Acuitas Investments
Acuitas Investments reported 7 stocks worth $1.4M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are SLB (26.7%), UAN (26.3%) and FSLR (15.4%). Compared with Q1 2026, the fund opened new positions in UAN, FSLR and PPTA, added to BBD, trimmed MCHX and NFGC and sold out of VTMX, CRESY and BRBI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SLB Slb Limited | $380K | 26.7% | 8,200 | No change | 2 of 8 | |
| 2 |  UAN Cvr Partners LP | $374K | 26.3% | 3,307 | New position | 1 of 8 | |
| 3 |  FSLR First Solar Inc | $220K | 15.4% | 935 | New position | 1 of 8 | |
| 4 |  MCHX Marchex, Inc | $167K | 11.7% | 103K | −31K (−23%) | 4 of 8 | |
| 5 |  BBD Banco Bradesco S A | $154K | 10.8% | 44K | +13K (+39%) | 3 of 8 | |
| 6 |  NFGC New Found Gold Corp C | $67K | 4.7% | 44K | −21K (−32%) | 2 of 8 | |
| 7 |  PPTA Perpetua Resources Corp | $62K | 4.4% | 3,000 | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 30, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Acuitas Investments 13F FAQ
What does Acuitas Investments own?
Acuitas Investments reported 7 stocks worth $1.4M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are SLB (26.7%), UAN (26.3%) and FSLR (15.4%). The table above lists every position in the filing (the top 10 without an account).
What did Acuitas Investments buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 1 added to, 2 trimmed and 5 sold out. New positions include UAN, FSLR and PPTA. It sold all of VTMX, CRESY and BRBI.
When will Acuitas Investments file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Acuitas Investments's portfolio worth?
The Q2 2026 filing reports $1.4M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.