Bear Mountain Capital
Bear Mountain Capital reported 214 stocks worth $345M in its 13F filing for Q2 2026, filed Jul 20, 2026. Its largest holdings are VO (15.7%), VOO (12.1%) and SUB (8.7%). Compared with Q1 2026, the fund opened new positions in FSSL, added to VO, VOO and SUB, trimmed VCSH, VTEB and AMZN and sold out of IYF, LPTH and AVAV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VO Vanguard Index Fds | $54.1M | 15.7% | 670K | +506K (+308%) | 8 of 8 | |
| 2 |  VOO Vanguard S&P 500 ETF | $41.9M | 12.1% | 61K | +772 (+1%) | 8 of 8 | |
| 3 |  SUB Ishares Short Term Ntnl | $30M | 8.7% | 282K | +23K (+9%) | 2 of 8 | |
| 4 |  VEA Vanguard Tax-Managed Fds | $29.7M | 8.6% | 420K | +5,468 (+1%) | 8 of 8 | |
| 5 |  SCZ Ishares TR | $28.6M | 8.3% | 344K | +10K (+3%) | 8 of 8 | |
| 6 |  VCSH Vanguard Scottsdale Fds | $23.2M | 6.7% | 295K | −2,470 (−1%) | 8 of 8 | |
| 7 |  VGSH Vanguard Scottsdale Fds | $23M | 6.7% | 396K | +8,637 (+2%) | 5 of 8 | |
| 8 |  VWO Vanguard Intl Equity Index F | $19.7M | 5.7% | 333K | +6,808 (+2%) | 8 of 8 | |
| 9 |  VB Vanguard Index Fds | $14.4M | 4.2% | 49K | +512 (+1%) | 8 of 8 | |
| 10 |  VNQ Vanguard Index Fds | $10.8M | 3.1% | 110K | +3,321 (+3%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IYF Ishares US Financials | $151K | 1,200 |
 LPTH Lightpath Technologies Inc | $10K | 700 |
 AVAV Aerovironment Inc | $8K | 40 |
 ONDS Ondas Hldgs Inc | $8K | 700 |
 INTU Intuit | $405 | 1 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 20, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bear Mountain Capital 13F FAQ
What does Bear Mountain Capital own?
Bear Mountain Capital reported 214 stocks worth $345M in its 13F filing for Q2 2026, filed Jul 20, 2026. Its largest holdings are VO (15.7%), VOO (12.1%) and SUB (8.7%). The table above lists every position in the filing (the top 10 without an account).
What did Bear Mountain Capital buy and sell in Q2 2026?
Compared with Q1 2026: 24 new positions, 49 added to, 14 trimmed and 8 sold out. New positions include FSSL. It sold all of IYF, LPTH and AVAV.
When will Bear Mountain Capital file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Bear Mountain Capital's portfolio worth?
The Q2 2026 filing reports $345M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.