Acuitas Investments, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Acuitas Investments, LLC reported 9 stock positions worth $1.4 million. Its top holding was SLB (SLB) at 29.9% of the portfolio, followed by Corp. Inmobiliaria Vesta-ADR (VTMX, 21.1%) and Marchex Class B (MCHX, 14.7%). Compared with Q4 2025, it opened 9 new positions and sold out of 1. The biggest buy was a new position in SLB (SLB) and the biggest sale an exit from Radcom (RDCM).
- Most Recent 13F
- Q2 2026
- Location
- Seattle, WA
- CIK
- 0001524828
- Portfolio Value
- $1.4M (Q1 2026)
- SEC Filing
- 0001941040-26-000280 ↗ filed Apr 29, 2026
Holdings Value
Holdings 9 stocks · $1.4M
| SLB SLB Ltd. filed as SLB LIMITED | 29.90% | 8,200 | $421K | New |
| VTMX Corp. Inmobiliaria Vesta-ADR filed as VESTA REAL ESTATE CORP | 21.05% | 8,900 | $297K | New |
| MCHX Marchex Inc. Class B | 14.70% | 133,702 | $207K | New |
| CRESY Cresud S.A.-Spons ADR | 9.02% | 10,000 | $127K | New |
| NFGC New Found Gold Corp. | 8.95% | 65,000 | $126K | New |
| BBD Banco Bradesco-ADR | 8.26% | 31,900 | $116K | New |
| BRBI BR Advisory Partners Partici filed as BRBI BR PARTNERS SA | 3.17% | 3,000 | $45K | New |
| KLTR Kaltura Inc. | 2.60% | 30,000 | $37K | New |
| GDDY GoDaddy Inc. Class A | 2.35% | 400 | $33K | New |
Portfolio Sells Q4 2025 → Q1 2026
| RDCM Radcom Ltd. | Sold out | 0.00% | −100.00 |
Portfolio Buys Q4 2025 → Q1 2026
| SLB SLB Ltd. | New | 29.90% | +29.90 |
| VTMX Corp. Inmobiliaria Vesta-ADR | New | 21.05% | +21.05 |
| MCHX Marchex Inc. Class B | New | 14.70% | +14.70 |
| CRESY Cresud S.A.-Spons ADR | New | 9.02% | +9.02 |
| NFGC New Found Gold Corp. | New | 8.95% | +8.95 |
| BBD Banco Bradesco-ADR | New | 8.26% | +8.26 |
| BRBI BR Advisory Partners Partici | New | 3.17% | +3.17 |
| KLTR Kaltura Inc. | New | 2.60% | +2.60 |
| GDDY GoDaddy Inc. Class A | New | 2.35% | +2.35 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 7 | $1.4M | SLB, UAN, FSLR, MCHX, BBD |
| Q1 2026 | 9 | $1.4M | SLB, VTMX, MCHX, CRESY, NFGC |
| Q4 2025 | 1 | $497K | RDCM |
| Q3 2025Amended | 52 | $155.8M | SEI, AOSL, MG, NGS, ANGO |
| Q2 2025 | 53 | $125.7M | SEI, OPRT, NGS, GLDD, MCHB |
| Q1 2025 | 66 | $117.4M | MCHB, MG, NGS, INVX, ARHS |
| Q4 2024 | 63 | $121.8M | NGS, SEI, OPRT, AOSL, GLDD |
| Q3 2024 | 117 | $224.3M | SBH, MCHB, AAOI, SEI, HOS |
| Q2 2024 | 118 | $186.8M | ORN, NGVC, AOSL, ARHS, RRGB |
| Q1 2024 | 123 | $198.2M | ARHS, ORN, MCHB, NGVC, RRGB |