Acuitas Investments, LLC
Long book
$1.4M
Q1 2026
Positions
9
Top-10 weight
100%
concentration
Last quarter
-4.1%
SPY +14.8%
Turnover
100%
of book per quarter
Strategy in plain words
auto-generated from filingsAcuitas Investments, LLC is a diversified fundamental manager, running a $1.4M US long book across 9 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process.
Over the last 9 quarters its long book ran on average 0.6pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-4.7%
Q2 2024
+11.2%
Q3 2024
+12.7%
Q4 2024
-11.0%
Q1 2025
+13.0%
Q2 2025
+23.9%
Q3 2025
+0.7%
Q4 2025
-7.0%
Q1 2026
-4.1%
Sector allocation
No sector data
Long book by quarter
What does Acuitas Investments, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 29, 2026 | 9 | $1.4M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 27, 2026 | 1 | $497K | canonical | SEC ↗ |
| Q3 2025 | 13F-HR/ARESTATEMENT | Nov 18, 2025 | 52 | $155.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 3, 2025 | 52 | $155.8M | SEC ↗ | |
| Q2 2025 | 13F-HR | Jul 31, 2025 | 53 | $125.7M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 28, 2025 | 66 | $117.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 31, 2025 | 63 | $121.8M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 7, 2024 | 117 | $224.3M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 5, 2024 | 119 | $186.8M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 10, 2024 | 123 | $198.2M | canonical | SEC ↗ |
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