Altium Capital Management LLC — 13F Holdings & Portfolio

CIK 1746382 · latest 13F-HR filed 2026-08-12

Altium Capital Management LLC manages $47.5M in 13F-reported U.S. long-equity assets across 19 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are RMT (8.58%), ASA (7.72%), RVT (7.49%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 13, and trimmed 3.

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.

Filer Information
Address
152 W 57 ST FL7
NEW YORK, NY 10019
Phone
(212) 484-2711
Filing Manager
Altium Capital Management LLC
NEW YORK, NY
Signatory
Mark Gottlieb
Chief Operating Officer
Loading holdings…
AUM

$47.5M

Long-equity book

Holdings

19

Distinct positions

Period

2026-06-30

Filed 2026-08-12

Q/Q Activity

+0 / −0 / ↑13 / ↓3

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ROYCE MICRO-CAP TR INC$1.3M +48.1%
  • NEUBERGER NEXT GENERATION$750.7K +28.5%
  • HIGHLAND OPPS & INCOME FD$678.5K +42.9%
  • CALAMOS GBL DYN INCOME FUND$542.7K +22.7%
  • TRI CONTL CORP$482.8K +19.4%
Show all 13

Top Trims

  • ALLIANCEBERNSTEIN NATL MUN I-$377.1K -15.9%
  • PIMCO DYNAMIC INCOME STRATEG-$195.5K -5.6%
  • DESTRA MULTI-ALTERNATIVE FD-$34.5K -7.8%
Show all 3

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

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 ROYCE MICRO-CAP TR INC RMT 780915104 $4.1M 8.58% 278,051 SH
2 ASA GOLD AND PRECIOUS MTLS L ASA G3156P103 $3.7M 7.72% 70,390 SH
3 ROYCE SMALL CAP TRUST INC RVT 780910105 $3.6M 7.49% 192,509 SH
4 NEUBERGER NEXT GENERATION NBXG 64133Q108 $3.4M 7.13% 204,562 SH
5 PIMCO DYNAMIC INCOME STRATEG PDX 69346N107 $3.3M 6.92% 157,700 SH
6 GENERAL AMERN INVS CO INC GAM 368802104 $3.1M 6.55% 48,755 SH
7 PIMCO CALIF MUN INCOME FD PCQ 72200N106 $3.0M 6.29% 333,093 SH
8 TRI CONTL CORP TY 895436103 $3.0M 6.27% 86,458 SH
9 NUVEEN S&P 500 DYNAMIC OVERW SPXX 6706EW100 $2.9M 6.18% 157,395 SH
10 CALAMOS GBL DYN INCOME FUND CHW 12811L107 $2.9M 6.17% 328,901 SH
11 BNY MELLON STRATEGIC MUNS IN LEO 05588W108 $2.8M 5.97% 438,676 SH
12 MEXICO FD INC MXF 592835102 $2.8M 5.91% 128,185 SH
13 HIGHLAND OPPS & INCOME FD HFRO 43010E404 $2.3M 4.76% 317,055 SH
14 ALLIANCEBERNSTEIN NATL MUN I AFB 01864U106 $2.0M 4.21% 175,187 SH
15 MORGAN STANLEY INDIA INVT FD IIF 61745C105 $1.8M 3.80% 79,031 SH
16 JAPAN SMALLER CAPITALIZATION JOF 47109U104 $1.8M 3.73% 150,412 SH
17 DESTRA MULTI-ALTERNATIVE FD DMA 25065A502 $409.3K 0.86% 54,723 SH
18 NEW GERMANY FD INC GF 644465106 $379.3K 0.80% 33,098 SH
19 ENDRA LIFE SCIENCES INC NDRA 29273B500 $315.9K 0.67% 59,272 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $47.5M 19 0001420506-26-001532
2026-03-31 2026-05-01 $42.0M 19 0001420506-26-000780
2025-12-31 2026-02-06 $25.3M 18 0001420506-26-000197