RLH Capital LLC

Great Neck, NY · CIK 2008031 · 13F filing filed 2026-08-10

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityRLH CAPITAL, LLC (US)

$208.8m reported value +6.1% vs Q1 2026

130positions

40.5%in top 10

72 new 13 added 15 reduced 50 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CANTOR EQUITY PARTNERS I INC SHS CL A CEPO	CEPO	1,474,889	$15.7m7.52%	7.52%	Added +799.1k	+799,055 118.2%
2	INFLECTION PT ACQUISITION CO CL A ORD SHS CL A ORD SHS		1,424,960	$14.7m7.05%	7.05%	Added +165.9k	+165,906 13.2%
3	D. BORAL ARC ACQ I CORP. SHS CL A SHS CL A		888,263	$9.3m4.44%	4.44%	Reduced -958.2k	-958,220 -51.9%
4	ARMADA ACQUISITION CORP II COM CL A COM CL A		757,278	$7.9m3.78%	3.78%	Added +294.5k	+294,470 63.6%
5	GSR IV ACQUISITION CORP CL A SHS GSRF	GSRF	771,459	$7.8m3.75%	3.75%	Added +122.5k	+122,500 18.9%
6	SOULPOWER ACQUISITION CORP USD CL A ORD SHS SOUL	SOUL	616,879	$6.4m3.06%	3.06%	Added +39.2k	+39,179 6.8%
7	General Fusion Group Ltd COM GFUZ	GFUZ	615,813	$6.3m3.03%	3.03%	New
8	AGRICULTURE & NAT SOL ACQ CO SHS CL A SHS CL A		544,688	$6.2m2.98%	2.98%	Added +250.0k	+250,000 84.8%
9	FUTURE MONEY ACQUISITION COR ORD SHS FMAC	FMAC	575,000	$5.7m2.75%	2.75%	New
10	YORKVILLE ACQUISITION CORP. SHS CL A MCGA	MCGA	442,231	$4.5m2.16%	2.16%	Unchanged
11	TITAN ACQUISITION CORP CL A TACH	TACH	405,000	$4.2m2.02%	2.02%	New
12	DIGITAL ASSET ACQUISITION CO SHS CL A DAAQ	DAAQ	404,923	$4.2m2.01%	2.01%	New
13	BITCOIN INFRASTRUCTURE ACQUI USD CL A ORD SHS BIXI	BIXI	398,989	$4.0m1.91%	1.91%	New
14	PRAETORIAN ACQUISITION CORP ORD SHS CL A PTOR	PTOR	399,328	$4.0m1.90%	1.90%	New
15	ROMAN DBDR ACQUISITION CORP ORD SHS CL A DRDB	DRDB	350,025	$3.7m1.77%	1.77%	Added +200.0k	+200,025 133.3%
16	D BORAL ACQUISITION I CORP ORD SHS CL A DBCA	DBCA	330,000	$3.3m1.58%	1.58%	New
17	APEX TREAS CORP ORD SHS CL A APXT	APXT	300,000	$3.0m1.44%	1.44%	New
18	XSOLLA SPAC 1 USD CL A ORD SHS XSLL	XSLL	300,000	$3.0m1.43%	1.43%	New
19	BLUE ACQUISITION CORP. ORD SHS CL A BACC	BACC	267,831	$2.8m1.36%	1.36%	Reduced -103.2k	-103,169 -27.8%
20	BLUEROCK ACQUISITION CORP USD CL A ORD SHS BLRK	BLRK	275,000	$2.7m1.31%	1.31%	New
21	QUARTZSEA ACQUISITION CORP ORD SHS QSEA	QSEA	252,439	$2.7m1.27%	1.27%	Added +211.1k	+211,100 510.7%
22	ARTIUS II ACQUISITION INC SHS CL A SHS CL A		252,236	$2.6m1.27%	1.27%	Reduced -68.8k	-68,760 -21.4%
23	FIFTH ERA ACQUISITION CORP I ORD SHS CL A FERA	FERA	250,000	$2.6m1.25%	1.25%	New
24	NEW PROVIDENCE ACQUISITION C USD CL A ORD SHS NPAC	NPAC	250,000	$2.6m1.24%	1.24%	Unchanged
25	PROCAP ACQUISITION CORP SHS CL A PCAP	PCAP	250,000	$2.6m1.23%	1.23%	New
26	QUANTUMSPHERE ACQUISITION CO ORD SHS QUMS	QUMS	250,000	$2.6m1.22%	1.22%	Added +150.0k	+150,000 150.0%
27	CANTOR EQUITY PARTNERS VII I CL A ORD SHS CAES	CAES	250,000	$2.5m1.21%	1.21%	New
28	NEWHOLD INVT CORP III ORD SHS CL A ORD SHS CL A		227,054	$2.5m1.18%	1.18%	New
29	ARC GROUP ACQUISITION I CORP CL A ORD SHS ARCL	ARCL	250,000	$2.5m1.18%	1.18%	New
30	FUTURE VISION II ACQUISITION SHS FVN	FVN	218,027	$2.4m1.14%	1.14%	Added +23.0k	+23,027 11.8%
31	SILVERBOX CORP IV SHS CL A SBXDF	SBXDF	210,093	$2.3m1.09%	1.09%	Reduced -94.2k	-94,227 -31.0%
32	MAYWOOD ACQUISITION CORP 2 ORD SHS CL A USD MYX	MYX	225,000	$2.2m1.06%	1.06%	New
33	COLLECTIVE ACQUISITION CORP UNIT 04/27/2031 CAIIU	CAIIU	216,200	$2.2m1.04%	1.04%	New
34	LIONHEART HOLDINGS SHS CL A CUB	CUB	200,000	$2.2m1.03%	1.03%	New
35	K&F GROWTH ACQUISITION CORP SHS CL A KFII	KFII	198,500	$2.1m1.00%	1.00%	Added +98.5k	+98,500 98.5%
36	EQV VENTURES AC CORP. II ORD SHS CL A EVAC	EVAC	200,000	$2.0m0.98%	0.98%	New
37	NEW AMER ACQUISITION I CORP COM SHS CL A NWAX	NWAX	200,000	$2.0m0.97%	0.97%	New
38	KEEN VISION ACQUISITION CORP SHS KVACF	KVACF	149,483	$1.9m0.89%	0.89%	Reduced -78.8k	-78,769 -34.5%
39	EUREKA ACQUISITION CORP SHS CL A EURK	EURK	155,400	$1.8m0.85%	0.85%	Reduced -140.0k	-140,000 -47.4%
40	FLAG SHIP ACQUISITION CORP ORD SHS FSHP	FSHP	160,000	$1.8m0.85%	0.85%	Reduced -88.9k	-88,949 -35.7%
41	SC II ACQUISITION CORP ORD SHS CLASS A SCII	SCII	174,518	$1.8m0.84%	0.84%	New
42	BREEZE ACQUISITION CORP II ORD SHS BREZ	BREZ	175,000	$1.7m0.83%	0.83%	New
43	LAUNCH ONE ACQUISITION CORP SHS CLASS A LPAA	LPAA	150,000	$1.6m0.78%	0.78%	Unchanged
44	HELIX ACQUISITION CORP III USD CL A ORD SHS HLXC	HLXC	150,000	$1.6m0.76%	0.76%	Unchanged
45	CSLM DIGITA ASSET ACQ CORP I USD CL A ORD SHS KOYN	KOYN	155,000	$1.6m0.75%	0.75%	Unchanged
46	CANTOR EQUITY PARTNERS V INC SHS CL A S CEPV	CEPV	150,000	$1.5m0.74%	0.74%	Unchanged
47	MOUNTAIN LAKE ACQUISIT CORP USD CL A ORD SHS MLAA	MLAA	150,000	$1.5m0.71%	0.71%	New
48	M EVO GBL ACQUISITION CORP I ORD SHS CL A MEVO	MEVO	150,000	$1.5m0.71%	0.71%	New
49	GIGCAPITAL9 CORP CL A GIX	GIX	148,969	$1.5m0.71%	0.71%	New
50	OCEANHAWK ACQUISITION CORP UNIT 05/19/2031 OHACU	OHACU	135,494	$1.4m0.66%	0.66%	New
51	CO2 ENERGY TRANSITION CORP COM NOEM	NOEM	124,228	$1.3m0.62%	0.62%	New
52	COLOMBIER ACQUISITION CORP I ORD SHS CL A CLBR	CLBR	125,000	$1.3m0.61%	0.61%	New
53	DRUGS MADE IN AMER ACQUTN CO ORD SHS DMAA	DMAA	115,606	$1.2m0.59%	0.59%	Reduced -200.9k	-200,945 -63.5%
54	TEXAS VENTURES ACQUISITION I USD CL A ORD SHS TVA	TVA	110,235	$1.2m0.56%	0.56%	Unchanged
55	BAYVIEW ACQUISITION CORP ORD SHS ORD SHS		86,113	$1.0m0.50%	0.50%	Unchanged
56	OXLEY BRIDGE ACQ LTD USD CL A ORD SHS OBA	OBA	100,000	$1.0m0.49%	0.49%	Unchanged
57	FORTUNEX ACQUISITION CORP UNIT 05/19/2031 FXACU	FXACU	100,000	$1.0m0.48%	0.48%	New
58	PLUTONIAN ACQUISITION CORP I ORD CL A PLUN	PLUN	100,000	$995.0k0.48%	0.48%	New
59	ART TECHNOLOGY ACQUISITION C USD CL A ORD SHS ARTC	ARTC	100,000	$993.0k0.48%	0.48%	New
60	SHREYA ACQUISITION GROUP ORD CL A SAGU	SAGU	100,000	$989.0k0.47%	0.47%	New
61	INFLECTION PT ACQUISIT CORP CL A ORD SHS IPFX	IPFX	94,000	$972.0k0.47%	0.47%	New
62	RF ACQUISITION CORP III ORD SHS RFAM	RFAM	85,000	$841.1k0.40%	0.40%	New
63	CHAMPIONSGATE ACQUISITION CO SHS CL A CHPG	CHPG	80,000	$831.6k0.40%	0.40%	Reduced -80.0k	-79,988 -50.0%
64	REPUBLIC DIGITAL ACQUISITION USD CL A ORD SHS RDAG	RDAG	79,992	$825.5k0.40%	0.40%	Unchanged
65	COHEN CIRCLE ACQUISIT CORP I SHS CL A CCII	CCII	72,895	$750.8k0.36%	0.36%	New
66	LITE STRATEGY INC COM LITS	LITS	806,433	$743.9k0.36%	0.36%	New
67	DT CLOUD STAR ACQUISITION CO SHS DTSQ	DTSQ	63,831	$720.7k0.35%	0.35%	Reduced -5.7k	-5,724 -8.2%
68	MAYWOOD ACQUISITION CORP ORD SHS CL A ORD SHS CL A		60,672	$637.7k0.31%	0.31%	Added +59.4k	+59,425 4765.4%
69	CAYSON ACQUISITION CORP SHS CAPN	CAPN	56,218	$622.9k0.30%	0.30%	Reduced -50.0k	-50,000 -47.1%
70	FOUR LEAF ACQUISITION CORP COM CL A FORL	FORL	50,600	$610.2k0.29%	0.29%	Unchanged
71	STONEBRIDGE ACQUISITION II C CL A SHS APAC	APAC	57,500	$584.8k0.28%	0.28%	Unchanged
72	CHURCHILL CAP CORP XII UNIT 04/02/2031 CXIIU	CXIIU	50,000	$540.0k0.26%	0.26%	New
73	BLUE WTR ACQUISITION CORP. I ORD SHS CL A BLUW	BLUW	50,000	$516.0k0.25%	0.25%	New
74	1RT ACQUISITION CORP. USD CL A ORD SHS ONCH	ONCH	49,959	$512.1k0.25%	0.25%	Unchanged
75	PONO CAP FOUR INC UNIT 03/11/2031 PONOU	PONOU	50,000	$506.5k0.24%	0.24%	Unchanged
76	LAUNCHPAD CADENZA ACQU CORP USD CL A ORD SHS LPCV	LPCV	50,000	$500.0k0.24%	0.24%	New
77	ILLUMINATION ACQUISITIO CORP ORD SHS CL A ILLU	ILLU	50,000	$495.0k0.24%	0.24%	New
78	PROCAP FINL INC COM SHS SVIA	SVIA	268,750	$413.9k0.20%	0.20%	New
79	DYNAMIX CORP SHS CL A DYNC	DYNC	37,244	$401.9k0.19%	0.19%	Reduced -12.3k	-12,270 -24.8%
80	IQM Quantum Computers Oyj #N/A IQMX	IQMX	35,660	$372.3k0.18%	0.18%	New
81	BLACK SPADE ACQUISITION III UNIT 99/99/9999 BIII.U	BIII.U	34,900	$353.4k0.17%	0.17%	Reduced -2.6k	-2,600 -6.9%
82	BLACK HAWK ACQUISITION CORP USD CL A SHS BKHA	BKHA	29,448	$351.8k0.17%	0.17%	Unchanged
83	OAK WOODS ACQUISITION CORP CL A OAKU	OAKU	26,493	$334.3k0.16%	0.16%	Unchanged
84	RENATUS TACTICAL ACQUIS SHS CL A RTAC	RTAC	30,000	$314.4k0.15%	0.15%	Unchanged
85	CANNA GLOBAL ACQUISITION COR CLASS A COM CLASS A COM		30,065	$296.3k0.14%	0.14%	Unchanged
86	CAL REDWOOD ACQUISITION CORP COM CL A CRAQ	CRAQ	25,000	$257.5k0.12%	0.12%	New
87	AMERICAN DRIVE ACQUISITION C UNIT 12/04/2030 ADACU	ADACU	25,000	$255.8k0.12%	0.12%	Unchanged
88	LIGHTWAVE ACQUISITION CORP USD CL A ORD SHS LWAC	LWAC	24,500	$250.4k0.12%	0.12%	Unchanged
89	INSIGHT DIGITAL PARTNERS II CL A ORD DYOR	DYOR	24,402	$245.0k0.12%	0.12%	New
90	DUNE ACQUISITION CORP II SHS CL A CCAQ	CCAQ	16,968	$177.1k0.08%	0.08%	New
91	BLUE ACQUISITION CORP. RIGHT 06/11/2030 BACCR	BACCR	211,200	$164.7k0.08%	0.08%	New
92	TARGET GLOBAL ACQUISI I CORP CLASS A ORD SHS TGAAF	TGAAF	14,996	$157.6k0.08%	0.08%	Unchanged
93	INFLECTION PT ACQUISIT CORP *W EXP 03/03/203 IPFXW	IPFXW	81,761	$153.7k0.07%	0.07%	New
94	INFINITE EAGLE ACQUISITION C UNIT 01/13/2031 IEAGU	IEAGU	10,000	$103.3k0.05%	0.05%	Unchanged
95	ACTIVATE ENERGY ACQUISITION UNIT 11/10/2030 AEAQU	AEAQU	10,000	$101.6k0.05%	0.05%	Reduced -84.6k	-84,599 -89.4%
96	INFLECTION PT ACQUISITION CO RIGHT 04/25/2030 RIGHT 04/25/2030		180,000	$81.0k0.04%	0.04%	Added +50.0k	+50,000 38.5%
97	BITCOIN INFRASTRUCTURE ACQUI *W EXP 11/06/203 BIXIW	BIXIW	197,794	$62.6k0.03%	0.03%	New
98	NEW AMER ACQUISITION I CORP *W EXP 99/99/999 NWAX.WS	NWAX.WS	100,000	$60.0k0.03%	0.03%	New
99	BERTO ACQUISITION CORP *W EXP 05/01/203 TACOW	TACOW	66,926	$47.7k0.02%	0.02%	New
100	GIGCAPITAL9 CORP RIGHT 12/01/2030 GIXXR	GIXXR	145,469	$41.5k0.02%	0.02%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CANTOR EQUITY PARTNERS III I CAEP	CAEP	1,592,659	$16.4m1.6m shares
LEGATO MERGER CORP III		661,580	$7.3m661.6k shares
ARCHIMEDES TECH SPAC PARTNER		400,907	$4.2m400.9k shares
BITCOIN INFRASTRUCTURE ACQUI BIXIU	BIXIU	398,989	$4.0m399.0k shares
MOUNTAIN LAKE ACQUISITION CO		312,540	$3.3m312.5k shares
XSOLLA SPAC 1 XSLLU	XSLLU	300,000	$3.0m300.0k shares
FG MERGER II CORP		277,635	$2.8m277.6k shares
BLUEROCK ACQUISITION CORP BLRKU	BLRKU	275,000	$2.8m275.0k shares
INFLECTION PT ACQUISIT CORP IPFXU	IPFXU	254,000	$2.6m254.0k shares
SPACSPHERE ACQUISITION CORP SSACU	SSACU	250,000	$2.5m250.0k shares
VINE HILL CAP INVT CORP.		206,201	$2.2m206.2k shares
NEW AMER ACQUISITION I CORP NWAX.U	NWAX.U	200,000	$2.1m200.0k shares
HARVARD AVE ACQUISITION CORP HAVAU	HAVAU	174,957	$1.8m175.0k shares
FUTURE MONEY ACQUISITION COR FMACU	FMACU	175,000	$1.7m175.0k shares
M3BRIGADE ACQUISITION V CORP VLOS	VLOS	146,347	$1.6m146.3k shares
CHURCHILL CAPITAL CORP IX		147,092	$1.6m147.1k shares
M EVO GBL ACQUISITION CORP I MEVOU	MEVOU	150,000	$1.5m150.0k shares
GIGCAPITAL9 CORP GIXXU	GIXXU	150,000	$1.5m150.0k shares
MOUNTAIN LAKE ACQUISIT CORP MLAAU	MLAAU	150,000	$1.5m150.0k shares
SC II ACQUISITION CORP SCIIU	SCIIU	125,000	$1.3m125.0k shares
COLOMBIER ACQUISITION CORP I CLBR.U	CLBR.U	125,000	$1.3m125.0k shares
MUZERO ACQUISITION CORP MUZEU	MUZEU	125,000	$1.2m125.0k shares
SIM ACQUISITION CORP. I SIMA	SIMA	100,000	$1.1m100.0k shares
K&F GROWTH ACQUISITION CORP KFIIU	KFIIU	98,500	$1.1m98.5k shares
LIVE OAK ACQUISITION CORP V TMS	TMS	100,000	$1.0m100.0k shares

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

Company	Ticker	Stake	Change	Schedule	Last filed
EUREKA ACQUISITION CORP EURK · 13G · filed 2025-07-07	EURK	9.3%≈ $3.4m	+2.1 pts	13G	2025-07-07