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Beartown Capital Management, LLC

Q2 2026 13F filing

Updated 28 days ago

41 disclosed positions worth $227.4M

Portfolio value
$227.4M
Total holdings
41
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

W

TERAWULF INC

Value
$37M
Shares
1.50M
% Port
16.29%
E

ECHOSTAR CORP

Value
$21.3M
Shares
210.0K
% Port
9.37%
G

GALAXY DIGITAL INC.

Value
$20.5M
Shares
750.0K
% Port
9.02%
H
4.HUT

HUT 8 CORP

Value
$19.6M
Shares
170.0K
% Port
8.63%
C

CORE SCIENTIFIC INC NEW

Value
$19.2M
Shares
750.0K
% Port
8.44%
C
6.CEG

CLEANSPARK INC

Value
$10.9M
Shares
750.0K
% Port
4.80%
P

PORCH GROUP INC

Value
$10.1M
Shares
670.0K
% Port
4.43%
V

VISTANCE NETWORKS INC

Value
$9.6M
Shares
750.0K
% Port
4.21%
B

BITDEER TECHNOLOGIES GROUP

Value
$7.9M
Shares
500.0K
% Port
3.49%
A
10.ATEX

ANTERIX INC

Value
$7.7M
Shares
75.0K
% Port
3.39%
N
11.NRGV

ENERGY VAULT HOLDINGS INC

Value
$6.6M
Shares
1.40M
% Port
2.90%
I
12.IMAX

IMAX CORP

Value
$4.4M
Shares
110.0K
% Port
1.93%
H
13.HNRG

HALLADOR ENERGY COMPANY

Value
$3.5M
Shares
200.0K
% Port
1.53%
M
14.MNST

MONRO INC

Value
$3.4M
Shares
200.0K
% Port
1.50%
J
15.JLL

ZIFF DAVIS INC

Value
$3.4M
Shares
65.0K
% Port
1.50%
I
16.INMD

INMODE LTD

Value
$3.3M
Shares
225.0K
% Port
1.45%
C
17.CBNA

CHAIN BRIDGE BANCORP INC

Value
$3.2M
Shares
75.8K
% Port
1.40%
S

SHARONAI HOLDINGS INC

Value
$3.1M
Shares
37.0K
% Port
1.38%
H
19.HIVE

HIVE DIGITAL TECHNOLOGIES LT

Value
$2.9M
Shares
800.0K
% Port
1.28%
K
20.KNOP

KNOT OFFSHORE PARTNERS LP

Value
$2.8M
Shares
283.0K
% Port
1.24%
T

TELEPHONE & DATA SYS INC

Value
$2.8M
Shares
75.0K
% Port
1.22%
N
22.NBIS

NEBIUS GROUP N.V.

Value
$2.8M
Shares
10.0K
% Port
1.21%
F
23.FRMI

FERMI INC

Value
$2.7M
Shares
300.0K
% Port
1.21%
P

PRIORITY TECHNOLOGY HLDGS IN

Value
$2.7M
Shares
400.0K
% Port
1.17%
A

ABIVAX SA

Value
$2.7M
Shares
20.0K
% Port
1.17%
E
26.ECHO

ECHOSTAR CORP

Value
$2M
Shares
20.0K
% Port
0.89%
D
27.DDI

DOUBLEDOWN INTERACTIVE CO LT

Value
$1.7M
Shares
144.6K
% Port
0.73%
D
28.DGXX

DIGI PWR X INC

Value
$1.6M
Shares
300.0K
% Port
0.72%
Q
29.QURE

UNIQURE NV

Value
$1.6M
Shares
35.0K
% Port
0.71%
R
30.RYAM

RAYONIER ADVANCED MATLS INC

Value
$1.6M
Shares
200.0K
% Port
0.69%
?
31.N/A

BV FINL INC

Value
$1.3M
Shares
60.6K
% Port
0.56%
?
32.N/A

COMSCORE INC

Value
$931K
Shares
126.2K
% Port
0.41%
K

KELLY SVCS INC

Value
$627K
Shares
51.1K
% Port
0.28%
W

WALDENCAST PLC

Value
$528K
Shares
300.0K
% Port
0.23%
F
35.FSI

FLEXIBLE SOLUTIONS INTL INC

Value
$498K
Shares
74.8K
% Port
0.22%
L
36.LSTR

LANDS END INC NEW

Value
$484K
Shares
46.2K
% Port
0.21%
?
37.N/A

FUEL TECH INC

Value
$324K
Shares
146.7K
% Port
0.14%
O
38.ONL

ORION PROPERTIES INC

Value
$37K
Shares
12.9K
% Port
0.02%
C
39.CNTY

CENTURY CASINOS INC

Value
$13K
Shares
10.0K
% Port
0.01%
F
40.FSP

FRANKLIN STR PPTYS CORP

Value
$10K
Shares
19.9K
% Port
0.00%
A

AURORA INNOVATION INC

Value
$10K
Shares
30.2K
% Port
0.00%