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Acuitas Investments, LLC Top Holdings and 13F Report (2026)

About Acuitas Investments, LLC

Investment Activity

  • Acuitas Investments, LLC has $1.43 million in total holdings as of June 30, 2026.
  • Acuitas Investments, LLC owns shares of 7 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 49.11% of the portfolio was purchased this quarter.
  • About 43.52% of the portfolio was sold this quarter.
  • This quarter, Acuitas Investments, LLC has purchased 9 new stocks and bought additional shares in 1 stock.
  • Acuitas Investments, LLC sold shares of 2 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

SLB
$380,480
CVR Partners
$374,385
First Solar
$220,333
Marchex
$167,456

Largest New Holdings this Quarter

126633205 - CVR Partners
$374,385 Holding
336433107 - First Solar
$220,333 Holding
714266103 - Perpetua Resources
$62,175 Holding

Largest Purchases this Quarter

CVR Partners
3,307 shares (about $374.39K)
First Solar
935 shares (about $220.33K)
Perpetua Resources
3,000 shares (about $62.18K)
Banco Bradesco
12,500 shares (about $43.44K)

Largest Sales this Quarter

Marchex
30,968 shares (about $50.48K)
New Found Gold
21,000 shares (about $31.92K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAcuitas Investments, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SLB Limited stock logo
SLB
SLB
$380,4800.0%8,20026.7%Energy
CVR Partners, LP stock logo
UAN
CVR Partners
$374,385$374,385 â–²New Holding3,30726.3%Materials
First Solar, Inc. stock logo
FSLR
First Solar
$220,333$220,333 â–²New Holding93515.5%Technology
Marchex, Inc. stock logo
MCHX
Marchex
$167,456$50,478 â–¼-23.2%102,73411.7%Technology
Banco Bradesco SA stock logo
BBD
Banco Bradesco
$154,290$43,438 â–²39.2%44,40010.8%Finance
New Found Gold Corp. stock logo
NFGC
New Found Gold
$66,884$31,922 â–¼-32.3%44,0004.7%Materials
Perpetua Resources Corp. stock logo
PPTA
Perpetua Resources
$62,175$62,175 â–²New Holding3,0004.4%Materials
Corporacion Inmobiliaria Vesta, S.A.B. de C.V. Sponsored ADR stock logo
VTMX
Corporacion Inmobiliaria Vesta
$0$296,726 â–¼-100.0%00.0%Real Estate
Cresud S.A.C.I.F. y A. stock logo
CRESY
Cresud S.A.C.I.F. y A.
$0$127,200 â–¼-100.0%00.0%Consumer Staples
BRBI BR PARTNERS SA
$0$44,670 â–¼-100.0%00.0%SPONSORED ADR
Kaltura, Inc. stock logo
KLTR
Kaltura
$0$36,600 â–¼-100.0%00.0%Technology
GoDaddy Inc. stock logo
GDDY
GoDaddy
$0$33,068 â–¼-100.0%00.0%Technology

Showing largest 100 holdings. View all holdings.
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