Beartown Capital Management, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Beartown Capital Management, LLC disclosed 30 US equity positions worth $126.7m in its Q1 2026 13F filing. The largest position was WULF at 17.9% of the reported book, followed by CLSK and CORZ.
What did Beartown Capital Management, LLC own in Q1 2026? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | WULF TERAWULF INC | Financial Services | 17.9% | $22.7m | 1,575,000 | – | |
| 2 | CLSK CLEANSPARK INC | Financial Services | 10.4% | $13.2m | 1,550,000 | – | |
| 3 | CORZ CORE SCIENTIFIC INC NEW | Technology | 10.0% | $12.7m | 850,000 | – | |
| 4 | ECHO ECHOSTAR CORP | Communication Services | 7.4% | $9.4m | 80,000 | – | |
| 5 | NBIS NEBIUS GROUP N.V. | Communication Services | 7.4% | $9.3m | 90,000 | – | |
| 6 | HUT HUT 8 CORP | Financial Services | 6.7% | $8.4m | 180,000 | – | |
| 7 | NVRI ENVIRI CORP | Industrials | 6.5% | $8.3m | 422,441 | – | |
| 8 | VISN VISTANCE NETWORKS INC | Technology | 5.7% | $7.3m | 400,000 | – | |
| 9 | CIFR CIPHER DIGITAL INC | Technology | 4.1% | $5.1m | 400,000 | – | |
| 10 | PRCH PORCH GROUP INC | Financial Services | 3.7% | $4.7m | 650,000 | – | |
| 11 | NRGV ENERGY VAULT HOLDINGS INC | 3.6% | $4.6m | 1,400,000 | – | ||
| 12 | ATEX ANTERIX INC | Communication Services | 3.0% | $3.8m | 100,000 | – | |
| 13 | TDS TELEPHONE & DATA SYS INC | Communication Services | 2.5% | $3.2m | 75,000 | – | |
| 14 | CBNA CHAIN BRIDGE BANCORP INC | 2.1% | $2.6m | 75,794 | – | ||
| 15 | RYAM RAYONIER ADVANCED MATLS INC | Basic Materials | 1.7% | $2.2m | 200,000 | – | |
| 16 | PRTH PRIORITY TECHNOLOGY HLDGS IN | 1.5% | $1.9m | 400,000 | – | ||
| 17 | KNOP KNOT OFFSHORE PARTNERS LP | Energy | 1.2% | $1.6m | 157,082 | – | |
| 18 | BV FINL INC | 0.9% | $1.2m | 60,616 | – | ||
| 19 | GLXY GALAXY DIGITAL INC. | Financial Services | 0.7% | $922.5k | 50,000 | – | |
| 20 | SCOR COMSCORE INC | 0.7% | $875.9k | 126,207 | – | ||
| 21 | CMTL COMTECH TELECOMMUNICATIONS C | Technology | 0.7% | $836.2k | 251,881 | – | |
| 22 | LE LANDS END INC NEW | 0.4% | $562.0k | 50,000 | – | ||
| 23 | FSI FLEXIBLE SOLUTIONS INTL INC | 0.3% | $403.7k | 74,754 | – | ||
| 24 | MAPS WM TECHNOLOGY INC | 0.3% | $374.6k | 568,883 | – | ||
| 25 | WALDENCAST PLC | 0.2% | $284.9k | 300,000 | – | ||
| 26 | FTEK FUEL TECH INC | 0.1% | $179.0k | 146,689 | – | ||
| 27 | ONL ORION PROPERTIES INC | Real Estate | 0.0% | $27.7k | 12,899 | – | |
| 28 | CNTY CENTURY CASINOS INC | 0.0% | $13.9k | 10,000 | – | ||
| 29 | FSP FRANKLIN STR PPTYS CORP | Real Estate | 0.0% | $13.2k | 19,868 | – | |
| 30 | AURORA INNOVATION INC | 0.0% | $6.0k | 30,209 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.