RLH Capital LLC — 13F holdings

RLH Capital LLC reported 130 holdings worth $209M in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

1. CEPO Cantor Equity Partners I Inc — $15.7M (7.5%)
2. INFLECTION PT ACQUISITION CO — $14.7M (7.1%)
3. D. BORAL ARC ACQ I CORP. — $9.26M (4.4%)
4. XRPN ARMADA ACQUISITION CORP II — $7.89M (3.8%)
5. GSRF GSR IV ACQUISITION CORP — $7.83M (3.8%)
6. SOUL SOULPOWER ACQUISITION CORP — $6.38M (3.1%)
7. GFUZ General Fusion Group Ltd — $6.32M (3.0%)
8. AGRICULTURE & NAT SOL ACQ CO — $6.22M (3.0%)
9. FMAC FUTURE MONEY ACQUISITION COR — $5.74M (2.7%)
10. MCGA YORKVILLE ACQUISITION CORP. — $4.52M (2.2%)