Richard B. Fullerton
@Rbf Capital, Llc
Latest period2024 - Q3ReportedManaged Assets$1.995BTotal holdings596
Assets growth rate14.66%Assets growth rate (2-Q avg)5.95%Continuous growth in asset value1 quarters
Portfolio positions
This chart displays the top 10 holdings in Rbf Capital, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 596 positions.
Assets under management
The assets under management (AUM) of Rbf Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.995B in assets, with a quarterly growth rate of 14.66% and a 2-quarter average growth rate of 5.95%. The portfolio is managed by Richard B. Fullerton, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
DHCDiversified Healthcare Tr
| 0.28% | $5.447M 1.3M shares@ $4.19 avg price | Increased 433.08% |
ESGREnstar Group Limited
| 0.22% | $4.281M 13,380 shares@ $319.93 avg price | Increased 81.72% |
HBIHanesbrands Inc
| 0.22% | $4.267M 600,357 shares@ $7.11 avg price | Increased 10.28% |
LYBLyondellbasell Industries N
| 0.2% | $3.836M 40,000 shares@ $95.9 avg price | Increased 21.22% |
HZOMarinemax Inc
| 0.17% | $3.299M 93,544 shares@ $35.28 avg price | Increased 55.91% |
DELLDell Technologies Inc
| 0.15% | $2.964M 25,000 shares@ $118.54 avg price | Increased 66.67% |
HEHawaiian Elec Industries
| 0.15% | $2.904M 300,000 shares@ $9.68 avg price | Increased 650% |
CRWDCrowdstrike Hldgs Inc
| 0.15% | $2.805M 10,000 shares@ $280.47 avg price | Increased 66.67% |
OPRTOportun Finl Corp
| 0.14% | $2.748M 978,079 shares@ $2.82 avg price | Increased 82.86% |
SNFCASecurity Natl Finl Corp
| 0.14% | $2.728M 296,531 shares@ $9.2 avg price | Increased 5.86% |