RLH Capital LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), RLH Capital LLC reported 90 stock positions worth $196.3 million. Its top holding was D. Boral Arc Acquisit Class A (BCAR) at 9.5% of the portfolio, followed by Cantor Equity Partners III-A (CAEP, 8.4%) and Inflection Point Acquisiti-A (IPCX, 6.6%).
- Most Recent 13F
- Q2 2026
- Location
- Great Neck, NY
- CIK
- 0002008031
- Portfolio Value
- $196.3M (Q1 2026)
- SEC Filing
- 0002000324-26-001737 ↗ filed Apr 29, 2026
Holdings Value
Holdings 90 stocks · $196.3M
| BCAR D. Boral Arc Acquisit Class A | 9.52% | 1,846,483 | $18.7M | — |
| CAEP Cantor Equity Partners III-A | 8.36% | 1,592,659 | $16.4M | — |
| IPCX Inflection Point Acquisiti-A | 6.55% | 1,259,054 | $12.9M | — |
| LEGT Legato Merger Corp. III | 3.70% | 661,580 | $7.3M | — |
| CEPO Cantor Equity Partners I-A | 3.61% | 675,834 | $7.1M | — |
| GSRF GSR IV Acquisition Corp. Class A | 3.32% | 648,959 | $6.5M | — |
| SOUL Soulpower Acquisition Co. Class A | 3.02% | 577,700 | $5.9M | — |
| XRPN Armada Acquisition Class A | 2.43% | 462,808 | $4.8M | — |
| MCGA Yorkville Acquisition Corp. Class A | 2.28% | 442,231 | $4.5M | — |
| ATII Archimedes Tech Spac Partner | 2.13% | 400,907 | $4.2M | — |
| BIXIU Bitcoin Infrastructure Acqui | 2.03% | 398,989 | $4.0M | — |
| BACC Blue Acquisition Corp. Class A | 1.93% | 371,000 | $3.8M | — |
| EURK Eureka Acquisition Corp. | 1.71% | 295,400 | $3.3M | — |
| ANSC Agriculture & Natural Soluti | 1.69% | 294,688 | $3.3M | — |
| DMAA Drugs Made in America Acquis | 1.69% | 316,551 | $3.3M | — |
| AACB Artius II Acquisition Inc. Class A | 1.69% | 320,996 | $3.3M | — |
| MLAC Mountain Lake Acquisition-A | 1.68% | 312,540 | $3.3M | — |
| SBXDF Silverbox Corp. IV-A | 1.66% | 304,320 | $3.3M | — |
| XSLLU Xsolla Spac 1 | 1.51% | 300,000 | $3.0M | — |
| FG MERGER II CORP | 1.43% | 277,635 | $2.8M | — |
| KVACF Keen Vision Acquisition Corp. | 1.41% | 228,252 | $2.8M | — |
| BLRKU Bluerock Acquisition Corp. | 1.40% | 275,000 | $2.8M | — |
| FSHP Flag Ship Acquisition Corp. | 1.39% | 248,949 | $2.7M | — |
| IPFXU Inflection Point Acquisition | 1.31% | 254,000 | $2.6M | — |
| NPAC New Providence Acquisition-A | 1.31% | 250,000 | $2.6M | — |
| SSACU Spacsphere Acquisition Corp. | 1.28% | 250,000 | $2.5M | — |
| VCIC Vine Hill Capital Class A | 1.12% | 206,201 | $2.2M | — |
| FVN Future Vision II Acquisition | 1.07% | 195,000 | $2.1M | — |
| NWAX.U New America Acquisition I Co. | 1.06% | 200,000 | $2.1M | — |
| HAVAU Harvard Ave Acquisition Corp. | 0.90% | 174,957 | $1.8M | — |
| FMACU Future Money Acquisition Cor | 0.89% | 175,000 | $1.7M | — |
| CHPG Championsgate Acquisitio-A | 0.84% | 159,988 | $1.6M | — |
| LPAA Launch One Acquisition Corp. | 0.82% | 150,000 | $1.6M | — |
| VLOS Velos Acquisition I Corp. filed as M3BRIGADE ACQUISITION V CORP | 0.80% | 146,347 | $1.6M | — |
| CCIX Churchill Capital Corp. Ix | 0.80% | 147,092 | $1.6M | — |
| DRDB Roman DBDR Acquisition Corp. | 0.80% | 150,000 | $1.6M | — |
| KOYN CSLM Digital Asset Acqu - A | 0.79% | 155,000 | $1.6M | — |
| HLXC Helix Acquisition Corp. Class A | 0.78% | 150,000 | $1.5M | — |
| CEPV Cantor Equity Partners Class A | 0.77% | 150,000 | $1.5M | — |
| MEVOU M Evo Global Acquisition Cor filed as M EVO GBL ACQUISITION CORP I | 0.77% | 150,000 | $1.5M | — |
| GIXXU GIGCAPITAL9 Corp. | 0.77% | 150,000 | $1.5M | — |
| MLAAU Mountain Lake Acquisition Co. | 0.76% | 150,000 | $1.5M | — |
| SCIIU SC II Acquisition Corp. | 0.65% | 125,000 | $1.3M | — |
| CLBR.U Colombier Acqstn Corp. III | 0.65% | 125,000 | $1.3M | — |
| MUZEU Muzero Acquisition Corp. | 0.63% | 125,000 | $1.2M | — |
| CAPN Cayson Acquisition Corp. | 0.60% | 106,218 | $1.2M | — |
| TVA Texas Ventures Acquisition-A | 0.58% | 110,235 | $1.1M | — |
| SIMA Sim Acquisition Corp. I-A | 0.55% | 100,000 | $1.1M | — |
| KFIIU K&F Growth Acquisition Corp. | 0.54% | 98,500 | $1.1M | — |
| KFII K&F Growth Acquisition Cor-A | 0.53% | 100,000 | $1.0M | — |
| TMS Teamshares Inc. filed as LIVE OAK ACQUISITION CORP V | 0.53% | 100,000 | $1.0M | — |
| BBCQU Bleichroeder Acquisition Cor | 0.53% | 100,000 | $1.0M | — |
| BAYA Bayview Acquisition Corp. Class A | 0.52% | 86,113 | $1.0M | — |
| KCHV Kochav Defense Acquisition-A | 0.52% | 99,974 | $1.0M | — |
| JENA Jena Acquisition Corp. II - A | 0.52% | 100,000 | $1.0M | — |
| OBA Oxley Bridge Acquisitio Class A | 0.52% | 100,000 | $1.0M | — |
| QUMS Quantumsphere Acquisition Co. | 0.52% | 100,000 | $1.0M | — |
| DBCAU D Boral Acquisition I Corp. | 0.51% | 100,000 | $1.0M | — |
| SUMAU Suma Acquisition Corp. | 0.51% | 100,000 | $1.0M | — |
| ARTCU Art Technology Acquisition C | 0.50% | 100,000 | $991K | — |
| AEAQU Activate Energy Acquisition | 0.48% | 94,599 | $951K | — |
| RFAMU RF Acquisition Corp. III | 0.43% | 85,000 | $842K | — |
| RDAG Republic Digital Acquis Class A | 0.42% | 79,992 | $818K | — |
| DTSQ DT Cloud Star Acquisition Co. | 0.39% | 69,555 | $774K | — |
| BPACU Blueport Acquisition Ltd. | 0.39% | 75,000 | $763K | — |
| CCIIU Cohen Circle Acquisition Cor | 0.38% | 72,895 | $755K | — |
| FORL Four Leaf Acquisition Cor-A | 0.30% | 50,600 | $595K | — |
| APAC Stonebridge Acquisition Class A | 0.29% | 57,500 | $578K | — |
| DYNC Dynamix Corp. | 0.26% | 49,514 | $518K | — |
| ONCH 1RT Acquisition Corp. Class A | 0.26% | 49,959 | $507K | — |
| LPCVU Launchpad Cadenza Acquisitio | 0.26% | 50,000 | $501K | — |
| PONOU Pono Capital Four Inc. | 0.25% | 50,000 | $499K | — |
| QSEA Quartzsea Acquisition Corp. | 0.22% | 41,339 | $429K | — |
| BSAA Best Spac I Acquisition-A | 0.21% | 40,710 | $417K | — |
| KBONU Karbon Capital Partners Corp. | 0.21% | 40,000 | $408K | — |
| BIII.U Black Spade Acquisition III | 0.19% | 37,500 | $375K | — |
| KRSP.U Rice Acquisition Corp. 3 | 0.19% | 35,000 | $371K | — |
| BKHA Black Hawk Acquisition Cor-A | 0.17% | 29,448 | $342K | — |
| OAKU Oak Woods Acquisition Corp. Class A | 0.16% | 26,493 | $323K | — |
| RTAC Renatus Tactical Acquisiti-A | 0.16% | 30,000 | $308K | — |
| CNGL Canna-Global Acquisitio Class A | 0.15% | 30,065 | $296K | — |
| ADACU American Drive Acquisition C | 0.13% | 25,000 | $250K | — |
| LWAC Lightwave Acquisition Corp. Class A | 0.13% | 24,500 | $249K | — |
| CCXIU Churchill Capital Corp. Xi | 0.10% | 20,000 | $205K | — |
| TGAAF Target Global Acquisition -A | 0.08% | 14,996 | $158K | — |
| IEAGU Infinite Eagle Acquisition C | 0.05% | 10,000 | $102K | — |
| HSPT Horizon Space Acquisition II | 0.03% | 4,957 | $52K | — |
| MZYX.U Mozayyx Acquisition Corp. | 0.02% | 4,000 | $40K | — |
| IPEX Inflection Point Acquisition | 0.01% | 1,247 | $13K | — |
| MACI Melar Acquisition Corp. I-A | 0.00% | 11 | $118 | — |
Other holdings (18): bonds, preferreds, convertibles and warrants · $462K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| MPKRF Mercer Park Opportunitie-RTS | Right | 250,500 | $115K | — |
| KOYNW CSLM Digital Asset Acquisiti | *W EXP 08/28/203 | 190,004 | $48K | — |
| IPCXR Inflection Point Acquisition | RIGHT 04/25/2030 | 130,000 | $46K | — |
| QUMSR Quantumsphere Acquisition Co. | RIGHT 08/06/2030 | 184,900 | $41K | — |
| AACBR Artius II Acquisition Inc. | RIGHT 11/27/2029 | 100,000 | $29K | — |
| MLACR Mountain Lake Acquisition Co. | RIGHT 11/15/2028 | 100,000 | $26K | — |
| RDAGW Republic Digital Acqu - 30 | *W EXP 05/01/203 | 54,996 | $24K | — |
| ATIIW Archimedes Tech-30 | *W EXP 10/15/202 | 47,382 | $24K | — |
| DMAAR Drugs Made in America Ac-RTS | RIGHT 12/09/2029 | 399,391 | $24K | — |
| CHPGR Championsgate Acquisition Co. | RIGHT 05/14/2030 | 160,000 | $23K | — |
| JENA ACQUISITION CORP II-RTS | RIGHT 03/31/2030 | 100,000 | $17K | — |
| ONCHW 1RT Acquisition Corp.-A -31 | *W EXP 06/26/203 | 25,250 | $11K | — |
| DYCQR DT Cloud Acquisition Cor-RTS | RIGHT 02/14/2029 | 8,712 | $9K | — |
| KCHVR Kochav Defense Acquisition-R | RIGHT 05/21/2030 | 40,350 | $9K | — |
| WENNW Wen Acquisition Corp.-A -31 | *W EXP 99/99/999 | 20,000 | $7K | — |
| CMCWF Capitalworks Emerging-CW23 | *W EXP 99/99/999 | 192,057 | $5K | — |
| RTACW Renatus Tactical Acqu - 30 | *W EXP 05/15/203 | 9,158 | $4K | — |
| SHAZW TKB Critical Technolog -CW23 | Warrant | 170,150 | $85 | — |
Total filed on the 13F, all lines: $196.8M.
Portfolio Sells Q1 2026
No earlier filing to compare with.
Portfolio Buys Q1 2026
No earlier filing to compare with.