Q2 2026 13F · SEC CIK 1877162

Beartown Capital Management, LLC

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $225.4M
Reported positions: 40
Holdings vs S&P 500, 3 yrs: —
Average holding period: 3 qtrs

Beartown Capital Management, LLC is a hedge fund that reported 40 positions worth $225.4M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Terawulf Inc (WULF, 16.4%), EchoStar Corp (ECHO, 9.5%), Galaxy Digital Inc. (GLXY, 9.1%).

Beartown Capital Management, LLC holdings all 40 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Beartown Capital Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
WULFTerawulf Inc	16.4%	17.9%	1,500,000	-4.8%	$37.0M
ECHOEchoStar Corp	9.5%	7.4%	210,000	+162.5%	$21.3M
GLXYGalaxy Digital Inc.	9.1%	0.7%	750,000	+1400.0%	$20.5M
HUTHut 8 Corp	8.7%	6.7%	170,000	-5.6%	$19.6M
CORZCore Scientific Inc New	8.5%	10.0%	750,000	-11.8%	$19.2M
CLSKCleanspark Inc Com New	4.8%	10.4%	750,000	-51.6%	$10.9M
PRCHPorch Group Inc	4.5%	3.7%	670,000	+3.1%	$10.1M
VISNVistance Networks Inc	4.3%	5.7%	750,000	+87.5%	$9.6M
BTDRBitdeer Technologies Group	3.5%	New	500,000	—	$7.9M
ATEXAnterix Inc.	3.4%	3.0%	75,000	-25.0%	$7.7M
NRGVEnergy Vault Holdings Inc	2.9%	3.6%	1,400,000	+0.0%	$6.6M
IMAXImax Corp	1.9%	New	110,000	—	$4.4M
HNRGHallador Energy Company	1.5%	New	200,000	—	$3.5M
MNROMonro Inc	1.5%	New	200,000	—	$3.4M
JCOMZiff Davis Inc	1.5%	New	65,000	—	$3.4M
INMDInmode Ltd	1.5%	New	225,000	—	$3.3M
CBNAChain Bridge Bancorp Inc	1.4%	2.1%	75,794	+0.0%	$3.2M
SHAZSharonai Holdings Inc	1.4%	New	37,000	—	$3.1M
HIVEHive Digital Technologies Ltd	1.3%	New	800,000	—	$2.9M
KNOPKnot Offshore Partners LP	1.3%	1.2%	282,982	+80.1%	$2.8M
TDSTelephone & Data Sys Inc	1.2%	2.5%	75,000	+0.0%	$2.8M
NBISNebius Group N.v.	1.2%	7.4%	10,000	-88.9%	$2.8M
FRMIFermi Inc	1.2%	New	300,000	—	$2.7M
PRTHPriority Technology Hldgs in	1.2%	1.5%	400,000	+0.0%	$2.7M
ABVXAbivax SA	1.2%	New	20,000	—	$2.7M
DDIDoubledown Interactive Co Lt	0.7%	New	144,637	—	$1.7M
DGXXDigi Pwr X Inc	0.7%	New	300,000	—	$1.6M
QUREUniqure NV	0.7%	New	35,000	—	$1.6M
RYAMRayonier Advanced Matls Inc	0.7%	1.7%	200,000	+0.0%	$1.6M
BVFLBV Finl Inc	0.6%	0.9%	60,616	+0.0%	$1.3M
SCORComscore Inc	0.4%	0.7%	126,207	+0.0%	$931K
KELYAKelly Svcs Inc	0.3%	New	51,064	—	$627K
WALDWaldencast PLC A	0.2%	0.2%	300,000	+0.0%	$528K
FSIFlexible Solutions Intl Inc	0.2%	0.3%	74,754	+0.0%	$498K
LELands End Inc Com	0.2%	0.4%	46,200	-7.6%	$484K
FTEKFuel Tech Inc	0.1%	0.1%	146,689	+0.0%	$324K
ONLOrion Properties Inc	0.0%	0.0%	12,899	+0.0%	$37K
CNTYCentury Casinos Inc	0.0%	0.0%	10,000	+0.0%	$13K
FSPFranklin Str Pptys Corp	0.0%	0.0%	19,868	+0.0%	$10K
AUROWAurora Innovation Inc	0.0%	0.0%	30,209	+0.0%	$10K

What Beartown Capital Management, LLC bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$225.4M	40
Q1 2026	$126.7M	30
Q4 2025	$127.9M	39

Questions about Beartown Capital Management, LLC's portfolio

What stocks does Beartown Capital Management, LLC own?

Beartown Capital Management, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 40 positions worth $225.4M. The largest are Terawulf Inc (WULF) at 16.4%, EchoStar Corp (ECHO) at 9.5%, Galaxy Digital Inc. (GLXY) at 9.1%, Hut 8 Corp (HUT) at 8.7% and Core Scientific Inc New (CORZ) at 8.5%.

What did Beartown Capital Management, LLC buy last quarter?

In Q2 2026, Beartown Capital Management, LLC added a new position in Bitdeer Technologies Group (BTDR), a new position in Imax Corp (IMAX), a new position in Hallador Energy Company (HNRG), a new position in Monro Inc (MNRO), a new position in Ziff Davis Inc (JCOM), Galaxy Digital Inc. (GLXY) (+1400.0% shares), EchoStar Corp (ECHO) (+162.5% shares) and Vistance Networks Inc (VISN) (+87.5% shares), compared with its Q1 2026 filing.

What did Beartown Capital Management, LLC sell last quarter?

In Q2 2026, Beartown Capital Management, LLC sold all of Enviri Corp (HSC), sold all of Cipher Digital Inc (CIFR), sold all of Comtech Telecommunications C (CMTL), sold all of Wm Technology Inc (MAPS), Nebius Group N.v. (NBIS) (-88.9% shares), Cleanspark Inc Com New (CLSK) (-51.6% shares) and Anterix Inc. (ATEX) (-25.0% shares), compared with its Q1 2026 filing.

When is Beartown Capital Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Beartown Capital Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.