RBF Capital, LLC
RENO NV · SEC CIK 0001134621
$24.08亿2026Q2 申报市值
511持仓数
27.4%前十大占比 · 第一大 7.0%
40 / 24新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FTDR 新建仓+$892.28万
SAP 新建仓+$842.63万
CECO 加仓+$806.86万
FISV 加仓+$736.73万
MHK 加仓+$694.01万
2026Q2 卖出最多 按季末市值估算
THERMON GROUP HL 清仓-$756.00万
PCG 减仓-$420.50万
MMYT 减仓-$405.06万
MAN 减仓-$384.44万
SON 清仓-$326.49万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | THERMON GROUP HLDGS INC | $0 | 0.00% | 0 | -150,000 | -100.0% | -$756.00万 | 清仓 |
| SON | SONOCO PRODS CO | $0 | 0.00% | 0 | -60,361 | -100.0% | -$326.49万 | 清仓 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -30,032 | -100.0% | -$240.08万 | 清仓 |
| MS | MORGAN STANLEY 看跌期权 | $0 | 0.00% | 0 | -12,000 | -100.0% | -$197.48万 | 清仓 |
| — | VS TRUST | $0 | 0.00% | 0 | -114,726 | -100.0% | -$180.23万 | 清仓 |
| — | FONAR CORP | $0 | 0.00% | 0 | -89,534 | -100.0% | -$166.18万 | 清仓 |
| CE | CELANESE CORP DEL | $0 | 0.00% | 0 | -25,000 | -100.0% | -$164.43万 | 清仓 |
| CPB | THE CAMPBELLS COMPANY | $0 | 0.00% | 0 | -60,000 | -100.0% | -$133.62万 | 清仓 |
| NBR | NABORS INDUSTRIES LTD | $0 | 0.00% | 0 | -15,200 | -100.0% | -$130.81万 | 清仓 |
| LYEL | LYELL IMMUNOPHARMA INC | $0 | 0.00% | 0 | -44,094 | -100.0% | -$88.45万 | 清仓 |
| — | CARDLYTICS INC | $0 | 0.00% | 0 | -800,103 | -100.0% | -$84.01万 | 清仓 |
| RLMD | RELMADA THERAPEUTICS INC | $0 | 0.00% | 0 | -120,000 | -100.0% | -$83.52万 | 清仓 |
| — | TAYLOR DEVICES INC | $0 | 0.00% | 0 | -14,000 | -100.0% | -$79.80万 | 清仓 |
| HUBG | HUB GROUP INC | $0 | 0.00% | 0 | -19,062 | -100.0% | -$68.70万 | 清仓 |
| WNC | WABASH NATL CORP | $0 | 0.00% | 0 | -60,000 | -100.0% | -$51.72万 | 清仓 |
| DNOW | DNOW INC | $0 | 0.00% | 0 | -38,978 | -100.0% | -$46.42万 | 清仓 |
| — | TASEKO MINES LTD | $0 | 0.00% | 0 | -70,400 | -100.0% | -$45.41万 | 清仓 |
| — | AMPCO-PITTSBURG CORP | $0 | 0.00% | 0 | -60,000 | -100.0% | -$40.32万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -3,000 | -100.0% | -$28.91万 | 清仓 |
| — | 1STDIBS COM INC | $0 | 0.00% | 0 | -39,100 | -100.0% | -$21.50万 | 清仓 |
| NYT | NEW YORK TIMES CO MTN BE | $0 | 0.00% | 0 | -2,500 | -100.0% | -$20.93万 | 清仓 |
| — | KEZAR LIFE SCIENCES INC | $0 | 0.00% | 0 | -28,144 | -100.0% | -$20.88万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$17.94万 | 清仓 |
| — | ATYR PHARMA INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$1.56万 | 清仓 |
| — | ALIGHT INC | $5.60万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| — | BAOZUN INC | $5.66万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $5.78万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | MIND TECHNOLOGY INC | $5.78万 | 0.00% | 12,238 | 0 | 0.0% | — | 不变 |
| — | CARIBOU BIOSCIENCES INC | $7.04万 | 0.00% | 40,000 | 0 | 0.0% | — | 不变 |
| — | KALARIS THERAPEUTICS INC | $7.08万 | 0.00% | 17,391 | 0 | 0.0% | — | 不变 |
| RWT | REDWOOD TRUST INC | $7.11万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| — | DESTINATION XL GROUP INC | $7.41万 | 0.00% | 110,572 | -78,658 | -41.6% | -$5.27万 | 减仓 |
| — | METAGENOMI THERAPEUTICS INC | $7.62万 | 0.00% | 64,021 | 0 | 0.0% | — | 不变 |
| — | MIND C T I LTD | $7.72万 | 0.00% | 74,915 | 0 | 0.0% | — | 不变 |
| — | SPAR GROUP INC | $8.04万 | 0.00% | 97,296 | 0 | 0.0% | — | 不变 |
| — | TEADS HLDG CO | $8.44万 | 0.00% | 110,000 | 0 | 0.0% | — | 不变 |
| — | MASTECH HLDGS INC | $9.15万 | 0.00% | 11,834 | 0 | 0.0% | — | 不变 |
| — | DESWELL INDS INC | $9.75万 | 0.00% | 25,003 | 0 | 0.0% | — | 不变 |
| — | HARVARD BIOSCIENCE INC | $9.84万 | 0.00% | 16,000 | 0 | 0.0% | — | 不变 |
| — | CHEGG INC | $10.10万 | 0.00% | 100,000 | -30,000 | -23.1% | -$3.03万 | 减仓 |
| — | CVRX INC | $10.28万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| — | KESTREL GROUP LTD | $10.68万 | 0.00% | 11,867 | 11,867 | — | $10.68万 | 新建仓 |
| AVIR | ATEA PHARMACEUTICALS INC | $13.95万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| — | AIRGAIN INC | $14.30万 | 0.01% | 22,700 | 0 | 0.0% | — | 不变 |
| ZNTL | ZENTALIS PHARMACEUTICALS INC | $14.55万 | 0.01% | 30,000 | -20,000 | -40.0% | -$9.70万 | 减仓 |
| SRI | STONERIDGE INC | $14.64万 | 0.01% | 20,000 | -60,000 | -75.0% | -$43.92万 | 减仓 |
| NMRA | NEUMORA THERAPEUTICS INC. | $15.30万 | 0.01% | 90,000 | 0 | 0.0% | — | 不变 |
| — | SERITAGE GROWTH PPTYS | $16.31万 | 0.01% | 62,000 | 0 | 0.0% | — | 不变 |
| FOSL | FOSSIL GROUP INC | $16.56万 | 0.01% | 40,000 | -50,000 | -55.6% | -$20.70万 | 减仓 |
| — | PEPGEN INC | $17.11万 | 0.01% | 95,042 | 0 | 0.0% | — | 不变 |
| CGNT | COGNYTE SOFTWARE LTD | $17.56万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| VTS | VITESSE ENERGY INC | $18.56万 | 0.01% | 11,769 | 0 | 0.0% | — | 不变 |
| — | AWARE INC MASS | $18.71万 | 0.01% | 138,600 | 0 | 0.0% | — | 不变 |
| FINV | FINVOLUTION GROUP | $19.16万 | 0.01% | 40,000 | 0 | 0.0% | — | 不变 |
| — | RE/MAX HLDGS INC | $19.72万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | UPLAND SOFTWARE INC | $19.97万 | 0.01% | 42,754 | -384,794 | -90.0% | -$179.70万 | 减仓 |
| PAL | PROFICIENT AUTO LOGISTICS IN | $20.43万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $21.09万 | 0.01% | 2,800 | 2,800 | — | $21.09万 | 新建仓 |
| HUN | HUNTSMAN CORP | $21.24万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $21.30万 | 0.01% | 10,000 | 10,000 | — | $21.30万 | 新建仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $21.47万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| — | EXPENSIFY INC | $21.48万 | 0.01% | 120,000 | 120,000 | — | $21.48万 | 新建仓 |
| — | RIVERVIEW BANCORP INC | $21.72万 | 0.01% | 40,000 | 0 | 0.0% | — | 不变 |
| — | PMV PHARMACEUTICALS INC | $21.73万 | 0.01% | 162,200 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $21.84万 | 0.01% | 1,000 | -1,000 | -50.0% | -$21.84万 | 重新持有 |
| — | CAPITAL CLEAN ENERGY CARRIER | $22.15万 | 0.01% | 10,376 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $22.36万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| NUVB | NUVATION BIO INC | $22.72万 | 0.01% | 40,000 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $22.95万 | 0.01% | 1,000 | 1,000 | — | $22.95万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $22.96万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| FFBC | 1ST FINL BANCORP | $23.47万 | 0.01% | 6,937 | 6,937 | — | $23.47万 | 新建仓 |
| CNM | CORE & MAIN INC | $24.12万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| FWDI | FORWARD INDUSTRIES INC | $25.22万 | 0.01% | 59,755 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $25.45万 | 0.01% | 1,000 | 1,000 | — | $25.45万 | 新建仓 |
| FULC | FULCRUM THERAPEUTICS INC | $25.62万 | 0.01% | 70,000 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND | $25.90万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $26.10万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| — | CATO CORP NEW | $26.84万 | 0.01% | 82,827 | -39,327 | -32.2% | -$12.74万 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $26.91万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| — | AUBURN NATL BANCORP | $27.04万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| CCOI | COGENT COMM HOLDINGS INC | $27.07万 | 0.01% | 19,500 | -500 | -2.5% | -$6,940 | 减仓 |
| OFIX | ORTHOFIX MED INC | $27.42万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| CVI | CVR ENERGY INC | $27.54万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS | $28.20万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| PRTA | PROTHENA CORP PLC | $28.59万 | 0.01% | 29,200 | 0 | 0.0% | — | 不变 |
| HRI | HERC HLDGS INC | $28.67万 | 0.01% | 2,000 | -574 | -22.3% | -$8.23万 | 减仓 |
| SE | SEA LTD | $28.75万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| DNTH | DIANTHUS THERAPEUTICS INC | $29.24万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| GEO | GEO GROUP INC | $29.55万 | 0.01% | 10,000 | -5,000 | -33.3% | -$14.78万 | 减仓 |
| VRRM | VERRA MOBILITY CORP | $29.75万 | 0.01% | 70,000 | 70,000 | — | $29.75万 | 新建仓 |
| VIRT | VIRTU FINL INC | $29.79万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| — | STAR EQUITY HOLDINGS INC | $29.97万 | 0.01% | 28,112 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $30.06万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | DMC GLOBAL INC | $30.34万 | 0.01% | 52,217 | 52,217 | — | $30.34万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $30.44万 | 0.01% | 5,400 | 0 | 0.0% | — | 不变 |
| NSIT | INSIGHT ENTERPRISES INC | $30.45万 | 0.01% | 2,500 | -2,500 | -50.0% | -$30.45万 | 重新持有 |
| NWL | NEWELL BRANDS INC | $30.70万 | 0.01% | 50,000 | -160,000 | -76.2% | -$98.24万 | 减仓 |
| CAR | AVIS BUDGET GROUP INC | $31.64万 | 0.01% | 2,140 | -1,200 | -35.9% | -$17.74万 | 减仓 |
| CBZ | CBIZ INC | $32.08万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| AXS | AXIS CAP HLDGS LTD | $32.23万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |