Almitas Capital LLC

CIK: 0001596468SEC EDGAR →

Portfolio Value

$454K

Holdings

107

As of

Q4 2025

New Positions

13

Closed Positions

33

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

FIDELITY WISE ORIGIN BITCOIN

1,536,637$117K
25.79%
2

BLACKROCK MUN TARGET TERM TR

1,486,013$34K
7.47%
3

AMYLYX PHARMACEUTICALS INC

2,122,597$26K
5.65%
4

ASA GOLD AND PRECIOUS MTLS L

382,139$23K
5.02%
5

FIDELITY ETHEREUM FD

650,000$19K
4.24%
6

LYELL IMMUNOPHARMA INC

577,807$18K
3.92%
7

ELME COMMUNITIES

1,012,210$18K
3.88%
8

DESIGN THERAPEUTICS INC

1,530,435$14K
3.16%
9

FS SPECIALTY LENDING FD

801,778$11K
2.50%
10

CANNAE HLDGS INC

411,893$6K
1.43%

Quarterly Changes

Top Buys

ELMENEW
$18K
FSSLNEW
$11K
ASA↑ Increased
$7K
MRCCL↑ Increased
$6K
USANEW
$5K

Top Sells

RLYB↓ Decreased
$766K
FBTC↓ Decreased
$44K
XPHDXCLOSED
$7K
XENWXCLOSED
$6K
IGFCLOSED
$6K

New Positions (58)

$18K · 1.0M shares
$11K · 802K shares
$5K · 805K shares
$5K · 60K shares
$3K · 212K shares
$3K · 151K shares
$3K · 139K shares
$2K · 153K shares
$2K · 204K shares
$2K · 114K shares
$2K · 107K shares
$1K · 93K shares
$1K · 71K shares
$1K · 124K shares
$1K · 98K shares
$935 · 70K shares
$929 · 39K shares
$923 · 118K shares
$919 · 81K shares
$886 · 88K shares
$848 · 62K shares
$778 · 55K shares
$778 · 55K shares
$737 · 157K shares
$729 · 134K shares
$697 · 12K shares
$692 · 86K shares
$670 · 59K shares
$608 · 54K shares
$586 · 992 shares
$585 · 110K shares
$535 · 43K shares
$532 · 29K shares
$529 · 64K shares
$464 · 50K shares
$464 · 85K shares
$426 · 10K shares
$422 · 5K shares
$414 · 45K shares
$393 · 80K shares
$368 · 25K shares
$362 · 29K shares
$329 · 20K shares
$322 · 19K shares
$321 · 29K shares
$317 · 63K shares
$271 · 20K shares
$270 · 34K shares
$228 · 37K shares
$208 · 15K shares
$182 · 21K shares
$168 · 10K shares
$151 · 10K shares
$141 · 43K shares
NUVEEN CALIF SELECT TAX FREE
$136 · 10K shares
$133 · 15K shares
$115 · 19K shares
$77 · 15K shares

Closed Positions (13)

$7K · 700K shares
$6K · 617K shares
$6K · 93K shares
$5K · 73K shares
FG NEXUS INC.
$4K · 774K shares
$4K · 490K shares
$2K · 120K shares
$2K · 208K shares
$1K · 58K shares
$927 · 261K shares
$395 · 30K shares
$182 · 18K shares
$106 · 87K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services39$195K42.9%
Technology31$120K26.5%
Healthcare11$70K15.4%
Real Estate9$36K7.9%
Unknown11$19K4.2%
Consumer Cyclical3$7K1.6%
Industrials2$4K0.9%
Communication Services1$3K0.6%