Fund HoldingsAlmitas Capital LLC

Total Portfolio Value
$442.55M
Total Bought
$111.06M
Total Sold
$70.31M
Net Transaction
+$40.75M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ASA GOLD AND PRECIOUS MTLS L
SHS
382,139525,666+143,52722,80232,6077.37%+9,805
PIMCO DYNAMIC INCOME STRATEG(PDX)151,260541,492+390,2322,84111,9452.70%+9,105
BIO RAD LABS INC030,254+30,25408,4331.91%+8,433
NUVEEN PA INVT QUALITY MUN F368,7951,057,494+688,6994,38512,6162.85%+8,231
CORNERSTONE TOTAL RETURN FD(CRF)86,4171,115,348+1,028,9316927,7521.75%+7,059
BLACKROCK HEALTH SCIENCES TE152,914506,395+353,4812,3017,2721.64%+4,970
AMYLYX PHARMACEUTICALS INC(AMLX)02,122,597+2,122,597029,5046.67%+29,504
NYLI CBRE GBL INFR MEGTRNDS61,653316,133+254,4808484,6441.05%+3,796
ALX ONCOLOGY HLDGS INC03,173,834+3,173,83406,3641.44%+6,364
AN2 THERAPEUTICS INC1,479,1291,479,12901,6865,0591.14%+3,372
PIMCO NEW YORK MUN FD II(PNI)0488,740+488,74003,3480.76%+3,348
CORNERSTONE STRATEGIC INVEST(CLM)0442,014+442,01403,2180.73%+3,218
FIRST TR SR FLTG RATE INCOME(FCT)88,034382,863+294,8298873,6910.83%+2,804
TPG RE FIN TR INC0327,832+327,83202,5600.58%+2,560
PGIM SHORT DUR HIG YLD OPP F0178,921+178,92102,8660.65%+2,866
SABA CAPITAL INCOME & OPPORT64,130347,826+283,6965292,8940.65%+2,365
NUVEEN FLOATING RATE INCOME(JFR)117,948411,628+293,6809243,0950.70%+2,172
CANNAE HLDGS INC0741,318+741,31808,4291.90%+8,429
DESIGN THERAPEUTICS INC(DSGN)1,530,4351,530,335-10014,35516,2833.68%+1,927
RALLYBIO CORP0191,206+191,20601,7150.39%+1,715
BLACKSTONE STRATEGIC CRED 20(BGB)0144,834+144,83401,6150.36%+1,615
FIRST TR HIGH YIELD OPPRT 2055,326166,264+110,9387782,2500.51%+1,471
SRH TOTAL RETURN FUND INC(STEW)28,719116,755+88,0365321,9970.45%+1,464
NUVEEN S&P 500 DYNAMIC OVERW
COM
088,552+88,55201,4230.32%+1,423
ARROWMARK FINANCIAL CORP073,252+73,25201,3960.32%+1,396
NUVEEN REAL ASSET INCOME & G0110,414+110,41401,3580.31%+1,358
TAIWAN FD INC018,570+18,57001,2210.28%+1,221
FULGENT GENETICS INC18,478104,797+86,3194851,6660.38%+1,181
FRANKLIN BSP RLTY TR INC099,054+99,05408410.19%+841
LADDER CAP CORP(LADR)189,357290,477+101,1202,0812,8380.64%+757
MADISON SQUARE GRDN SPRT COR(MSGS)9,9259,92502,5673,1900.72%+623
ZENTALIS PHARMACEUTICALS INC610,073610,07308241,4280.32%+604
BLACKSTONE SENI FLTN RAT 202(BSL)044,471+44,47105760.13%+576
ENNIS INC(EBF)138,956138,95602,5032,9760.67%+474
STATE STR SPDR S&P 500 ETF T(SPY)0725+72504710.11%+471
HIGH INCOME SECS FD077,807+77,80704290.10%+429
ALTO NEUROSCIENCE INC(ANRO)78,52078,52001,3981,7650.40%+367
DESTRA MULTI-ALTERNATIVE FD045,193+45,19303670.08%+367
GRAYSCALE DOGECOIN TR ETF(GDOG)033,254+33,25403590.08%+359
TALPHERA INC0467,152+467,15203490.08%+349
DUFF & PHELPS UTLITY AND INF022,565+22,56503260.07%+326
TEJON RANCH CO93,13794,997+1,8601,4691,7900.40%+321
MFS HIGH INCOME MUN TR
SH BEN INT
1,193,8861,266,853+72,9674,4174,7001.06%+283
NXG NEXTGEN INFRASTR INCM FD05,000+5,00002750.06%+275
BLACKSTONE LONG SHORT CR INC025,085+25,08502730.06%+273
ARES COML REAL ESTATE CORP050,997+50,99702450.06%+245
MFS INTER HIGH INCOME FD0127,491+127,49102070.05%+207
EATON VANCE SR FLTNG RTE TR
COM
28,82949,782+20,9533215250.12%+204
BNY MELLON HIGH YIELD STRATE079,265+79,26501930.04%+193
BLACKROCK ESG CAP ALLC TERM(ECAT)011,406+11,40601550.04%+155
EATON VANCE SR INCOME TR14,65342,924+28,271772140.05%+137
NEUBERGER NEXT GENERATION(NBXG)010,457+10,45701350.03%+135
BLACKROCK MUNIHLDNGS CALI(MUC)011,900+11,90001240.03%+124
EATON VANCE TAX-MANAGED GLOB(ETW)013,772+13,77201210.03%+121
MFS HIGH YIELD MUN TR1,497,7181,497,71805,2575,3621.21%+105
CENTRAL & EASTERN EUROPE FD(CEE)173,254173,25403,0673,1710.72%+104
MEXICO FD INC0183,505+183,50503,8410.87%+3,841
CALAMOS GBL DYN INCOME FUND(CHW)010,266+10,2660750.02%+75
LIBERTY ALL-STAR GROWTH FD I110,481137,985+27,5045866550.15%+70
COHEN & STEERS INFRASTRUCTUR(UTF)38,56238,56209309980.23%+68
CABALETTA BIO INC387,491337,391-50,1008499080.21%+59
DTF TAX-FREE INCOME 2028 TER350,940355,089+4,1494,0084,0660.92%+58
TOTAL RETURN SECURITIES FUND(SWZ)36,78146,454+9,6732292750.06%+47
MFA FINL INC(MFA)128,086128,08601,1921,2270.28%+35
MIDCAP FINANCIAL INVSTMNT CO135,477140,477+5,0001,5501,5790.36%+29
GRANITE PT MTG TR INC014,992+14,9920220.00%+22
CLOUGH GLOBAL EQUITY FD
COM
322,982330,954+7,9722,4742,4920.56%+18
MFS INVT GRADE MUN TR
SH BEN INT
0454,829+454,82903,6340.82%+3,634
BLACKROCK UTILS INFRASTRUCTU
RIGHT 04/02/2026
0640,153+640,153050.00%+5
CHIMERA INVT CORP(CIM)29,17729,17703633660.08%+4
GABELLI EQUITY TR INC0270,720+270,720020.00%+2
NEUBERGER HIGH YIELD ST FD I
RIGHT 04/15/2026
0110,000+110,000010.00%+1
CLOUGH GLOBAL DIVID & INCOME19,28719,278-91151140.03%-1
RIVERNORTH DOUBLELINE STRATE33,96333,96302702600.06%-10
BLACKROCK MULTI SECTOR INC T019,543+19,54302450.06%+245
BNY MELLON STRATEGIC MUNS IN197,096197,09601,2541,2400.28%-14
GOLUB CAP BDC INC(GBDC)20,00020,00002712530.06%-18
GOLDMAN SACHS BDC INC(GSBD)50,00050,00004644440.10%-20
NEWTEKONE INC53,57053,57006085870.13%-21
BAIN CAP SPECIALTY FIN INC(BCSF)15,00015,00002091860.04%-23
ALLIANCEBERNSTEIN NATL MUN I(AFB)214,282214,28202,3192,2910.52%-28
WHEELER REAL ESTATE INVT TR5,2715,27104614220.10%-40
NUVEEN CHURCHILL DIRECT LEND70,16070,16009368920.20%-43
MORGAN STANLEY DIRECT LENDIN(MSDL)20,00020,00003302790.06%-50
CHAMPION HOMES INC(SKY)5,0005,00004233720.08%-51
STARWOOD PPTY TR INC(STWD)71,00071,00001,2791,2230.28%-56
NEW MTN FIN CORP45,00045,00004143490.08%-65
CARLYLE SECURED LENDING INC42,88542,88505364690.11%-66
BRIGHTSPIRE CAPITAL INC1,029,4641,015,903-13,5615,7655,6891.29%-76
ABRDN LIFE SCIENCES INVESTOR(HQL)19,23914,875-4,3643232420.05%-81
BNY MELLON MUN BD INFRASTRUC182,924182,92402,0101,9280.44%-82
CAVCO INDS INC DEL(CVCO)99299205864800.11%-106
BLACKROCK CORPOR HI YLD FD I(HYT)15,0000-15,0001340-133
NUVEEN CALIF SELECT TAX FREE10,3720-10,3721370-137
INVESCO SR INCOME TR43,3100-43,3101420-142
WESTERN ASSET INFLT LNK INC
COM SH BEN INT
056,732+56,73204580.10%+458
BNY MELLON STRATEGIC MUN BD926,301926,30105,7155,5671.26%-148
NUVEEN S&P 500 BUY-WRITE INC10,3200-10,3201520-152
BLACKROCK TCP CAPITAL CORP85,00085,00004653070.07%-158
EAGLE POINT INCOME COMPANY I80,54780,54709197600.17%-159
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