Beartown Capital Management
Beartown Capital Management reported 40 stocks worth $225M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are WULF (16.4%), ECHO (9.5%) and GLXY (9.1%). Compared with Q1 2026, the fund opened new positions in BTDR, IMAX and HNRG, added to ECHO, GLXY and PRCH, trimmed WULF, HUT and CORZ and sold out of NVRI, CIFR and CMTL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  WULF Terawulf Inc | $37M | 16.4% | 1.5M | −75K (−5%) | 3 of 3 | |
| 2 |  ECHO Echostar Corp | $21.3M | 9.5% | 210K | +130K (+163%) | 3 of 3 | |
| 3 |  GLXY Galaxy Digital Inc | $20.5M | 9.1% | 750K | +700K (+1400%) | 2 of 3 | |
| 4 |  HUT Hut 8 Corp | $19.6M | 8.7% | 170K | −10K (−6%) | 3 of 3 | |
| 5 |  CORZ Core Scientific Inc New | $19.2M | 8.5% | 750K | −100K (−12%) | 3 of 3 | |
| 6 |  CLSK Cleanspark Inc | $10.9M | 4.8% | 750K | −800K (−52%) | 2 of 3 | |
| 7 |  PRCH Porch Group Inc | $10.1M | 4.5% | 670K | +20K (+3%) | 3 of 3 | |
| 8 |  VISN Commscope Hldg Co Inc | $9.6M | 4.3% | 750K | +350K (+88%) | 3 of 3 | |
| 9 |  BTDR Bitdeer Technologies Group | $7.9M | 3.5% | 500K | New position | 1 of 3 | |
| 10 |  ATEX Anterix Inc | $7.7M | 3.4% | 75K | −25K (−25%) | 3 of 3 |
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
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
ECHO Echostar Corp | Call | $2M | 20K | +20,000 |
Reported value
last 3 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 | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Beartown Capital Management 13F FAQ
What does Beartown Capital Management own?
Beartown Capital Management reported 40 stocks worth $225M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are WULF (16.4%), ECHO (9.5%) and GLXY (9.1%). The table above lists every position in the filing (the top 10 without an account).
What did Beartown Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 14 new positions, 5 added to, 7 trimmed and 4 sold out. New positions include BTDR, IMAX and HNRG. It sold all of NVRI, CIFR and CMTL.
When will Beartown Capital Management 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 Beartown Capital Management's portfolio worth?
The Q2 2026 filing reports $225M 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.