Acuitas Investments, LLC

CIK

1524828

Location

Seattle, WA

Portfolio Value

Micro $1,420,013

Diversification

Moderately concentrated

Reports for

Seven Canyons Advisors, LLC

Files via

ClariVest Asset Management LLC Pacific Ridge Capital Partners, LLC Ranger Investment Management, L.P. JCSD Capital, LLC GLOBEFLEX CAPITAL L P Granahan Investment Management, LLC Tieton Capital Management, LLC Meros Investment Management, LP

+ 12 more

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Filing Date

Global Rank

#8,430 / 8,517 ▲ 207

Top Industry

Oil & Gas Equipment & Services 26.8%

3Y Alpha vs SPY

+9.9%

Period ended 46 days ago

Filed Jul 30, 2026 · 16d

25 quarters · since Jun 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+123.5%

SPY

+75.3%

Annualised alpha

+10.2%

Max drawdown

−30.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

7 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

26.8%

−3.1 pts

Top 5

90.8%

+7.2 pts

Top 10

100.0%

0.0 pts

HHI

1,932

Moderately concentrated+126

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Basic Materials	35.1%	$498,704	3
Energy	26.8%	$381,218	1
Technology	15.5%	$220,622	1
Communication Services	11.6%	$165,401	1
Financial Services	10.8%	$154,068	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
BBD	Bank Bradesco	+12,500	44,400	$154,068
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
MCHX	Marchex Inc	−30,968	102,734	$165,401
NFGC	New Found Gold Corp.	−21,000	44,000	$67,760
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
UAN	Cvr Partners, LP	3,307	$368,664
FSLR	First Solar, Inc.	935	$220,622
PPTA	Perpetua Resources Corp.	3,000	$62,280
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
VTMX	Vesta Real Estate Corporation, S.A.B. de C.V.	8,900	$296,726
CRESY	Cresud Inc	10,000	$127,200
BRBI	BRBI BR Partners S.A.	3,000	$44,670
KLTR	Kaltura Inc	30,000	$36,600
GDDY	GoDaddy Inc.	400	$33,068
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

7 tracked positions · $1,420,013 total · filing declares 7 positions · $1,426,003 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Energy Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SLB	Slb Limited/Nv Energy	Held	8,200	0	$381,218	−9.5%	26.85%
UAN	Cvr Partners, LP Basic Materials	NEW	3,307	NEW	$368,664	NEW	25.96%
FSLR	First Solar, Inc. Technology	NEW	935	NEW	$220,622	NEW	15.54%
MCHX	Marchex Inc Communication Services	Reduced	102,734	-30,968	$165,401	−20.2%	11.65%
BBD	Bank Bradesco Financial Services	Added	44,400	+12,500	$154,068	+32.3%	10.85%
NFGC	New Found Gold Corp. Basic Materials	Reduced	44,000	-21,000	$67,760	−46.3%	4.77%
PPTA	Perpetua Resources Corp. Basic Materials	NEW	3,000	NEW	$62,280	NEW	4.39%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.