Acuitas Investments, LLC 13F Holdings · Q2 2026
Acuitas Investments, LLC reported 7 securities worth $1.43M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SLB (26.68%), UAN (26.25%), FSLR (15.45%). Among its top 25 positions this quarter: 3 new, 1 added, 2 trimmed, 5 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SLB | SLB LIMITED | $380,480 | 26.68% | 8,200 | Hold |
| 2 | UAN | CVR PARTNERS LP/CVR NITROGEN | $374,385 | 26.25% | 3,307 | New |
| 3 | FSLR | FIRST SOLAR INC | $220,333 | 15.45% | 935 | New |
| 4 | MCHX | MARCHEX INC | $167,456 | 11.74% | 102,734 | Trimmed |
| 5 | BBD | BANCO BRADESCO S A | $154,290 | 10.82% | 44,400 | Added |
| 6 | NFGC | NEW FOUND GOLD CORP | $66,884 | 4.69% | 44,000 | Trimmed |
| 7 | PPTA | PERPETUA RESOURCES CORP | $62,175 | 4.36% | 3,000 | New |
| 8 | BRBI | BRBI BR PARTNERS SA | $0 | 0.00% | 0 | Exited |
| 9 | CRESY | CRESUD S A C I F Y A | $0 | 0.00% | 0 | Exited |
| 10 | GDDY | GODADDY INC | $0 | 0.00% | 0 | Exited |
| 11 | KLTR | KALTURA INC | $0 | 0.00% | 0 | Exited |
| 12 | VTMX | VESTA REAL ESTATE CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR