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Portfolio (Quarterly) Guide ↗

RK Capital Management, LLC/FL

· CIK 0001905218
13F Portfolio $2.6B AUM 25 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 2 Reduced 26 Exited
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ARMADA ACQUISITION CORP II 166,711.0 $100K 0.00% $0.60
22 ELME COMMUNITIES 47,712.0 $96K 0.00% NEW $2.01
23 ARMADA ACQUISITION CORP III 270,096.0 $69K 0.00% NEW $0.26
24 FUSE FUSEMACHINES INC Technology 19,013.0 $18K 0.00% NEW $0.95 +48.7%
25 LIFEZONE METALS LIMITED 18,300.0 $9K $0.50
Page 2 of 2  ·  25 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 81.6%
Communication Services 4.8%
Healthcare 4.4%
Industrials 3.8%
Technology 2.6%
Energy 1.9%
Basic Materials 0.8%