Beartown Capital Management, LLC 13F holdings
Beartown Capital Management, LLC reported 40 positions with a total reported value of $225.4M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: WULF TERAWULF INC (16.4%), ECHO ECHOSTAR CORP (9.5%), GLXY GALAXY DIGITAL INC. (9.1%), HUT HUT 8 CORP (8.7%), CORZ CORE SCIENTIFIC INC NEW (8.5%). Against 2026-03-31 it opened 14 new positions and exited 4. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 40 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| WULF TERAWULF INC | 1,500,000 | $37.0M | 16.4% |
| ECHO ECHOSTAR CORP | 210,000 | $21.3M | 9.5% |
| GLXY GALAXY DIGITAL INC. | 750,000 | $20.5M | 9.1% |
| HUT HUT 8 CORP | 170,000 | $19.6M | 8.7% |
| CORZ CORE SCIENTIFIC INC NEW | 750,000 | $19.2M | 8.5% |
| CLSK CLEANSPARK INC | 750,000 | $10.9M | 4.8% |
| PRCH PORCH GROUP INC | 670,000 | $10.1M | 4.5% |
| VISN VISTANCE NETWORKS INC | 750,000 | $9.6M | 4.3% |
| BTDR BITDEER TECHNOLOGIES GROUP | 500,000 | $7.9M | 3.5% |
| ATEX ANTERIX INC | 75,000 | $7.7M | 3.4% |
| NRGV ENERGY VAULT HOLDINGS INC | 1,400,000 | $6.6M | 2.9% |
| IMAX IMAX CORP | 110,000 | $4.4M | 1.9% |
| HNRG HALLADOR ENERGY COMPANY | 200,000 | $3.5M | 1.5% |
| MNRO MONRO INC | 200,000 | $3.4M | 1.5% |
| ZD ZIFF DAVIS INC | 65,000 | $3.4M | 1.5% |
| INMD INMODE LTD | 225,000 | $3.3M | 1.5% |
| CBNA CHAIN BRIDGE BANCORP INC | 75,794 | $3.2M | 1.4% |
| SHAZ SHARONAI HOLDINGS INC | 37,000 | $3.1M | 1.4% |
| HIVE HIVE DIGITAL TECHNOLOGIES LT | 800,000 | $2.9M | 1.3% |
| KNOP KNOT OFFSHORE PARTNERS LP | 282,982 | $2.8M | 1.3% |
| TDS TELEPHONE & DATA SYS INC | 75,000 | $2.8M | 1.2% |
| NBIS NEBIUS GROUP N.V. | 10,000 | $2.8M | 1.2% |
| FRMI FERMI INC | 300,000 | $2.7M | 1.2% |
| PRTH PRIORITY TECHNOLOGY HLDGS IN | 400,000 | $2.7M | 1.2% |
| ABVX ABIVAX SA | 20,000 | $2.7M | 1.2% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 14 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| BTDR BITDEER TECHNOLOGIES GROUP | 500,000 | $7.9M | 3.5% |
| IMAX IMAX CORP | 110,000 | $4.4M | 1.9% |
| HNRG HALLADOR ENERGY COMPANY | 200,000 | $3.5M | 1.5% |
| MNRO MONRO INC | 200,000 | $3.4M | 1.5% |
| ZD ZIFF DAVIS INC | 65,000 | $3.4M | 1.5% |
| INMD INMODE LTD | 225,000 | $3.3M | 1.5% |
| SHAZ SHARONAI HOLDINGS INC | 37,000 | $3.1M | 1.4% |
| HIVE HIVE DIGITAL TECHNOLOGIES LT | 800,000 | $2.9M | 1.3% |
| FRMI FERMI INC | 300,000 | $2.7M | 1.2% |
| ABVX ABIVAX SA | 20,000 | $2.7M | 1.2% |
| DDI DOUBLEDOWN INTERACTIVE CO LT | 144,637 | $1.7M | 0.7% |
| DIGI PWR X INC | 300,000 | $1.6M | 0.7% |
| QURE UNIQURE NV | 35,000 | $1.6M | 0.7% |
| KELLY SVCS INC | 51,064 | $627.1K | 0.3% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 4 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| GLXY GALAXY DIGITAL INC. | 50,000 | 750,000 | +1,400.0% | $20.5M |
| ECHO ECHOSTAR CORP | 80,000 | 210,000 | +162.5% | $21.3M |
| VISN VISTANCE NETWORKS INC | 400,000 | 750,000 | +87.5% | $9.6M |
| KNOP KNOT OFFSHORE PARTNERS LP | 157,082 | 282,982 | +80.1% | $2.8M |
| PRCH PORCH GROUP INC | 650,000 | 670,000 | +3.1% | $10.1M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| NBIS NEBIUS GROUP N.V. | 90,000 | 10,000 | -88.9% | $2.8M |
| CLSK CLEANSPARK INC | 1,550,000 | 750,000 | -51.6% | $10.9M |
| ATEX ANTERIX INC | 100,000 | 75,000 | -25.0% | $7.7M |
| CORZ CORE SCIENTIFIC INC NEW | 850,000 | 750,000 | -11.8% | $19.2M |
| WULF TERAWULF INC | 1,575,000 | 1,500,000 | -4.8% | $37.0M |
| HUT HUT 8 CORP | 180,000 | 170,000 | -5.6% | $19.6M |
| LE LANDS END INC NEW | 50,000 | 46,200 | -7.6% | $484.2K |
CIK 1877162 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
