ALMITAS CAPITAL LLC

PrivateCIK: 1596468
Location

SANTA MONICA, CA

📋 What this filing means

ALMITAS CAPITAL LLC filed this quarterly 13F‑HR report disclosing 130 equity positions with a total reported market value of $417.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

130
Positions
$417.36M
Total AUM (reported)
36.32M
Total Shares

Allocation by class

TOTAL AUM$417.36M130 positions
COM$190.45M45.6%
SHS$102.87M24.6%
COM SHS BEN IN$35.43M8.5%
SH BEN INT$19.91M4.8%
COM NEW$14.36M3.4%
COM SHS$11.56M2.8%
COM SHS BEN INT$11.44M2.7%

Portfolio Concentration

Top 332.6%4–1019.7%11–2520.5%Rest27.1%TOP 1052.4%0%100%
Top 3$136.19M32.6%
4–10$82.41M19.7%
11–25$85.71M20.5%
Rest$113.05M27.1%

Top 3 weight

32.6%

Top 10 weight

52.4%

Voting Authority Distribution

Total shares with voting rights: 36.32M

Sole

Full voting authority

36.32M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole130
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings130
Rows:

FIDELITY WISE ORIGIN BITCOIN

SOLE
SHS
Shares1.36M
TypeSH
Market value$69.66M
16.69%
Sole
1.36M
Shared
0.00
None
0.00

BLACKROCK MUN TARGET TERM TR

SOLE
COM SHS BEN IN
Shares1.49M
TypeSH
Market value$33.79M
8.10%
Sole
1.49M
Shared
0.00
None
0.00

ASA GOLD AND PRECIOUS MTLS L

SOLE
SHS
Shares629.12K
TypeSH
Market value$32.74M
7.84%
Sole
629.12K
Shared
0.00
None
0.00

AMYLYX PHARMACEUTICALS INC

SOLE
COM
Shares974.88K
TypeSH
Market value$17.51M
4.20%
Sole
974.88K
Shared
0.00
None
0.00

DESIGN THERAPEUTICS INC

SOLE
COM
Shares1.03M
TypeSH
Market value$14.86M
3.56%
Sole
1.03M
Shared
0.00
None
0.00

PIMCO DYNAMIC INCOME STRATEG

SOLE
COM SHS BEN INT
Shares549.50K
TypeSH
Market value$11.44M
2.74%
Sole
549.50K
Shared
0.00
None
0.00

CORNERSTONE TOTAL RETURN FD

SOLE
COM
Shares1.57M
TypeSH
Market value$11.29M
2.70%
Sole
1.57M
Shared
0.00
None
0.00

CANNAE HLDGS INC

SOLE
COM
Shares741.32K
TypeSH
Market value$10.67M
2.56%
Sole
741.32K
Shared
0.00
None
0.00

NYLI CBRE GBL INFR MEGTRNDS

SOLE
COM
Shares557.46K
TypeSH
Market value$8.47M
2.03%
Sole
557.46K
Shared
0.00
None
0.00

LYELL IMMUNOPHARMA INC

SOLE
COM NEW
Shares581.41K
TypeSH
Market value$8.17M
1.96%
Sole
581.41K
Shared
0.00
None
0.00

BLACKROCK HEALTH SCIENCES TE

SOLE
COM SHS
Shares507.10K
TypeSH
Market value$7.78M
1.87%
Sole
507.10K
Shared
0.00
None
0.00

AN2 THERAPEUTICS INC

SOLE
COM
Shares1.47M
TypeSH
Market value$7.11M
1.70%
Sole
1.47M
Shared
0.00
None
0.00

TORTOISE ENERGY INFRSTRCTR C

SOLE
COM
Shares161.87K
TypeSH
Market value$6.94M
1.66%
Sole
161.87K
Shared
0.00
None
0.00

PIMCO CALIF MUN INCOME FD

SOLE
COM
Shares710.60K
TypeSH
Market value$6.37M
1.53%
Sole
710.60K
Shared
0.00
None
0.00

NUVEEN S&P 500 DYNAMIC OVERW

SOLE
COM
Shares326.91K
TypeSH
Market value$6.09M
1.46%
Sole
326.91K
Shared
0.00
None
0.00

ALX ONCOLOGY HLDGS INC

SOLE
COM
Shares2.94M
TypeSH
Market value$6.08M
1.46%
Sole
2.94M
Shared
0.00
None
0.00

FS SPECIALTY LENDING FD

SOLE
COM SH BEN INT
Shares537.29K
TypeSH
Market value$5.99M
1.44%
Sole
537.29K
Shared
0.00
None
0.00

PGIM SHORT DUR HIG YLD OPP F

SOLE
COM
Shares364.67K
TypeSH
Market value$5.98M
1.43%
Sole
364.67K
Shared
0.00
None
0.00

CORNERSTONE STRATEGIC INVEST

SOLE
COM
Shares661.79K
TypeSH
Market value$5.00M
1.20%
Sole
661.79K
Shared
0.00
None
0.00

ABERDEEN MUN INCOME FD

SOLE
SH BEN INT
Shares878.53K
TypeSH
Market value$4.94M
1.18%
Sole
878.53K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE 60 BALA ETF
Shares69.95K
TypeSH
Market value$4.86M
1.16%
Sole
69.95K
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US REIT ETF
Shares198.60K
TypeSH
Market value$4.70M
1.13%
Sole
198.60K
Shared
0.00
None
0.00

BNY MELLON STRATEGIC MUN BD

SOLE
COM
Shares758K
TypeSH
Market value$4.66M
1.12%
Sole
758K
Shared
0.00
None
0.00

LIBERTY ALL STAR EQUITY FD

SOLE
SH BEN INT
Shares798.34K
TypeSH
Market value$4.64M
1.11%
Sole
798.34K
Shared
0.00
None
0.00

JAPAN SMALLER CAPITALIZATION

SOLE
COM
Shares386.38K
TypeSH
Market value$4.55M
1.09%
Sole
386.38K
Shared
0.00
None
0.00
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