StockDriftsStockDriftsTop 29 Beartown Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WULF | TERAWULF INC | 17.93% | 1.57M | $22.7M | -21.25%(-425.00K) | $11.45(+84.90%) | 2026-03-31 | |
| CLSK | CLEANSPARK INC | 10.41% | 1.55M | $13.2M | new | $9.32(+35.48%) | 2026-03-31 | |
| CORZ | CORE SCIENTIFIC INC NEW | 10.03% | 850.0K | $12.7M | +6.25%(+50.00K) | $16.16(+32.59%) | 2026-03-31 | |
| SATS | ECHOSTAR CORP | 7.39% | 80.0K | $9.4M | -46.67%(-70.00K) | $92.53(+9.68%) | 2026-03-31 | |
| NBIS | NEBIUS GROUP N.V. | 7.37% | 90.0K | $9.3M | -33.33%(-45.00K) | $97.99(+125.69%) | 2026-03-31 | |
| HUT | HUT 8 CORP | 6.66% | 180.0K | $8.4M | -30.77%(-80.00K) | $40.38(+140.59%) | 2026-03-31 | |
| NVRI | ENVIRI CORP | 6.54% | 422.4K | $8.3M | +0.00%(+0) | $15.30(+47.60%) | 2026-03-31 | |
| VISN | VISTANCE NETWORKS INC | 5.74% | 400.0K | $7.3M | +0.00%(+0) | $16.80(-27.70%) | 2026-03-31 | |
| CIFR | CIPHER DIGITAL INC | 4.06% | 400.0K | $5.1M | new | $13.82(+45.06%) | 2026-03-31 | |
| PRCH | PORCH GROUP INC | 3.68% | 650.0K | $4.7M | +44.44%(+200.00K) | $11.48(+32.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +42.73% | +190.75% |
| Top 20 Holdings Unweighted | +28.78% | +113.56% |
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