Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Cantor Equity Partners I IncCUSIP G1827K107 | $15.7M | 7.5% | +118.2% |
| Inflection Point Acquisition CCUSIP G47875102 | $14.7M | 7.1% | +13.2% |
| D Boral ARC Acquisition I CorpCUSIP G2616F101 | $9.3M | 4.4% | −51.9% |
| Armada Acquisition Corp IICUSIP G0R38G104 | $7.9M | 3.8% | +63.6% |
| GSR IV Acquisition CorpCUSIP G4R12K107 | $7.8M | 3.8% | +18.9% |
| Soulpower Acquisition CorpCUSIP G82745103 | $6.4M | 3.1% | +6.8% |
| GFUZGeneral Fusion Group Ltd | $6.3M | 3.0% | New |
| Agriculture & Natural SolutionCUSIP G0131Y100 | $6.2M | 3.0% | +84.8% |
| Future Money Acquisition CorpCUSIP G3700S108 | $5.7M | 2.7% | New |
| Yorkville Acquisition CorpCUSIP G98659116 | $4.5M | 2.2% | |
| Titan Acquisition CorpCUSIP G8901A103 | $4.2M | 2.0% | New |
| Digital Asset Acquisition CorpCUSIP G2868C103 | $4.2M | 2.0% | New |
| Bitcoin Infrastructure AcquisiCUSIP G1143H101 | $4.0M | 1.9% | New |
| Praetorian Acquisition CorpCUSIP G7S17G103 | $4.0M | 1.9% | New |
| Roman DBDR Acquisition Corp IICUSIP G7633M104 | $3.7M | 1.8% | +133.3% |
| D Boral Acquisition I CorpCUSIP G2616T101 | $3.3M | 1.6% | New |
| Apex Treasury CorpCUSIP G04104108 | $3.0M | 1.4% | New |
| Xsolla SPAC 1CUSIP G9833K102 | $3.0M | 1.4% | New |
| Blue Acquisition CorpCUSIP G1331A108 | $2.8M | 1.4% | −27.8% |
| Bluerock Acquisition CorpCUSIP G1352R105 | $2.7M | 1.3% | New |
| Quartzsea Acquisition CorpCUSIP G7314B104 | $2.7M | 1.3% | +510.7% |
| Artius II Acquisition IncCUSIP G0509J115 | $2.6M | 1.3% | −21.4% |
| Fifth Era Acquisition Corp ICUSIP G3415K101 | $2.6M | 1.2% | New |
| New Providence Acquisition CorCUSIP G6476A102 | $2.6M | 1.2% | |
| ProCap Acquisition CorpCUSIP G7257A105 | $2.6M | 1.2% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Blue Acquisition CorpCUSIP G1331A108 | March 31, 2026 | +3.8% | $2.8M |
| D Boral ARC Acquisition I CorpCUSIP G2616F101 | March 31, 2026 | +3.1% | $9.3M |
| Keen Vision Acquisition CorpCUSIP G52443119 | March 31, 2026 | +2.3% | $1.9M |
| Future Vision II Acquisition CCUSIP G37068106 | March 31, 2026 | +2.1% | $2.4M |
| Artius II Acquisition IncCUSIP G0509J115 | March 31, 2026 | +1.5% | $2.6M |
| Quartzsea Acquisition CorpCUSIP G7314B104 | March 31, 2026 | +1.4% | $2.7M |
| GSR IV Acquisition CorpCUSIP G4R12K107 | March 31, 2026 | +1.3% | $7.8M |
| New Providence Acquisition CorCUSIP G6476A102 | March 31, 2026 | +1.2% | $2.6M |
| Agriculture & Natural SolutionCUSIP G0131Y100 | March 31, 2026 | +1.2% | $6.2M |
| K&F Growth Acquisition Corp IICUSIP G52258111 | March 31, 2026 | +1.2% | $2.1M |
Sold off last quarter
- Cantor Equity Partners III IncCUSIP G1828A108 was $16.4M
- Legato Merger Corp IIICUSIP G5451A103 was $7.3M
- Archimedes Tech SPAC PartnersCUSIP G04537109 was $4.2M
- Bitcoin Infrastructure AcquisiCUSIP G1143H127 was $4.0M
- Mountain Lake Acquisition CorpCUSIP G6301B101 was $3.3M
- Xsolla SPAC 1CUSIP G9833K128 was $3.0M
- FG Merger II CorpCUSIP 30334J102 was $2.8M
- Bluerock Acquisition CorpCUSIP G1352R121 was $2.8M
- Inflection Point Acquisition CCUSIP G4790S123 was $2.6M
- SPACSphere Acquisition CorpCUSIP G8T088125 was $2.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +1.1% | +14.8% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: RLH Capital LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2008031&type=13F-HR&dateb=&owner=include&count=40CIK 2008031
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2008031/000199937126017522/Filed August 10, 2026 · accession 0001999371-26-017522