Acuitas Investments, LLC — 13F Holdings & Portfolio
CIK 1524828 · latest 13F-HR filed 2026-04-29
Acuitas Investments, LLC manages $1.4M in 13F-reported U.S. long-equity assets across 9 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SLB (29.90%), VTMX (21.05%), MCHX (14.70%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 9 new positions, exited 1, added to 0, and trimmed 0.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$1.4M
Long-equity book
9
Distinct positions
2026-03-31
Filed 2026-04-29
+9 / −1 / ↑0 / ↓0
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
New Positions
- SLB LIMITED$421.4K
- VESTA REAL ESTATE CORP$296.7K
- MARCHEX INC$207.2K
- CRESUD S A C I F Y A$127.2K
- NEW FOUND GOLD CORP$126.1K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SLB LIMITED | SLB | 806857108 | $421.4K | 29.90% | 8,200 | SH |
| 2 | VESTA REAL ESTATE CORP | VTMX | 92540K109 | $296.7K | 21.05% | 8,900 | SH |
| 3 | MARCHEX INC | MCHX | 56624R108 | $207.2K | 14.70% | 133,702 | SH |
| 4 | CRESUD S A C I F Y A | CRESY | 226406106 | $127.2K | 9.02% | 10,000 | SH |
| 5 | NEW FOUND GOLD CORP | NFGC | 64440N103 | $126.1K | 8.95% | 65,000 | SH |
| 6 | BANCO BRADESCO S A | BBD | 059460303 | $116.4K | 8.26% | 31,900 | SH |
| 7 | BRBI BR PARTNERS SA | BRBI | 05616P109 | $44.7K | 3.17% | 3,000 | SH |
| 8 | KALTURA INC | KLTR | 483467106 | $36.6K | 2.60% | 30,000 | SH |
| 9 | GODADDY INC | GDDY | 380237107 | $33.1K | 2.35% | 400 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-29 | $1.4M | 9 | 0001941040-26-000280 |
| 2025-12-31 | 2026-01-27 | $496.5K | 1 | 0001941040-26-000048 |