Funds › Beartown Capital Management, LLC
Beartown Capital Management, LLC
13F for Q3 2026, filed Nov 13, 2026. 32 positions worth $170.9M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | CORZ Core Scientific, Inc. | 1.30M | $20.8M | 12.2% | +73.3% | 13F ↗ |
| 2 | WULF TeraWulf Inc. | 1.40M | $20.7M | 12.1% | -6.7% | 13F ↗ |
| 3 | HUT Hut 8 Corp. | 175,000 | $15.1M | 8.8% | +2.9% | 13F ↗ |
| 4 | PRCH Porch Group, Inc. | 670,000 | $11.2M | 6.5% | Unchanged | 13F ↗ |
| 5 | ECHO EchoStar Corporation | 110,000 | $9.8M | 5.8% | -47.6% | 13F ↗ |
| 6 | CIFR Cipher Digital Inc. | 550,000 | $8.7M | 5.1% | New | 13F ↗ |
| 7 | NRGV Energy Vault Holdings, Inc. | 1.60M | $6.4M | 3.7% | +14.3% | 13F ↗ |
| 8 | ATEX Anterix Inc. | 75,000 | $5.9M | 3.4% | Unchanged | 13F ↗ |
| 9 | VISN Vistance Networks, Inc. | 900,000 | $5.4M | 3.1% | +20.0% | 13F ↗ |
| 10 | GFL GFL Environmental Inc. · Sub Vtg Shs | 125,000 | $5.2M | 3.1% | New | 13F ↗ |
| 11 | APLD Applied Digital Corporation | 200,000 | $4.9M | 2.9% | New | 13F ↗ |
| 12 | NBIS Nebius Group N.V. | 20,000 | $4.7M | 2.8% | +100% | 13F ↗ |
| 13 | PAG Penske Automotive Group, Inc. | 20,000 | $4.0M | 2.3% | New | 13F ↗ |
| 14 | FLEX Flex Ltd. | 32,500 | $3.6M | 2.1% | New | 13F ↗ |
| 15 | CBNA Chain Bridge Bancorp, Inc. | 75,794 | $3.5M | 2.0% | Unchanged | 13F ↗ |
| 16 | WAY Waystar Holding Corp. | 125,000 | $3.2M | 1.9% | New | 13F ↗ |
| 17 | KNOP KNOT Offshore Partners LP · Units | 282,982 | $2.9M | 1.7% | Unchanged | 13F ↗ |
| 18 | IOND Ionic Digital Inc. | 35,000 | $2.8M | 1.6% | New | 13F ↗ |
| 19 | ABVX Abivax SA · ADR | 22,500 | $2.2M | 1.3% | +12.5% | 13F ↗ |
| 20 | BTDR Bitdeer Technologies Group | 200,000 | $2.1M | 1.2% | -60.0% | 13F ↗ |
| 21 | HNRG Hallador Energy Company | 150,000 | $2.1M | 1.2% | -25.0% | 13F ↗ |
| 22 | DDI DoubleDown Interactive Co., Ltd. · ADR | 144,637 | $1.9M | 1.1% | Unchanged | 13F ↗ |
| 23 | DH Definitive Healthcare Corp. | 1.50M | $1.4M | 0.8% | New | 13F ↗ |
| 24 | HUCK Huckleberry.ai, Inc. | 400,000 | $1.3M | 0.8% | New | 13F ↗ |
| 25 | BVFL BV Financial, Inc. | 60,616 | $1.3M | 0.7% | Unchanged | 13F ↗ |
| 26 | AIB AIB Data Centers Inc. | 700,000 | $931.0K | 0.5% | New | 13F ↗ |
| 27 | SCOR comScore, Inc. | 126,207 | $591.3K | 0.3% | Unchanged | 13F ↗ |
| 28 | JELD JELD-WEN Holding, Inc. | 300,000 | $552.0K | 0.3% | New | 13F ↗ |
| 29 | FSI Flexible Solutions International Inc. | 74,754 | $449.3K | 0.3% | Unchanged | 13F ↗ |
| 30 | SMHI SEACOR Marine Holdings Inc. | 40,687 | $330.4K | 0.2% | New | 13F ↗ |
| 31 | WHF WhiteHorse Finance, Inc. | 43,977 | $307.4K | 0.2% | New | 13F ↗ |
| 32 | AUROW Aurora Innovation, Inc. · Spac Combination | 30,209 | $936 | <0.1% | Unchanged | 13F ↗ |
Changes since Q2 2026
13 new, 6 added to, 4 trimmed, 21 exited, 9 unchanged. By estimated dollars.
New positions (13)
| CIFR Cipher Digital Inc. | 550,000 | New | $8.7M |
| GFL GFL Environmental Inc. · Sub Vtg Shs | 125,000 | New | $5.2M |
| APLD Applied Digital Corporation | 200,000 | New | $4.9M |
| PAG Penske Automotive Group, Inc. | 20,000 | New | $4.0M |
| FLEX Flex Ltd. | 32,500 | New | $3.6M |
| WAY Waystar Holding Corp. | 125,000 | New | $3.2M |
| IOND Ionic Digital Inc. | 35,000 | New | $2.8M |
| DH Definitive Healthcare Corp. | 1.50M | New | $1.4M |
| HUCK Huckleberry.ai, Inc. | 400,000 | New | $1.3M |
| AIB AIB Data Centers Inc. | 700,000 | New | $931.0K |
Added to (6)
Trimmed (4)
Exited (21)
| GLXY Galaxy Digital Inc. | 750,000 | Exited | -$20.5M |
| CLSK CleanSpark, Inc. | 750,000 | Exited | -$10.9M |
| IMAX Imax Corporation | 110,000 | Exited | -$4.4M |
| MNRO Monro, Inc. | 200,000 | Exited | -$3.4M |
| ZD Ziff Davis, Inc. | 65,000 | Exited | -$3.4M |
| INMD InMode Ltd. | 225,000 | Exited | -$3.3M |
| SHAZ SharonAI Holdings, Inc. | 37,000 | Exited | -$3.1M |
| HIVE HIVE Digital Technologies Ltd | 800,000 | Exited | -$2.9M |
| TDS Telephone and Data Systems, Inc. | 75,000 | Exited | -$2.8M |
| FRMI Fermi Inc. | 300,000 | Exited | -$2.7M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer