Acuitas Investments, LLC

Q1 2026 13F-HR Detailed Holdings

Location
Seattle, WA
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
9
Total value ($000)
$1,409,435
Net value change ($000)
+912,892 (183.8%)
New positions
9
Sold out positions
1
Turnover %
135.2%
Sector allocation + QoQ delta (equities-only)

Holdings broken out by other managers reported in the original SEC filing. View aggregated holdings

Prev filing: 1/27/2026 Next filing: — SEC filing
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Snapshot: Change Analysis

Compared to Q4 2025
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)
SLB 421,398 NEW
VTMX 296,726 NEW
MCHX 207,238 NEW
CRESY 127,200 NEW
NFGC 126,100 NEW
BBD 116,435 NEW
BRBI 44,670 NEW
KLTR 36,600 NEW
GDDY 33,068 NEW
Top Reduces (Value $000, Stocks/ETFs)
RDCM -496,543 -100.0%
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 Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Seven Canyons Advisors, LLC