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Acuitas Investments, LLC

Location
Seattle, WA
Portfolio Value
Micro $1,409,435
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,509 / 8,603 ▲ 114 · as of Mar 2026
Top Industry
Oil & Gas Equipment & Services 29.9%
3Y Alpha vs SPY
+11.9%
Period ended 3 months ago
Filed Apr 29, 2026 · 2mo
24 quarters · since Jun 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+133.1%
SPY
+76.0%
Annualised alpha
+11.9%
Max drawdown
−30.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
29.9%
−70.1 pts
Top 5
83.6%
−16.4 pts
Top 10
100.0%
0.0 pts
HHI
1,805
Jun 2023 → Mar 2026 · range 172 – 10,000
Moderately concentrated−8,195

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Energy 29.9% $421,398
Real Estate 21.1% $296,726
Communication Services 14.7% $207,238
Financial Services 11.4% $161,105
Industrials 9.0% $127,200
Basic Materials 8.9% $126,100
Technology 4.9% $69,668

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
No qualifying positions this quarter.

Trimmed

Positions the filer reduced
No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter
9 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
1 positions
Ticker Shares Value Open

Portfolio Positions

Export CSV View 13F filing
9 positions · $1,409,435 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio History