RBF Capital, LLC

All Holdings — 2025 Q4

AI Portfolio Summary
In 2025 Q4, RBF Capital, LLC maintained a portfolio of 617 distinct positions. They heavily accumulated shares in MORGAN STANLEY, increasing their position by 5900.0%. Conversely, RBF Capital, LLC completely exited their position in KRAFT HEINZ CO.
PCA Score Concentration Risk
Risk ENB
Total Positions
617
Quarter
2025 Q4
Top Holding
MS (6.4%)
Top 10 Concentration
28.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 617
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
MS
MORGAN STANLEY
Financial Services 6.39% 5.74% #1
Prev: #1
2.6 no change no change
P
S
810,432 $143,875,993 2010 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 4.43% 4.35% #2
Prev: #2
1.8 no change no change
P
S
146,300 $99,764,896 2010 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
APP
APPLOVIN CORP
Communication Services 3.44% 3.68% #3
Prev: #3
1.4 no change no change
P
S
114,955 $77,458,978 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
META
META PLATFORMS ...
Communication Services 3.08% 3.44% #4
Prev: #4
1.2 no change no change
P
S
105,000 $69,309,450 2012 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/A
BERKSHIRE HATHA...
Financial Services 2.55% 2.56% #5
Prev: #5
1.0 no change no change
P
S
76 $57,364,800 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BAC
BANK AMERICA CO...
Financial Services 1.86% 1.75% #6
Prev: #6
0.7 no change no change
P
S
760,000 $41,800,000 2000 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DAC
DANAOS CORPORAT...
Industrials 1.75% 1.67% #7
Prev: #7
0.7 no change no change
P
S
418,015 $39,368,653 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC
Communication Services 1.67% 1.30% #8 7
Prev: #15
0.7 no change no change
P
S
120,000 $37,656,000 2010 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MA
MASTERCARD INCO...
Financial Services 1.66% 1.66% #9 1
Prev: #8
0.7 no change no change
P
S
65,500 $37,392,640 2010 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HCA
HCA HEALTHCARE ...
Healthcare 1.55% 1.43% #10 1
Prev: #11
0.6 no change no change
P
S
75,000 $35,014,500 2012 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FICO
FAIR ISAAC CORP
Technology 1.50% 1.33% #11 3
Prev: #14
0.6 no change no change
P
S
20,000 $33,812,400 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA INC
Financial Services 1.48% 1.45% #12 2
Prev: #10
0.6 no change no change
P
S
95,000 $33,317,450 2010 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
PUT
PUT Option 1.45% 1.46% #13 4
Prev: #9
0.6 no change no change
P
S
65,000 $32,672,250 2010 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 1.45% 1.36% #14 1
Prev: #13
0.6 no change no change
P
S
120,000 $32,623,200 2010 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BLDR
BUILDERS FIRSTS...
Industrials 1.18% 1.40% #15 3
Prev: #12
0.5 no change no change
P
S
258,702 $26,617,848 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPGI
S&P GLOBAL INC
Financial Services 1.16% 1.09% #16 1
Prev: #17
0.5 no change no change
P
S
50,000 $26,129,500 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.07% 1.15% #17 1
Prev: #16
0.4 no change no change
P
S
50,000 $24,181,000 2000 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MS
MORGAN STANLEY
PUT
PUT Option 0.94% 0.01% #18 443
Prev: #461
2.7 118,000 5900.0%
P
S
120,000 $21,187,200 2010 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GS
GOLDMAN SACHS G...
Financial Services 0.90% 0.82% #19 4
Prev: #23
0.4 no change no change
P
S
23,000 $20,217,000 2000 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WLDN
WILLDAN GROUP I...
Industrials 0.85% 0.80% #20 4
Prev: #24
0.3 no change no change
P
S
184,600 $19,135,636 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UBER
UBER TECHNOLOGI...
Technology 0.84% 0.66% #21 10
Prev: #31
2.4 53,000 29.8%
P
S
231,000 $18,875,010 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
THC
TENET HEALTHCAR...
Healthcare 0.82% 0.84% #22
Prev: #22
0.3 no change no change
P
S
93,237 $18,528,057 2010 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UNH
UNITEDHEALTH GR...
Healthcare 0.81% 0.85% #23 2
Prev: #21
0.3 no change no change
P
S
55,000 $18,156,050 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MMYT
MAKEMYTRIP LIMI...
Consumer Cyclical 0.80% 0.91% #24 5
Prev: #19
0.3 no change no change
P
S
218,722 $17,961,451 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SPLG
SPDR SERIES TRU...
ETF 0.76% 0.75% #25 1
Prev: #26
0.3 no change no change
P
S
214,574 $17,213,126 2020 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
KHC
KRAFT HEINZ CO
Consumer Defensive 0.00% 0.21%
Sold All 😨
(Was: #104)
0.3 -180,000 -100.0%
CLOSED
$— 2015 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UBER
UBER TECHNOLOGI...
PUT
PUT Option 0.00% 0.21%
Sold All 😨
(Was: #106)
0.3 -47,000 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ATRO
ASTRONICS CORP
Industrials 0.00% 0.20%
Sold All 😨
(Was: #107)
0.3 -100,372 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HI
HILLENBRAND INC
Industrials 0.00% 0.11%
Sold All 😨
(Was: #160)
0.3 -95,020 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CWK
CUSHMAN WAKEFIE...
Real Estate 0.00% 0.11%
Sold All 😨
(Was: #169)
0.3 -150,000 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HBI
HANESBRANDS INC
Consumer Cyclical 0.00% 0.11%
Sold All 😨
(Was: #173)
0.3 -360,000 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PPG
PPG INDS INC
Basic Materials 0.00% 0.10%
Sold All 😨
(Was: #180)
0.3 -22,000 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GTLS
CHART INDS INC
Industrials 0.00% 0.09%
Sold All 😨
(Was: #203)
0.3 -10,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCS
STEELCASE INC
Consumer Cyclical 0.00% 0.09%
Sold All 😨
(Was: #205)
0.3 -115,000 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PRDO
PERDOCEO ED COR...
Consumer Defensive 0.00% 0.07%
Sold All 😨
(Was: #246)
0.3 -40,000 -100.0%
CLOSED
$— 2020 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
GLD
SPDR GOLD TR
ETF 0.00% 0.05%
Sold All 😨
(Was: #307)
0.3 -3,000 -100.0%
CLOSED
$— 2012 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PM
PHILIP MORRIS I...
Consumer Defensive 0.00% 0.04%
Sold All 😨
(Was: #320)
0.3 -6,000 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RH
RH
Consumer Cyclical 0.00% 0.04%
Sold All 😨
(Was: #339)
0.3 -4,000 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ACMR
ACM RESH INC
Technology 0.00% 0.03%
Sold All 😨
(Was: #344)
0.3 -20,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TME
TENCENT MUSIC E...
Communication Services 0.00% 0.03%
Sold All 😨
(Was: #360)
0.3 -31,000 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MURA
MURAL ONCOLOGY ...
Healthcare 0.00% 0.03%
Sold All 😨
(Was: #386)
0.3 -283,912 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AXL
AMERICAN AXLE &...
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #410)
0.3 -80,000 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LRN
STRIDE INC
Consumer Defensive 0.00% 0.02%
Sold All 😨
(Was: #427)
0.3 -2,805 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ADNT
ADIENT PLC
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #431)
0.3 -17,000 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VRNT
VERINT SYS INC
Technology 0.00% 0.02%
Sold All 😨
(Was: #435)
0.3 -20,000 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMN
AMN HEALTHCARE ...
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #444)
0.3 -18,513 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CNR
CORE NATURAL RE...
Energy 0.00% 0.01%
Sold All 😨
(Was: #451)
0.3 -4,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CRON
CRONOS GROUP IN...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #460)
0.3 -114,066 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KOP
KOPPERS HOLDING...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #467)
0.3 -10,931 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TFX
TELEFLEX INCORP...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #468)
0.3 -2,500 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
SRDX
SURMODICS INC
Unknown 0.00% 0.01%
Sold All 😨
(Was: #471)
0.3 -10,000 -100.0%
CLOSED
$— 2011 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FUL
FULLER H B CO
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #474)
0.3 -5,000 -100.0%
CLOSED
$— 2000 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MRC
MRC GLOBAL INC
Unknown 0.00% 0.01%
Sold All 😨
(Was: #476)
0.3 -20,000 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
WWW
WOLVERINE WORLD...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #486)
0.3 -10,000 -100.0%
CLOSED
$— 2009 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BV
BRIGHTVIEW HLDG...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #490)
0.3 -20,000 -100.0%
CLOSED
$— 2018 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EEFT
EURONET WORLDWI...
Technology 0.00% 0.01%
Sold All 😨
(Was: #492)
0.3 -3,000 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVTR
AVANTOR INC
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #499)
0.3 -20,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BRY
BERRY CORP
Energy 0.00% 0.01%
Sold All 😨
(Was: #502)
0.3 -65,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FUN
SIX FLAGS ENTER...
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #507)
0.3 -10,000 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AFRM
AFFIRM HLDGS IN...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #512)
0.3 -3,000 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BXC
BLUELINX HLDGS ...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #513)
0.3 -3,000 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DV
DOUBLEVERIFY HL...
Communication Services 0.00% 0.01%
Sold All 😨
(Was: #515)
0.3 -18,000 -100.0%
CLOSED
$— 2011 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FMS
FRESENIUS MEDIC...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #517)
0.3 -8,100 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PHR
PHREESIA INC
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #518)
0.3 -9,048 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MED
MEDIFAST INC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #522)
0.3 -14,895 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
U
UNITY SOFTWARE ...
Technology 0.00% 0.01%
Sold All 😨
(Was: #525)
0.3 -5,000 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
M
MACYS INC
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #526)
0.3 -11,000 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SID
COMPANHIA SIDER...
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #527)
0.3 -131,219 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OPI
OFFICE PPTYS IN...
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #528)
0.3 -590,366 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DBRG
DIGITALBRIDGE G...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #533)
0.3 -15,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RGP
RESOURCES CONNE...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #536)
0.3 -32,041 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FRST
PRIMIS FINANCIA...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #539)
0.3 -15,000 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OSUR
ORASURE TECHNOL...
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #540)
0.3 -48,096 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
DENN
DENNYS CORP
Consumer Cyclical 0.00% 0.01%
Sold All 😨
(Was: #541)
0.3 -29,103 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
CMBT
CMB.TECH NV
Energy 0.00% 0.01%
Sold All 😨
(Was: #542)
0.3 -15,955 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MEI
METHODE ELECTRS...
Technology 0.00% 0.01%
Sold All 😨
(Was: #547)
0.3 -16,620 -100.0%
CLOSED
$— 2001 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
INDI
INDIE SEMICONDU...
Technology 0.00% 0.00%
Sold All 😨
(Was: #553)
0.3 -25,500 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ZIP
ZIPRECRUITER IN...
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #558)
0.3 -22,308 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
HGBL
HERITAGE GLOBAL...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #561)
0.3 -54,283 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
OPRT
OPORTUN FINL CO...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #564)
0.3 -13,106 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MCHX
MARCHEX INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #566)
0.3 -41,600 -100.0%
CLOSED
$— 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PRTS
CARPARTS COM IN...
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #567)
0.3 -103,794 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OMI
OWENS & MINOR I...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #569)
0.3 -14,277 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
RVP
RETRACTABLE TEC...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #570)
0.3 -66,308 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EB
EVENTBRITE INC
Communication Services 0.00% 0.00%
Sold All 😨
(Was: #572)
0.3 -19,270 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TUYA
TUYA INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #573)
0.3 -14,800 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
APWC
ASIA PACIFIC WI...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #574)
0.3 -12,565 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 617 holdings

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