13F 机构持仓

RBF Capital, LLC

RENO NV · SEC CIK 0001134621

2026Q22026Q1 更早 9 个季度 🔒
$20.46亿2026Q1 申报市值
491持仓数
28.1%前十大占比 · 第一大 6.5%
18 / 83新建仓 / 清仓
申报市值走势$24.08亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

MS 6.5%
SPY 4.7%
META 2.9%
BRK/A 2.7%
DAC 2.3%
APP 2.2%
BAC 1.8%
HCA 1.7%
GOOG 1.7%
MA 1.6%

2026Q1 买入最多 按季末市值估算

AMCR 新建仓+$531.80万
ABNB 新建仓+$467.24万
PDD 新建仓+$204.36万
SUNB 新建仓+$195.27万
PRGO 新建仓+$193.32万

2026Q1 卖出最多 按季末市值估算

MS 减仓-$1.33亿
SPY 减仓-$9,514.47万
META 减仓-$6,007.36万
BRK/A 减仓-$5,457.86万
DAC 减仓-$4,708.52万

2026Q1 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
DLO DLOCAL LTD $45.40万0.02%35,000 -45,000-56.2% -$58.37万 减仓
— TASEKO MINES LTD $45.41万0.02%70,400 -70,400-50.0% -$45.41万 减仓
DNOW DNOW INC $46.42万0.02%38,978 -38,978-50.0% -$46.42万 减仓
— XBIOTECH INC $46.65万0.02%198,501 -198,501-50.0% -$46.65万 减仓
HRB BLOCK H & R INC $47.61万0.02%15,000 -15,000-50.0% -$47.61万 减仓
AVAH AVEANNA HEALTHCARE HLDGS INC $48.30万0.02%75,000 -85,000-53.1% -$54.74万 减仓
— CENTURY CASINOS INC $48.44万0.02%348,464 -348,464-50.0% -$48.44万 减仓
— HAMILTON BEACH BRANDS HLDG C $48.60万0.02%25,647 -25,847-50.2% -$48.98万 减仓
CAR AVIS BUDGET GROUP INC $48.71万0.02%3,340 -3,340-50.0% -$48.71万 减仓
— FIRST SEACOAST BANCORP INC $49.05万0.02%39,049 -39,049-50.0% -$49.05万 减仓
— NORTHERN TECHNOLOGIES INTL C $49.10万0.02%59,590 -69,190-53.7% -$57.01万 减仓
ACIW ACI WORLDWIDE INC $49.21万0.02%12,000 -12,000-50.0% -$49.21万 减仓
TBLA TABOOLA.COM LTD $49.60万0.02%160,000 -340,000-68.0% -$105.40万 减仓
WNC WABASH NATL CORP $51.72万0.03%60,000 -222,472-78.8% -$191.77万 减仓
KBH KB HOME $51.75万0.03%10,000 -10,000-50.0% -$51.75万 减仓
PNR PENTAIR PLC $52.27万0.03%6,000 -6,000-50.0% -$52.27万 减仓
WTTR SELECT WATER SOLUTIONS INC $53.55万0.03%35,000 -35,000-50.0% -$53.55万 减仓
FULC FULCRUM THERAPEUTICS INC $53.69万0.03%70,000 -91,012-56.5% -$69.81万 减仓
SSYS STRATASYS LTD $54.67万0.03%70,000 -130,000-65.0% -$101.53万 减仓
REPX RILEY EXPLORATION PERMIAN IN $54.67万0.03%15,000 -15,000-50.0% -$54.67万 减仓
— CODA OCTOPUS GROUP INC $56.50万0.03%50,000 -52,000-51.0% -$58.76万 减仓
A AGILENT TECHNOLOGIES INC $56.99万0.03%5,000 -5,000-50.0% -$56.99万 减仓
PRLB PROTO LABS INC $57.02万0.03%10,000 -10,000-50.0% -$57.02万 减仓
ITT ITT INC $57.16万0.03%3,000 -3,000-50.0% -$57.16万 减仓
MLKN MILLERKNOLL INC $57.84万0.03%40,000 -60,000-60.0% -$86.76万 减仓
GPN GLOBAL PMTS INC $59.02万0.03%8,769 -8,769-50.0% -$59.02万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $59.47万0.03%1,241 -1,241-50.0% -$59.47万 减仓
TNC TENNANT CO $59.99万0.03%9,034 -9,034-50.0% -$59.99万 减仓
— TEVA PHARMACEUTICAL INDS LTD $60.24万0.03%20,000 -80,000-80.0% -$240.96万 减仓
POOL POOL CORP $60.70万0.03%3,000 -5,000-62.5% -$101.17万 减仓
— AMERICAN OUTDOOR BRANDS INC $60.71万0.03%65,000 -100,662-60.8% -$94.02万 减仓
VMD VIEMED HEALTHCARE INC $60.76万0.03%65,972 -65,972-50.0% -$60.76万 减仓
URBN URBAN OUTFITTERS INC $63.35万0.03%10,000 -10,000-50.0% -$63.35万 减仓
ADI ANALOG DEVICES INC $63.63万0.03%2,000 -2,000-50.0% -$63.63万 减仓
— FRANKLIN STR PPTYS CORP $63.69万0.03%958,456 -958,456-50.0% -$63.69万 减仓
ROOT ROOT INC $64.49万0.03%14,600 -14,600-50.0% -$64.49万 减仓
QFIN QFIN HOLDINGS INC $64.55万0.03%50,000 -50,000-50.0% -$64.55万 减仓
AIZ ASSURANT INC $65.34万0.03%3,000 -3,000-50.0% -$65.34万 减仓
ECVT ECOVYST INC $65.61万0.03%51,017 -88,895-63.5% -$114.32万 减仓
— BLUEROCK HOMES TRUST INC $65.84万0.03%57,954 -57,954-50.0% -$65.84万 减仓
DAN DANA INC $67.30万0.03%20,000 -39,000-66.1% -$131.24万 减仓
SLV ISHARES SILVER TR $68.14万0.03%10,000 10,000— $68.14万 新建仓
HUBG HUB GROUP INC $68.70万0.03%19,062 -35,702-65.2% -$128.67万 减仓
KROS KEROS THERAPEUTICS INC $69.33万0.03%62,800 -100,648-61.6% -$111.12万 减仓
— NATHANS FAMOUS INC $70.51万0.03%7,000 -7,000-50.0% -$70.51万 减仓
NVT NVENT ELEC PLC $70.97万0.03%6,000 -6,000-50.0% -$70.97万 减仓
AMG AFFILIATED MANAGERS GROUP $71.94万0.04%2,600 -2,600-50.0% -$71.94万 减仓
NWL NEWELL BRANDS INC $72.03万0.04%210,000 -1,510,000-87.8% -$517.93万 减仓
PG PROCTER & GAMBLE CO $72.22万0.04%5,000 -5,000-50.0% -$72.22万 减仓
GEF GREIF INC $73.78万0.04%11,000 -12,600-53.4% -$84.51万 减仓
NWG NATWEST GROUP PLC $74.50万0.04%50,000 -50,000-50.0% -$74.50万 减仓
OMC OMNICOM GROUP INC $75.31万0.04%10,000 -10,000-50.0% -$75.31万 减仓
PLPC PREFORMED LINE PRODS CO $75.81万0.04%2,800 -2,800-50.0% -$75.81万 减仓
BMRC BANK OF MARIN BANCORP $76.89万0.04%30,000 -30,000-50.0% -$76.89万 减仓
DECK DECKERS OUTDOOR CORP $78.07万0.04%7,800 -7,800-50.0% -$78.07万 减仓
SEIC SEI INVTS CO $78.47万0.04%10,000 -10,000-50.0% -$78.47万 减仓
RTO RENTOKIL INITIAL PLC $78.70万0.04%25,000 -25,000-50.0% -$78.70万 减仓
CPA COPA HOLDINGS SA $79.53万0.04%7,000 -3,000-30.0% -$34.08万 减仓
— TAYLOR DEVICES INC $79.80万0.04%14,000 -28,000-66.7% -$159.60万 减仓
PANW PALO ALTO NETWORKS INC $80.16万0.04%5,000 5,000— $80.16万 新建仓
TSBK TIMBERLAND BANCORP INC $80.50万0.04%20,416 -20,416-50.0% -$80.50万 减仓
MG MISTRAS GROUP INC $81.29万0.04%55,000 -55,000-50.0% -$81.29万 减仓
TWIN TWIN DISC INC $81.43万0.04%54,032 -55,632-50.7% -$83.84万 减仓
ALSN ALLISON TRANSMISSION HLDGS I $81.94万0.04%7,000 -7,000-50.0% -$81.94万 减仓
HNI HNI CORP $83.21万0.04%24,920 -24,920-50.0% -$83.21万 减仓
RLMD RELMADA THERAPEUTICS INC $83.52万0.04%120,000 -160,000-57.1% -$111.36万 减仓
— CARDLYTICS INC $84.01万0.04%800,103 -800,103-50.0% -$84.01万 减仓
CARS CARS COM INC $84.10万0.04%103,569 -3,569-3.3% -$2.90万 减仓
— AMES NATL CORP $84.66万0.04%30,000 -30,000-50.0% -$84.66万 减仓
AMT AMERICAN TOWER CORP $86.29万0.04%5,000 -7,000-58.3% -$120.81万 减仓
IXUS ISHARES TR $86.64万0.04%10,000 -10,000-50.0% -$86.64万 减仓
ITIC INVESTORS TITLE CO NC $86.94万0.04%4,000 -4,000-50.0% -$86.94万 减仓
LSTR LANDSTAR SYS INC $88.17万0.04%5,500 -14,500-72.5% -$232.45万 减仓
LYEL LYELL IMMUNOPHARMA INC $88.45万0.04%44,094 -105,076-70.4% -$210.78万 减仓
MLI MUELLER INDS INC $88.64万0.04%8,000 -8,000-50.0% -$88.64万 减仓
— NACCO INDS INC $89.54万0.04%17,230 -17,230-50.0% -$89.54万 减仓
BTC GRAYSCALE BITCOIN MINI TR ET $89.97万0.04%30,000 -30,000-50.0% -$89.97万 减仓
FCCO FIRST CMNTY CORP S C $90.03万0.04%30,800 -30,800-50.0% -$90.03万 减仓
OMAB GRUPO AEROPORTUARIO DEL CENT $91.78万0.04%8,000 -8,000-50.0% -$91.78万 减仓
EXPE EXPEDIA GROUP INC $92.36万0.05%4,000 4,000— $92.36万 新建仓
MTH MERITAGE HOMES CORP $92.76万0.05%15,000 -15,000-50.0% -$92.76万 减仓
RRX REGAL REXNORD CORPORATION $93.63万0.05%5,000 -7,000-58.3% -$131.08万 减仓
— XOMA ROYALTY CORPORATION $94.11万0.05%30,000 -30,000-50.0% -$94.11万 减仓
KFY KORN FERRY $94.42万0.05%15,000 -33,654-69.2% -$211.85万 减仓
EPD ENTERPRISE PRODS PARTNERS L $94.60万0.05%25,000 -25,000-50.0% -$94.60万 减仓
EFC ELLINGTON FINANCIAL INC $94.80万0.05%80,000 -111,882-58.3% -$132.58万 减仓
INMD INMODE LTD $95.76万0.05%70,000 -70,000-50.0% -$95.76万 减仓
CNX CNX RES CORP $96.38万0.05%25,000 -25,000-50.0% -$96.38万 减仓
ALTG ALTA EQUIPMENT GROUP INC $96.64万0.05%179,956 -179,956-50.0% -$96.64万 减仓
AON AON PLC $96.83万0.05%3,000 -3,000-50.0% -$96.83万 减仓
— OAK VY BANCORP OAKDALE CALIF $97.29万0.05%30,000 -30,000-50.0% -$97.29万 减仓
KELYA KELLY SVCS INC $97.35万0.05%110,000 -153,970-58.3% -$136.26万 减仓
PLBC PLUMAS BANCORP $97.64万0.05%20,000 -20,000-50.0% -$97.64万 减仓
ALLY ALLY FINL INC $98.08万0.05%25,000 -135,000-84.4% -$529.61万 减仓
BMNR BITMINE IMMERSION TECNOLOGIE $98.90万0.05%50,000 50,000— $98.90万 新建仓
PM PHILIP MORRIS INTL INC $99.20万0.05%6,000 00.0% — 重新持有
TWLO TWILIO INC $100.66万0.05%8,000 -38,000-82.6% -$478.12万 减仓
EZPW EZCORP INC $101.52万0.05%40,000 -40,000-50.0% -$101.52万 减仓
NMRK NEWMARK GROUP INC $104.93万0.05%70,000 -120,000-63.2% -$179.88万 减仓
— BEAZER HOMES USA INC $105.82万0.05%55,000 -65,000-54.2% -$125.06万 减仓