Fund HoldingsAlmitas Capital LLC

Total Portfolio Value
$208.82M
Total Bought
$33.10M
Total Sold
$52.77M
Net Transaction
-$19.67M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
PIMCO Energy & Tactical Credit Opportunities Fund(PDX)62,786304,821+242,0351,0526,0452.89%+4,993
First Trust Dynamic Europe Equity Income Fund17,198317,469+300,2712343,9371.89%+3,703
Great Ajax Corp786,337893,646+107,30919,36721,55510.32%+2,187
Destra Multi-Alternative Fund0356,014+356,01402,1291.02%+2,129
Nuveen Pennsylvania Quality Municipal Income Fund141,974344,236+202,2621,6043,5011.68%+1,897
VMware Inc4,76215,408+10,6467512,5651.23%+1,814
BlackRock Health Sciences Term Trust0104,194+104,19401,5010.72%+1,501
BlackRock Capital Investment Corp470,334853,697+383,3631,7033,1671.52%+1,465
Templeton Global Income Fund2,480,0943,097,815+617,72110,64011,9585.73%+1,318
MFS High Income Municipal Trust
SH BEN INT
0346,618+346,61801,0810.52%+1,081
Nuveen Preferred & Income Term Fund49,056111,076+62,0208651,9070.91%+1,042
BNY Mellon Municipal Income Inc147,271342,744+195,4739411,9430.93%+1,002
abrdn National Municipal Income Fund0108,001+108,00109300.45%+930
Carlyle Credit Income Fund(CCID)0106,297+106,29708700.42%+870
Morgan Stanley Emerging Markets Domestic Debt Fund Inc(EDD)326,122548,796+222,6741,5982,3381.12%+740
DWS Municipal Income Trust093,546+93,54607200.34%+720
BlackRock Municipal 2030 Target Term Trust(BTT)033,400+33,40006480.31%+648
BlackRock MuniHoldings California Quality Fund Inc(MUC)059,661+59,66105700.27%+570
Arlington Asset Investment Corp145,907285,885+139,9786731,2240.59%+551
Invesco Pennsylvania Value Municipal Income Trust(VPV)056,029+56,02905010.24%+501
Eaton Vance New York Municipal Bond Fund451,498574,428+122,9304,3804,7622.28%+382
DWS Strategic Municipal Income Trust92,106148,543+56,4377841,1190.54%+335
Gabelli Healthcare & WellnessRx Trust/The(GRX)031,790+31,79002730.13%+273
Eaton Vance California Municipal Income Trust91,887131,118+39,2319341,2010.58%+267
MFS Municipal Income Trust056,434+56,43402570.12%+257
Great Ajax Corp720,209807,622+87,4134,9695,2012.49%+232
Clough Global Equity Fund
COM
031,323+31,32301720.08%+172
Nuveen New Jersey Quality Municipal Income Fund
COM
015,888+15,88801680.08%+168
Central Securities Corp(CET)29,37636,483+7,1071,0901,2500.60%+161
Center Coast Brookfield MLP & Energy Infrastructure Fund295,700295,70006,1156,2693.00%+154
Taiwan Fund Inc/The/MD66,45278,924+12,4722,2142,3661.13%+152
Morgan Stanley India Investment Fund Inc(IIF)107,037113,652+6,6152,4082,5401.22%+132
BNY Mellon Strategic Municipals Inc023,538+23,53801250.06%+125
BlackRock MuniYield Pennsylvania Quality Fund011,469+11,46901190.06%+119
Eaton Vance California Municipal Bond Fund360,526407,541+47,0153,2193,3091.58%+90
BNY Mellon Strategic Municipal Bond Fund Inc016,024+16,0240800.04%+80
Templeton Emerging Markets Income Fund017,088+17,0880790.04%+79
Nuveen Corporate Income 2023 Target Term Fund413,984413,98403,8833,9491.89%+66
Japan Smaller Capitalization Fund Inc(JOF)79,12492,088+12,9645896550.31%+65
Mexico Fund Inc/The140,329155,646+15,3172,5222,5631.23%+42
First Trust Specialty Finance and Financial Opportunities Fund012,134+12,1340410.02%+41
Two Harbors Investment Corp(TWO)0003,8713,9101.87%+39
PhenixFIN Corp15,33715,33705525810.28%+29
WHEELER REIT INC5,2725,27202642900.14%+26
Western Asset Investment Grade Defined Opportunity Trust Inc13,11814,018+9002172220.11%+5
PennyMac Corp(PMT)0004444490.21%+5
Nicholas Financial Inc103,024103,02405054920.24%-12
Velocity Financial Inc12,12012,12001501370.07%-13
NXG NextGen Infrastructure Income Fund87,78492,355+4,5713,4793,4631.66%-16
General American Investors Co Inc(GAM)109,864119,406+9,5424,6854,6632.23%-22
PGIM Short Duration High Yield Opportunities Fund183,807192,161+8,3542,8072,7841.33%-22
Nuveen Core Plus Impact Fund1,378,7721,524,947+146,17513,99513,9696.69%-26
Ecofin Sustainable and Social32,61332,61304213910.19%-31
Blackstone Senior Floating Rate 2027 Term Fund(BSL)29,30226,436-2,8663843500.17%-33
Mexico Equity and Income Fund Inc/The25,65325,65302742410.12%-33
Morgan Stanley China A Share Fund Inc48,42548,42506586030.29%-54
Special Opportunities Fund Inc27,25823,058-4,2003152520.12%-63
Clough Global Opportunities Fund13,1400-13,140670-67
MFS Investment Grade Municipal Trust
SH BEN INT
513,340542,641+29,3013,9073,8361.84%-70
Ladder Capital Corp(LADR)040,431+40,43104150.20%+415
Calamos Long/Short Equity & Dynamic Income Trust87,13087,13001,3711,2890.62%-83
Nuveen Floating Rate Income Fund/Closed-end Fund(JFR)10,9410-10,941880-88
SRH Total Return Fund Inc(STEW)132,881132,88101,8221,7250.83%-97
Western Asset Intermediate Muni Fund Inc65,42556,603-8,8225034050.19%-98
Miller/Howard High Dividend Fund1,014,6291,061,308+46,67910,63310,5285.04%-105
Ellington Residential Mortgage REIT42,34331,192-11,1513081940.09%-115
Western Asset Mortgage Capital Corp010,608+10,60801000.05%+100
Blackstone Strategic Credit 2027 Term Fund(BGB)61,40048,111-13,2896845290.25%-155
Tortoise Energy Infrastructure Corp(TYG)85,27385,27302,6202,4641.18%-156
Voya Infrastructure Industrials and Materials Fund75,92664,159-11,7677816050.29%-176
Highland Opportunities and Income Fund22,0780-22,0781880-188
Tiptree Inc13,1200-13,1201940-194
MGIC Investment Corp(MTG)037,926+37,92606330.30%+633
Citigroup Inc(C)4,5000-4,5002140-214
Kayne Anderson NextGen Energy & Infrastructure Inc91,19362,228-28,9656884430.21%-245
Neuberger Berman New York Municipal Fund Inc25,4120-25,4122450-245
Radian Group Inc(RDN)025,359+25,35906370.30%+637
Dynex Capital Inc(DX)000000
Neuberger Berman California Municipal Fund Inc67,71643,410-24,3067334250.20%-308
Reading International Inc372,975320,584-52,3919926800.33%-312
Nuveen Preferred & Income Opportunities Fund(JPC)53,9160-53,9163560-356
MFA Financial Inc(MFA)0220,471+220,47102,1191.01%+2,119
Two Harbors Investment Corp(TWO)28,8450-28,8453870-387
Clough Global Dividend and Income Fund188,205138,223-49,9821,0786870.33%-391
Tortoise Midstream Energy Fund Inc166,623162,123-4,5005,9375,5382.65%-399
DTF Tax-Free Income 2028 Term Fund Inc62,49324,372-38,1216912600.12%-430
ClearBridge Energy Midstream Opportunity Fund Inc(EMO)35,87421,953-13,9211,1526960.33%-456
Tortoise Pipeline & Energy Fund Inc16,1310-16,1314720-472
New America High Income Fund Inc/The324,886266,198-58,6882,2091,7250.83%-484
Nuveen Floating Rate Income Opportunity Fund75,6480-75,6485960-596
New York Mortgage Trust Inc(ADAM)408,845392,845-16,0004,1503,3351.60%-815
Eaton Vance Ltd Duration Income Fund
COM
87,1670-87,1678280-828
ClearBridge MLP & Midstream Total Return Fund Inc146,706126,266-20,4404,9544,0491.94%-905
Safeguard Scientifics Inc796,632257,491-539,1411,2272570.12%-969
FS Credit Opportunities Corp(FSCO)000000
Nuveen Senior Income Fund229,4360-229,4361,0550-1,055
Western Asset Inflation-Linked Opportunities & Income Fund(WIW)270,274164,733-105,5412,4161,3560.65%-1,060
BlackRock Resources & Commodities Strategy Trust(BCX)149,6340-149,6341,4740-1,474
Nuveen Short Duration Credit Opportunities Fund129,9620-129,9621,5080-1,508
Wheeler Real Estate Investment Trust Inc129,1870-129,1871,5130-1,513
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