Acuitas Investments, LLC
Holdings as of 2026-06-30, filed 2026-07-30
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 30 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
7
Value reported by manager
$1.4M
Sum of our stored positions
$1.4M
should match the line above
Disclosure lag
30 d
quarter end to filing
Top 5 concentration
90.9%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
7 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| SLB LIMITED | COM STK | $380.5K | 8,200 | — | 806857108 |
| CVR PARTNERS LP/CVR NITROGEN | COM | $374.4K | 3,307 | — | 126633205 |
| FIRST SOLAR INC | COM | $220.3K | 935 | — | 336433107 |
| MARCHEX INC | CL B | $167.5K | 102,734 | — | 56624R108 |
| BANCO BRADESCO S A | SP ADR PFD NEW | $154.3K | 44,400 | — | 059460303 |
| NEW FOUND GOLD CORP | COM | $66.9K | 44,000 | — | 64440N103 |
| PERPETUA RESOURCES CORP | COM | $62.2K | 3,000 | — | 714266103 |
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 2026-07-30