13F 机构持仓

RBF Capital, LLC

RENO NV · SEC CIK 0001134621

2026Q22026Q1 更早 9 个季度 🔒
$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
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 7.0%
SPY 4.5%
APP 2.5%
META 2.5%
BRK/A 2.4%
DAC 2.1%
BAC 1.8%
GOOG 1.8%
AAPL 1.4%
MA 1.4%

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
— CENTURY CASINOS INC $44.60万0.02%348,464 00.0% — 不变
— JOINT CORP $44.56万0.02%50,749 50,749— $44.56万 新建仓
ECVT ECOVYST INC $43.58万0.02%35,000 -16,017-31.4% -$19.94万 减仓
SSYS STRATASYS LTD $42.72万0.02%49,902 -20,098-28.7% -$17.20万 减仓
VSXY VICTORIAS SECRET AND CO $41.74万0.02%5,000 00.0% — 不变
— CRAWFORD & CO $41.72万0.02%40,000 00.0% — 不变
LEN LENNAR CORP $40.80万0.02%4,509 00.0% — 不变
EWY ISHARES INC $40.38万0.02%2,000 00.0% — 不变
— CARDLYTICS INC $40.15万0.02%1,000,000 00.0% — 不变
BMNR BITMINE IMMERSION TECHS INC $39.93万0.02%30,000 -20,000-40.0% -$26.62万 减仓
— EHEALTH INC $39.60万0.02%265,800 00.0% — 不变
PANL PANGAEA LOGISTICS SOLUTION L $39.38万0.02%60,590 00.0% — 不变
DLO DLOCAL LTD $38.98万0.02%30,000 -5,000-14.3% -$6.50万 减仓
KTB KONTOOR BRANDS INC $38.09万0.02%4,571 00.0% — 不变
CRVL CORVEL CORP $37.51万0.02%6,000 00.0% — 不变
— HIREQUEST INC $36.97万0.02%29,431 00.0% — 不变
THD ISHARES INC $36.16万0.02%5,000 00.0% — 不变
— CARDLYTICS INC $35.92万0.01%80,010 80,010— $35.92万 新建仓
CVEO CIVEO CORP CDA $35.14万0.01%10,039 -45,000-81.8% -$157.50万 减仓
UCB UNITED CMNTY BKS BLAIRSVLE G $35.09万0.01%10,000 00.0% — 不变
PFIS PEOPLES FINL SVCS CORP $34.61万0.01%5,214 00.0% — 不变
— JELD-WEN HLDG INC $34.47万0.01%229,773 -20,580-8.2% -$3.09万 减仓
ZURA ZURA BIO LTD $34.33万0.01%58,193 00.0% — 不变
MMI MARCUS & MILLICHAP INC $34.29万0.01%11,000 00.0% — 不变
CB CHUBB LIMITED $34.07万0.01%1,000 00.0% — 不变
— SNDL INC $33.75万0.01%250,000 00.0% — 不变
— OPTICAL CABLE CORP $33.55万0.01%16,000 -3,999-20.0% -$8.39万 减仓
— DOCGO INC $33.55万0.01%650,000 650,000— $33.55万 新建仓
REXR REXFORD INDL RLTY INC $33.50万0.01%10,000 00.0% — 不变
SABR SABRE CORP $33.44万0.01%160,000 -30,000-15.8% -$6.27万 减仓
— ADICET BIO INC $33.33万0.01%38,582 00.0% — 不变
PKBK PARKE BANCORP INC $33.16万0.01%10,000 00.0% — 不变
CARS CARS COM INC $32.82万0.01%30,000 -73,569-71.0% -$80.48万 减仓
CTNM CONTINEUM THERAPEUTICS INC $32.78万0.01%20,000 00.0% — 不变
AMN AMN HEALTHCARE SVCS INC $32.37万0.01%10,000 10,000— $32.37万 新建仓
AXS AXIS CAP HLDGS LTD $32.23万0.01%3,000 00.0% — 不变
CBZ CBIZ INC $32.08万0.01%10,000 00.0% — 不变
CAR AVIS BUDGET GROUP INC $31.64万0.01%2,140 -1,200-35.9% -$17.74万 减仓
NWL NEWELL BRANDS INC $30.70万0.01%50,000 -160,000-76.2% -$98.24万 减仓
NSIT INSIGHT ENTERPRISES INC $30.45万0.01%2,500 -2,500-50.0% -$30.45万 重新持有
FITB FIFTH THIRD BANCORP $30.44万0.01%5,400 00.0% — 不变
— DMC GLOBAL INC $30.34万0.01%52,217 52,217— $30.34万 新建仓
ETH GRAYSCALE ETHEREUM STAKING $30.06万0.01%20,000 00.0% — 不变
— STAR EQUITY HOLDINGS INC $29.97万0.01%28,112 00.0% — 不变
VIRT VIRTU FINL INC $29.79万0.01%5,000 00.0% — 不变
VRRM VERRA MOBILITY CORP $29.75万0.01%70,000 70,000— $29.75万 新建仓
GEO GEO GROUP INC $29.55万0.01%10,000 -5,000-33.3% -$14.78万 减仓
DNTH DIANTHUS THERAPEUTICS INC $29.24万0.01%3,000 00.0% — 不变
SE SEA LTD $28.75万0.01%3,000 00.0% — 不变
HRI HERC HLDGS INC $28.67万0.01%2,000 -574-22.3% -$8.23万 减仓
PRTA PROTHENA CORP PLC $28.59万0.01%29,200 00.0% — 不变
MTG MGIC INVT CORP WIS $28.20万0.01%10,000 00.0% — 不变
CVI CVR ENERGY INC $27.54万0.01%10,000 00.0% — 不变
OFIX ORTHOFIX MED INC $27.42万0.01%30,000 00.0% — 不变
CCOI COGENT COMM HOLDINGS INC $27.07万0.01%19,500 -500-2.5% -$6,940 减仓
— AUBURN NATL BANCORP $27.04万0.01%10,000 00.0% — 不变
OLLI OLLIES BARGAIN OUTLET HLDGS $26.91万0.01%3,500 00.0% — 不变
— CATO CORP NEW $26.84万0.01%82,827 -39,327-32.2% -$12.74万 减仓
INTU INTUIT $26.10万0.01%1,000 00.0% — 不变
ONB OLD NATL BANCORP IND $25.90万0.01%10,000 00.0% — 不变
FULC FULCRUM THERAPEUTICS INC $25.62万0.01%70,000 00.0% — 不变
SNOW SNOWFLAKE INC $25.45万0.01%1,000 1,000— $25.45万 新建仓
FWDI FORWARD INDUSTRIES INC $25.22万0.01%59,755 00.0% — 不变
CNM CORE & MAIN INC $24.12万0.01%5,000 00.0% — 不变
FFBC 1ST FINL BANCORP $23.47万0.01%6,937 6,937— $23.47万 新建仓
AJG GALLAGHER ARTHUR J & CO $22.96万0.01%1,000 00.0% — 不变
STLD STEEL DYNAMICS INC $22.95万0.01%1,000 1,000— $22.95万 新建仓
NUVB NUVATION BIO INC $22.72万0.01%40,000 00.0% — 不变
NLY ANNALY CAPITAL MANAGEMENT IN $22.36万0.01%10,000 00.0% — 不变
— CAPITAL CLEAN ENERGY CARRIER $22.15万0.01%10,376 00.0% — 不变
PGR PROGRESSIVE CORP $21.84万0.01%1,000 -1,000-50.0% -$21.84万 重新持有
— PMV PHARMACEUTICALS INC $21.73万0.01%162,200 00.0% — 不变
— RIVERVIEW BANCORP INC $21.72万0.01%40,000 00.0% — 不变
— EXPENSIFY INC $21.48万0.01%120,000 120,000— $21.48万 新建仓
ASR GRUPO AEROPORTUARIO DEL SURE $21.47万0.01%700 00.0% — 不变
FUN SIX FLAGS ENTERTAINMENT CORP $21.30万0.01%10,000 10,000— $21.30万 新建仓
HUN HUNTSMAN CORP $21.24万0.01%20,000 00.0% — 不变
ETSY ETSY INC $21.09万0.01%2,800 2,800— $21.09万 新建仓
PAL PROFICIENT AUTO LOGISTICS IN $20.43万0.01%30,000 00.0% — 不变
— UPLAND SOFTWARE INC $19.97万0.01%42,754 -384,794-90.0% -$179.70万 减仓
— RE/MAX HLDGS INC $19.72万0.01%20,000 00.0% — 不变
FINV FINVOLUTION GROUP $19.16万0.01%40,000 00.0% — 不变
— AWARE INC MASS $18.71万0.01%138,600 00.0% — 不变
VTS VITESSE ENERGY INC $18.56万0.01%11,769 00.0% — 不变
CGNT COGNYTE SOFTWARE LTD $17.56万0.01%20,000 00.0% — 不变
— PEPGEN INC $17.11万0.01%95,042 00.0% — 不变
FOSL FOSSIL GROUP INC $16.56万0.01%40,000 -50,000-55.6% -$20.70万 减仓
— SERITAGE GROWTH PPTYS $16.31万0.01%62,000 00.0% — 不变
NMRA NEUMORA THERAPEUTICS INC. $15.30万0.01%90,000 00.0% — 不变
SRI STONERIDGE INC $14.64万0.01%20,000 -60,000-75.0% -$43.92万 减仓
ZNTL ZENTALIS PHARMACEUTICALS INC $14.55万0.01%30,000 -20,000-40.0% -$9.70万 减仓
— AIRGAIN INC $14.30万0.01%22,700 00.0% — 不变
AVIR ATEA PHARMACEUTICALS INC $13.95万0.01%30,000 00.0% — 不变
— KESTREL GROUP LTD $10.68万0.00%11,867 11,867— $10.68万 新建仓
— CVRX INC $10.28万0.00%20,000 00.0% — 不变
— CHEGG INC $10.10万0.00%100,000 -30,000-23.1% -$3.03万 减仓
— HARVARD BIOSCIENCE INC $9.84万0.00%16,000 00.0% — 不变
— DESWELL INDS INC $9.75万0.00%25,003 00.0% — 不变
— MASTECH HLDGS INC $9.15万0.00%11,834 00.0% — 不变
— TEADS HLDG CO $8.44万0.00%110,000 00.0% — 不变