Acuitas Investments, LLC
CIK: 1524828SEC EDGAR →
Portfolio Value
$1.4B
Holdings
9
As of
Q1 2026
New Positions
9
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SLB LIMITED | 8,200 | $421.4M | 29.90% |
| 2 | VESTA REAL ESTATE CORP | 8,900 | $296.7M | 21.05% |
| 3 | MARCHEX INC | 133,702 | $207.2M | 14.70% |
| 4 | CRESUD S A C I F Y A | 10,000 | $127.2M | 9.02% |
| 5 | NEW FOUND GOLD CORP | 65,000 | $126.1M | 8.95% |
| 6 | BANCO BRADESCO S A | 31,900 | $116.4M | 8.26% |
| 7 | BRBI BR PARTNERS SA | 3,000 | $44.7M | 3.17% |
| 8 | KALTURA INC | 30,000 | $36.6M | 2.60% |
| 9 | GODADDY INC | 400 | $33.1M | 2.35% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Energy | 2 | $547.5M | 38.8% |
| Real Estate | 1 | $296.7M | 21.1% |
| Communication Services | 1 | $207.2M | 14.7% |
| Financial Services | 2 | $161.1M | 11.4% |
| Unknown | 1 | $127.2M | 9.0% |
| Technology | 2 | $69.7M | 4.9% |