StockDriftsStockDriftsTop 39 Beartown Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WULF | TERAWULF INC | 16.44% | 1.50M | $37.0M | -4.76%(-75.00K) | $11.45(+42.38%) | 2026-06-30 | |
| SATS | ECHOSTAR CORP | 9.46% | 210.0K | $21.3M | +162.50%(+130.00K) | $101.40(-8.78%) | 2026-06-30 | |
| GLXY | GALAXY DIGITAL INC. | 9.1% | 750.0K | $20.5M | +1400.00%(+700.00K) | $22.12(-5.30%) | 2026-06-30 | |
| HUT | HUT 8 CORP | 8.71% | 170.0K | $19.6M | -5.56%(-10.00K) | $40.38(+105.45%) | 2026-06-30 | |
| CORZ | CORE SCIENTIFIC INC NEW | 8.52% | 750.0K | $19.2M | -11.76%(-100.00K) | $16.16(+22.38%) | 2026-06-30 | |
| CLSK | CLEANSPARK INC | 4.84% | 750.0K | $10.9M | -51.61%(-800.00K) | $9.32(+23.67%) | 2026-06-30 | |
| PRCH | PORCH GROUP INC | 4.47% | 670.0K | $10.1M | +3.08%(+20.00K) | $11.46(+43.22%) | 2026-06-30 | |
| VISN | VISTANCE NETWORKS INC | 4.25% | 750.0K | $9.6M | +87.50%(+350.00K) | $16.05(-27.80%) | 2026-06-30 | |
| BTDR | BITDEER TECHNOLOGIES GROUP | 3.52% | 500.0K | $7.9M | new | $11.88(-23.37%) | 2026-06-30 | |
| ATEX | ANTERIX INC | 3.43% | 75.0K | $7.7M | -25.00%(-25.00K) | $21.65(+321.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +80.77% |
| Top 20 Holdings Unweighted | — | — | — | — | +57.95% |
Beartown Capital Management LLC reports $227.42M in US-listed equity holdings across 40 positions in its most recent 13F filing. Its largest disclosed positions are WULF (16.4%), SATS (9.5%) and GLXY (9.1%). The top 20 holdings account for 88.99% of reported assets. Its disclosed equity book has returned +80.77% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Beartown Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1877162). View Beartown Capital Management LLC’s 13F filings on SEC