MondegarAI
RBF Capital, LLC

Q1 2026 · 13F-HR

RBF Capital, LLCholdings as filed

Filed 2026-05-15 · accession 0001062993-26-002651

$1.91B
Reported value
489
Positions
2026-03-31
Period end
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The Brief · RBF Capital, LLC · Q1 2026

AI · grounded in 13F

RBF Capital, LLC reduced its stake in MS by 98.71% and cut its holding in BRK/B by 84.90%. The fund established new positions in ASTRONICS CORP with a $6.7M investment and AMCOR PLC with $5.3M. Other new entries include ABNB at $4.7M and PPG at $2.4M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSTATE STR SPDR S&P 500 ETF T$95.1M4.98%146,300CommonSOLE
30303M102METAMETA PLATFORMS INC$60.1M3.14%105,000CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$54.6M2.86%76CommonSOLE
Y1968P121DACDANAOS CORPORATION$47.1M2.46%418,015CommonSOLE
03831W108APPAPPLOVIN CORP$45.8M2.39%114,955CommonSOLE
060505104BACBANK AMERICA CORP$37.0M1.94%760,000CommonSOLE
40412C101HCAHCA HEALTHCARE INC$35.5M1.86%75,000CommonSOLE
02079K107GOOGALPHABET INC$34.4M1.80%120,000CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$32.7M1.71%65,500CommonSOLE
037833100AAPLAPPLE INC$30.5M1.59%120,000CommonSOLE
92826C839VVISA INC$28.7M1.50%95,000CommonSOLE
607828100MODMODINE MFG CO$21.7M1.13%100,000CommonSOLE
303250104FICOFAIR ISAAC CORP$21.4M1.12%20,000CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$21.3M1.11%258,702CommonSOLE
78409V104SPGIS&P GLOBAL INC$21.3M1.11%50,000CommonSOLE
533535100LINCLINCOLN EDL SVCS CORP$20.3M1.06%499,070CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$19.5M1.02%23,000CommonSOLE
29273V100ETENERGY TRANSFER L P$19.3M1.01%1,000,000CommonSOLE
594918104MSFTMICROSOFT CORP$18.5M0.97%50,000CommonSOLE
970646105WLFCWILLIS LEASE FIN CORP$18.3M0.96%107,711CommonSOLE
88033G407THCTENET HEALTHCARE CORP$17.6M0.92%93,237CommonSOLE
913915104UTIUNIVERSAL TECHNICAL INST INC$17.2M0.90%475,840CommonSOLE
713448108PEPPEPSICO INC$16.8M0.88%108,400CommonSOLE
78464A854SPYMSPDR SERIES TRUST$16.4M0.86%214,574CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$16.4M0.86%228,000CommonSOLE
Y27183600GSLGLOBAL SHIP LEASE INC$16.3M0.85%437,463CommonSOLE
112463104BKDBROOKDALE SR LIVING INC$15.9M0.83%1,160,000CommonSOLE
48020Q107JLLJONES LANG LASALLE INC$15.2M0.80%50,000CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$14.9M0.78%55,000CommonSOLE
683797104OPYOPPENHEIMER HLDGS INC$14.6M0.76%163,771CommonSOLE
02079K305GOOGLALPHABET INC$14.4M0.75%50,000CommonSOLE
96924N100WLDNWILLDAN GROUP INC$14.1M0.74%184,600CommonSOLE
876030107TPRTAPESTRY INC$14.1M0.74%100,000CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$14.0M0.73%475,017CommonSOLE
Y0207T100ASCARDMORE SHIPPING CORP$13.8M0.72%901,880CommonSOLE
023135106AMZNAMAZON COM INC$13.5M0.71%65,000CommonSOLE
H42097107UBSUBS GROUP AG$13.3M0.69%340,000CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$13.2M0.69%72,596CommonSOLE
29362U104ENTGENTEGRIS INC$12.9M0.67%110,000CommonSOLE
931142103WMTWALMART INC$12.8M0.67%102,822CommonSOLE
857477103STTSTATE STR CORP$12.1M0.64%96,000CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$12.1M0.63%41,000CommonSOLE
949746101WMT2WELLS FARGO & CO$11.9M0.62%150,000CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$11.9M0.62%100,000CommonSOLE
92763W103VIPSVIPSHOP HLDGS LTD$11.0M0.58%700,000CommonSOLE
889478103TOLTOLL BROTHERS INC$11.0M0.57%80,500CommonSOLE
55354G100MSCIMSCI INC$10.8M0.56%20,000CommonSOLE
149123101CATCATERPILLAR INC$10.6M0.56%15,000CommonSOLE
11135F101AVGOBROADCOM INC$10.4M0.55%33,730CommonSOLE
247361702DALDELTA AIR LINES INC$10.0M0.52%150,000CommonSOLE
92645B103VCTRVICTORY CAP HLDGS INC DEL$9.8M0.51%149,063CommonSOLE
911363109URIUNITED RENTALS INC$9.5M0.50%13,000CommonSOLE
718546104PSXPHILLIPS 66$9.1M0.48%50,000CommonSOLE
G8192H106SPNTSIRIUSPOINT LTD$9.0M0.47%416,943CommonSOLE
860372101STCSTEWART INFORMATION SVCS COR$9.0M0.47%145,540CommonSOLE
088929104BGCBGC GROUP INC$8.6M0.45%880,325CommonSOLE
06738E204BCSBARCLAYS PLC$8.5M0.44%400,000CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$8.1M0.42%216,510CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$7.9M0.41%150,000CommonSOLE
12621E103CNOCNO FINL GROUP INC$7.6M0.40%185,034CommonSOLE
88362T103THRTHERMON GROUP HLDGS INC$7.6M0.40%150,000CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$7.5M0.39%100,000CommonSOLE
Y2106R110LPGDORIAN LPG LTD$7.5M0.39%219,406CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$7.4M0.39%80,000CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$7.3M0.38%120,000CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$7.3M0.38%70,000CommonSOLE
47103N106JBIJANUS INTERNATIONAL GROUP IN$7.2M0.38%1,401,614CommonSOLE
44951W106IESCIES HOLDINGS INC$7.1M0.37%15,000CommonSOLE
46990A102JRVRJAMES RIV GROUP HOLDINGS INC$7.1M0.37%1,128,525CommonSOLE
69331C108PCGPG&E CORP$7.0M0.37%400,000CommonSOLE
67066G104NVDANVIDIA CORPORATION$7.0M0.36%40,000CommonSOLE
025816109AXPAMERICAN EXPRESS CO$7.0M0.36%23,000CommonSOLE
29430C102VSTSVESTIS CORPORATION$6.9M0.36%878,251CommonSOLE
046433108ATROASTRONICS CORP$6.7M0.35%100,372CommonSOLE
143905107CSVCARRIAGE SVCS INC$6.5M0.34%143,430CommonSOLE
25525P107DHCDIVERSIFIED HEALTHCARE TR$6.4M0.34%966,829CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$6.3M0.33%1,500CommonSOLE
827048109SLGNSILGAN HLDGS INC$6.2M0.32%159,671CommonSOLE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$6.2M0.32%10,000CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$5.9M0.31%20,000CommonSOLE
745867101PHMPULTE GROUP INC$5.9M0.31%50,000CommonSOLE
37959R103GBLIGLOBAL INDEMNITY GROUP LLC$5.8M0.31%214,692CommonSOLE
09290D101BLKBLACKROCK INC$5.8M0.30%6,000CommonSOLE
48238T109OPLNOPENLANE INC$5.7M0.30%197,000CommonSOLE
983793100XPOXPO INC$5.6M0.30%29,000CommonSOLE
191216100KOCOCA COLA CO$5.3M0.28%70,000CommonSOLE
G0250X149AMCRAMCOR PLC$5.3M0.28%133,787CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$5.3M0.28%339,596CommonSOLE
63886Q109NGSNATURAL GAS SVCS GROUP INC$5.3M0.28%140,000CommonSOLE
90337L108USPHU S PHYSICAL THERAPY$5.2M0.27%69,999CommonSOLE
687793109OSCROSCAR HEALTH INC$5.2M0.27%449,604CommonSOLE
55305B101MHOM/I HOMES INC$5.1M0.27%41,700CommonSOLE
25434V203DFAIDIMENSIONAL ETF TRUST$5.1M0.26%130,000CommonSOLE
524660107LEGLEGGETT & PLATT INC$4.9M0.26%500,000CommonSOLE
95082P105WCCWESCO INTL INC$4.9M0.26%18,000CommonSOLE
374689107ROCKGIBRALTAR INDS INC$4.9M0.26%123,099CommonSOLE
609207105MDLZMONDELEZ INTL INC$4.9M0.26%85,000CommonSOLE
N00985106AERAERCAP HOLDINGS NV$4.8M0.25%35,000CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.8M0.25%10,000PUTSOLE
25434V880DFAXDIMENSIONAL ETF TRUST$4.8M0.25%140,000CommonSOLE
675746606ONITONITY GROUP INC$4.7M0.25%120,656CommonSOLE
433539202HIPOHIPPO HLDGS INC$4.7M0.25%180,000CommonSOLE
009066101ABNBAIRBNB INC$4.7M0.24%37,000CommonSOLE
750236101RDNRADIAN GROUP INC$4.6M0.24%140,000CommonSOLE
25434V799DFICDIMENSIONAL ETF TRUST$4.6M0.24%130,000CommonSOLE
538034109LYVLIVE NATION ENTERTAINMENT IN$4.6M0.24%30,000CommonSOLE
608190104MHKMOHAWK INDS INC$4.4M0.23%45,000CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$4.4M0.23%16,000CommonSOLE
066849100BHBBAR HBR BANKSHARES$4.3M0.23%133,270CommonSOLE
042735100ARWARROW ELECTRS INC$4.3M0.23%30,000CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$4.2M0.22%20,000CommonSOLE
227046109CROXCROCS INC$4.2M0.22%50,000CommonSOLE
47233W109JEFJEFFERIES FINANCIAL GROUP IN$4.1M0.22%100,000CommonSOLE
863167201STRSSTRATUS PPTYS INC$4.1M0.21%133,131CommonSOLE
751212101RLRALPH LAUREN CORP$3.9M0.21%11,453CommonSOLE
87241L109TFIITRANSFORCE INC$3.9M0.20%35,500CommonSOLE
624758108MWAMUELLER WTR PRODS INC$3.7M0.20%135,855CommonSOLE
585464100MLCOMELCO RESORTS AND ENTMNT LTD$3.7M0.19%650,000CommonSOLE
278642103EBAYEBAY INC.$3.6M0.19%40,000CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$3.5M0.18%20,000CommonSOLE
03524A108BUDANHEUSER BUSCH INBEV SA NV$3.5M0.18%50,000CommonSOLE
389638107ETHEGRAYSCALE ETHEREUM STAKING E$3.4M0.18%200,001CommonSOLE
439038100HOFTHOOKER FURNISHINGS CORPORATI$3.4M0.18%264,518CommonSOLE
628464109MYEMYERS INDS INC$3.3M0.17%157,810CommonSOLE
620071100MPAAMOTORCAR PTS AMER INC$3.3M0.17%298,252CommonSOLE
04010E109AGXARGAN INC$3.3M0.17%6,000CommonSOLE
835495102SONSONOCO PRODS CO$3.3M0.17%60,361CommonSOLE
104674106BRCBRADY CORP$3.2M0.17%40,000CommonSOLE
053807103AVTAVNET INC$3.2M0.17%52,400CommonSOLE
29667J101ESQESQUIRE FINL HLDGS INC$3.2M0.17%30,000CommonSOLE
12047B105BMBLBUMBLE INC$3.2M0.16%967,372CommonSOLE
G51502105JCIJOHNSON CONTROLS INTERNATION$3.1M0.16%23,875CommonSOLE
921909768VXUSVANGUARD STAR FDS$3.1M0.16%40,000CommonSOLE
749685103RPMRPM INTL INC$3.0M0.16%30,000CommonSOLE
419870100HEHAWAIIAN ELEC INDS INC MTN B$3.0M0.16%200,000CommonSOLE
501889208LKQLKQ CORP$2.9M0.15%100,000CommonSOLE
172755100CRUSCIRRUS LOGIC INC$2.9M0.15%20,000CommonSOLE
567908108HZOMARINEMAX INC$2.9M0.15%106,830CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.9M0.15%17,000CommonSOLE
814785309SNFCASECURITY NATL FINL CORP$2.9M0.15%303,534CommonSOLE
403949100DINOHF SINCLAIR CORP$2.8M0.15%45,000CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$2.8M0.15%24,990CommonSOLE
928298108VSHVISHAY INTERTECHNOLOGY INC$2.7M0.14%150,000CommonSOLE
163851108CCCHEMOURS CO$2.7M0.14%122,000CommonSOLE
153527106CENTCENTRAL GARDEN & PET CO$2.7M0.14%72,176CommonSOLE
Y2573F102FLEXFLEXTRONICS INTL LTD$2.6M0.14%40,000CommonSOLE
90041L105TPBTURNING PT BRANDS INC$2.6M0.14%30,000CommonSOLE
806857108SLBSLB LIMITED$2.6M0.13%50,000CommonSOLE
38526M106LOPEGRAND CANYON ED INC$2.6M0.13%15,000CommonSOLE
631103108NDAQNASDAQ INC$2.5M0.13%30,000CommonSOLE
339382103FLXSFLEXSTEEL INDS INC$2.5M0.13%55,000CommonSOLE
58502B106MDPEDIATRIX MEDICAL GROUP INC$2.5M0.13%115,000CommonSOLE
88339P101REALTHE REALREAL INC$2.5M0.13%270,000CommonSOLE
501270102KRUSKURA SUSHI USA INC$2.4M0.13%35,000CommonSOLE
832156103SMIDSMITH MIDLAND CORP$2.4M0.13%74,200CommonSOLE
126349109CSNCSG SYS INTL INC$2.4M0.13%30,032CommonSOLE
81663L200WGSGENEDX HOLDINGS CORP$2.4M0.13%37,340CommonSOLE
052769106ADSKAUTODESK INC$2.4M0.13%10,000CommonSOLE
24906P109XRAYDENTSPLY SIRONA INC$2.4M0.12%205,000CommonSOLE
693506107PPGPPG INDS INC$2.4M0.12%22,000CommonSOLE
53222Q103LCUTLIFETIME BRANDS INC$2.3M0.12%402,452CommonSOLE
00123Q104AGNCAGNC INVT CORP$2.3M0.12%230,000CommonSOLE
202608105CVGICOMMERCIAL VEH GROUP INC$2.3M0.12%664,335CommonSOLE
438516106HONHONEYWELL INTL INC$2.3M0.12%10,000CommonSOLE
453836108INDBINDEPENDENT BK CORP MASS$2.3M0.12%30,000CommonSOLE
46429B671MCHIISHARES TR$2.2M0.12%40,000CommonSOLE
62548M209CTEVCLARITEV CORPORATION$2.2M0.12%135,314CommonSOLE
443510607HUBBHUBBELL INC$2.2M0.12%4,500CommonSOLE
293712105EFSCENTERPRISE FINL SVCS CORP$2.2M0.12%40,700CommonSOLE
88579Y101MMM3M CO$2.2M0.11%15,000CommonSOLE
501044101KRKROGER CO$2.2M0.11%30,000CommonSOLE
68629Y103ONLORION PROPERTIES INC$2.1M0.11%1,000,000CommonSOLE
57667L107MTCHMATCH GROUP INC NEW$2.1M0.11%70,000CommonSOLE
G33856108GSMFERROGLOBE PLC$2.1M0.11%521,005CommonSOLE
892231101TSQTOWNSQUARE MEDIA INC$2.1M0.11%393,474CommonSOLE
826546103SIFSIFCO INDS INC$2.1M0.11%159,019CommonSOLE
199333105CMCOCOLUMBUS MCKINNON CORP N Y$2.1M0.11%143,200CommonSOLE
722304102PDDPDD HOLDINGS INC$2.0M0.11%20,000CommonSOLE
74347M108PUMPPROPETRO HLDG CORP$2.0M0.11%140,000CommonSOLE
410495204HAFCHANMI FINL CORP$2.0M0.10%75,000CommonSOLE
617446448MSMORGAN STANLEY$2.0M0.10%12,000PUTSOLE
15135B101CNCCENTENE CORP DEL$2.0M0.10%60,000CommonSOLE
866966104SUNBSUNBELT RENTALS HOLDINGS INC$2.0M0.10%30,000CommonSOLE
Y8162K204SBLKSTAR BULK CARRIERS CORP.$2.0M0.10%85,000CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$2.0M0.10%5,000CommonSOLE
G97822103PRGOPERRIGO CO PLC$1.9M0.10%180,000CommonSOLE
153527205CENTACENTRAL GARDEN & PET CO$1.9M0.10%58,999CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$1.9M0.10%29,000CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$1.9M0.10%55,000CommonSOLE
902681105UGIUGI CORP NEW$1.8M0.10%50,000CommonSOLE
634865109NKSHNATIONAL BANKSHARES INC VA$1.8M0.10%50,000CommonSOLE
969457100WMBWILLIAMS COS INC$1.8M0.10%25,000CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$1.8M0.09%40,000CommonSOLE
92891H101SVIXVS TRUST$1.8M0.09%114,726CommonSOLE
294429105EFXEQUIFAX INC$1.8M0.09%10,000CommonSOLE
913903100UHSUNIVERSAL HLTH SVCS INC$1.8M0.09%10,000CommonSOLE
84790A105SPBSPECTRUM BRANDS HOLDINGS INC$1.7M0.09%23,690CommonSOLE
88339PAD3REAL 1 03/01/28THE REALREAL INC$1.7M0.09%1,875,000CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$1.7M0.09%18,500CommonSOLE
74967X103RHRH$1.7M0.09%12,406CommonSOLE
89400J107TRUTRANSUNION$1.7M0.09%25,000CommonSOLE
91913Y100VLOVALERO ENERGY CORP$1.7M0.09%7,000CommonSOLE
G2717C106CWKCUSHMAN AND WAKEFIELD LTD$1.7M0.09%140,000CommonSOLE
112463AC8BKD 2 10/15/26BROOKDALE SR LIVING INC$1.7M0.09%1,000,000CommonSOLE
00508Y102AYIACUITY INC$1.7M0.09%6,000CommonSOLE
375916103GILGILDAN ACTIVEWEAR INC$1.7M0.09%30,000CommonSOLE
344437405FONRFONAR CORP$1.7M0.09%89,534CommonSOLE
35138V102FOXFFOX FACTORY HLDG CORP$1.7M0.09%100,404CommonSOLE
817565104SCISERVICE CORP INTL$1.7M0.09%20,000CommonSOLE
404280406HSBCHSBC HLDGS PLC$1.6M0.09%20,000CommonSOLE
150870103CECELANESE CORP DEL$1.6M0.09%25,000CommonSOLE
G3223R108EGEVEREST GROUP LTD$1.6M0.09%5,000CommonSOLE
P73684113OSWONESPAWORLD HOLDINGS LIMITED$1.6M0.08%70,000CommonSOLE
00847J105AGYSAGILYSYS INC$1.6M0.08%22,505CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$1.6M0.08%50,000CommonSOLE
302941109FCNFTI CONSULTING INC$1.6M0.08%9,000CommonSOLE
790148100JOEST JOE CO$1.6M0.08%25,000CommonSOLE
971378104WSCWILLSCOT HLDGS CORP$1.6M0.08%90,000CommonSOLE
31738L206FOAFINANCE OF AMERICA COMPAN$1.5M0.08%93,000CommonSOLE
904767803ULUNILEVER PLC$1.5M0.08%26,666CommonSOLE
118440106BKEBUCKLE INC$1.5M0.08%30,000CommonSOLE
03212B103AMPYAMPLIFY ENERGY CORP NEW$1.5M0.08%241,263CommonSOLE
92840M102VSTVISTRA CORP$1.5M0.08%10,000CommonSOLE
13462K109CWHCAMPING WORLD HLDGS INC$1.5M0.08%220,000CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$1.5M0.08%20,000CommonSOLE
71363P106PRDOPERDOCEO ED CORP$1.5M0.08%40,000CommonSOLE
88160R101TSLATESLA INC$1.5M0.08%4,000PUTSOLE
47215P106JDJD.COM INC$1.5M0.08%50,000CommonSOLE
H2906T109GRMNGARMIN LTD$1.5M0.08%6,362CommonSOLE
G0585R106AGOASSURED GUARANTY LTD$1.5M0.08%18,000CommonSOLE
239360100DWSNDAWSON GEOPHYSICAL CO NEW$1.5M0.08%423,797CommonSOLE
G23773107CWCOCONSOLIDATED WATER CO INC$1.5M0.08%44,017CommonSOLE
17878Y207CVEOCIVEO CORP CDA$1.5M0.08%55,039CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$1.5M0.08%5,000CommonSOLE
31847R102FAFFIRST AMERN FINL CORP$1.4M0.08%24,000CommonSOLE
60510V108AVOMISSION PRODUCE INC$1.4M0.08%104,410CommonSOLE
903899102ULBIULTRALIFE CORP$1.4M0.07%218,714CommonSOLE
674215207CHRDCHORD ENERGY CORPORATION$1.4M0.07%10,000CommonSOLE
456237106ILPTINDUSTRIAL LOGISTICS PPTYS T$1.4M0.07%250,000CommonSOLE
554382101MACMACERICH CO$1.4M0.07%75,000CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$1.4M0.07%40,000CommonSOLE
233377407DXPEDXP ENTERPRISES INC$1.4M0.07%10,000CommonSOLE
76680V108REIRING ENERGY INC$1.4M0.07%907,417CommonSOLE
922042742VTVANGUARD INTL EQUITY INDEX F$1.4M0.07%10,000CommonSOLE
368678108GENCGENCOR INDS INC$1.4M0.07%91,137CommonSOLE
521865204LEALEAR CORP$1.4M0.07%11,224CommonSOLE
733174700BPOPPOPULAR INC$1.3M0.07%10,000CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$1.3M0.07%40,000CommonSOLE
665859104NTRSNORTHERN TR CORP$1.3M0.07%9,600CommonSOLE
134429109CPBTHE CAMPBELLS COMPANY$1.3M0.07%60,000CommonSOLE
068463108BBSIBARRETT BUSINESS SVCS INC$1.3M0.07%45,773CommonSOLE
070203104BSETBASSETT FURNITURE INDS INC$1.3M0.07%94,306CommonSOLE
420476103HWBKHAWTHORN BANCSHARES INC$1.3M0.07%39,167CommonSOLE
92552R406PRSUPURSUIT ATTRACTIONS AND HOSP$1.3M0.07%36,000CommonSOLE
00090Q103ADTADT INC DEL$1.3M0.07%200,000CommonSOLE
G6359F137NBRNABORS INDUSTRIES LTD$1.3M0.07%15,200CommonSOLE
74158E104PNRGPRIMEENERGY RESOURCES CORP$1.3M0.07%5,615CommonSOLE
801056102SANMSANMINA CORP$1.3M0.07%10,000CommonSOLE
37247D106GNWGENWORTH FINL INC$1.3M0.07%158,000CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$1.3M0.07%20,000CommonSOLE
23335Q100DLHCDLH HLDGS CORP$1.3M0.07%220,000CommonSOLE
043113208ARTNAARTESIAN RES CORP$1.3M0.07%40,000CommonSOLE
594972408MSTRSTRATEGY INC$1.2M0.07%10,000PUTSOLE
71654V408PBRPETROLEO BRASILEIRO S A$1.2M0.07%60,000CommonSOLE
629337106NNBRNN INC$1.2M0.06%834,929CommonSOLE
12514G108CDWCDW CORP$1.2M0.06%10,000CommonSOLE
89785X101TBITRUEBLUE INC$1.2M0.06%309,352CommonSOLE
89832Q109TFCTRUIST FINL CORP$1.2M0.06%25,900CommonSOLE
464288273SCZISHARES TR$1.2M0.06%15,000CommonSOLE
17275R102CSCOCISCO SYS INC$1.2M0.06%15,000CommonSOLE
57638P104MBCMASTERBRAND INC$1.2M0.06%140,000CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$1.1M0.06%7,000CommonSOLE
600551204MLRMILLER INDS INC TENN$1.1M0.06%25,000CommonSOLE
023586506UHAL/BU HAUL HOLDING COMPANY$1.1M0.06%25,200CommonSOLE
01881G106ABALLIANCEBERNSTEIN HLDG L P$1.1M0.06%30,000CommonSOLE
337738108FISVFISERV INC$1.1M0.06%20,000CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$1.1M0.06%3,000CommonSOLE
07556Q881BZHBEAZER HOMES USA INC$1.1M0.06%55,000CommonSOLE
65158N102NMRKNEWMARK GROUP INC$1.0M0.05%70,000CommonSOLE
302301106EZPWEZCORP INC$1.0M0.05%40,000CommonSOLE
90138F102TWLOTWILIO INC$1.0M0.05%8,000CommonSOLE
718172109PMPHILIP MORRIS INTL INC$992,0400.05%6,000CommonSOLE
09175A206BMNRBITMINE IMMERSION TECNOLOGIE$989,0000.05%50,000CommonSOLE
02005N100ALLYALLY FINL INC$980,7500.05%25,000CommonSOLE
729273102PLBCPLUMAS BANCORP$976,4000.05%20,000CommonSOLE
488152208KELYAKELLY SVCS INC$973,5000.05%110,000CommonSOLE
671807105OVLYOAK VY BANCORP OAKDALE CALIF$972,9000.05%30,000CommonSOLE
G0403H108AONAON PLC$968,3400.05%3,000CommonSOLE
02128L106ALTGALTA EQUIPMENT GROUP INC$966,3640.05%179,956CommonSOLE
12653C108CNXCNX RES CORP$963,7500.05%25,000CommonSOLE
M5425M103INMDINMODE LTD$957,6000.05%70,000CommonSOLE
28852N109EFCELLINGTON FINANCIAL INC$948,0000.05%80,000CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$946,0000.05%25,000CommonSOLE
500643200KFYKORN FERRY$944,2500.05%15,000CommonSOLE
98419J206XOMAXOMA ROYALTY CORPORATION$941,1000.05%30,000CommonSOLE
758750103RRXREGAL REXNORD CORPORATION$936,3000.05%5,000CommonSOLE
59001A102MTHMERITAGE HOMES CORP$927,6000.05%15,000CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$923,5600.05%4,000CommonSOLE
400501102OMABGRUPO AEROPORTUARIO DEL CENT$917,8400.05%8,000CommonSOLE
319835104FCCOFIRST CMNTY CORP S C$900,2840.05%30,800CommonSOLE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$899,7000.05%30,000CommonSOLE
629579103NCNACCO INDS INC$895,4430.05%17,230CommonSOLE
624756102MLIMUELLER INDS INC$886,4000.05%8,000CommonSOLE
55083R203LYELLYELL IMMUNOPHARMA INC$884,5260.05%44,094CommonSOLE
515098101LSTRLANDSTAR SYS INC$881,7050.05%5,500CommonSOLE
461804106ITICINVESTORS TITLE CO NC$869,3600.05%4,000CommonSOLE
46432F834IXUSISHARES TR$866,4000.05%10,000CommonSOLE
03027X100AMTAMERICAN TOWER CORP$862,9000.05%5,000CommonSOLE
031001100ATLOAMES NATL CORP$846,6000.04%30,000CommonSOLE
14575E105CARSCARS COM INC$840,9800.04%103,569CommonSOLE
14161W105CDLXCARDLYTICS INC$840,1080.04%800,103CommonSOLE
75955J402RLMDRELMADA THERAPEUTICS INC$835,2000.04%120,000CommonSOLE
404251100HNIHNI CORP$832,0790.04%24,920CommonSOLE
01973R101ALSNALLISON TRANSMISSION HLDGS I$819,4200.04%7,000CommonSOLE
901476101TWINTWIN DISC INC$814,2620.04%54,032CommonSOLE
60649T107MGMISTRAS GROUP INC$812,9000.04%55,000CommonSOLE
887098101TSBKTIMBERLAND BANCORP INC$805,0030.04%20,416CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$801,6000.04%5,000CommonSOLE
877163105TAYDTAYLOR DEVICES INC$798,0000.04%14,000CommonSOLE
P31076105CPACOPA HOLDINGS SA$795,2700.04%7,000CommonSOLE
760125104RTORENTOKIL INITIAL PLC$787,0000.04%25,000CommonSOLE
784117103SEICSEI INVTS CO$784,7000.04%10,000CommonSOLE
243537107DECKDECKERS OUTDOOR CORP$780,7020.04%7,800CommonSOLE
063425102BMRCBANK OF MARIN BANCORP$768,9000.04%30,000CommonSOLE
740444104PLPCPREFORMED LINE PRODS CO$758,1000.04%2,800CommonSOLE
681919106OMCOMNICOM GROUP INC$753,1000.04%10,000CommonSOLE
639057207NWGNATWEST GROUP PLC$745,0000.04%50,000CommonSOLE
397624107GEFGREIF INC$737,7700.04%11,000CommonSOLE
742718109PGPROCTER & GAMBLE CO$722,2000.04%5,000CommonSOLE
651229106NWLNEWELL BRANDS INC$720,3000.04%210,000CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP$719,4200.04%2,600CommonSOLE
G6700G107NVTNVENT ELEC PLC$709,6800.04%6,000CommonSOLE
632347100NATHNATHANS FAMOUS INC$705,1100.04%7,000CommonSOLE
492327101KROSKEROS THERAPEUTICS INC$693,3120.04%62,800CommonSOLE
443320106HUBGHUB GROUP INC$686,9940.04%19,062CommonSOLE
46428Q109SLVISHARES SILVER TR$681,4000.04%10,000CommonSOLE
235825205DANDANA INC$673,0000.04%20,000CommonSOLE
09631H100BHMBLUEROCK HOMES TRUST INC$658,3570.03%57,954CommonSOLE
27923Q109ECVTECOVYST INC$656,0790.03%51,017CommonSOLE
04621X108AIZASSURANT INC$653,4300.03%3,000CommonSOLE
88557W101QFINQFIN HOLDINGS INC$645,5000.03%50,000CommonSOLE
77664L207ROOTROOT INC$644,8820.03%14,600CommonSOLE
35471R106FSPFRANKLIN STR PPTYS CORP$636,8940.03%958,456CommonSOLE
032654105ADIANALOG DEVICES INC$636,2800.03%2,000CommonSOLE
917047102URBNURBAN OUTFITTERS INC$633,5000.03%10,000CommonSOLE
92663R105VMDVIEMED HEALTHCARE INC$607,6020.03%65,972CommonSOLE
02875D109AOUTAMERICAN OUTDOOR BRANDS INC$607,1000.03%65,000CommonSOLE
73278L105POOLPOOL CORP$606,9900.03%3,000CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD$602,4000.03%20,000CommonSOLE
880345103TNCTENNANT CO$599,8580.03%9,034CommonSOLE
37940X102GPNGLOBAL PMTS INC$590,1540.03%8,769CommonSOLE
600544100MLKNMILLERKNOLL INC$578,4000.03%40,000CommonSOLE
45073V108ITTITT INC$571,5900.03%3,000CommonSOLE
743713109PRLBPROTO LABS INC$570,2000.03%10,000CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$569,9000.03%5,000CommonSOLE
19188U206CODACODA OCTOPUS GROUP INC$565,0000.03%50,000CommonSOLE
76665T102REPXRILEY EXPLORATION PERMIAN IN$546,7500.03%15,000CommonSOLE
M85548101SSYSSTRATASYS LTD$546,7000.03%70,000CommonSOLE
359616109FULCFULCRUM THERAPEUTICS INC$536,9000.03%70,000CommonSOLE
81617J301WTTRSELECT WATER SOLUTIONS INC$535,5000.03%35,000CommonSOLE
G7S00T104PNRPENTAIR PLC$522,6600.03%6,000CommonSOLE
48666K109KBHKB HOME$517,5000.03%10,000CommonSOLE
929566107WNCWABASH NATL CORP$517,2000.03%60,000CommonSOLE
M8744T106TBLATABOOLA.COM LTD$496,0000.03%160,000CommonSOLE
004498101ACIWACI WORLDWIDE INC$492,1200.03%12,000CommonSOLE
665809109NTICNORTHERN TECHNOLOGIES INTL C$491,0220.03%59,590CommonSOLE
33631F104FSEAFIRST SEACOAST BANCORP INC$490,4550.03%39,049CommonSOLE
053774105CARAVIS BUDGET GROUP INC$487,1390.03%3,340CommonSOLE
40701T104HBBHAMILTON BEACH BRANDS HLDG C$486,0110.03%25,647CommonSOLE
156492100CNTYCENTURY CASINOS INC$484,3650.03%348,464CommonSOLE
05356F105AVAHAVEANNA HEALTHCARE HLDGS INC$483,0000.03%75,000CommonSOLE
093671105HRBBLOCK H & R INC$476,1000.02%15,000CommonSOLE
98400H102XBITXBIOTECH INC$466,4770.02%198,501CommonSOLE
67011P100DNOWDNOW INC$464,2280.02%38,978CommonSOLE
876511106TGBTASEKO MINES LTD$454,0800.02%70,400CommonSOLE
G29018101DLODLOCAL LTD$453,9500.02%35,000CommonSOLE
701094104PHPARKER-HANNIFIN CORP$447,6200.02%500CommonSOLE
442487401HOVHOVNANIAN ENTERPRISES INC$443,6400.02%4,000CommonSOLE
883203101TXTTEXTRON INC$437,8000.02%5,000CommonSOLE
117043109BCBRUNSWICK CORP$436,5600.02%6,000CommonSOLE
698884103PARPAR TECHNOLOGY CORP$434,5580.02%32,600CommonSOLE
55939A107MAGNMAGNERA CORP$432,6290.02%45,492CommonSOLE
461202103INTUINTUIT$432,3800.02%1,000CommonSOLE
G6891L105PANLPANGAEA LOGISTICS SOLUTION L$428,9770.02%60,590CommonSOLE
440327104HMNHORACE MANN EDUCATORS CORP N$426,8000.02%10,000CommonSOLE
18452B209CLSKCLEANSPARK INC$425,5680.02%50,008CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$416,7400.02%1,000CommonSOLE
224633107CRD/BCRAWFORD & CO$405,6000.02%40,000CommonSOLE
M20598104CSTECAESARSTONE LTD$403,6620.02%377,254CommonSOLE
032037103APAMPCO-PITTSBURG CORP$403,2000.02%60,000CommonSOLE
38964R203ETHGRAYSCALE ETHEREUM STAKING$397,2000.02%20,000CommonSOLE
08160H101BHEBENCHMARK ELECTRS INC$392,4200.02%7,000CommonSOLE
526057104LENLENNAR CORP$391,5620.02%4,509CommonSOLE
34988V106FOSLFOSSIL GROUP INC$387,9000.02%90,000CommonSOLE
86183P102SRISTONERIDGE INC$386,4000.02%80,000CommonSOLE
75025X100RLGTRADIANT LOGISTICS INC$383,8170.02%54,442CommonSOLE
869367201STROSUTRO BIOPHARMA INC$380,4260.02%15,272CommonSOLE
19239V302CCOICOGENT COMM HOLDINGS INC$376,8000.02%20,000CommonSOLE
741511109PSMTPRICESMART INC$376,2500.02%2,500CommonSOLE
205306103TBRGTRUBRIDGE INC$366,0000.02%25,000CommonSOLE
969904101WSMWILLIAMS SONOMA INC$364,6600.02%2,000CommonSOLE
464286624THDISHARES INC$346,9000.02%5,000CommonSOLE
G9TY5A101ZURAZURA BIO LTD$346,2480.02%58,193CommonSOLE
149205106CATOCATO CORP NEW$345,6960.02%122,154CommonSOLE
68752M108OFIXORTHOFIX MED INC$344,1000.02%30,000CommonSOLE
28238P109EHTHEHEALTH INC$342,8820.02%265,800CommonSOLE
04523Y105ASPNASPEN AEROGELS INC$342,0000.02%100,000CommonSOLE
12662P108CVICVR ENERGY INC$336,5000.02%10,000CommonSOLE
83307B101SNDLSNDL INC$330,0000.02%250,000CommonSOLE
221006109CRVLCORVEL CORP$327,9000.02%6,000CommonSOLE
76169C100REXRREXFORD INDL RLTY INC$327,3000.02%10,000CommonSOLE
H1467J104CBCHUBB LTD SWITZ$325,9300.02%1,000CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$322,1400.02%3,500CommonSOLE
50050N103KTBKONTOOR BRANDS INC$321,2960.02%4,571CommonSOLE
90984P303UCBUNITED CMNTY BKS BLAIRSVLE G$314,9000.02%10,000CommonSOLE
47580P103JELDJELD-WEN HLDG INC$310,4380.02%250,353CommonSOLE
G0692U109AXSAXIS CAP HLDGS LTD$304,2300.02%3,000CommonSOLE
433535101HQIHIREQUEST INC$293,7210.02%29,431CommonSOLE
566324109MMIMARCUS & MILLICHAP INC$292,4900.02%11,000CommonSOLE
254687106DISDISNEY WALT CO$289,1400.02%3,000CommonSOLE
443787205STRRSTAR EQUITY HOLDINGS INC$288,9910.02%28,112CommonSOLE
91544A109UPLDUPLAND SOFTWARE INC$284,7470.01%427,548CommonSOLE
700885106PKBKPARKE BANCORP INC$284,0000.01%10,000CommonSOLE
G72800108PRTAPROTHENA CORP PLC$283,8240.01%29,200CommonSOLE
711040105PFISPEOPLES FINL SVCS CORP$278,0630.01%5,214CommonSOLE
78573M104SABRSABRE CORP$275,5000.01%190,000CommonSOLE
14161WAD7CDLX 4.25 04/01/29CARDLYTICS INC$273,4640.01%1,000,000CommonSOLE
52634L108LNSRLENSAR INC$271,3410.01%45,527CommonSOLE
124805102CBZCBIZ INC$268,5000.01%10,000CommonSOLE
447011107HUNHUNTSMAN CORP$266,2000.01%20,000CommonSOLE
349932103FWDIFORWARD INDUSTRIES INC$264,7150.01%59,755CommonSOLE
007002207ACETADICET BIO INC$262,7430.01%38,582CommonSOLE
552848103MTGMGIC INVT CORP WIS$262,5000.01%10,000CommonSOLE
21217B100CTNMCONTINEUM THERAPEUTICS INC$261,2000.01%20,000CommonSOLE
42704L104HRIHERC HLDGS INC$256,2420.01%2,574CommonSOLE
36162J106GEOGEO GROUP INC$252,1500.01%15,000CommonSOLE
252828108DNTHDIANTHUS THERAPEUTICS INC$251,7600.01%3,000CommonSOLE
316773100FITBFIFTH THIRD BANCORP$250,8840.01%5,400CommonSOLE
81141R100SESEA LTD$248,4300.01%3,000CommonSOLE
21874C102CNMCORE & MAIN INC$247,0000.01%5,000CommonSOLE
464286772EWYISHARES INC$246,0200.01%2,000CommonSOLE
050473107AUBNAUBURN NATL BANCORP$238,6500.01%10,000CommonSOLE
40051E202ASRGRUPO AEROPORTUARIO DEL SURE$235,2910.01%700CommonSOLE
125141101CECOCECO ENVIRONMENTAL CORP$232,3620.01%3,900CommonSOLE
926400102VSCOVICTORIAS SECRET AND CO$231,8000.01%5,000CommonSOLE
680033107ONBOLD NATL BANCORP IND$221,0000.01%10,000CommonSOLE
769397100RVSBRIVERVIEW BANCORP INC$220,0000.01%40,000CommonSOLE
10170A100BOLDBOUNDLESS BIO INC$220,0000.01%200,000CommonSOLE
928254101VIRTVIRTU FINL INC$219,9000.01%5,000CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$216,5800.01%1,000CommonSOLE
320551104DIBS1STDIBS COM INC$215,0500.01%39,100CommonSOLE
92852X103VTSVITESSE ENERGY INC$213,7250.01%11,769CommonSOLE
035710839NLYANNALY CAPITAL MANAGEMENT IN$211,5000.01%10,000CommonSOLE
650111107NYTNEW YORK TIMES CO MTN BE$209,3250.01%2,500CommonSOLE
49372L2092KZ0KEZAR LIFE SCIENCES INC$208,8280.01%28,144CommonSOLE
Y00408107CCECCAPITAL CLEAN ENERGY CARRIER$206,1440.01%10,376CommonSOLE
74317M104PALPROFICIENT AUTO LOGISTICS IN$203,4000.01%30,000CommonSOLE
69353Y103PMVPPMV PHARMACEUTICALS INC$201,1280.01%162,200CommonSOLE
31810T101FINVFINVOLUTION GROUP$191,6000.01%40,000CommonSOLE
126638105CVRXCVRX INC$189,2000.01%20,000CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$179,4000.01%30,000CommonSOLE
640979100NMRANEUMORA THERAPEUTICS INC.$175,5000.01%90,000CommonSOLE
81752R100SRGSERITAGE GROWTH PPTYS$174,2200.01%62,000CommonSOLE
05453N100AWREAWARE INC MASS$173,2500.01%138,600CommonSOLE
67080N101NUVBNUVATION BIO INC$171,6000.01%40,000CommonSOLE
713317105PEPGPEPGEN INC$168,2240.01%95,042CommonSOLE
683827208OCCOPTICAL CABLE CORP$164,9920.01%19,999CommonSOLE
M25133105CGNTCOGNYTE SOFTWARE LTD$162,0000.01%20,000CommonSOLE
04683R106AVIRATEA PHARMACEUTICALS INC$161,4000.01%30,000CommonSOLE
00938A104AIRGAIRGAIN INC$124,8500.01%22,700CommonSOLE
98943L107ZNTLZENTALIS PHARMACEUTICALS INC$117,0000.01%50,000CommonSOLE
75524W108RMAXRE/MAX HLDGS INC$115,2000.01%20,000CommonSOLE
602566309MINDMIND TECHNOLOGY INC$102,1870.01%12,238CommonSOLE
482929106KLRSKALARIS THERAPEUTICS INC$100,3460.01%17,391CommonSOLE
25065K104DXLGDESTINATION XL GROUP INC$96,5070.01%189,230CommonSOLE
163092109CHGGCHEGG INC$96,3690.01%130,000CommonSOLE
M70240102MNDOMIND C T I LTD$86,1520.00%74,915CommonSOLE
59102M104MGXMETAGENOMI THERAPEUTICS INC$85,7880.00%64,021CommonSOLE
758075402RWTREDWOOD TRUST INC$84,1500.00%15,000CommonSOLE
416906204HBIOHARVARD BIOSCIENCE INC$77,9200.00%16,000CommonSOLE
142038108CRBUCARIBOU BIOSCIENCES INC$76,0000.00%40,000CommonSOLE
250639101DSWLDESWELL INDS INC$74,7590.00%25,003CommonSOLE
69002R103TEADTEADS HLDG CO$72,4460.00%110,000CommonSOLE
57633B100MHHMASTECH HLDGS INC$67,3350.00%11,834CommonSOLE
784933103SGRPSPAR GROUP INC$60,8590.00%97,296CommonSOLE
53681J103LACLITHIUM AMERS CORP NEW$59,2500.00%15,000CommonSOLE
01626W101ALITALIGHT INC$58,2700.00%100,000CommonSOLE
06684L103BZUNBAOZUN INC$47,8000.00%20,000CommonSOLE
002120202ATYRATYR PHARMA INC$15,6000.00%20,000CommonSOLE

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.