Almitas Capital LLC

Q2 2025 13F-HR Holdings

Location
Santa Monica, CA
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
82
Total value ($000)
$396,364
Net value change ($000)
New positions
80
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FBTC 151,478
BTT 34,110
FETH 16,361
AMLX 13,606
XPHTX 12,977
PIONEER MUNICIPAL HIGH INCOME ADVANTAGE FUND, INC. 10,325
PIONEER MUNICIPAL HIGH INCOME FUND, INC. 9,345
Pioneer Municipal High Income Opportunities Fund, Inc. 9,332
NQP 7,978
CNNE 6,693
Top Reduces (Value $000, Stocks/ETFs)
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type