Almitas Capital LLC

Holdings as of 2026-06-30, filed 2026-08-17

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 48 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
130
Value reported by manager
$417.4M
Sum of our stored positions
$417.4M
should match the line above
Disclosure lag
48 d
quarter end to filing
Top 5 concentration
40.4%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

130 largest shown
IssuerClassValueSharesTypeCUSIP
FIDELITY WISE ORIGIN BITCOINSHS$69.7M1,364,522315948109
BLACKROCK MUN TARGET TERM TRCOM SHS BEN IN$33.8M1,485,21309257P105
ASA GOLD AND PRECIOUS MTLS LSHS$32.7M629,121G3156P103
AMYLYX PHARMACEUTICALS INCCOM$17.5M974,88103237H101
DESIGN THERAPEUTICS INCCOM$14.9M1,026,89325056L103
PIMCO DYNAMIC INCOME STRATEGCOM SHS BEN INT$11.4M549,49569346N107
CORNERSTONE TOTAL RETURN FDCOM$11.3M1,572,30921924U300
CANNAE HLDGS INCCOM$10.7M741,31813765N107
NYLI CBRE GBL INFR MEGTRNDSCOM$8.5M557,46256064Q107
LYELL IMMUNOPHARMA INCCOM NEW$8.2M581,40755083R203
BLACKROCK HEALTH SCIENCES TECOM SHS$7.8M507,09509260E105
AN2 THERAPEUTICS INCCOM$7.1M1,469,129037326105
TORTOISE ENERGY INFRSTRCTR CCOM$6.9M161,87289147L886
PIMCO CALIF MUN INCOME FDCOM$6.4M710,60472200N106
NUVEEN S&P 500 DYNAMIC OVERWCOM$6.1M326,9076706EW100
ALX ONCOLOGY HLDGS INCCOM$6.1M2,938,43100166B105
FS SPECIALTY LENDING FDCOM SH BEN INT$6M537,295644323107
PGIM SHORT DUR HIG YLD OPP FCOM$6M364,67469355J104
CORNERSTONE STRATEGIC INVESTCOM$5M661,78921924B302
ABERDEEN MUN INCOME FDSH BEN INT$4.9M878,531552738106
ISHARES TRCORE 60 BALA ETF$4.9M69,946464289867
SCHWAB STRATEGIC TRUS REIT ETF$4.7M198,600808524847
BNY MELLON STRATEGIC MUN BDCOM$4.7M757,99909662E109
LIBERTY ALL STAR EQUITY FDSH BEN INT$4.6M798,342530158104
JAPAN SMALLER CAPITALIZATIONCOM$4.6M386,37547109U104
FIRST TR SR FLTG RATE INCOMECOM$4.5M466,07233733U108
CLOUGH GLOBAL OPPORTUNITIESSH BEN INT$4.3M709,76418914E106
BRIGHTSPIRE CAPITAL INCCOM CL A$4.2M769,03310949T109
DTF TAX-FREE INCOME 2028 TERCOM$4.1M355,08923334J107
CRESCENT CAP BDC INCCOM$3.9M356,905225655109
ELME COMMUNITIESSH BEN INT$3.9M2,619,247939653101
MEXICO FD INCCOM$3.7M170,814592835102
THE CENTRAL AND EASTERN EU ICOM$3.6M173,254153436100
LADDER CAP CORPCL A$3.4M340,477505743104
NUVEEN FLOATING RATE INCOMECOM$3.3M435,20867072T108
PIMCO NEW YORK MUN FD IICOM$3.3M467,43272200Y102
TPG RE FIN TR INCCOM$3M362,68487266M107
ENNIS INCCOM$3M138,956293389102
SABA CAPITAL INCOME & OPPORTCOM NEW$2.9M347,826880198205
CLOUGH GLOBAL EQUITY FDCOM$2.9M331,17218914C100
FIRST TR HIGH YIELD OPPRT 20COM$2.7M198,80133741Q107
LIBERTY ALL-STAR GROWTH FD ICOM$2.6M466,560529900102
FRANKLIN BSP RLTY TR INCCOMMON STOCK$2.4M298,19035243J101
SRH TOTAL RETURN FUND INCCOM$2.4M133,773101507101
FULGENT GENETICS INCCOM$2.2M104,797359664109
RALLYBIO CORPCOM$1.9M120,68275120L209
TEJON RANCH COCOM$1.7M90,257879080109
BLACKSTONE STRATEGIC CRED 20COM SHS BEN IN$1.6M144,83409257R101
MIDCAP FINANCIAL INVSTMNT COCOM NEW$1.4M140,47703761U502
PULMONX CORPCOM$1.4M1,064,202745848101
ALLIANCEBERNSTEIN NATL MUN ICOM$1.4M120,99301864U106
BNY MELLON MUN BD INFRASTRUCCOM SHS$1.3M121,33909662W109
AGNICO EAGLE MINES LTDCOM$1.2M8,035008474108
MFA FINL INCCOM$1.2M128,08655272X607
STARWOOD PPTY TR INCCOM$1.2M71,00085571B105
HIGH INCOME SECS FDSHS BEN INT$1.1M209,32242968F108
COHEN & STEERS INFRASTRUCTURCOM$1.1M38,56219248A109
ARROWMARK FINANCIAL CORPCOM$994K50,843861780104
GABELLI EQUITY TR INCCOM$960.5K169,700362397101
NUVEEN CHURCHILL DIRECT LENDCOM SHS$871.4K70,16067090S108
ARES COML REAL ESTATE CORPCOM$814.3K180,95404013V108
EAGLE POINT INCOME COMPANY ICOM$811.1K80,547269817102
BLACKROCK SCIENCE & TECHNOLOSHS BEN INT$805.1K26,81009260K101
NEWTEKONE INCCOM NEW$793.4K53,570652526203
CLOUGH GLOBAL DIVID & INCOMECOM$735.1K110,70818913Y103
NEUBERGER NEXT GENERATIONCOMMON STOCK$699.6K42,29764133Q108
TOTAL RETURN SECURITIES FUNDCOM$686.6K115,581870875101
NEWMONT CORPCOM$635.1K6,800651639106
WALKER & DUNLOP INCCOM$634.5K11,60093148P102
VOYA EMERGING MKTS HIGH DIVICOM$609.7K78,16192912P108
CAVCO INDS INC DELCOM$609.5K992149568107
SHARPLINK INCCOM NEW$596.6K124,283820014405
EATON VANCE SR FLTNG RTE TRCOM$576.6K54,39327828Q105
BLACKSTONE SENI FLTN RAT 202COM$575.9K44,47109256U105
CALAMOS GBL DYN INCOME FUNDCOM$570.9K64,07312811L107
BNY MELLON STRATEGIC MUNS INCOM$530.1K82,06605588W108
CALAMOS LNG SHR EQT DYNAMICCOM$504.7K38,58412812C106
TORO CORPCOM$487K100,000Y8900D108
TALPHERA INCCOM NEW$481.2K467,15200444T209
BANK OF NY MELLON CORPCOM$477.2K3,300064058100
GOLDMAN SACHS BDC INCSHS$474K50,00038147U107
WESTERN ASSET INFLT LNK INCCOM SH BEN INT$461.2K56,73295766Q106
CARLYLE SECURED LENDING INCCOM$451.6K42,885872280102
CHAMPION HOMES INCCOM$440.6K5,000830830105
CARLYLE CREDIT INCOME FUNDSHS BEN INT$439.9K157,68592535C104
CREDIT SUISSE HIGH YIELD CRESH BEN INT$439.7K247,02622544F103
FORUM MARKETS INCCOM SHS$436.6K80,40868236V401
EATON VANCE LIMITED DURATIONCOM$434.8K46,39927828H105
M & T BK CORPCOM$428.4K1,80055261F104
PNC FINL SVCS GROUP INCCOM$418.6K1,700693475105
NORTHERN TR CORPCOM$417.2K2,400665859104
WHEELER REAL ESTATE INVT TR7% SR NT 31$416.8K131,775963025804
TAIWAN FD INCCOM$400.5K4,164874036106
CABALETTA BIO INCCOM$391.5K125,90012674W109
CHIMERA INVT CORPCOM SHS$389.2K29,17716934Q802
TRUIST FINL CORPCOM$388.6K7,80089832Q109
ABRDN NATL MUN INCOME FDSH BEN INT$386K37,22124610T108
EATON VANCE SR INCOME TRSH BEN INT$372.3K74,75127826S103
ABERDEEN MULTI-MARKET INCOMESH BEN INT$366.2K83,238552737108
FRANCO NEV CORPCOM$352.3K1,690351858105
DESTRA MULTI-ALTERNATIVE FDCOMMON SHARES$338K45,19325065A502
DUFF & PHELPS UTLITY AND INFCOM$334.9K22,56526433C105
NEW MTN FIN CORPCOM$322.7K45,000647551100
MORGAN STANLEY DIRECT LENDINCOM SHS$302.4K20,00061774A103
REGIONS FINANCIAL CORP NEWCOM$302K10,0007591EP100
ABRDN LIFE SCIENCES INVESTORSH BEN INT$297.6K14,87587911K100
BLACKROCK LTD DURATION INCOMCOM SHS$297.5K23,82209249W101
EOS ENERGY ENTERPRISES INCCOM CL A$294K50,00029415C101
PLAYSTUDIOS INCCLASS A COM$289.2K579,46772815G108
KAYNE ANDERSON ENERGY INFRSTCOM$287.7K20,799486606106
BLACKROCK TCP CAPITAL CORPCOM$285.6K85,00009259E108
FS KKR CAP CORPCOM$283.8K27,031302635206
BLACKSTONE LONG SHORT CR INCCOM SHS BN INT$272.9K25,08509257D102
GOLUB CAP BDC INCCOM$257.6K20,00038173M102
BLACKROCK MULTI SECTOR INC TCOM$244.7K19,54309258A107
EATON VANCE TAX-MANAGED GLOBCOM$243.7K25,27627829C105
HANCOCK JOHN PREM DIVID FDCOM SH BEN INT$207.7K16,03741013T105
BNY MELLON HIGH YIELD STRATESH BEN INT$192.8K79,66509660L105
BLACKROCK CR ALLOCATIONCOM$190.7K18,660092508100
BAIN CAP SPECIALTY FIN INCCOM STK$187.8K15,00005684B107
CREDIT SUISSE ASSET MGMTCOM$155.2K62,565224916106
BLACKROCK CORE BD TRSHS BEN INT$154.2K16,81209249E101
COHEN & STEERS TOTAL RETURNCOM$152.2K13,44319247R103
NUVEEN CR STRATEGIES INCOMECOM SHS$136.3K28,04167073D102
BLACKROCK MUNIHLDNGS CALICOM$130.8K11,90009254L107
RIVERNORTH DOUBLELINE STRATECOM$112K14,51176882G107
MFS GOVT MKTS INCOME TRSH BEN INT$57.4K20,000552939100
GAMCO GLOBAL GOLD NAT RES &COM SH BEN INT$49.7K10,27236465A109
GRANITE PT MTG TR INCCOM STK$22.5K14,99238741L107
COHEN & STEERS QUALITY INCOMRIGHT 07/15/2026$74550,00019247L122
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-17