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RBF Capital, LLC

Q2 2023 · 13F-HR

RBF Capital, LLCholdings as filed

Filed 2023-08-14 · accession 0001062993-23-016335

$1.60B
Reported value
527
Positions
2023-06-30
Period end
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Holdings as filed

First 500 of 527

CUSIPTickerIssuerValue% port.SharesClassVoting
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01881G106ABALLIANCEBERNSTEIN HLDG L P$964,8000.06%30,000CommonSOLE
42726M106HERITAGE CRYSTAL CLEAN INC$956,9940.06%25,324CommonSOLE
674599162OXY/WSOCCIDENTAL PETE CORP$956,2500.06%25,623CommonSOLE
918204108VFCV F CORP$954,5000.06%50,000CommonSOLE
681919106OMCOMNICOM GROUP INC$951,5000.06%10,000CommonSOLE
09631H100BHMBLUEROCK HOMES TRUST INC$935,3780.06%57,954CommonSOLE
83444K105SLGCUSDSOMALOGIC INC$924,0000.06%400,000CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$922,5000.06%125,000CommonSOLE
239360100DWSNDAWSON GEOPHYSICAL CO NEW$917,1500.06%451,798CommonSOLE
404030108HEESEURH & E EQUIPMENT SERVICES INC$915,0000.06%20,000CommonSOLE
733174700BPOPPOPULAR INC$907,8000.06%15,000CommonSOLE
011659109ALKALASKA AIR GROUP INC$904,0600.06%17,000CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$897,0220.06%1,700CommonSOLE
566330106MCSMARCUS CORP DEL$888,8810.06%59,938CommonSOLE
464288273SCZISHARES TR$884,7000.06%15,000CommonSOLE
37247D106GNWGENWORTH FINL INC$875,0000.05%175,000CommonSOLE
11135F101AVGOBROADCOM INC$867,4300.05%1,000CommonSOLE
37940X102GPNGLOBAL PMTS INC$863,9220.05%8,769CommonSOLE
44951W106IESCIES HLDGS INC$853,2000.05%15,000CommonSOLE
353525108FRAFFRANKLIN FINL SVCS CORP$832,2000.05%30,000CommonSOLE
892231101TSQTOWNSQUARE MEDIA INC$829,6920.05%70,430CommonSOLE
91913Y100VLOVALERO ENERGY CORP$821,1000.05%7,000CommonSOLE
969457100WMBWILLIAMS COS INC$815,7500.05%25,000CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$813,6000.05%20,000CommonSOLE
87901J105TGNATEGNA INC$812,0000.05%50,000CommonSOLE
440452100HRLHORMEL FOODS CORP$804,4000.05%20,000CommonSOLE
404280406HSBCHSBC HLDGS PLC$792,4000.05%20,000CommonSOLE
464287234EEMISHARES TR$791,2000.05%20,000CommonSOLE
90089L108TSPHTUSIMPLE HLDGS INC$788,4190.05%467,621CommonSOLE
112463AC8BKD 2 10/15/26BROOKDALE SR LIVING INC$787,0000.05%1,000,000CommonSOLE
89832Q109TFCTRUIST FINL CORP$786,0650.05%25,900CommonSOLE
92663R105VMDVIEMED HEALTHCARE INC$782,4000.05%80,000CommonSOLE
433535101HQIHIREQUEST INC$780,9000.05%30,000CommonSOLE
17275R102CSCOCISCO SYS INC$776,1000.05%15,000CommonSOLE
053774105CARAVIS BUDGET GROUP$763,7580.05%3,340CommonSOLE
319835104FCCOFIRST CMNTY CORP S C$760,3680.05%43,800CommonSOLE
671807105OVLYOAK VY BANCORP OAKDALE CALIF$755,7000.05%30,000CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$734,3500.05%5,000CommonSOLE
00653Q102AHCOADAPTHEALTH CORP$722,4230.05%59,361CommonSOLE
729273102PLBCPLUMAS BANCORP$713,8000.04%20,000CommonSOLE
156492100CNTYCENTURY CASINOS INC$710,0000.04%100,000CommonSOLE
92343X100VTYVERINT SYS INC$701,2000.04%20,000CommonSOLE
63910B102NLSUSDNAUTILUS INC$696,9130.04%571,240CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$692,2640.04%52,407CommonSOLE
397624107GEFGREIF INC$688,9000.04%10,000CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$688,8000.04%40,000CommonSOLE
420476103HWBKHAWTHORN BANCSHARES INC$684,6490.04%38,142CommonSOLE
150185106CEDAR FAIR L P$679,5300.04%17,001CommonSOLE
400501102OMABGRUPO AEROPORTUARIO DEL CENT$678,7200.04%8,000CommonSOLE
136385101CNQCANADIAN NAT RES LTD$675,1200.04%12,000CommonSOLE
403949100DINOHF SINCLAIR CORP$669,1500.04%15,000CommonSOLE
H2906T109GRMNGARMIN LTD$663,4930.04%6,362CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$660,8250.04%27,500CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$658,7500.04%25,000CommonSOLE
744375205PMDUSDPSYCHEMEDICS CORP$657,6930.04%144,231CommonSOLE
98419J206XOMAXOMA CORP DEL$657,1260.04%34,787CommonSOLE
629579103NCNACCO INDS INC$626,2370.04%18,068CommonSOLE
46432F834IXUSISHARES TR$626,2000.04%10,000CommonSOLE
638517102NWLIEURNATIONAL WESTN LIFE GROUP IN$623,3400.04%1,500CommonSOLE
464286822EWWISHARES INC$621,8000.04%10,000CommonSOLE
60649T107MGMISTRAS GROUP INC$616,0020.04%79,793CommonSOLE
31942S104FCAPFIRST CAP INC$616,0000.04%20,000CommonSOLE
126638105CVRXCVRX INC$612,0570.04%39,641CommonSOLE
04649U102ASURASURE SOFTWARE INC$610,4320.04%50,200CommonSOLE
443787205STRRHUDSON GLOBAL INC$605,2510.04%28,112CommonSOLE
801056102SANMSANMINA CORPORATION$602,7000.04%10,000CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$601,2500.04%5,000CommonSOLE
784117103SEICSEI INVTS CO$596,2000.04%10,000CommonSOLE
04683R106AVIRATEA PHARMACEUTICALS INC$593,4970.04%158,649CommonSOLE
00090Q103ADTADT INC DEL$592,1400.04%98,199CommonSOLE
461804106ITICINVESTORS TITLE CO NC$584,0000.04%4,000CommonSOLE
844741BG2LUV 1.25 05/01/25SOUTHWEST AIRLS CO$573,2500.04%500,000CommonSOLE
835495102SONSONOCO PRODS CO$566,5920.04%9,600CommonSOLE
526057104LENLENNAR CORP$565,0230.04%4,509CommonSOLE
887098101TSBKTIMBERLAND BANCORP INC$561,1740.03%21,938CommonSOLE
00191G103ARC DOCUMENT SOLUTIONS INC$559,6580.03%172,734CommonSOLE
P31076105CPACOPA HOLDINGS SA$552,9000.03%5,000CommonSOLE
632347100NATHNATHANS FAMOUS INC NEW$549,7800.03%7,000CommonSOLE
031001100ATLOAMES NATL CORP$540,9000.03%30,000CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$539,6040.03%3,600CommonSOLE
65290C105NEXTIER OILFIELD SOLUTIONS$536,4000.03%60,000CommonSOLE
L00849106AGROADECOAGRO S A$533,7730.03%57,027CommonSOLE
19188U206CODACODA OCTOPUS GROUP INC$533,6500.03%65,000CommonSOLE
124805102CBZCBIZ INC$532,8000.03%10,000CommonSOLE
063425102BMRCBANK MARIN BANCORP$531,7260.03%30,092CommonSOLE
740444104PLPCPREFORMED LINE PRODS CO$527,0280.03%3,378CommonSOLE
703395103PDCOEURPATTERSON COS INC$526,3760.03%15,893CommonSOLE
117043109BCBRUNSWICK CORP$519,8400.03%6,000CommonSOLE
48666K109KBHKB HOME$517,1000.03%10,000CommonSOLE
74158E104PNRGPRIMEENERGY RESOURCES CORP$516,7480.03%5,615CommonSOLE
359616109FULCFULCRUM THERAPEUTICS INC$508,5300.03%154,100CommonSOLE
337738108FISVFISERV INC$504,6000.03%4,000CommonSOLE
04621X108AIZASSURANT INC$502,8800.03%4,000CommonSOLE
235825205DANDANA INC$499,4100.03%29,500CommonSOLE
71363P106PRDOPERDOCEO ED CORP$490,8000.03%40,000CommonSOLE
770700102HOODROBINHOOD MKTS INC$488,5300.03%49,000CommonSOLE
81617J301WTTRSELECT WATER SOLUTIONS INC$484,1860.03%59,776CommonSOLE
29260Y1090C3ENDEAVOR GROUP HLDGS INC$478,4000.03%20,000CommonSOLE
093671105HRBBLOCK H & R INC$478,0500.03%15,000CommonSOLE
75955J402RLMDRELMADA THERAPEUTICS INC$477,4220.03%194,074CommonSOLE
51504L107LARKLANDMARK BANCORP INC$474,6300.03%21,782CommonSOLE
402307102GIFIGULF IS FABRICATION INC$470,1430.03%144,529CommonSOLE
37364X109GEOSGEOSPACE TECHNOLOGIES CORP$464,6620.03%59,802CommonSOLE
294100102ENZBENZO BIOCHEM INC$460,6610.03%250,359CommonSOLE
461202103INTUINTUIT$458,1900.03%1,000CommonSOLE
12653C108CNXCNX RES CORP$443,0000.03%25,000CommonSOLE
92347D100VERYUSDVERICITY INC$440,6180.03%73,071CommonSOLE
83307B101SNDLSNDL INC$438,4000.03%320,000CommonSOLE
013091103ACIALBERTSONS COS INC$436,4000.03%20,000CommonSOLE
826546103SIFSIFCO INDS INC$433,3110.03%175,658CommonSOLE
302301106EZPWEZCORP INC$429,4500.03%51,247CommonSOLE
30231G102XOMEXXON MOBIL CORP$429,0000.03%4,000CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$423,1810.03%1,241CommonSOLE
81663L200WGSGENEDX HOLDINGS CORP$417,2000.03%70,000CommonSOLE
191241108KOFCOCA-COLA FEMSA SAB DE CV$416,5500.03%5,000CommonSOLE
98887Q104ZLABZAI LAB LTD$415,9500.03%15,000CommonSOLE
G6891L105PANLPANGAEA LOGISTICS SOLUTION L$413,5000.03%61,139CommonSOLE
50101L106DNUTKRISPY KREME INC$412,4400.03%28,000CommonSOLE
344849104WOOFOOT LOCKER INC$406,6500.03%15,000CommonSOLE
769397100RVSBRIVERVIEW BANCORP INC$403,2000.03%80,000CommonSOLE
81211K100SDASEALED AIR CORP NEW$400,0000.02%10,000CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$395,2200.02%7,000CommonSOLE
68217N105OMEGA THERAPEUTICS INC$392,0000.02%70,000CommonSOLE
05278C107ATHMAUTOHOME INC$390,7440.02%13,400CommonSOLE
032654105ADIANALOG DEVICES INC$389,6200.02%2,000CommonSOLE
G7S00T104PNRPENTAIR PLC$387,6000.02%6,000CommonSOLE
221006109CRVLCORVEL CORP$387,0000.02%2,000CommonSOLE
902494103TSNTYSON FOODS INC$382,8000.02%7,500CommonSOLE
H33700107GLOBAL BLUE GROUP HOLDING AG$380,2590.02%77,922CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$378,7700.02%7,000CommonSOLE
59833J206MIDWEST HLDG INC$375,1070.02%14,250CommonSOLE
G27907107DOLEDOLE PLC$374,3080.02%27,652CommonSOLE
566324109MMIMARCUS & MILLICHAP INC$373,3940.02%11,850CommonSOLE
635309107NATIONAL CINEMEDIA INC$368,2890.02%1,092,845CommonSOLE
639057207NWGNATWEST GROUP PLC$367,2000.02%60,000CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$365,8500.02%2,500CommonSOLE
83200N103SMARGBPSMARTSHEET INC$363,4700.02%9,500CommonSOLE
36162J106GEOGEO GROUP INC NEW$358,0000.02%50,000CommonSOLE
624756102MLIMUELLER INDS INC$349,1200.02%4,000CommonSOLE
858155203GJBSTEELCASE INC$346,9500.02%45,000CommonSOLE
75025X100RLGTRADIANT LOGISTICS INC$342,4010.02%51,181CommonSOLE
55345K10337MMRC GLOBAL INC$341,6350.02%33,926CommonSOLE
883203101TXTTEXTRON INC$338,1500.02%5,000CommonSOLE
M4R82T106FVRRFIVERR INTL LTD$338,1300.02%13,000CommonSOLE
917047102URBNURBAN OUTFITTERS INC$331,3000.02%10,000CommonSOLE
M84116108SILCSILICOM LTD$329,8750.02%9,100CommonSOLE
464286624THDISHARES INC$328,9000.02%5,000CommonSOLE
67080N101NUVBNUVATION BIO INC$322,4300.02%177,760CommonSOLE
40701T104HBBHAMILTON BEACH BRANDS HLDG C$318,7800.02%33,000CommonSOLE
N00985106AERAERCAP HOLDINGS NV$317,6000.02%5,000CommonSOLE
868873100SU6SURMODICS INC$313,1000.02%10,000CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$310,0200.02%6,000CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$308,5800.02%1,000CommonSOLE
83001A102SIXEURSIX FLAGS ENTMT CORP NEW$305,5500.02%11,552CommonSOLE
23284P103CYTEIR THERAPEUTICS INC$304,9670.02%117,295CommonSOLE
05453N100AWREAWARE INC MASS$304,5940.02%192,781CommonSOLE
780259305SHELSHELL PLC$301,9000.02%5,000CommonSOLE
302578109FNCB BANCORP INC$298,5000.02%50,000CommonSOLE
Y28895103GSH1USDGRINDROD SHIPPING HOLDINGS L$296,6250.02%35,000CommonSOLE
440327104HMNHORACE MANN EDUCATORS CORP N$296,6000.02%10,000CommonSOLE
G0464B107ARGO GROUP INTL HLDGS LTD$296,1000.02%10,000CommonSOLE
74460D109PSAPUBLIC STORAGE$291,8800.02%1,000CommonSOLE
665809109NTICNORTHERN TECHNOLOGIES INTL C$291,0400.02%27,200CommonSOLE
032037103APAMPCO-PITTSBURG CORP$284,2690.02%90,950CommonSOLE
75960P104RELYREMITLY GLOBAL INC$282,0860.02%14,941CommonSOLE
45073V108ITTITT INC$279,6300.02%3,000CommonSOLE
06684L103BZUNBAOZUN INC$278,0780.02%69,414CommonSOLE
004498101ACIWACI WORLDWIDE INC$278,0400.02%12,000CommonSOLE
90984P303UCBUNITED CMNTY BKS BLAIRSVLE G$277,3890.02%11,100CommonSOLE
28249U105CLDNEUREIGER BIOPHARMACEUTICALS INC$275,4510.02%391,265CommonSOLE
69945Q105PARDES BIOSCIENCES INC$271,5000.02%150,000CommonSOLE
G9108L173TENTSAKOS ENERGY NAVIGATION LTD$270,9530.02%15,205CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$269,1500.02%5,000CommonSOLE
92852X103VTSVITESSE ENERGY INC$263,6260.02%11,769CommonSOLE
92840M102VSTVISTRA CORP$262,5000.02%10,000CommonSOLE
08160H101BHEBENCHMARK ELECTRS INC$258,3000.02%10,000CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$255,5100.02%1,000CommonSOLE
256163106DOCUDOCUSIGN INC$255,4500.02%5,000CommonSOLE
67011P100DNOWNOW INC$253,6650.02%24,485CommonSOLE
422347104HTLDHEARTLAND EXPRESS INC$246,1500.02%15,000CommonSOLE
683712103OPENOPENDOOR TECHNOLOGIES INC$244,8000.02%60,000CommonSOLE
86333M108LRNSTRIDE INC$243,0940.02%6,519CommonSOLE
75574U101RCREADY CAPITAL CORP$242,8020.02%21,525CommonSOLE
45569U101INDIINDIE SEMICONDUCTOR INC$240,2100.01%25,500CommonSOLE
747525103QCOMQUALCOMM INC$238,0800.01%2,000CommonSOLE
04010E109AGXARGAN INC$236,4600.01%6,000CommonSOLE
548661107LOWLOWES COS INC$225,7000.01%1,000CommonSOLE
741511109PSMTPRICESMART INC$222,6980.01%3,007CommonSOLE
276317104EMLEASTERN CO$219,6100.01%12,182CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$219,5700.01%1,000CommonSOLE
29332G102EHABUSDENHABIT INC$218,7600.01%18,291CommonSOLE
18452B209CLSKCLEANSPARK INC$214,5340.01%50,008CommonSOLE
00534A102IVVDINVIVYD INC$213,8670.01%203,683CommonSOLE
050473107AUBNAUBURN NATL BANCORP$212,6000.01%10,000CommonSOLE
52634L108LNSRLENSAR INC$211,4510.01%50,074CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$202,7550.01%3,500CommonSOLE
74167B109FRSTPRIMIS FINANCIAL CORP$200,0840.01%23,763CommonSOLE
863111100STRTSTRATTEC SEC CORP$199,5400.01%11,000CommonSOLE
55910K108MAGENTA THERAPEUTICS INC$190,1230.01%250,822CommonSOLE
320734106FLICUSDFIRST LONG IS CORP$189,3150.01%15,750CommonSOLE
G5698W116LXFRLUXFER HLDGS PLC$188,7600.01%13,000CommonSOLE
L02235106AMBPARDAGH METAL PACKAGING S A$188,0000.01%50,000CommonSOLE
700885106PKBKPARKE BANCORP INC$186,8900.01%11,000CommonSOLE
65158N102NMRKNEWMARK GROUP INC$186,6000.01%30,000CommonSOLE
31810T101FINVFINVOLUTION GROUP$184,0000.01%40,000CommonSOLE
358435105FRDFRIEDMAN INDS INC$182,0570.01%14,449CommonSOLE
63008G203NNDMNANO DIMENSION LTD$173,4000.01%60,000CommonSOLE
11161T207BWENBROADWIND INC$171,6980.01%44,947CommonSOLE
00938A104AIRGAIRGAIN INC$169,0200.01%31,300CommonSOLE
00081T108ACCOACCO BRANDS CORP$157,3420.01%30,200CommonSOLE
007924103AEGON N V$152,1000.01%30,000CommonSOLE
64131A105STIMNEURONETICS INC$150,5000.01%70,000CommonSOLE
876511106TGBTASEKO MINES LTD$146,4320.01%102,400CommonSOLE
374275105GETYGETTY IMAGES HOLDINGS INC$146,4000.01%30,000CommonSOLE
85569C107STARTEK INC$144,3150.01%49,423CommonSOLE
423403104MOMOHELLO GROUP INC$144,1500.01%15,000CommonSOLE
Y11082206CAPITAL PRODUCT PARTNERS L P$143,2930.01%10,376CommonSOLE
M70240102MNDOMIND C T I LTD$140,6110.01%72,108CommonSOLE
343873105FFICFLUSHING FINL CORP$134,9810.01%10,983CommonSOLE
702712100PASSAGE BIO INC$134,4240.01%142,807CommonSOLE
683827208OCCOPTICAL CABLE CORP$131,2800.01%32,495CommonSOLE
54975P102LUFAX HOLDING LTD$128,7000.01%90,000CommonSOLE
73730P108PSTXUSDPOSEIDA THERAPEUTICS INC$123,5010.01%70,171CommonSOLE
51819L107SWIMLATHAM GROUP INC$122,0520.01%32,898CommonSOLE
M25133105CGNTCOGNYTE SOFTWARE LTD$121,8000.01%20,000CommonSOLE
36467W109GMEGAMESTOP CORP NEW$119,5000.01%10,000PUTSOLE
57633B100MHHMASTECH DIGITAL INC$116,9200.01%11,834CommonSOLE
307675108FB1FARMER BROS CO$115,2000.01%40,000CommonSOLE
07134L107BATLBATTALION OIL CORP$114,2000.01%20,000CommonSOLE
25065K104DXLGDESTINATION XL GROUP INC$112,7000.01%23,000CommonSOLE
16955F107CHINDATA GROUP HLDGS LTD$108,0000.01%15,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.