Almitas Capital LLC Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$456.3B

Holdings

92

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (92 positions)

#StockSharesValue% PortfolioType
1
FBTCFidelity Wise Origin Bitcoin Fund
1,731,994$141.3B30.96%
2
FETHFidelity Ethereum Fund
941,057$31.4B6.89%
3
BTTBlackRock Municipal 2030 Target Term Trust
1,501,061$30.9B6.77%
4
OWLBlue Owl Capital Corp III
1,889,702$27.2B5.97%
5
BMEZBlackRock Health Sciences Term Trust
1,339,598$19.3B4.23%
6
ETHGrayscale Ethereum Mini Trust ETF
515,011$16.2B3.55%
7
TPZTortoise Power And Energy Infrastructure Fund
576,065$11.6B2.53%
8
TYGTortoise Energy Infrastructure Corp
248,666$10.4B2.29%
9
NQPNuveen Pennsylvania Quality Municipal Income Fund
822,642$9.2B2.02%
10
DSGNDesign Therapeutics Inc
1,323,667$8.2B1.79%
11
AMLXAmylyx Pharmaceuticals Inc
2,032,370$7.7B1.68%
12
SDHYPGIM Short Duration High Yield Opportunities Fund
462,098$7.4B1.63%
13
NLYAnnaly Capital Management Inc
390,718$7.2B1.57%
14
XENWXEaton Vance New York Municipal Bond Fund
698,195$6.7B1.46%
15
BKFIBNY Mellon Municipal Income Inc
806,008$5.7B1.25%
16
ECATBlackRock ESG Capital Allocation Term Trust
331,140$5.4B1.19%
17
TWOTwo Harbors Investment Corp
437,374$5.2B1.13%
18
ZNTLZentalis Pharmaceuticals Inc
1,626,896$4.9B1.08%
19
STEWSRH Total Return Fund Inc
301,991$4.8B1.06%
20
MXFMexico Fund Inc/The
317,846$4.2B0.92%
21
XXHYBXXNew America High Income Fund Inc/The
495,961$4.1B0.89%
22
JOFJapan Smaller Capitalization Fund Inc
497,471$3.8B0.84%
23
CXHMFS Investment Grade Municipal Trust
477,454$3.8B0.84%
24
DSMBNY Mellon Strategic Municipal Bond Fund Inc
625,461$3.6B0.80%
25
DTFDTF Tax-Free Income 2028 Term Fund Inc
322,432$3.6B0.79%
26
CXEMFS High Income Municipal Trust
921,837$3.4B0.74%
27
NPCTNuveen Core Plus Impact Fund
269,668$2.8B0.62%
28
MIOPioneer Municipal High Income Opportunities Fund Inc
231,057$2.7B0.60%
29
ZTRVirtus Total Return Fund Inc
437,074$2.6B0.56%
30
AVIRAtea Pharmaceuticals Inc
752,003$2.5B0.55%
31
GLOClough Global Opportunities Fund
455,226$2.3B0.51%
32
IIFMorgan Stanley India Investment Fund Inc
86,320$2.2B0.48%
33
DMADestra Multi-Alternative Fund
253,418$2.1B0.47%
34
5E7iTeos Therapeutics Inc
275,120$2.1B0.46%
35
XPMAXPioneer Municipal High Income Advantage Fund Inc
245,006$2.1B0.45%
36
ALXOALX Oncology Holdings Inc
1,222,945$2.0B0.45%
37
AFBAllianceBernstein National Municipal Income Fund
187,470$2.0B0.45%
38
DYT1Dynex Capital Inc
159,392$2.0B0.44%
39
BRSPBrightSpire Capital Inc
356,322$2.0B0.44%
40
CEECentral and Eastern Europe Fund Inc
180,190$2.0B0.43%
41
MEGINYLI CBRE Global Infrastructure Megatrends Term Fund
160,901$2.0B0.43%
42
MFICMidCap Financial Investment Corp
135,444$1.8B0.40%
43
MHIPioneer Municipal High Income Fund Trust
195,878$1.8B0.40%
44
ANTXAN2 Therapeutics Inc
1,313,111$1.8B0.40%
45
LADRLadder Capital Corp
145,892$1.6B0.36%
46
TWO 6.25 01/15/26Two Harbors Investment Corp
1,613,000$1.6B0.35%
47
BTCGrayscale Bitcoin Mini Trust ETF
35,700$1.5B0.33%
48
BTXBlackRock Innovation and Growth Term Trust
193,153$1.4B0.31%
49
XWIAXWestern Asset Inflation-Linked Income Fund
159,057$1.3B0.28%
50
RLYBRallybio Corp
1,298,119$1.2B0.27%
51
CMUMFS High Yield Municipal Trust
344,105$1.2B0.27%
52
MUCBlackRock MuniHoldings California Quality Fund Inc
111,060$1.2B0.26%
53
ANROAlto Neuroscience Inc
266,912$1.1B0.25%
54
VIGVanguard Dividend Appreciation ETF
5,214$1.0B0.22%
55
XFEBFirst Trust Specialty Finance and Financial Opportunities Fund
213,162$897.4M0.20%
56
PSTLPostal Realty Trust Inc
66,668$870.0M0.19%
57
NKTREURNektar Therapeutics
920,225$855.8M0.19%
58
IFNIndia Fund Inc/The
51,700$814.3M0.18%
59
MFAMFA Financial Inc
77,440$789.1M0.17%
60
HYIWestern Asset High Yield Defined Opportunity Fund Inc
64,498$762.4M0.17%
61
OBDCBlue Owl Capital Corp
50,000$756.0M0.17%Put
62
VTGNVistagen Therapeutics Inc
254,655$751.2M0.16%
63
CETCentral Securities Corp
15,436$705.3M0.15%
64
LYELLyell Immunopharma Inc
1,050,520$672.3M0.15%
65
DMBBNY Mellon Municipal Bond Infrastructure Fund Inc
63,654$658.8M0.14%
66
LEOBNY Mellon Strategic Municipals Inc
106,854$645.4M0.14%
67
BOLDBoundless Bio Inc
192,007$556.8M0.12%
68
ALECAlector Inc
284,845$538.4M0.12%
69
XAODXabrdn Total Dynamic Dividend Fund
59,751$502.5M0.11%
70
SLRNACELYRIN Inc
148,704$466.9M0.10%
71
EMFTempleton Emerging Markets Fund/United States
38,021$454.4M0.10%
72
CEVEaton Vance California Municipal Income Trust
43,465$436.4M0.10%
73
ADAMNew York Mortgage Trust Inc
70,512$427.3M0.09%
74
THWabrdn World Healthcare Fund
34,575$380.7M0.08%
75
THQabrdn Healthcare Opportunities Fund
18,991$358.4M0.08%
76
XGLQXClough Global Equity Fund
51,534$343.2M0.08%
77
TWNTaiwan Fund Inc/The/MD
8,547$330.3M0.07%
78
BKNBlackRock Investment Quality Municipal Trust Inc/The
29,325$327.0M0.07%
79
FLGTFulgent Genetics Inc
16,000$295.5M0.06%
80
BNYBlackRock New York Municipal Income Trust
28,553$291.0M0.06%
81
HPPHudson Pacific Properties Inc
88,641$268.6M0.06%
82
XAGDXabrdn Global Dynamic Dividend Fund
27,094$265.5M0.06%
83
WIWWestern Asset Inflation-Linked Opportunities & Income Fund
25,454$210.5M0.05%
84
ACPabrdn Income Credit Strategies Fund
31,000$185.1M0.04%
85
EDDMorgan Stanley Emerging Markets Domestic Debt Fund Inc
36,094$163.9M0.04%
86
RGTRoyce Global Trust Inc
14,935$160.1M0.04%
87
PNIPIMCO New York Municipal Income Fund
20,862$155.0M0.03%
88
AEFabrdn Emerging Markets Equity Income Fund Inc
26,327$136.6M0.03%
89
EEAEuropean Equity Fund Inc/The
16,087$131.0M0.03%
90
GLVClough Global Dividend and Income Fund
19,617$106.4M0.02%
91
TDFTempleton Dragon Fund Inc
11,925$101.2M0.02%
92
XPCKXPIMCO California Municipal Income Fund II
10,367$59.3M0.01%