Fund HoldingsAlmitas Capital LLC

Total Portfolio Value
$301.39M
Total Bought
$35.35M
Total Sold
$176.58M
Net Transaction
-$141.23M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Cannae Holdings Inc0143,651+143,65102,6330.87%+2,633
Nektar Therapeutics(NKTR)920,2254,610,872+3,690,6478563,1351.04%+2,280
BlackRock Municipal 2030 Target Term Trust(BTT)1,501,0611,558,862+57,80130,90733,09510.98%+2,188
BNY Mellon Municipal Income Inc01,081,956+1,081,95607,7682.58%+7,768
Madison Square Garden Sports Corp(MSGS)09,910+9,91001,9300.64%+1,930
PIMCO California Municipal Income Fund
COM
0204,489+204,48901,8100.60%+1,810
BNY Mellon Strategic Municipal Bond Fund Inc625,461851,087+225,6263,6344,9111.63%+1,277
PIMCO California Municipal Income Fund II10,367216,458+206,091591,2210.41%+1,162
NYLI CBRE Global Infrastructure Megatrends Term Fund160,901226,124+65,2231,9583,0101.00%+1,052
Vanguard Dividend Appreciation ETF5,21410,314+5,1001,0212,0010.66%+980
Wheeler REIT INC05,271+5,27109660.32%+966
Chimera Investment Corp(CIM)066,839+66,83908580.28%+858
Mexico Fund Inc/The317,846344,264+26,4184,1964,8991.63%+703
Pioneer Municipal High Income Fund Trust195,878270,808+74,9301,8142,4910.83%+678
Lyell Immunopharma Inc1,050,5202,482,606+1,432,0866721,3360.44%+663
BrightSpire Capital Inc356,322478,415+122,0932,0102,6600.88%+650
Central and Eastern Europe Fund Inc(CEE)180,190180,19001,9682,6000.86%+632
Cabaletta Bio Inc0367,491+367,49105090.17%+509
Pioneer Municipal High Income Advantage Fund Inc245,006306,517+61,5112,0652,5590.85%+494
Japan Smaller Capitalization Fund Inc(JOF)497,471511,819+14,3483,8164,2941.42%+479
MFS High Income Municipal Trust
SH BEN INT
921,8371,047,002+125,1653,3923,8631.28%+471
European Equity Fund Inc/The16,08763,976+47,8891315820.19%+451
BNY Mellon Municipal Bond Infrastructure Fund Inc63,654103,475+39,8216591,0940.36%+435
Crescent Capital BDC Inc024,200+24,20004140.14%+414
abrdn Japan Equity Fund Inc060,604+60,60403940.13%+394
Morgan Stanley India Investment Fund Inc(IIF)86,320104,744+18,4242,1812,5550.85%+373
SRH Total Return Fund Inc(STEW)301,991301,99104,8385,2091.73%+371
Cornerstone Strategic Investment Fund Inc(CLM)048,565+48,56503610.12%+361
PIMCO New York Municipal Income Fund II(PNI)046,186+46,18603270.11%+327
MFS High Yield Municipal Trust344,105416,545+72,4401,2111,4540.48%+242
BNY Mellon Strategic Municipals Inc106,854145,014+38,1606458870.29%+242
Fulgent Genetics Inc16,00028,718+12,7182964850.16%+190
Eaton Vance California Municipal Income Trust43,46561,330+17,8654366150.20%+178
PIMCO California Municipal Income Fund III023,415+23,41501530.05%+153
Templeton Dragon Fund Inc11,92525,175+13,2501012440.08%+143
John Hancock Diversified Income Fund(HEQ)012,667+12,66701320.04%+132
Gabelli Global Small and Mid Cap Value Trust/The(GGZ)010,800+10,80001300.04%+130
Clough Global Equity Fund
COM
51,53470,720+19,1863434450.15%+102
PIMCO New York Municipal Income Fund III012,603+12,6030710.02%+71
Western Asset Inflation-Linked Income Fund
COM SH BEN INT
159,057159,05701,2721,3270.44%+55
Nuveen Core Plus Impact Fund0269,668+269,66802,8830.96%+2,883
Ladder Capital Corp(LADR)145,892146,523+6311,6331,6720.55%+39
Templeton Emerging Markets Fund/United States38,02138,02104544890.16%+34
New York Mortgage Trust Inc(ADAM)70,51270,51204274580.15%+30
First Trust Specialty Finance and Financial Opportunities Fund213,162213,254+928979170.30%+20
Two Harbors Investment Corp(TWO)01,613,000+1,613,0001,5981,6100.53%+12
MidCap Financial Investment Corp135,444142,884+7,4401,8271,8370.61%+10
MFA Financial Inc(MFA)77,44077,44007897950.26%+5
Central Securities Corp(CET)15,43615,735+2997057070.23%+2
AllianceBernstein National Municipal Income Fund(AFB)187,470187,47002,0382,0360.68%-2
Royce Global Trust Inc(RGT)14,93514,93501601570.05%-3
Western Asset Inflation-Linked Opportunities & Income Fund(WIW)25,45422,523-2,9312111980.07%-13
AN2 Therapeutics Inc1,313,1111,313,11101,8121,7860.59%-26
Morgan Stanley Emerging Markets Domestic Debt Fund Inc(EDD)36,09429,256-6,8381641380.05%-26
Eaton Vance New York Municipal Bond Fund698,195698,19506,6546,6262.20%-28
Taiwan Fund Inc/The/MD8,5478,54703302840.09%-46
MFS Investment Grade Municipal Trust
SH BEN INT
477,454470,435-7,0193,8153,7261.24%-89
Clough Global Dividend and Income Fund19,6170-19,6171060-106
Vistagen Therapeutics Inc254,655254,65507516370.21%-115
abrdn Emerging Markets Equity Income Fund Inc26,3270-26,3271370-137
Alector Inc284,845321,568+36,7235383960.13%-143
DTF Tax-Free Income 2028 Term Fund Inc322,432309,611-12,8213,6163,4711.15%-145
PIMCO New York Municipal Income Fund20,8620-20,8621550-155
Amylyx Pharmaceuticals Inc(AMLX)2,032,3702,122,597+90,2277,6827,5142.49%-168
abrdn Income Credit Strategies Fund31,0000-31,0001850-185
Boundless Bio Inc192,007234,378+42,3715573540.12%-203
Pioneer Municipal High Income Opportunities Fund Inc231,057214,870-16,1872,7402,5330.84%-207
Hudson Pacific Properties Inc88,64117,729-70,912269520.02%-216
BlackRock Innovation and Growth Term Trust(BTX)193,153193,389+2361,4371,2110.40%-226
abrdn Global Dynamic Dividend Fund
COM
27,0940-27,0942660-266
Clough Global Opportunities Fund455,226421,880-33,3462,3312,0630.68%-268
BlackRock New York Municipal Income Trust28,5530-28,5532910-291
BlackRock Investment Quality Municipal Trust Inc/The29,3250-29,3253270-327
abrdn Healthcare Opportunities Fund18,9910-18,9913580-358
abrdn World Healthcare Fund34,5750-34,5753810-381
Atea Pharmaceuticals Inc0715,005+715,00502,1380.71%+2,138
Rallybio Corp1,298,1191,300,581+2,4621,2468510.28%-395
Nuveen Pennsylvania Quality Municipal Income Fund0783,803+783,80308,7942.92%+8,794
ACELYRIN Inc148,7040-148,7044670-467
iTeos Therapeutics Inc275,120275,12002,1131,6420.54%-470
BlackRock MuniHoldings California Quality Fund Inc(MUC)111,06066,217-44,8431,1817090.24%-471
abrdn Total Dynamic Dividend Fund
COM SH BEN INT
59,7510-59,7515030-503
Alto Neuroscience Inc(ANRO)266,912234,386-32,5261,1295060.17%-623
Blue Owl Capital Corp(OBDC)(Put)50,0000-50,0007560-756
Western Asset High Yield Defined Opportunity Fund Inc64,4980-64,4987620-762
India Fund Inc/The51,7000-51,7008140-814
Postal Realty Trust Inc(PSTL)66,6680-66,6688700-870
ALX Oncology Holdings Inc1,222,9451,353,141+130,1962,0428430.28%-1,199
Destra Multi-Alternative Fund253,41886,798-166,6202,1447360.24%-1,408
Grayscale Bitcoin Mini Trust ETF(BTC)35,7000-35,7001,4950-1,495
Dynex Capital Inc(DX)159,3920-159,3922,0160-2,016
Zentalis Pharmaceuticals Inc1,626,8961,710,921+84,0254,9292,7200.90%-2,209
Virtus Total Return Fund Inc(ZTR)437,07444,994-392,0802,5612690.09%-2,293
Design Therapeutics Inc(DSGN)1,323,6671,452,896+129,2298,1675,6081.86%-2,559
New America High Income Fund Inc/The495,9610-495,9614,0520-4,052
PGIM Short Duration High Yield Opportunities Fund462,098196,468-265,6307,4493,2381.07%-4,211
Two Harbors Investment Corp(TWO)437,3740-437,3745,1740-5,174
BlackRock ESG Capital Allocation Term Trust(ECAT)331,1400-331,1405,4310-5,431
Annaly Capital Management Inc390,7180-390,7187,1500-7,150
Tortoise Energy Infrastructure Corp(TYG)248,66632,261-216,40510,4441,3890.46%-9,055
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