Almitas Capital Llc Portfolio Stock Holdings

Almitas Capital Llc disclosed 115 stock positions valued at approximately $442.5 million in its latest SEC 13F filing. The largest holdings include FIDELITY WISE ORIGIN BITCOIN, BLACKROCK MUN TARGET TERM TR, and AMYLYX PHARMACEUTICALS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
115
Portfolio Value
$442.5M
Holdings by Sector
Almitas Capital Llc Portfolio Holdings in Q1 2026

103 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
FIDELITY WISE ORIGIN BITCOINFBTCOther20.50%1,536,637--$90,707,682
BLACKROCK MUN TARGET TERM TRBTTFinancial Services7.62%1,486,013--$33,732,495
AMYLYX PHARMACEUTICALS INCAMLXHealthcare6.67%2,122,597--$29,504,098
DESIGN THERAPEUTICS INCDSGNHealthcare3.68%1,530,335-100-0.01%$16,282,764
NUVEEN PA INVT QUALITY MUN FNQPFinancial Services2.85%1,057,494+688,699+186.74%$12,615,903
PIMCO DYNAMIC INCOME STRATEGPDXOther2.70%541,492+390,232+257.99%$11,945,314
BIO RAD LABS INCBIOHealthcare1.91%30,254+30,254+100.00%$8,433,303
CANNAE HLDGS INCCNNEConsumer Cyclical1.90%741,318+329,425+79.98%$8,428,786
CORNERSTONE TOTAL RETURN FDCRFFinancial Services1.75%1,115,348+1,028,931+1190.66%$7,751,672
BLACKROCK HEALTH SCIENCES TEBMEZOther1.64%506,395+353,481+231.16%$7,271,832
ALX ONCOLOGY HLDGS INCALXOHealthcare1.44%3,173,834+636,943+25.11%$6,363,537
BRIGHTSPIRE CAPITAL INCBRSPReal Estate1.29%1,015,903-13,561-1.32%$5,689,057
BNY MELLON STRATEGIC MUN BDDSMFinancial Services1.26%926,301--$5,567,069
MFS HIGH YIELD MUN TRCMUFinancial Services1.21%1,497,718--$5,361,830
PIMCO CALIF MUN INCOME FDXPCQXOther1.20%617,015-23,592-3.68%$5,293,989
ELME COMMUNITIESELMEReal Estate1.18%2,607,372+1,595,162+157.59%$5,240,818
MONROE CAP CORPMRCCFinancial Services1.17%1,277,717+278,673+27.89%$5,183,315
AN2 THERAPEUTICS INCANTXHealthcare1.14%1,479,129--$5,058,621
MFS HIGH INCOME MUN TRCXEFinancial Services1.06%1,266,853+72,967+6.11%$4,700,025
NYLI CBRE GBL INFR MEGTRNDSMEGIOther1.05%316,133+254,480+412.76%$4,643,994
JAPAN SMALLER CAPITALIZATIONJOFFinancial Services0.99%402,956-33,029-7.58%$4,392,220
CRESCENT CAP BDC INCCCAPFinancial Services0.98%356,905-87,329-19.66%$4,336,396
DTF TAX-FREE INCOME 2028 TERDTFFinancial Services0.92%355,089+4,149+1.18%$4,065,769
MEXICO FD INCMXFFinancial Services0.87%183,505-2,419-1.30%$3,840,760
FIRST TR SR FLTG RATE INCOMEFCTFinancial Services0.83%382,863+294,829+334.90%$3,690,799
CLOUGH GLOBAL OPPORTUNITIESGLOFinancial Services0.83%660,796-129,490-16.39%$3,680,634
MFS INVT GRADE MUN TRCXHFinancial Services0.82%454,829-80-0.02%$3,634,084
PIMCO NEW YORK MUN FD IIPNIFinancial Services0.76%488,740+488,740+100.00%$3,347,869
CORNERSTONE STRATEGIC INVESTCLMFinancial Services0.73%442,014+442,014+100.00%$3,217,862
MADISON SQUARE GRDN SPRT CORMSGSCommunication Services0.72%9,925--$3,189,895
CENTRAL & EASTERN EUROPE FDCEEFinancial Services0.72%173,254--$3,170,548
NUVEEN FLOATING RATE INCOMEJFRFinancial Services0.70%411,628+293,680+248.99%$3,095,443
ENNIS INCEBFIndustrials0.67%138,956--$2,976,438
SABA CAPITAL INCOME & OPPORTSABAFinancial Services0.65%347,826+283,696+442.38%$2,893,912
PGIM SHORT DUR HIG YLD OPP FSDHYOther0.65%178,921+153,644+607.84%$2,866,314
LADDER CAP CORPLADRReal Estate0.64%290,477+101,120+53.40%$2,837,960
TPG RE FIN TR INCTRTXReal Estate0.58%327,832+327,832+100.00%$2,560,368
CLOUGH GLOBAL EQUITY FDXGLQXOther0.56%330,954+7,972+2.47%$2,492,084
ALLIANCEBERNSTEIN NATL MUN IAFBFinancial Services0.52%214,282--$2,290,675
FIRST TR HIGH YIELD OPPRT 20FTHYOther0.51%166,264+110,938+200.52%$2,249,552
PLAYSTUDIOS INCMYPSCommunication Services0.50%4,704,534+657,188+16.24%$2,207,367
LIBERTY ALL STAR EQUITY FDUSAFinancial Services0.50%395,485-409,129-50.85%$2,194,942
SRH TOTAL RETURN FUND INCSTEWFinancial Services0.45%116,755+88,036+306.54%$1,996,511
BNY MELLON MUN BD INFRASTRUCDMBFinancial Services0.44%182,924--$1,928,019
TEJON RANCH COTRCIndustrials0.40%94,997+1,860+2.00%$1,789,743
ALTO NEUROSCIENCE INCANROHealthcare0.40%78,520--$1,765,130
FULGENT GENETICS INCFLGTHealthcare0.38%104,797+86,319+467.14%$1,666,272
BLACKSTONE STRATEGIC CRED 20BGBFinancial Services0.36%144,834+144,834+100.00%$1,614,899
MIDCAP FINANCIAL INVSTMNT COMFICFinancial Services0.36%140,477+5,000+3.69%$1,578,961
ZENTALIS PHARMACEUTICALS INCZNTLHealthcare0.32%610,073--$1,427,571
NUVEEN S&P 500 DYNAMIC OVERWXSSPXOther0.32%88,552+88,552+100.00%$1,423,031
ARROWMARK FINANCIAL CORPBANXFinancial Services0.32%73,252+73,252+100.00%$1,396,183
NUVEEN REAL ASSET INCOME & GJRIFinancial Services0.31%110,414+110,414+100.00%$1,358,092
BNY MELLON STRATEGIC MUNS INLEOFinancial Services0.28%197,096--$1,239,734
MFA FINL INCMFAReal Estate0.28%128,086--$1,227,064
STARWOOD PPTY TR INCSTWDReal Estate0.28%71,000--$1,222,620
TAIWAN FD INCTWNFinancial Services0.28%18,570+18,570+100.00%$1,220,792
FS KKR CAP CORPFSKFinancial Services0.26%111,600+5,000+4.69%$1,136,088
COHEN & STEERS INFRASTRUCTURUTFFinancial Services0.23%38,562--$997,985
CABALETTA BIO INCCABAHealthcare0.21%337,391-50,100-12.93%$907,582
NUVEEN CHURCHILL DIRECT LENDNCDLOther0.20%70,160--$892,435
NUVEEN CORE PLUS IMPACT FUNDNPCTFinancial Services0.20%85,383-118,973-58.22%$870,053
FRANKLIN BSP RLTY TR INCFBRTReal Estate0.19%99,054+99,054+100.00%$840,968
EAGLE POINT INCOME COMPANY IEICFinancial Services0.17%80,547--$760,364
LIBERTY ALL-STAR GROWTH FD IASGFinancial Services0.15%137,985+27,504+24.89%$655,429
NEWTEKONE INCNEWTFinancial Services0.13%53,570--$586,592
BLACKSTONE SENI FLTN RAT 202BSLFinancial Services0.13%44,471+44,471+100.00%$575,899
EATON VANCE SR FLTNG RTE TRXEFRXOther0.12%49,782+20,953+72.68%$524,702
WALKER & DUNLOP INCWDFinancial Services0.12%11,600--$514,808
CARLYLE CREDIT INCOME FUNDCCIFFinancial Services0.11%157,685+400+0.25%$506,169
CAVCO INDS INC DELCVCOConsumer Cyclical0.11%992--$480,416
STATE STR SPDR S&P 500 ETF TSPYOther0.11%725+725+100.00%$471,497
CARLYLE SECURED LENDING INCCGBDFinancial Services0.11%42,885--$469,162
WESTERN ASSET INFLT LNK INCXWIAXOther0.10%56,732-16,131-22.14%$458,395
GOLDMAN SACHS BDC INCGSBDFinancial Services0.10%50,000--$444,000
HIGH INCOME SECS FDPCFFinancial Services0.10%77,807+77,807+100.00%$429,495
CHAMPION HOMES INCSKYConsumer Cyclical0.08%5,000--$371,850
DESTRA MULTI-ALTERNATIVE FDDMAFinancial Services0.08%45,193+45,193+100.00%$366,515
CHIMERA INVT CORPCIMReal Estate0.08%29,177--$366,171
NEW MTN FIN CORPNMFCFinancial Services0.08%45,000--$349,200
TALPHERA INCTLPHHealthcare0.08%467,152+467,152+100.00%$348,916
DUFF & PHELPS UTLITY AND INFDPGFinancial Services0.07%22,565+22,565+100.00%$325,839
BLACKROCK TCP CAPITAL CORPTCPCFinancial Services0.07%85,000--$306,850
MORGAN STANLEY DIRECT LENDINMSDLOther0.06%20,000--$279,200
TOTAL RETURN SECURITIES FUNDSWZFinancial Services0.06%46,454+9,673+26.30%$275,472
NXG NEXTGEN INFRASTR INCM FDNXGFinancial Services0.06%5,000+5,000+100.00%$274,650
BLACKSTONE LONG SHORT CR INCBGXFinancial Services0.06%25,085+25,085+100.00%$273,427
RIVERNORTH DOUBLELINE STRATEOPPFinancial Services0.06%33,963--$260,496
GOLUB CAP BDC INCGBDCFinancial Services0.06%20,000--$253,200
ARES COML REAL ESTATE CORPACREReal Estate0.06%50,997+50,997+100.00%$244,786
BLACKROCK MULTI SECTOR INC TBITFinancial Services0.06%19,543--$244,678
ABRDN LIFE SCIENCES INVESTORHQLFinancial Services0.05%14,875-4,364-22.68%$242,016
EATON VANCE SR INCOME TREVFFinancial Services0.05%42,924+28,271+192.94%$214,191
MFS INTER HIGH INCOME FDCIFFinancial Services0.05%127,491+127,491+100.00%$206,523
BNY MELLON HIGH YIELD STRATEDHFFinancial Services0.04%79,265+79,265+100.00%$193,407
BAIN CAP SPECIALTY FIN INCBCSFFinancial Services0.04%15,000--$186,000
BLACKROCK ESG CAP ALLC TERMECATOther0.04%11,406+11,406+100.00%$154,893
NEUBERGER NEXT GENERATIONNBXGOther0.03%10,457+10,457+100.00%$134,582
BLACKROCK MUNIHLDNGS CALIMUCFinancial Services0.03%11,900+11,900+100.00%$123,760
EATON VANCE TAX-MANAGED GLOBETWFinancial Services0.03%13,772+13,772+100.00%$120,918