Beartown Capital Management, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Beartown Capital Management, LLC disclosed 40 US equity positions worth $225.4m in its Q2 2026 13F filing. The largest position was WULF at 16.4% of the reported book, followed by ECHO and GLXY. Against the Q1 2026 filing, it opened 14 new positions, added to 5 and reduced 7 among the top 40 holdings.
What did Beartown Capital Management, LLC own in Q2 2026? Top 40 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | WULF TERAWULF INC | Financial Services | 16.4% | $37.0m | 1,500,000 | -5% | reduced |
| 2 | ECHO ECHOSTAR CORP | Communication Services | 9.5% | $21.3m | 210,000 | 162% | added |
| 3 | GLXY GALAXY DIGITAL INC. | Financial Services | 9.1% | $20.5m | 750,000 | 1400% | added |
| 4 | HUT HUT 8 CORP | Financial Services | 8.7% | $19.6m | 170,000 | -6% | reduced |
| 5 | CORZ CORE SCIENTIFIC INC NEW | Technology | 8.5% | $19.2m | 750,000 | -12% | reduced |
| 6 | CLSK CLEANSPARK INC | Financial Services | 4.8% | $10.9m | 750,000 | -52% | reduced |
| 7 | PRCH PORCH GROUP INC | Financial Services | 4.5% | $10.1m | 670,000 | 3% | added |
| 8 | VISN VISTANCE NETWORKS INC | Technology | 4.3% | $9.6m | 750,000 | 88% | added |
| 9 | BTDR BITDEER TECHNOLOGIES GROUP | Technology | 3.5% | $7.9m | 500,000 | – | new |
| 10 | ATEX ANTERIX INC | Communication Services | 3.4% | $7.7m | 75,000 | -25% | reduced |
| 11 | NRGV ENERGY VAULT HOLDINGS INC | 2.9% | $6.6m | 1,400,000 | 0% | held | |
| 12 | IMAX IMAX CORP | Communication Services | 1.9% | $4.4m | 110,000 | – | new |
| 13 | HNRG HALLADOR ENERGY COMPANY | Utilities | 1.5% | $3.5m | 200,000 | – | new |
| 14 | MNRO MONRO INC | Consumer Cyclical | 1.5% | $3.4m | 200,000 | – | new |
| 15 | ZD ZIFF DAVIS INC | Communication Services | 1.5% | $3.4m | 65,000 | – | new |
| 16 | INMD INMODE LTD | Healthcare | 1.5% | $3.3m | 225,000 | – | new |
| 17 | CBNA CHAIN BRIDGE BANCORP INC | 1.4% | $3.2m | 75,794 | 0% | held | |
| 18 | SHAZ SHARONAI HOLDINGS INC | Technology | 1.4% | $3.1m | 37,000 | – | new |
| 19 | HIVE HIVE DIGITAL TECHNOLOGIES LT | 1.3% | $2.9m | 800,000 | – | new | |
| 20 | KNOP KNOT OFFSHORE PARTNERS LP | Energy | 1.3% | $2.8m | 282,982 | 80% | added |
| 21 | TDS TELEPHONE & DATA SYS INC | Communication Services | 1.2% | $2.8m | 75,000 | 0% | held |
| 22 | NBIS NEBIUS GROUP N.V. | Communication Services | 1.2% | $2.8m | 10,000 | -89% | reduced |
| 23 | FRMI FERMI INC | Real Estate | 1.2% | $2.7m | 300,000 | – | new |
| 24 | PRTH PRIORITY TECHNOLOGY HLDGS IN | 1.2% | $2.7m | 400,000 | 0% | held | |
| 25 | ABVX ABIVAX SA | Healthcare | 1.2% | $2.7m | 20,000 | – | new |
| 26 | DDI DOUBLEDOWN INTERACTIVE CO LT | 0.7% | $1.7m | 144,637 | – | new | |
| 27 | DGXX DIGI PWR X INC | 0.7% | $1.6m | 300,000 | – | new | |
| 28 | UNIQURE NV | 0.7% | $1.6m | 35,000 | – | new | |
| 29 | RYAM RAYONIER ADVANCED MATLS INC | Basic Materials | 0.7% | $1.6m | 200,000 | 0% | held |
| 30 | BV FINL INC | 0.6% | $1.3m | 60,616 | 0% | held | |
| 31 | SCOR COMSCORE INC | 0.4% | $931.4k | 126,207 | 0% | held | |
| 32 | KELYA KELLY SVCS INC | 0.3% | $627.1k | 51,064 | – | new | |
| 33 | WALDENCAST PLC | 0.2% | $528.0k | 300,000 | 0% | held | |
| 34 | FSI FLEXIBLE SOLUTIONS INTL INC | 0.2% | $497.9k | 74,754 | 0% | held | |
| 35 | LE LANDS END INC NEW | 0.2% | $484.2k | 46,200 | -8% | reduced | |
| 36 | FTEK FUEL TECH INC | 0.1% | $324.2k | 146,689 | 0% | held | |
| 37 | ONL ORION PROPERTIES INC | Real Estate | 0.0% | $37.3k | 12,899 | 0% | held |
| 38 | CNTY CENTURY CASINOS INC | 0.0% | $12.8k | 10,000 | 0% | held | |
| 39 | FSP FRANKLIN STR PPTYS CORP | Real Estate | 0.0% | $10.2k | 19,868 | 0% | held |
| 40 | AURORA INNOVATION INC | 0.0% | $9.7k | 30,209 | 0% | held |
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.