Rahlfs Capital, LLC filed its 13F report for Q4 2025 on February 05, 2026. The portfolio totaled 128.76 M reflecting a +1.84% change from the prior quarter, spanning 84 assets. The top 10 holdings comprised 46.7% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 7 complete exits.
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Rahlfs Capital submitted their Form 13F-HR for the Q4 2025 period on 02/05/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Rahlfs Capital reported a managed portfolio value of 128.76 M, consisting of 84 individual positions.
This page displays the raw filing documents. To see which stocks Rahlfs Capital bought or sold during Q4 2025, please visit Rahlfs Capital's Portfolio Analysis page.