Beartown Capital Management, LLC — 13F Holdings & Portfolio
CIK 1877162 · latest 13F-HR filed 2026-08-14
Beartown Capital Management, LLC manages $227.4M in 13F-reported U.S. long-equity assets across 41 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are WULF (16.29%), ECHO (9.37%), GLXY (9.02%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 14 new positions, exited 4, added to 19, and trimmed 7.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
HUNTINGTON WOODS, MI 48070
$227.4M
Long-equity book
41
Distinct positions
2026-06-30
Filed 2026-08-14
+14 / −4 / ↑19 / ↓7
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- GALAXY DIGITAL INC.$19.6M +2122.8%
- TERAWULF INC$14.3M +63.0%
- ECHOSTAR CORP$11.9M +127.6%
- HUT 8 CORP$11.2M +132.4%
- CORE SCIENTIFIC INC NEW$6.5M +50.9%
Top Trims
- NEBIUS GROUP N.V.-$6.6M -70.4%
- CLEANSPARK INC-$2.3M -17.3%
- RAYONIER ADVANCED MATLS INC-$642.0K -29.0%
- TELEPHONE & DATA SYS INC-$381.8K -12.1%
- LANDS END INC NEW-$77.8K -13.8%
New Positions
- BITDEER TECHNOLOGIES GROUP$7.9M
- IMAX CORP$4.4M
- HALLADOR ENERGY COMPANY$3.5M
- MONRO INC$3.4M
- ZIFF DAVIS INC$3.4M
Exited Positions
- ENVIRI CORP$8.3M
- CIPHER DIGITAL INC$5.1M
- COMTECH TELECOMMUNICATIONS C$836.2K
- WM TECHNOLOGY INC$374.6K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | TERAWULF INC | WULF | 88080T104 | $37.0M | 16.29% | 1,500,000 | SH |
| 2 | ECHOSTAR CORP | ECHO | 278768106 | $21.3M | 9.37% | 210,000 | SH |
| 3 | GALAXY DIGITAL INC. | GLXY | 36317J209 | $20.5M | 9.02% | 750,000 | SH |
| 4 | HUT 8 CORP | HUT | 44812J104 | $19.6M | 8.63% | 170,000 | SH |
| 5 | CORE SCIENTIFIC INC NEW | CORZ | 21874A106 | $19.2M | 8.44% | 750,000 | SH |
| 6 | CLEANSPARK INC | CLSK | 18452B209 | $10.9M | 4.80% | 750,000 | SH |
| 7 | PORCH GROUP INC | PRCH | 733245104 | $10.1M | 4.43% | 670,000 | SH |
| 8 | VISTANCE NETWORKS INC | VISN | 20337X109 | $9.6M | 4.21% | 750,000 | SH |
| 9 | BITDEER TECHNOLOGIES GROUP | BTDR | G11448100 | $7.9M | 3.49% | 500,000 | SH |
| 10 | ANTERIX INC | ATEX | 03676C100 | $7.7M | 3.39% | 75,000 | SH |
| 11 | ENERGY VAULT HOLDINGS INC | NRGV | 29280W109 | $6.6M | 2.90% | 1,400,000 | SH |
| 12 | IMAX CORP | IMAX | 45245E109 | $4.4M | 1.93% | 110,000 | SH |
| 13 | HALLADOR ENERGY COMPANY | HNRG | 40609P105 | $3.5M | 1.53% | 200,000 | SH |
| 14 | MONRO INC | MNRO | 610236101 | $3.4M | 1.50% | 200,000 | SH |
| 15 | ZIFF DAVIS INC | ZD | 48123V102 | $3.4M | 1.50% | 65,000 | SH |
| 16 | INMODE LTD | INMD | M5425M103 | $3.3M | 1.45% | 225,000 | SH |
| 17 | CHAIN BRIDGE BANCORP INC | CBNA | 15746L100 | $3.2M | 1.40% | 75,794 | SH |
| 18 | SHARONAI HOLDINGS INC | SHAZ | 778920306 | $3.1M | 1.38% | 37,000 | SH |
| 19 | HIVE DIGITAL TECHNOLOGIES LT | HIVE | 433921103 | $2.9M | 1.28% | 800,000 | SH |
| 20 | KNOT OFFSHORE PARTNERS LP | KNOP | Y48125101 | $2.8M | 1.24% | 282,982 | SH |
| 21 | TELEPHONE & DATA SYS INC | TDS | 879433829 | $2.8M | 1.22% | 75,000 | SH |
| 22 | NEBIUS GROUP N.V. | NBIS | N97284108 | $2.8M | 1.21% | 10,000 | SH |
| 23 | FERMI INC | FRMI | 314911108 | $2.7M | 1.21% | 300,000 | SH |
| 24 | PRIORITY TECHNOLOGY HLDGS IN | PRTH | 74275G107 | $2.7M | 1.17% | 400,000 | SH |
| 25 | ABIVAX SA | ABVX | 00370M103 | $2.7M | 1.17% | 20,000 | SH |
| 26 | ECHOSTAR CORP Call | — | 278768906 | $2.0M | 0.89% | 20,000 | SH |
| 27 | DOUBLEDOWN INTERACTIVE CO LT | DDI | 25862B109 | $1.7M | 0.73% | 144,637 | SH |
| 28 | DIGI PWR X INC | DGXX | 25380B102 | $1.6M | 0.72% | 300,000 | SH |
| 29 | UNIQURE NV | QURE | N90064101 | $1.6M | 0.71% | 35,000 | SH |
| 30 | RAYONIER ADVANCED MATLS INC | RYAM | 75508B104 | $1.6M | 0.69% | 200,000 | SH |
| 31 | BV FINL INC | BVFL | 05603E208 | $1.3M | 0.56% | 60,616 | SH |
| 32 | COMSCORE INC | SCOR | 20564W204 | $931.4K | 0.41% | 126,207 | SH |
| 33 | KELLY SVCS INC | KELYA | 488152208 | $627.1K | 0.28% | 51,064 | SH |
| 34 | WALDENCAST PLC | WALD | G9503X103 | $528.0K | 0.23% | 300,000 | SH |
| 35 | FLEXIBLE SOLUTIONS INTL INC | FSI | 33938T104 | $497.9K | 0.22% | 74,754 | SH |
| 36 | LANDS END INC NEW | LE | 51509F105 | $484.2K | 0.21% | 46,200 | SH |
| 37 | FUEL TECH INC | FTEK | 359523107 | $324.2K | 0.14% | 146,689 | SH |
| 38 | ORION PROPERTIES INC | ONL | 68629Y103 | $37.3K | 0.02% | 12,899 | SH |
| 39 | CENTURY CASINOS INC | CNTY | 156492100 | $12.8K | 0.01% | 10,000 | SH |
| 40 | FRANKLIN STR PPTYS CORP | FSP | 35471R106 | $10.2K | 0.00% | 19,868 | SH |
| 41 | AURORA INNOVATION INC | AUROW | 051774115 | $9.7K | 0.00% | 30,209 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $227.4M | 41 | 0001398344-26-014577 |
| 2026-03-31 | 2026-05-14 | $208.6M | 42 | 0001398344-26-009146 |
| 2025-12-31 | 2026-02-18 | $138.4M | 44 | 0001398344-26-003321 |