital LLC

· CIK 0002008031
13F Portfolio $209M AUM 130 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 130 New
Page 2 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 Quartzsea Acquisition Corp 252,439.0 $2.7M 1.27% NEW $10.52
22 AACB Artius II Acquisition Inc Financial Services 252,236.0 $2.6M 1.27% NEW $10.49 +0.9%
23 Fifth Era Acquisition Corp I 250,000.0 $2.6M 1.25% NEW $10.42
24 New Providence Acquisition Cor 250,000.0 $2.6M 1.24% NEW $10.38
25 ProCap Acquisition Corp 250,000.0 $2.6M 1.23% NEW $10.28
26 Quantumsphere Acquisition Corp 250,000.0 $2.6M 1.22% NEW $10.22
27 Cantor Equity Partners VII Inc 250,000.0 $2.5M 1.21% NEW $10.09
28 NHIC NewHold Investment Corp III Financial Services 227,054.0 $2.5M 1.18% NEW $10.89 -2.4%
29 ARC Group Acquisition I Corp 250,000.0 $2.5M 1.18% NEW $9.88
30 Future Vision II Acquisition C 218,027.0 $2.4M 1.14% NEW $10.95
31 Silverbox Corp IV 210,093.0 $2.3M 1.09% NEW $10.81
32 Maywood Acquisition Corp 2 225,000.0 $2.2M 1.06% NEW $9.88
33 Collective Acquisition Corp II 216,200.0 $2.2M 1.04% NEW $10.04
34 Lionheart Holdings 200,000.0 $2.2M 1.03% NEW $10.77
35 K&F Growth Acquisition Corp II 198,500.0 $2.1M 1.00% NEW $10.55
36 EQV Ventures Acquisition Corp 200,000.0 $2.0M 0.97% NEW $10.18
37 NWAX New America Acquisition I Corp Financial Services 200,000.0 $2.0M 0.97% NEW $10.15 +0.1%
38 Keen Vision Acquisition Corp 149,483.0 $1.9M 0.89% NEW $12.40
39 Eureka Acquisition Corp 155,400.0 $1.8M 0.85% NEW $11.42
40 Flag Ship Acquisition Corp 160,000.0 $1.8M 0.85% NEW $11.09
Page 2 of 7  ·  130 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 99.1%
Healthcare 0.9%