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RBF Capital, LLC

Q3 2023 · 13F-HR

RBF Capital, LLCholdings as filed

Filed 2023-11-14 · accession 0001062993-23-020739

$1.52B
Reported value
533
Positions
2023-09-30
Period end
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Holdings as filed

First 500 of 533

CUSIPTickerIssuerValue% port.SharesClassVoting
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149123101CATCATERPILLAR INC$4.1M0.27%15,000CommonSOLE
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733174700BPOPPOPULAR INC$945,1500.06%15,000CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$931,8000.06%10,000CommonSOLE
566330106MCSMARCUS CORP DEL$929,0390.06%59,938CommonSOLE
01881G106ABALLIANCEBERNSTEIN HLDG L P$910,5000.06%30,000CommonSOLE
858912108SRCLEURSTERICYCLE INC$876,3160.06%19,600CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$873,9530.06%1,700CommonSOLE
M9T951109ZIMZIM INTEGRATED SHIPPING SERV$867,3500.06%83,000CommonSOLE
404030108HEESEURH & E EQUIPMENT SERVICES INC$863,8000.06%20,000CommonSOLE
784933103SGRPSPAR GROUP INC$861,0980.06%894,090CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$857,6100.06%3,000CommonSOLE
353525108FRAFFRANKLIN FINL SVCS CORP$855,0000.06%30,000CommonSOLE
403949100DINOHF SINCLAIR CORP$853,9500.06%15,000CommonSOLE
464288273SCZISHARES TR$847,0500.06%15,000CommonSOLE
969457100WMBWILLIAMS COS INC$842,2500.06%25,000CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$840,6000.06%10,000CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$836,9000.05%5,000CommonSOLE
11135F101AVGOBROADCOM INC$830,5800.05%1,000CommonSOLE
55616P104MMACYS INC$824,3100.05%71,000CommonSOLE
844741108LUVSOUTHWEST AIRLS CO$812,1000.05%30,000CommonSOLE
17275R102CSCOCISCO SYS INC$806,4000.05%15,000CommonSOLE
404280406HSBCHSBC HLDGS PLC$789,2000.05%20,000CommonSOLE
629337106NNBRNN INC$781,2280.05%420,015CommonSOLE
112463AC8BKD 2 10/15/26BROOKDALE SR LIVING INC$780,5000.05%1,000,000CommonSOLE
136385101CNQCANADIAN NAT RES LTD$776,0400.05%12,000CommonSOLE
37364X109GEOSGEOSPACE TECHNOLOGIES CORP$774,4360.05%59,802CommonSOLE
440452100HRLHORMEL FOODS CORP$760,6000.05%20,000CommonSOLE
464287234EEMISHARES TR$759,0000.05%20,000CommonSOLE
319835104FCCOFIRST CMNTY CORP S C$756,4260.05%43,800CommonSOLE
671807105OVLYOAK VY BANCORP OAKDALE CALIF$752,4000.05%30,000CommonSOLE
09631H100BHMBLUEROCK HOMES TRUST INC$748,7660.05%57,954CommonSOLE
681919106OMCOMNICOM GROUP INC$744,8000.05%10,000CommonSOLE
89832Q109TFCTRUIST FINL CORP$740,9990.05%25,900CommonSOLE
90089L108TSPHTUSIMPLE HLDGS INC$729,4890.05%467,621CommonSOLE
400501102OMABGRUPO AEROPORTUARIO DEL CENT$695,2800.05%8,000CommonSOLE
27923Q109ECVTECOVYST INC$688,3670.05%69,956CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$684,2500.04%25,000CommonSOLE
359616109FULCFULCRUM THERAPEUTICS INC$684,2040.04%154,100CommonSOLE
71363P106PRDOPERDOCEO ED CORP$684,0000.04%40,000CommonSOLE
729273102PLBCPLUMAS BANCORP$682,8000.04%20,000CommonSOLE
H2906T109GRMNGARMIN LTD$669,2820.04%6,362CommonSOLE
397624107GEFGREIF INC$668,1000.04%10,000CommonSOLE
L00849106AGROADECOAGRO S A$666,6460.04%57,027CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$663,2000.04%40,000CommonSOLE
638517102NWLIEURNATIONAL WESTN LIFE GROUP IN$656,2350.04%1,500CommonSOLE
74158E104PNRGPRIMEENERGY RESOURCES CORP$651,2840.04%5,615CommonSOLE
093671105HRBBLOCK H & R INC$645,9000.04%15,000CommonSOLE
826546103SIFSIFCO INDS INC$644,6650.04%175,658CommonSOLE
420476103HWBKHAWTHORN BANCSHARES INC$644,5890.04%39,667CommonSOLE
629579103NCNACCO INDS INC$633,6450.04%18,068CommonSOLE
011659109ALKALASKA AIR GROUP INC$630,3600.04%17,000CommonSOLE
150185106CEDAR FAIR L P$629,0370.04%17,001CommonSOLE
703481101PTENPATTERSON-UTI ENERGY INC$624,4610.04%45,120CommonSOLE
25065K104DXLGDESTINATION XL GROUP INC$615,3100.04%137,346CommonSOLE
892231101TSQTOWNSQUARE MEDIA INC$613,4170.04%70,346CommonSOLE
388689101GPKGRAPHIC PACKAGING HLDG CO$612,7000.04%27,500CommonSOLE
784117103SEICSEI INVTS CO$602,3000.04%10,000CommonSOLE
126638105CVRXCVRX INC$601,3540.04%39,641CommonSOLE
053774105CARAVIS BUDGET GROUP$600,1650.04%3,340CommonSOLE
46432F834IXUSISHARES TR$599,9000.04%10,000CommonSOLE
887098101TSBKTIMBERLAND BANCORP INC$594,5200.04%21,938CommonSOLE
461804106ITICINVESTORS TITLE CO NC$592,3600.04%4,000CommonSOLE
87901J105TGNATEGNA INC$582,8000.04%40,000CommonSOLE
464286822EWWISHARES INC$582,3000.04%10,000CommonSOLE
75955J402RLMDRELMADA THERAPEUTICS INC$582,2220.04%194,074CommonSOLE
04621X108AIZASSURANT INC$574,3200.04%4,000CommonSOLE
744375205PMDUSDPSYCHEMEDICS CORP$572,5970.04%144,231CommonSOLE
83307B101SNDLSNDL INC$570,0000.04%300,000CommonSOLE
12653C108CNXCNX RES CORP$564,5000.04%25,000CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$559,1000.04%5,000CommonSOLE
31942S104FCAPFIRST CAP INC$555,0000.04%20,000CommonSOLE
063425102BMRCBANK MARIN BANCORP$550,0820.04%30,092CommonSOLE
00191G103ARC DOCUMENT SOLUTIONS INC$549,2940.04%172,734CommonSOLE
740444104PLPCPREFORMED LINE PRODS CO$549,1950.04%3,378CommonSOLE
801056102SANMSANMINA CORPORATION$542,8000.04%10,000CommonSOLE
92663R105VMDVIEMED HEALTHCARE INC$538,4000.04%80,000CommonSOLE
443787205STRRHUDSON GLOBAL INC$529,9110.03%28,112CommonSOLE
50066V107KORE GROUP HLDGS INC$529,5310.03%875,258CommonSOLE
835495102SONSONOCO PRODS CO$521,7600.03%9,600CommonSOLE
124805102CBZCBIZ INC$519,0000.03%10,000CommonSOLE
40434L105HPQHP INC$514,0000.03%20,000CommonSOLE
156492100CNTYCENTURY CASINOS INC$513,0000.03%100,000CommonSOLE
461202103INTUINTUIT$510,9400.03%1,000CommonSOLE
526057104LENLENNAR CORP$506,0450.03%4,509CommonSOLE
031001100ATLOAMES NATL CORP$497,7000.03%30,000CommonSOLE
844741BG2LUV 1.25 05/01/25SOUTHWEST AIRLS CO$496,2500.03%500,000CommonSOLE
632347100NATHNATHANS FAMOUS INC NEW$494,6200.03%7,000CommonSOLE
635309206NCMINATIONAL CINEMEDIA INC$490,2360.03%109,184CommonSOLE
98419J206XOMAXOMA CORP DEL$490,1490.03%34,787CommonSOLE
63910B102NLSUSDNAUTILUS INC$485,6110.03%571,240CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$482,3000.03%7,000CommonSOLE
81617J301WTTRSELECT WATER SOLUTIONS INC$475,2190.03%59,776CommonSOLE
117043109BCBRUNSWICK CORP$474,0000.03%6,000CommonSOLE
H33700107GLOBAL BLUE GROUP HOLDING AG$473,7660.03%77,922CommonSOLE
402307102GIFIGULF IS FABRICATION INC$472,6090.03%144,529CommonSOLE
445658107JBHTHUNT J B TRANS SVCS INC$471,3000.03%2,500CommonSOLE
703395103PDCOEURPATTERSON COS INC$471,0690.03%15,893CommonSOLE
30231G102XOMEXXON MOBIL CORP$470,3200.03%4,000CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$469,2240.03%3,600CommonSOLE
433535101HQIHIREQUEST INC$462,9000.03%30,000CommonSOLE
48666K109KBHKB HOME$462,8000.03%10,000CommonSOLE
92343X100VTYVERINT SYS INC$459,8000.03%20,000CommonSOLE
04683R106AVIRATEA PHARMACEUTICALS INC$457,2480.03%152,416CommonSOLE
013091103ACIALBERTSONS COS INC$455,0000.03%20,000CommonSOLE
337738108FISVFISERV INC$451,8400.03%4,000CommonSOLE
P31076105CPACOPA HOLDINGS SA$445,6000.03%5,000CommonSOLE
769397100RVSBRIVERVIEW BANCORP INC$444,8000.03%80,000CommonSOLE
39986L109GRWGGROWGENERATION CORP$438,0000.03%150,000CommonSOLE
60649T107MGMISTRAS GROUP INC$434,8720.03%79,793CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$434,7220.03%1,241CommonSOLE
50155Q100KDKYNDRYL HLDGS INC$433,4760.03%28,707CommonSOLE
235825205DANDANA INC$432,7650.03%29,500CommonSOLE
92347D100VERYUSDVERICITY INC$431,1190.03%73,071CommonSOLE
302301106EZPWEZCORP INC$422,7880.03%51,247CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$413,4200.03%7,000CommonSOLE
40701T104HBBHAMILTON BEACH BRANDS HLDG C$409,5300.03%33,000CommonSOLE
36162J106GEOGEO GROUP INC NEW$409,0000.03%50,000CommonSOLE
05278C107ATHMAUTOHOME INC$406,6900.03%13,400CommonSOLE
19188U206CODACODA OCTOPUS GROUP INC$403,0000.03%65,000CommonSOLE
29260Y1090C3ENDEAVOR GROUP HLDGS INC$398,0000.03%20,000CommonSOLE
51504L107LARKLANDMARK BANCORP INC$396,4320.03%21,782CommonSOLE
221006109CRVLCORVEL CORP$393,3000.03%2,000CommonSOLE
191241108KOFCOCA-COLA FEMSA SAB DE CV$392,2000.03%5,000CommonSOLE
883203101TXTTEXTRON INC$390,7000.03%5,000CommonSOLE
G7S00T104PNRPENTAIR PLC$388,5000.03%6,000CommonSOLE
83200N103SMARGBPSMARTSHEET INC$384,3700.03%9,500CommonSOLE
04649U102ASURASURE SOFTWARE INC$373,2440.02%39,455CommonSOLE
382550101GTGOODYEAR TIRE & RUBR CO$372,9000.02%30,000CommonSOLE
59833J206MIDWEST HLDG INC$372,6380.02%14,250CommonSOLE
81282V100PRKSSEAWORLD ENTMT INC$370,0000.02%8,000CommonSOLE
45765U103NSITINSIGHT ENTERPRISES INC$363,7500.02%2,500CommonSOLE
665809109NTICNORTHERN TECHNOLOGIES INTL C$363,6640.02%27,200CommonSOLE
G6891L105PANLPANGAEA LOGISTICS SOLUTION L$359,4970.02%61,139CommonSOLE
565394103CARTMAPLEBEAR INC$357,9430.02%12,056CommonSOLE
294100102ENZBENZO BIOCHEM INC$350,5030.02%250,359CommonSOLE
032654105ADIANALOG DEVICES INC$350,1800.02%2,000CommonSOLE
639057207NWGNATWEST GROUP PLC$349,8000.02%60,000CommonSOLE
172967424CCITIGROUP INC$349,6050.02%8,500CommonSOLE
55345K10337MMRC GLOBAL INC$347,7420.02%33,926CommonSOLE
566324109MMIMARCUS & MILLICHAP INC$347,6790.02%11,850CommonSOLE
00534A102IVVDINVIVYD INC$346,2610.02%203,683CommonSOLE
75960P104RELYREMITLY GLOBAL INC$344,7830.02%13,671CommonSOLE
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$338,2380.02%1,430CommonSOLE
23284P103CYTEIR THERAPEUTICS INC$333,1180.02%117,295CommonSOLE
92840M102VSTVISTRA CORP$331,8000.02%10,000CommonSOLE
Y28895103GSH1USDGRINDROD SHIPPING HOLDINGS L$328,6500.02%35,000CommonSOLE
81211K100SDASEALED AIR CORP NEW$328,6000.02%10,000CommonSOLE
917047102URBNURBAN OUTFITTERS INC$326,9000.02%10,000CommonSOLE
780259305SHELSHELL PLC$321,9000.02%5,000CommonSOLE
868873100SU6SURMODICS INC$320,9000.02%10,000CommonSOLE
M4R82T106FVRRFIVERR INTL LTD$318,1100.02%13,000CommonSOLE
G6700G107NVTNVENT ELECTRIC PLC$317,9400.02%6,000CommonSOLE
55087P104LYFTLYFT INC$316,2000.02%30,000CommonSOLE
N00985106AERAERCAP HOLDINGS NV$313,3500.02%5,000CommonSOLE
464286624THDISHARES INC$312,4500.02%5,000CommonSOLE
G9108L173TENTSAKOS ENERGY NAVIGATION LTD$311,8040.02%15,005CommonSOLE
00090Q103ADTADT INC DEL$308,5920.02%51,432CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$307,1100.02%1,000CommonSOLE
089302103BIGGQBIG LOTS INC$306,6000.02%60,000CALLSOLE
624756102MLIMUELLER INDS INC$300,6400.02%4,000CommonSOLE
G0464B107ARGO GROUP INTL HLDGS LTD$298,4000.02%10,000CommonSOLE
302578109FNCB BANCORP INC$297,5000.02%50,000CommonSOLE
440327104HMNHORACE MANN EDUCATORS CORP N$293,8000.02%10,000CommonSOLE
45073V108ITTITT INC$293,7300.02%3,000CommonSOLE
86333M108LRNSTRIDE INC$293,5510.02%6,519CommonSOLE
67011P100DNOWNOW INC$290,6370.02%24,485CommonSOLE
75025X100RLGTRADIANT LOGISTICS INC$289,1730.02%51,181CommonSOLE
90984P303UCBUNITED CMNTY BKS BLAIRSVLE G$282,0510.02%11,100CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$281,8500.02%5,000CommonSOLE
04010E109AGXARGAN INC$273,1200.02%6,000CommonSOLE
004498101ACIWACI WORLDWIDE INC$270,7200.02%12,000CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$270,1300.02%3,500CommonSOLE
92852X103VTSVITESSE ENERGY INC$269,3920.02%11,769CommonSOLE
12769G100CZRCAESARS ENTERTAINMENT INC NE$268,8300.02%5,800CommonSOLE
05453N100AWREAWARE INC MASS$266,0380.02%192,781CommonSOLE
74460D109PSAPUBLIC STORAGE$263,5200.02%1,000CommonSOLE
G27907107DOLEDOLE PLC$262,3100.02%22,652CommonSOLE
81663L200WGSGENEDX HOLDINGS CORP$254,8000.02%70,000CommonSOLE
863111100STRTSTRATTEC SEC CORP$251,9460.02%11,000CommonSOLE
L02235106AMBPARDAGH METAL PACKAGING S A$250,4000.02%80,000CommonSOLE
98887Q104ZLABZAI LAB LTD$243,1000.02%10,000CommonSOLE
08160H101BHEBENCHMARK ELECTRS INC$242,6000.02%10,000CommonSOLE
032037103APAMPCO-PITTSBURG CORP$239,1990.02%90,950CommonSOLE
M84116108SILCSILICOM LTD$237,5100.02%9,100CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$234,4400.02%1,000CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$227,9300.01%1,000CommonSOLE
741511109PSMTPRICESMART INC$223,8110.01%3,007CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$223,3000.01%35,000CommonSOLE
31620R303FNFFIDELITY NATIONAL FINANCIAL$218,2290.01%5,284CommonSOLE
75574U101RCREADY CAPITAL CORP$217,6180.01%21,525CommonSOLE
67080N101NUVBNUVATION BIO INC$217,4240.01%162,257CommonSOLE
06684L103BZUNBAOZUN INC$215,1830.01%69,414CommonSOLE
252828108DNTHDIANTHUS THERAPEUTICS INC$214,2910.01%15,676CommonSOLE
050473107AUBNAUBURN NATL BANCORP$209,3000.01%10,000CommonSOLE
H1467J104CBCHUBB LIMITED$208,1800.01%1,000CommonSOLE
548661107LOWLOWES COS INC$207,8400.01%1,000CommonSOLE
H33700115GLOBAL BLUE GROUP HOLDING AG$207,5300.01%546,131CommonSOLE
650111107NYTNEW YORK TIMES CO$206,0000.01%5,000CommonSOLE
29332G102EHABUSDENHABIT INC$205,7740.01%18,291CommonSOLE
524660107LEGLEGGETT & PLATT INC$203,2800.01%8,000CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$202,9100.01%1,000CommonSOLE
50050N103KTBKONTOOR BRANDS INC$200,7130.01%4,571CommonSOLE
31810T101FINVFINVOLUTION GROUP$199,2000.01%40,000CommonSOLE
74167B109FRSTPRIMIS FINANCIAL CORP$193,6680.01%23,763CommonSOLE
358435105FRDFRIEDMAN INDS INC$193,6170.01%14,449CommonSOLE
65158N102NMRKNEWMARK GROUP INC$192,9000.01%30,000CommonSOLE
276317104EMLEASTERN CO$192,7890.01%10,622CommonSOLE
18452B209CLSKCLEANSPARK INC$190,5300.01%50,008CommonSOLE
31660B101FIESTA RESTAURANT GROUP INC$186,1200.01%22,000CommonSOLE
74915M100QVCAUSDQURATE RETAIL INC$181,9800.01%300,000CommonSOLE
320734106FLICUSDFIRST LONG IS CORP$181,2830.01%15,750CommonSOLE
700885106PKBKPARKE BANCORP INC$179,1900.01%11,000CommonSOLE
00081T108ACCOACCO BRANDS CORP$173,3480.01%30,200CommonSOLE
G5698W116LXFRLUXFER HLDGS PLC$169,6500.01%13,000CommonSOLE
81730H109SSENTINELONE INC$168,6000.01%10,000PUTSOLE
73730P108PSTXUSDPOSEIDA THERAPEUTICS INC$167,0070.01%70,171CommonSOLE
63008G203NNDMNANO DIMENSION LTD$163,2000.01%60,000CommonSOLE
45569U101INDIINDIE SEMICONDUCTOR INC$160,6500.01%25,500CommonSOLE
85569C107STARTEK INC$160,6250.01%49,423CommonSOLE
30260D103FIGSFIGS INC$159,0110.01%26,951CommonSOLE
G5005R107JRVRJAMES RIV GROUP LTD$156,7390.01%10,211CommonSOLE
52634L108LNSRLENSAR INC$154,7280.01%50,074CommonSOLE
68217N105OMEGA THERAPEUTICS INC$150,5000.01%70,000CommonSOLE
Y11082206CAPITAL PRODUCT PARTNERS L P$145,3680.01%10,376CommonSOLE
343873105FFICFLUSHING FINL CORP$144,2070.01%10,983CommonSOLE
007924103AEGON N V$144,0000.01%30,000CommonSOLE
11161T207BWENBROADWIND INC$143,8300.01%44,947CommonSOLE
M70240102MNDOMIND C T I LTD$135,4260.01%72,108CommonSOLE
25490H106DRTTFDIRTT ENVIRONMENTAL SOLUTION$134,9260.01%325,751CommonSOLE
74767V109QSQUANTUMSCAPE CORP$133,8000.01%20,000CommonSOLE
876511106TGBTASEKO MINES LTD$130,0480.01%102,400CommonSOLE
14574X104TASTUSDCARROLS RESTAURANT GROUP INC$125,2100.01%19,000CommonSOLE

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.