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Acuitas Investments, LLC
hedge fundUpdated 45 days agoManaged by Acuitas Investments, Llc • Latest filing Q2 2026
Portfolio value
$1.4M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-72.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $96.8M |
| Q2 2023 | $171.7M |
| Q3 2023 | $170.1M |
| Q4 2023 | $191.5M |
| Q1 2024 | $198.2M |
| Q2 2024 | $186.8M |
| Q3 2024 | $224.3M |
| Q4 2024 | $121.8M |
| Q1 2025 | $117.4M |
| Q2 2025 | $125.7M |
| Q3 2025 | $155.8M |
| Q4 2025 | $497K |
| Q1 2026 | $1.4M |
| Q2 2026 | $1.4M |
Top holdings
7 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | R RPRX SLB LIMITED | $380K | 8.2K | 26.68% | Unchanged |
| 2 | ? N/A CVR PARTNERS LP/CVR NITROGEN | $374K | 3.3K | 26.25% | — |
| 3 | F FSLR FIRST SOLAR INC | $220K | 935 | 15.45% | — |
| 4 | M MCHX MARCHEX INC | $167K | 102.7K | 11.74% | Trimmed(-23.2%) |
| 5 | B BBDO BANCO BRADESCO S A | $154K | 44.4K | 10.82% | Added(+39.2%) |
| 6 | N NFGC NEW FOUND GOLD CORP | $67K | 44.0K | 4.69% | Trimmed(-32.3%) |
| 7 | P PPTA PERPETUA RESOURCES CORP | $62K | 3.0K | 4.36% | — |