account_balance
Investment manager · 13F filer · SEC CIK 1524828
Acuitas Investments, LLC
Reported value$2.55Mas of Sep 30, 2026
Positions13 7 new, 1 sold out
Top 10 weight98.6%BMRN alone is 16%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BMRNBiomarin Pharmaceutical Inc
16.5%New
SLBSLB Limited
15.7%
FSLRFirst Solar Inc
15.1%Added +135%
GMEDGlobus Med Inc
11.7%New
UANCVR Partners Lp/cvr Nitrogen
11.7%Trimmed −27%
NFGCNew Found Gold Corp
10.9%Added +284%
BIDUBaidu Inc
5.4%New
MCHXMarchex Inc
5.2%
TET1 Energy Inc
4.9%New
BBD1.6%TLN0.9%AEMBMRNBiomarin Pharmaceutical Inc
16.5%New
SLBSLB Limited
15.7%
FSLRFirst Solar Inc
15.1%Added +135%
GMEDGlobus Med Inc
11.7%New
UAN11.7%NFGC10.9%BIDU5.4%MCHX5.2%TE4.9%BBDTLNBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BMRN Biomarin Pharmaceutical Inc 16.5% NewSLB SLB Limited 15.7% HeldFSLR First Solar Inc 15.1% Added +135%GMED Globus Med Inc 11.7% NewUAN CVR Partners Lp/cvr Nitrogen 11.7% Trimmed −27%NFGC New Found Gold Corp 10.9% Added +284%BIDU Baidu Inc 5.4% NewMCHX Marchex Inc 5.2% HeldTE T1 Energy Inc 4.9% NewBBD Banco Bradesco S A 1.6% Trimmed −74%TLN Talen Energy Corp 0.9% NewAEM Agnico Eagle Mines Ltd 0.4% New
What changed