Acuitas Investments as of March 31, 2025
Portfolio Holdings for Acuitas Investments
Acuitas Investments holds 66 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Homestreet (MCHB) | 3.8 | $4.5M | 383k | 11.74 | |
| Mistras (MG) | 3.8 | $4.5M | 424k | 10.58 | |
| Natural Gas Services (NGS) | 3.7 | $4.4M | 200k | 21.97 | |
| Innovex International (INVX) | 3.7 | $4.3M | 240k | 17.96 | |
| Arhaus Com Cl A (ARHS) | 3.6 | $4.2M | 484k | 8.70 | |
| AngioDynamics (ANGO) | 3.5 | $4.2M | 442k | 9.39 | |
| Oportun Finl Corp (OPRT) | 3.3 | $3.9M | 714k | 5.49 | |
| Progyny (PGNY) | 3.3 | $3.9M | 173k | 22.34 | |
| Solaris Energy Infras Com Cl A (SEI) | 3.2 | $3.7M | 171k | 21.76 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 3.1 | $3.7M | 423k | 8.70 | |
| Alpha & Omega Semiconductor SHS (AOSL) | 3.1 | $3.6M | 146k | 24.86 | |
| Helix Energy Solutions (HLX) | 2.9 | $3.5M | 416k | 8.31 | |
| Hackett (HCKT) | 2.8 | $3.2M | 111k | 29.22 | |
| Tejon Ranch Company (TRC) | 2.8 | $3.2M | 205k | 15.85 | |
| Equinox Gold Corp equities (EQX) | 2.6 | $3.1M | 447k | 6.88 | |
| Ligand Pharmaceuticals Com New (LGND) | 2.5 | $2.9M | 28k | 105.14 | |
| First Internet Bancorp (INBK) | 2.4 | $2.8M | 105k | 26.78 | |
| Flotek Inds Inc Del Com New (FTK) | 2.3 | $2.7M | 322k | 8.33 | |
| Taseko Cad (TGB) | 2.3 | $2.6M | 1.2M | 2.24 | |
| Applied Digital Corp Com New (APLD) | 2.2 | $2.6M | 470k | 5.62 | |
| Sally Beauty Holdings (SBH) | 2.2 | $2.6M | 287k | 9.03 | |
| Ramaco Res Com Cl A (METC) | 2.2 | $2.6M | 310k | 8.23 | |
| Radcom Shs New (RDCM) | 2.2 | $2.5M | 223k | 11.43 | |
| Accuray Incorporated (ARAY) | 2.2 | $2.5M | 1.4M | 1.79 | |
| Orion Marine (ORN) | 2.0 | $2.3M | 441k | 5.23 | |
| Osisko Gold Royalties | 1.9 | $2.2M | 104k | 21.12 | |
| Ranger Energy Svcs Com Cl A (RNGR) | 1.8 | $2.1M | 148k | 14.19 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 1.7 | $2.0M | 42k | 48.31 | |
| Red Robin Gourmet Burgers (RRGB) | 1.7 | $2.0M | 560k | 3.56 | |
| Yatra Online Ord Shs (YTRA) | 1.6 | $1.9M | 2.4M | 0.78 | |
| CRA International (CRAI) | 1.6 | $1.8M | 11k | 173.20 | |
| MarineMax (HZO) | 1.5 | $1.8M | 84k | 21.50 | |
| Uranium Royalty Corp (UROY) | 1.5 | $1.8M | 1.0M | 1.76 | |
| Silicom Ord (SILC) | 1.4 | $1.7M | 114k | 14.88 | |
| Ur-energy (URG) | 1.2 | $1.4M | 2.0M | 0.67 | |
| Cytek Biosciences (CTKB) | 1.1 | $1.3M | 331k | 4.01 | |
| Cantaloupe (CTLP) | 1.1 | $1.3M | 159k | 7.87 | |
| Telos Corp Md (TLS) | 0.9 | $1.1M | 456k | 2.38 | |
| Ramaco Res Com Cl B (METCB) | 0.9 | $1.1M | 150k | 7.11 | |
| Techtarget Com New (TTGT) | 0.7 | $879k | 59k | 14.81 | |
| Oddity Tech Shs Cl A (ODD) | 0.7 | $839k | 19k | 43.26 | |
| Viking Holdings Ord Shs (VIK) | 0.6 | $731k | 18k | 39.75 | |
| Kornit Digital SHS (KRNT) | 0.6 | $695k | 36k | 19.08 | |
| Thryv Hldgs Com New (THRY) | 0.6 | $669k | 52k | 12.81 | |
| Cameco Corporation (CCJ) | 0.5 | $642k | 16k | 41.16 | |
| Vesta Real Estate Corp Ads (VTMX) | 0.5 | $620k | 27k | 22.81 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 0.5 | $613k | 6.6k | 92.85 | |
| Aviat Networks Com New (AVNW) | 0.5 | $607k | 32k | 19.17 | |
| Celestica (CLS) | 0.4 | $512k | 6.5k | 78.81 | |
| Denison Mines Corp (DNN) | 0.4 | $437k | 336k | 1.30 | |
| Forrester Research (FORR) | 0.4 | $426k | 46k | 9.24 | |
| Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) | 0.4 | $415k | 79k | 5.22 | |
| Meiragtx Holdings (MGTX) | 0.2 | $286k | 42k | 6.78 | |
| Harvard Bioscience (HBIO) | 0.2 | $278k | 491k | 0.57 | |
| Orion Energy Systems (OESX) | 0.2 | $261k | 362k | 0.72 | |
| Capricor Therapeutics Com New (CAPR) | 0.2 | $204k | 22k | 9.49 | |
| B2gold Corp (BTG) | 0.1 | $124k | 44k | 2.84 | |
| Xoma Royalty Corporation Com New (XOMA) | 0.1 | $113k | 5.7k | 19.93 | |
| Technipfmc (FTI) | 0.1 | $108k | 3.4k | 31.69 | |
| Truecar (TRUE) | 0.1 | $87k | 55k | 1.58 | |
| Sealed Air (SEE) | 0.1 | $74k | 2.6k | 28.90 | |
| BorgWarner (BWA) | 0.0 | $52k | 1.8k | 28.65 | |
| Lamb Weston Hldgs (LW) | 0.0 | $51k | 950.00 | 53.30 | |
| Ero Copper Corp (ERO) | 0.0 | $39k | 3.2k | 12.11 | |
| Axalta Coating Sys (AXTA) | 0.0 | $33k | 1.0k | 33.17 | |
| Molson Coors Beverage CL B (TAP) | 0.0 | $24k | 400.00 | 60.87 |