Acuitas Investments, LLC Top Holdings and 13F Report (2025) About Acuitas Investments, LLCInvestment ActivityAcuitas Investments, LLC has $117.37 million in total holdings as of March 31, 2025.Acuitas Investments, LLC owns shares of 66 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 21.36% of the portfolio was purchased this quarter.About 14.67% of the portfolio was sold this quarter.This quarter, Acuitas Investments, LLC has purchased 63 new stocks and bought additional shares in 26 stocks.Acuitas Investments, LLC sold shares of 5 stocks and completely divested from 13 stocks this quarter.Largest Holdings HomeStreet $4,499,930Mistras Group $4,486,576Natural Gas Services Group $4,398,394INNOVEX INTERNATIONAL INC $4,315,950Arhaus $4,207,929 Largest New Holdings this Quarter 038169207 - Applied Digital $2,638,590 Holding36168Q104 - GFL Environmental $2,043,513 Holding23285D109 - Cytek Biosciences $1,328,188 Holding87969B101 - Telos $1,085,416 HoldingM7518J104 - ODDITY TECH LTD $839,244 Holding Largest Purchases this Quarter Applied Digital 469,500 shares (about $2.64M)GFL Environmental 42,300 shares (about $2.04M)Mistras Group 131,798 shares (about $1.39M)Cytek Biosciences 331,219 shares (about $1.33M)Ramaco Resources 157,860 shares (about $1.30M) Largest Sales this Quarter Oportun Financial 435,812 shares (about $2.39M)TrueCar 944,668 shares (about $1.49M)XOMA 55,030 shares (about $1.10M)Orion Energy Systems 654,738 shares (about $472.13K)Controladora Vuela Compañía de Aviación 66,000 shares (about $344.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAcuitas Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHMSTHomeStreet$4,499,930$551,674 ▲14.0%383,2993.8%FinanceMGMistras Group$4,486,576$1,394,423 ▲45.1%424,0623.8%Computer and TechnologyNGSNatural Gas Services Group$4,398,3940.0%200,2003.7%EnergyINNOVEX INTERNATIONAL INC$4,315,9500.0%240,3093.7%COMARHSArhaus$4,207,929$1,111,851 ▲35.9%483,6703.6%Retail/WholesaleANGOAngioDynamics$4,152,540$365,741 ▲9.7%442,2303.5%MedicalOPRTOportun Financial$3,922,012$2,392,608 ▼-37.9%714,3923.3%FinancePGNYProgyny$3,858,8330.0%172,7323.3%MedicalSOISolaris Oilfield Infrastructure$3,727,8580.0%171,3173.2%EnergyGLDDGreat Lakes Dredge & Dock$3,682,136$545,081 ▲17.4%423,2343.1%ConstructionAOSLAlpha and Omega Semiconductor$3,638,833$757,559 ▲26.3%146,3733.1%Computer and TechnologyHLXHelix Energy Solutions Group$3,457,010$603,339 ▲21.1%416,0062.9%EnergyHCKTThe Hackett Group$3,246,3420.0%111,1002.8%Business ServicesTRCTejon Ranch$3,244,1620.0%204,6792.8%FinanceEQXEquinox Gold$3,072,429$505,006 ▲19.7%446,5742.6%Basic MaterialsLGNDLigand Pharmaceuticals$2,892,6120.0%27,5122.5%MedicalINBKFirst Internet Bancorp$2,807,4010.0%104,8322.4%FinanceFLOTEK INDS INC DEL$2,681,635$421,365 ▲18.6%321,9252.3%COM NEWTGBTaseko Mines$2,644,150$1,151,221 ▲77.1%1,180,4242.3%Basic MaterialsAPLDApplied Digital$2,638,590$2,638,590 ▲New Holding469,5002.2%FinanceSBHSally Beauty$2,587,7720.0%286,5752.2%Retail/WholesaleMETCRamaco Resources$2,550,946$1,299,188 ▲103.8%309,9572.2%EnergyRDCMRADCOM$2,545,747$448,365 ▲21.4%222,7252.2%Computer and TechnologyARAYAccuray$2,542,171$1,273,861 ▲100.4%1,420,2072.2%MedicalORNOrion Group$2,308,423$428,457 ▲22.8%441,3812.0%ConstructionOROsisko Gold Royalties$2,205,7940.0%104,4411.9%Basic MaterialsRNGRRanger Energy Services$2,103,2420.0%148,2201.8%EnergyGFLGFL Environmental$2,043,513$2,043,513 ▲New Holding42,3001.7%Business ServicesRRGBRed Robin Gourmet Burgers$1,993,6210.0%560,0061.7%Retail/WholesaleYTRAYatra Online$1,884,6680.0%2,419,3431.6%Computer and TechnologyCRAICRA International$1,835,9200.0%10,6001.6%Business ServicesHZOMarineMax$1,801,7000.0%83,8001.5%Retail/WholesaleUROYUranium Royalty$1,782,8380.0%1,012,9761.5%EnergySILCSilicom$1,692,154$138,994 ▲8.9%113,7201.4%Computer and TechnologyURGUr-Energy$1,371,8580.0%2,035,0961.2%Basic MaterialsCTKBCytek Biosciences$1,328,188$1,328,188 ▲New Holding331,2191.1%MedicalCTLPCantaloupe$1,250,8970.0%158,9451.1%Business ServicesTLSTelos$1,085,416$1,085,416 ▲New Holding456,0570.9%Computer and TechnologyMETCBRamaco Resources$1,065,789$16,794 ▲1.6%149,9000.9%EnergyTECHTARGET INC$878,825$340,748 ▲63.3%59,3400.7%COM NEWODDITY TECH LTD$839,244$839,244 ▲New Holding19,4000.7%SHS CL AVIKING HOLDINGS LTD$731,400$731,400 ▲New Holding18,4000.6%ORD SHSKRNTKornit Digital$694,512$694,512 ▲New Holding36,4000.6%IndustrialsTHRYThryv$669,335$160,253 ▲31.5%52,2510.6%Computer and TechnologyCCJCameco$642,096$642,096 ▲New Holding15,6000.5%Basic MaterialsVTMXCorporación Inmobiliaria Vesta$620,432$620,432 ▲New Holding27,2000.5%FinanceKASPI KZ JSC$612,810$612,810 ▲New Holding6,6000.5%SPONSORED ADSAVNWAviat Networks$607,248$337,469 ▲125.1%31,6770.5%Computer and TechnologyCELESTICA INC$512,265$512,265 ▲New Holding6,5000.4%COMDNNDenison Mines$436,800$436,800 ▲New Holding336,0000.4%Basic MaterialsFORRForrester Research$426,149$426,149 ▲New Holding46,1200.4%Computer and TechnologyVLRSControladora Vuela Compañía de Aviación$414,468$344,520 ▼-45.4%79,4000.4%TransportationMGTXMeiraGTx$285,540$285,540 ▲New Holding42,1150.2%MedicalHBIOHarvard Bioscience$277,9580.0%491,0920.2%Computer and TechnologyOESXOrion Energy Systems$261,213$472,132 ▼-64.4%362,2420.2%ConstructionCAPRCapricor Therapeutics$204,320$204,320 ▲New Holding21,5300.2%MedicalBTGB2Gold$124,262$28 ▲0.0%43,7120.1%Basic MaterialsXOMAXOMA$113,083$1,096,750 ▼-90.7%5,6740.1%MedicalFTITechnipFMC$107,556$12,676 ▲13.4%3,3940.1%EnergyTRUETrueCar$86,900$1,492,575 ▼-94.5%55,0000.1%Computer and TechnologySEESealed Air$73,695$7,225 ▲10.9%2,5500.1%IndustrialsBWABorgWarner$51,570$8,595 ▲20.0%1,8000.0%Auto/Tires/TrucksLWLamb Weston$50,635$35,711 ▲239.3%9500.0%Consumer StaplesEROEro Copper$38,888$38,888 ▲New Holding3,2100.0%Basic MaterialsAXTAAxalta Coating Systems$33,170$9,951 ▲42.9%1,0000.0%Basic MaterialsTAPMolson Coors Beverage$24,348$6,087 ▲33.3%4000.0%Consumer StaplesBCOVBrightcove$0$3,066,480 ▼-100.0%00.0%Computer and TechnologyAAOIApplied Optoelectronics$0$2,789,049 ▼-100.0%00.0%Computer and TechnologyETONEton Pharmaceuticals$0$2,475,176 ▼-100.0%00.0%MedicalAIPArteris$0$1,092,878 ▼-100.0%00.0%Computer and TechnologyPCYGPark City Group$0$721,438 ▼-100.0%00.0%Computer and TechnologyALARAlarum Technologies$0$595,359 ▼-100.0%00.0%Business ServicesCLMBClimb Global Solutions$0$329,550 ▼-100.0%00.0%Business ServicesAPPSDigital Turbine$0$140,165 ▼-100.0%00.0%Computer and TechnologyQUIKQuickLogic$0$109,610 ▼-100.0%00.0%Computer and TechnologyRELLRichardson Electronics$0$40,056 ▼-100.0%00.0%Computer and TechnologyCUTRCutera$0$23,951 ▼-100.0%00.0%Computer and TechnologyAAPAdvance Auto Parts$0$18,916 ▼-100.0%00.0%Retail/WholesaleAGCOAGCO$0$18,696 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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