Beartown Capital Management, LLC
Beartown Capital Management, LLC reported 41 holdings worth US$227M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Beartown Capital Management, LLC reported 41 holdings worth US$227M as of Jun 30, 2026. Largest: Terawulf Inc., Echostar Corporation and Galaxy Digital Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 41
- Value as reported
- US$227M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Terawulf Inc. | 1.5M | US$37M | 16.3% |
| Echostar Corporation | 210K | US$21.3M | 9.4% |
| Galaxy Digital Inc. | 750K | US$20.5M | 9.0% |
| Hut 8 Corp. | 170K | US$19.6M | 8.6% |
| Core Scientific, Inc. | 750K | US$19.2M | 8.4% |
| Cleanspark, Inc. | 750K | US$10.9M | 4.8% |
| Porch Group, Inc. | 670K | US$10.1M | 4.4% |
| Vistance Networks, Inc. | 750K | US$9.59M | 4.2% |
| Bitdeer Technologies Group | 500K | US$7.93M | 3.5% |
| Anterix Inc. | 75,000 | US$7.72M | 3.4% |
| Energy Vault Holdings, Inc. | 1.4M | US$6.59M | 2.9% |
| Imax Corporation | 110K | US$4.38M | 1.9% |
| Hallador Energy Company | 200K | US$3.48M | 1.5% |
| Monro, Inc. | 200K | US$3.42M | 1.5% |
| Ziff Davis, Inc. | 65,000 | US$3.4M | 1.5% |
| Chain Bridge Bancorp, Inc. | 75,794 | US$3.19M | 1.4% |
| Sharonai Holdings, Inc. | 37,000 | US$3.13M | 1.4% |
| Knot Offshore Partners Lp | 283K | US$2.82M | 1.2% |
| Telephone And Data Systems, Inc. | 75,000 | US$2.78M | 1.2% |
| Fermi Inc. | 300K | US$2.75M | 1.2% |
| Priority Technology Holdings, Inc. | 400K | US$2.67M | 1.2% |
| Abivax Sa | 20,000 | US$2.67M | 1.2% |
| Digi Power X Inc. | 300K | US$1.64M | 0.72% |
| Rayonier Advanced Materials Inc. | 200K | US$1.57M | 0.69% |
| Bv Financial, Inc. | 60,616 | US$1.28M | 0.56% |
| Comscore, Inc. | 126K | US$931K | 0.41% |
| Kelly Services, Inc. | 51,064 | US$627K | 0.28% |
| Flexible Solutions International Inc. | 74,754 | US$498K | 0.22% |
| Lands' End Inc | 46,200 | US$484K | 0.21% |
| Fuel Tech, Inc. | 147K | US$324K | 0.14% |
| Orion Properties Inc. | 12,899 | US$37,278 | 0.02% |
| Century Casinos, Inc. | 10,000 | US$12,800 | <0.01% |
| Franklin Street Properties Corp. | 19,868 | US$10,232 | <0.01% |
| Enviri Corporation | 0 | US$0 | 0.00% |
| Cipher Digital Inc. | 0 | US$0 | 0.00% |
| Comtech Telecommunications Corp. | 0 | US$0 | 0.00% |
Source
View original at SEC
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