Almitas Capital Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 17, 2026, Almitas Capital Llc disclosed 124 stock positions valued at approximately $417.36M as of quarter-end June 30, 2026. The largest holdings include FIDELITY WISE ORIGIN BITCOIN, BLACKROCK MUN TARGET TERM TR, and AMYLYX PHARMACEUTICALS INC.

Report Period
June 30, 2026
No. of Stocks
124
Portfolio Value
$417.36M
Holdings by Sector
Almitas Capital Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
FIDELITY WISE ORIGIN BITCOINFBTCOther16.69%1,364,522-172,115-11.20%$69,658,848
BLACKROCK MUN TARGET TERM TRBTTFinancial Services8.10%1,485,213-800-0.05%$33,788,596
AMYLYX PHARMACEUTICALS INCAMLXHealthcare4.20%974,881-1,147,716-54.07%$17,508,863
DESIGN THERAPEUTICS INCDSGNHealthcare3.56%1,026,893-503,442-32.90%$14,859,142
PIMCO DYNAMIC INCOME STRATEGPDXOther2.74%549,495+8,003+1.48%$11,440,486
CORNERSTONE TOTAL RETURN FDCRFFinancial Services2.70%1,572,309+456,961+40.97%$11,289,179
CANNAE HLDGS INCCNNEConsumer Cyclical2.56%741,318--$10,674,979
NYLI CBRE GBL INFR MEGTRNDSMEGIOther2.03%557,462+241,329+76.34%$8,473,422
BLACKROCK HEALTH SCIENCES TEBMEZOther1.87%507,095+700+0.14%$7,783,908
AN2 THERAPEUTICS INCANTXHealthcare1.70%1,469,129-10,000-0.68%$7,110,584
TORTOISE ENERGY INFRSTRCTR CTYGFinancial Services1.66%161,872+161,872+100.00%$6,939,453
PIMCO CALIF MUN INCOME FDXPCQXOther1.53%710,604+93,589+15.17%$6,374,118
NUVEEN S&P 500 DYNAMIC OVERWXSSPXOther1.46%326,907+238,355+269.17%$6,093,546
ALX ONCOLOGY HLDGS INCALXOHealthcare1.46%2,938,431-235,403-7.42%$6,082,552
FS SPECIALTY LENDING FDFSSLOther1.44%537,295+268,485+99.88%$5,990,839
PGIM SHORT DUR HIG YLD OPP FSDHYOther1.43%364,674+185,753+103.82%$5,977,007
CORNERSTONE STRATEGIC INVESTCLMFinancial Services1.20%661,789+219,775+49.72%$5,003,125
ABERDEEN MUN INCOME FDMFMFinancial Services1.18%878,531+744,170+553.86%$4,937,344
ISHARES TRAOROther1.16%69,946+69,946+100.00%$4,861,247
SCHWAB STRATEGIC TRSCHHOther1.13%198,600+198,600+100.00%$4,702,848
BNY MELLON STRATEGIC MUN BDDSMFinancial Services1.12%757,999-168,302-18.17%$4,661,694
LIBERTY ALL STAR EQUITY FDUSAFinancial Services1.11%798,342+402,857+101.86%$4,638,367
JAPAN SMALLER CAPITALIZATIONJOFFinancial Services1.09%386,375-16,581-4.11%$4,551,498
FIRST TR SR FLTG RATE INCOMEFCTFinancial Services1.08%466,072+83,209+21.73%$4,502,256
CLOUGH GLOBAL OPPORTUNITIESGLOFinancial Services1.04%709,764+48,968+7.41%$4,343,756
BRIGHTSPIRE CAPITAL INCBRSPReal Estate1.00%769,033-246,870-24.30%$4,191,230
DTF TAX-FREE INCOME 2028 TERDTFFinancial Services0.98%355,089--$4,101,278
CRESCENT CAP BDC INCCCAPFinancial Services0.93%356,905--$3,897,403
ELME COMMUNITIESELMEReal Estate0.93%2,619,247+11,875+0.46%$3,876,486
MEXICO FD INCMXFFinancial Services0.90%170,814-12,691-6.92%$3,735,702
Showing 30 of 124 holdings in the latest reporting period.