Beartown Capital Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Beartown Capital Management, Llc disclosed 39 stock positions valued at approximately $225.39M as of quarter-end June 30, 2026. The largest holdings include TERAWULF INC, ECHOSTAR CORP, and GALAXY DIGITAL INC..
- Report Period
- June 30, 2026
- No. of Stocks
- 39
- Portfolio Value
- $225.39M
Holdings by Sector
Beartown Capital Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TERAWULF INC | WULF | Financial Services | 16.44% | 1,500,000 | -75,000 | -4.76% | $37,050,000 |
| ECHOSTAR CORP | SATS | Technology | 9.46% | 210,000 | +130,000 | +162.50% | $21,315,000 |
| GALAXY DIGITAL INC. | GLXY | Other | 9.10% | 750,000 | +750,000 | +100.00% | $20,505,000 |
| HUT 8 CORP | HUT | Financial Services | 8.71% | 170,000 | -10,000 | -5.56% | $19,625,650 |
| CORE SCIENTIFIC INC NEW | CORZ | Technology | 8.52% | 750,000 | -100,000 | -11.76% | $19,192,500 |
| CLEANSPARK INC | CLSK | Financial Services | 4.84% | 750,000 | -800,000 | -51.61% | $10,912,500 |
| PORCH GROUP INC | PRCH | Technology | 4.47% | 670,000 | +20,000 | +3.08% | $10,076,800 |
| VISTANCE NETWORKS INC | COMM | Technology | 4.25% | 750,000 | +350,000 | +87.50% | $9,585,000 |
| BITDEER TECHNOLOGIES GROUP | BTDR | Other | 3.52% | 500,000 | +500,000 | +100.00% | $7,935,000 |
| ANTERIX INC | ATEX | Communication Services | 3.43% | 75,000 | -25,000 | -25.00% | $7,720,500 |
| ENERGY VAULT HOLDINGS INC | NRGV | Utilities | 2.93% | 1,400,000 | - | - | $6,594,000 |
| IMAX CORP | IMAX | Communication Services | 1.95% | 110,000 | +110,000 | +100.00% | $4,384,600 |
| HALLADOR ENERGY COMPANY | HNRG | Energy | 1.54% | 200,000 | +200,000 | +100.00% | $3,478,000 |
| MONRO INC | MNRO | Consumer Cyclical | 1.52% | 200,000 | +200,000 | +100.00% | $3,422,000 |
| ZIFF DAVIS INC | ZD | Communication Services | 1.51% | 65,000 | +65,000 | +100.00% | $3,404,050 |
| INMODE LTD | INMD | Healthcare | 1.46% | 225,000 | +225,000 | +100.00% | $3,289,500 |
| CHAIN BRIDGE BANCORP INC | CBNA | Other | 1.41% | 75,794 | - | - | $3,187,138 |
| SHARONAI HOLDINGS INC | SHAZ | Other | 1.39% | 37,000 | +37,000 | +100.00% | $3,132,420 |
| HIVE DIGITAL TECHNOLOGIES LT | HIVE | Financial Services | 1.29% | 800,000 | +800,000 | +100.00% | $2,912,000 |
| KNOT OFFSHORE PARTNERS LP | KNOP | Other | 1.25% | 282,982 | +125,900 | +80.15% | $2,824,160 |
| TELEPHONE & DATA SYS INC | TDS | Communication Services | 1.23% | 75,000 | - | - | $2,775,750 |
| NEBIUS GROUP N.V. | NBIS | Other | 1.23% | 10,000 | -80,000 | -88.89% | $2,761,700 |
| FERMI INC | FRMI | Other | 1.22% | 300,000 | +300,000 | +100.00% | $2,748,000 |
| PRIORITY TECHNOLOGY HLDGS IN | PRTH | Technology | 1.18% | 400,000 | - | - | $2,668,000 |
| ABIVAX SA | ABVX | Healthcare | 1.18% | 20,000 | +20,000 | +100.00% | $2,665,200 |
| DOUBLEDOWN INTERACTIVE CO LT | DDI | Communication Services | 0.74% | 144,637 | +144,637 | +100.00% | $1,660,433 |
| DIGI PWR X INC | DGXX | Other | 0.73% | 300,000 | +300,000 | +100.00% | $1,635,000 |
| UNIQURE NV | QURE | Other | 0.72% | 35,000 | +35,000 | +100.00% | $1,612,100 |
| RAYONIER ADVANCED MATLS INC | RYAM | Basic Materials | 0.70% | 200,000 | - | - | $1,572,000 |
| BV FINL INC | BVFL | Financial Services | 0.57% | 60,616 | - | - | $1,283,847 |
Showing 30 of 39 holdings in the latest reporting period.