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 |
|---|---|---|---|---|---|---|---|---|
| — | BEAZER HOMES USA INC | $100.91万 | 0.04% | 35,974 | -19,026 | -34.6% | -$53.37万 | 减仓 |
| HNI | HNI CORP | $100.70万 | 0.04% | 24,920 | 0 | 0.0% | — | 不变 |
| FCCO | FIRST CMNTY CORP S C | $100.65万 | 0.04% | 30,800 | 0 | 0.0% | — | 不变 |
| KFY | KORN FERRY | $99.87万 | 0.04% | 15,000 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $99.51万 | 0.04% | 3,000 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $98.34万 | 0.04% | 8,000 | 0 | 0.0% | — | 不变 |
| — | COMMERCIAL VEH GROUP INC | $97.02万 | 0.04% | 210,000 | -454,335 | -68.4% | -$209.90万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $96.96万 | 0.04% | 60,000 | 0 | 0.0% | — | 不变 |
| ALTG | ALTA EQUIPMENT GROUP INC | $96.25万 | 0.04% | 148,760 | -31,196 | -17.3% | -$20.18万 | 减仓 |
| MG | MISTRAS GROUP INC | $96.08万 | 0.04% | 55,000 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ENERGY CORP NEW | $96.02万 | 0.04% | 241,263 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $95.44万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| — | ARQ INC | $94.35万 | 0.04% | 370,000 | 370,000 | — | $94.35万 | 新建仓 |
| — | PRIMEENERGY RESOURCES CORP | $93.71万 | 0.04% | 5,615 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $91.90万 | 0.04% | 25,000 | 0 | 0.0% | — | 不变 |
| TSBK | TIMBERLAND BANCORP INC | $91.48万 | 0.04% | 20,416 | 0 | 0.0% | — | 不变 |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | $90.47万 | 0.04% | 8,000 | 0 | 0.0% | — | 不变 |
| — | AMES NATL CORP | $88.83万 | 0.04% | 30,000 | 0 | 0.0% | — | 不变 |
| NWG | NATWEST GROUP PLC | $88.15万 | 0.04% | 50,000 | 0 | 0.0% | — | 不变 |
| AMG | AFFILIATED MANAGERS GROUP | $87.98万 | 0.04% | 2,600 | 0 | 0.0% | — | 不变 |
| SEIC | SEI INVTS CO | $87.71万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC 看跌期权 | $86.93万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| — | NACCO INDS INC | $86.24万 | 0.04% | 17,230 | 0 | 0.0% | — | 不变 |
| HOV | HOVNANIAN ENTERPRISES INC | $85.45万 | 0.04% | 6,000 | 2,000 | 50.0% | $28.48万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $85.43万 | 0.04% | 5,000 | 5,000 | — | $85.43万 | 新建仓 |
| CNX | CNX RES CORP | $84.83万 | 0.04% | 25,000 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $84.05万 | 0.03% | 3,911 | 911 | 30.4% | $19.58万 | 加仓 |
| BMRC | BANK OF MARIN BANCORP | $83.10万 | 0.03% | 30,000 | 0 | 0.0% | — | 不变 |
| GEF | GREIF INC | $81.94万 | 0.03% | 11,000 | 0 | 0.0% | — | 不变 |
| MLKN | MILLERKNOLL INC | $81.84万 | 0.03% | 40,000 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $81.78万 | 0.03% | 5,000 | 0 | 0.0% | — | 不变 |
| ROOT | ROOT INC | $81.64万 | 0.03% | 14,600 | 0 | 0.0% | — | 不变 |
| PRLB | PROTO LABS INC | $81.51万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $79.43万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| — | CAESARSTONE LTD | $79.22万 | 0.03% | 377,254 | 0 | 0.0% | — | 不变 |
| TNC | TENNANT CO | $79.08万 | 0.03% | 9,034 | 0 | 0.0% | — | 不变 |
| QFIN | QFIN HOLDINGS INC | $79.05万 | 0.03% | 50,000 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $78.92万 | 0.03% | 7,000 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $77.85万 | 0.03% | 30,000 | 0 | 0.0% | — | 不变 |
| CPA | COPA HOLDINGS SA | $77.78万 | 0.03% | 5,000 | -2,000 | -28.6% | -$31.11万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $77.45万 | 0.03% | 7,800 | 0 | 0.0% | — | 不变 |
| CWH | CAMPING WORLD HLDGS INC | $76.30万 | 0.03% | 100,000 | -120,000 | -54.5% | -$91.56万 | 减仓 |
| VMD | VIEMED HEALTHCARE INC | $75.21万 | 0.03% | 65,972 | 0 | 0.0% | — | 不变 |
| TBLA | TABOOLA.COM LTD | $75.00万 | 0.03% | 150,000 | -10,000 | -6.2% | -$5.00万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $73.32万 | 0.03% | 5,000 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $72.83万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $72.24万 | 0.03% | 70,200 | -69,800 | -49.9% | -$71.82万 | 减仓 |
| RTO | RENTOKIL INITIAL PLC | $71.53万 | 0.03% | 25,000 | 0 | 0.0% | — | 不变 |
| — | NATHANS FAMOUS INC | $71.12万 | 0.03% | 7,000 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $70.99万 | 0.03% | 4,000 | 4,000 | — | $70.99万 | 新建仓 |
| URBN | URBAN OUTFITTERS INC | $70.86万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| — | NERDY INC | $70.45万 | 0.03% | 768,988 | 768,988 | — | $70.45万 | 新建仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $69.93万 | 0.03% | 35,000 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $69.43万 | 0.03% | 4,000 | 4,000 | — | $69.43万 | 新建仓 |
| BHE | BENCHMARK ELECTRS INC | $69.07万 | 0.03% | 7,000 | 0 | 0.0% | — | 不变 |
| — | HAIN CELESTIAL GROUP INC | $67.96万 | 0.03% | 1,213,182 | 1,213,182 | — | $67.96万 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $67.76万 | 0.03% | 20,000 | 0 | 0.0% | — | 不变 |
| KROS | KEROS THERAPEUTICS INC | $67.20万 | 0.03% | 62,800 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $66.42万 | 0.03% | 5,000 | 0 | 0.0% | — | 不变 |
| — | FIRST SEACOAST BANCORP INC | $65.84万 | 0.03% | 39,049 | 0 | 0.0% | — | 不变 |
| — | TRUBRIDGE INC | $65.53万 | 0.03% | 25,000 | 0 | 0.0% | — | 不变 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $64.28万 | 0.03% | 75,000 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $63.63万 | 0.03% | 8,769 | 0 | 0.0% | — | 不变 |
| ASPN | ASPEN AEROGELS INC | $63.40万 | 0.03% | 100,000 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME | $62.59万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $62.10万 | 0.03% | 1,241 | 0 | 0.0% | — | 不变 |
| — | HF FOODS GROUP INC | $61.55万 | 0.03% | 436,537 | 436,537 | — | $61.55万 | 新建仓 |
| ACIW | ACI WORLDWIDE INC | $60.35万 | 0.03% | 12,000 | 0 | 0.0% | — | 不变 |
| FCN | FTI CONSULTING INC | $59.60万 | 0.02% | 4,000 | -5,000 | -55.6% | -$74.50万 | 减仓 |
| ITT | ITT INC | $59.33万 | 0.02% | 3,000 | 0 | 0.0% | — | 不变 |
| — | HAMILTON BEACH BRANDS HLDG C | $59.06万 | 0.02% | 25,647 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC | $58.20万 | 0.02% | 40,000 | -10,008 | -20.0% | -$14.56万 | 减仓 |
| HRB | BLOCK H & R INC | $57.12万 | 0.02% | 15,000 | 0 | 0.0% | — | 不变 |
| PAR | PAR TECHNOLOGY CORP | $56.79万 | 0.02% | 32,600 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $56.46万 | 0.02% | 4,000 | 4,000 | — | $56.46万 | 新建仓 |
| DAN | DANA INC | $54.42万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| REI | RING ENERGY INC | $54.00万 | 0.02% | 500,000 | -407,417 | -44.9% | -$44.00万 | 减仓 |
| — | AMERICAN OUTDOOR BRANDS INC | $53.58万 | 0.02% | 45,639 | -19,361 | -29.8% | -$22.73万 | 减仓 |
| SLV | ISHARES SILVER TR | $53.47万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| MAGN | MAGNERA CORP | $53.45万 | 0.02% | 45,492 | 0 | 0.0% | — | 不变 |
| — | BLUEROCK HOMES TRUST INC | $52.16万 | 0.02% | 57,954 | 0 | 0.0% | — | 不变 |
| HMN | HORACE MANN EDUCATORS CORP N | $51.65万 | 0.02% | 10,000 | 0 | 0.0% | — | 不变 |
| RLGT | RADIANT LOGISTICS INC | $51.50万 | 0.02% | 54,442 | 0 | 0.0% | — | 不变 |
| — | NORTHERN TECHNOLOGIES INTL C | $51.01万 | 0.02% | 59,590 | 0 | 0.0% | — | 不变 |
| STRO | SUTRO BIOPHARMA INC | $50.70万 | 0.02% | 15,272 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP | $50.54万 | 0.02% | 6,000 | 0 | 0.0% | — | 不变 |
| — | BOUNDLESS BIO INC | $50.00万 | 0.02% | 200,000 | 0 | 0.0% | — | 不变 |
| — | CLIPPER RLTY INC | $49.63万 | 0.02% | 182,475 | 182,475 | — | $49.63万 | 新建仓 |
| REPX | RILEY EXPLORATION PERMIAN IN | $49.44万 | 0.02% | 15,000 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN STR PPTYS CORP | $49.36万 | 0.02% | 958,456 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $49.12万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $48.91万 | 0.02% | 500 | 0 | 0.0% | — | 不变 |
| — | CODA OCTOPUS GROUP INC | $48.85万 | 0.02% | 50,000 | 0 | 0.0% | — | 不变 |
| PSMT | PRICESMART INC | $48.84万 | 0.02% | 2,500 | 0 | 0.0% | — | 不变 |
| TGB | TREKOR METALS LTD | $48.44万 | 0.02% | 70,400 | 70,400 | — | $48.44万 | 新建仓 |
| — | GAIA INC NEW | $47.03万 | 0.02% | 223,961 | 223,961 | — | $47.03万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $46.62万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $46.00万 | 0.02% | 6,000 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $45.87万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| — | XBIOTECH INC | $45.66万 | 0.02% | 198,501 | 0 | 0.0% | — | 不变 |