RLH Capital LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 147 distinct positions held by the firm, managed by Louis Camhi, who serves as the Managing Member.
The portfolio is heavily weighted toward Special Purpose Acquisition Companies (SPACs). Among the largest positions is NorthStar Earth & Space Enterprises, which holds 7,288,316 shares valued at approximately $7.29 million. Other notable SPAC holdings include Silicon Valley Acquisition Corp with 14,085,279 shares, Soulpower Acquisition Corp with 6,467,976 shares, and Titan Acquisition Corp with 4,613,340 shares.
The filing also includes a significant number of warrants, which are derivative securities that give the holder the right to purchase shares at a specific price. Notable warrant holdings include warrants for Inflection Point Acquisition Corp, Future Money Acquisition Corp, and Xsolla SPAC 1.