Beartown Capital Management, LLC Top Holdings and 13F Report (2026) About Beartown Capital Management, LLCInvestment ActivityBeartown Capital Management, LLC has $208.64 million in total holdings as of March 31, 2026.Beartown Capital Management, LLC owns shares of 34 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 43.46% of the portfolio was purchased this quarter.About 15.70% of the portfolio was sold this quarter.This quarter, Beartown Capital Management, LLC has purchased 39 new stocks and bought additional shares in 3 stocks.Beartown Capital Management, LLC sold shares of 6 stocks and completely divested from 15 stocks this quarter.Largest Holdings TeraWulf $29,942,250Cleanspark $27,657,500CORE SCIENTIFIC INC NEW $21,692,000SPDR S&P 500 ETF Trust $19,510,200Yandex $12,451,200 Largest New Holdings this Quarter 18452B209 - Cleanspark $27,657,500 Holding78462F103 - SPDR S&P 500 ETF Trust $19,510,200 Holding46090E103 - Invesco QQQ $11,543,600 HoldingG11448100 - Bitdeer Technologies Group $8,650,000 Holding17253J106 - Cipher Mining $5,148,000 Holding Largest Purchases this Quarter Cleanspark 3,250,000 shares (about $27.66M)SPDR S&P 500 ETF Trust 30,000 shares (about $19.51M)Invesco QQQ 20,000 shares (about $11.54M)Bitdeer Technologies Group 1,000,000 shares (about $8.65M)CORE SCIENTIFIC INC NEW 450,000 shares (about $6.73M) Largest Sales this Quarter EchoStar 50,000 shares (about $5.85M)TeraWulf 325,000 shares (about $4.69M)Yandex 35,000 shares (about $3.63M)HUT 8 CORP 55,000 shares (about $2.58M)Anterix 45,000 shares (about $1.72M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBeartown Capital Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWULFTeraWulf$29,942,250$4,689,750 â–¼-13.5%2,075,00014.4%FinanceCLSKCleanspark$27,657,500$27,657,500 â–²New Holding3,250,00013.3%FinanceCORE SCIENTIFIC INC NEW$21,692,000$6,732,000 â–²45.0%1,450,00010.4%COMSPYSPDR S&P 500 ETF Trust$19,510,200$19,510,200 â–²New Holding30,0009.4%FinanceYNDXYandex$12,451,200$3,631,600 â–¼-22.6%120,0006.0%Computer and TechnologySATSEchoStar$11,707,000$5,853,500 â–¼-33.3%100,0005.6%Computer and TechnologyQQQInvesco QQQ$11,543,600$11,543,600 â–²New Holding20,0005.5%FinanceHUT 8 CORP$9,616,550$2,580,050 â–¼-21.2%205,0004.6%COMBTDRBitdeer Technologies Group$8,650,000$8,650,000 â–²New Holding1,000,0004.1%Business ServicesNVRIEnviri$8,288,2920.0%422,4414.0%Business ServicesCOMMCommScope$7,280,0000.0%400,0003.5%Computer and TechnologyCIFRCipher Mining$5,148,000$5,148,000 â–²New Holding400,0002.5%Business ServicesPRCHPorch Group$4,660,500$1,434,000 â–²44.4%650,0002.2%Computer and TechnologyNRGVEnergy Vault$4,620,000$2,640,000 â–²133.3%1,400,0002.2%EnergyATEXAnterix$3,819,000$1,718,550 â–¼-31.0%100,0001.8%Computer and TechnologyTDSTelephone and Data Systems$3,157,5000.0%75,0001.5%UtilitiesKNOPKNOT Offshore Partners$2,852,4590.0%282,9821.4%TransportationBWABorgWarner$2,713,000$2,713,000 â–²New Holding50,0001.3%Auto/Tires/TrucksCHAIN BRIDGE BANCORP INC$2,645,2110.0%75,7941.3%CL ARYAMRayonier Advanced Materials$2,214,000$2,214,000 â–²New Holding200,0001.1%Basic MaterialsPRTHPriority Technology$1,888,0000.0%400,0000.9%Business ServicesGALAXY DIGITAL INC.$1,845,000$1,845,000 â–²New Holding100,0000.9%CL ABV FINL INC$1,160,1900.0%60,6160.6%COM NEWCOMSCORE INC$875,8770.0%126,2070.4%COM NEWCMTLComtech Telecommunications$836,2450.0%251,8810.4%Computer and TechnologyLELands' End$562,000$562,000 â–²New Holding50,0000.3%Retail/WholesaleFSIFlexible Solutions International$403,7090.0%74,7540.2%Basic MaterialsMAPSWM Technology$374,5530.0%568,8830.2%Business ServicesWALDWaldencast$284,9100.0%300,0000.1%Consumer StaplesFTEKFuel Tech$178,961$16,272 â–¼-8.3%146,6890.1%IndustrialsONLOrion Office REIT$27,733$27,733 â–²New Holding12,8990.0%FinanceCNTYCentury Casinos$13,9000.0%10,0000.0%Consumer DiscretionaryFSPFranklin Street Properties$13,2020.0%19,8680.0%FinanceAUROWAurora Innovation$6,0120.0%30,2090.0%Computer and TechnologySEMSelect Medical$0$2,970,000 â–¼-100.0%00.0%MedicalKWKennedy-Wilson$0$2,901,000 â–¼-100.0%00.0%FinanceFCNCAFirst Citizens BancShares$0$2,146,180 â–¼-100.0%00.0%FinanceCENXCentury Aluminum$0$1,959,000 â–¼-100.0%00.0%IndustrialsTALKTalkspace$0$1,089,000 â–¼-100.0%00.0%MedicalAFBIAffinity Bancshares$0$622,616 â–¼-100.0%00.0%FinanceSTARZ ENTERTAINMENT CORP.$0$585,000 â–¼-100.0%00.0%COMGCI LIBERTY INC$0$372,100 â–¼-100.0%00.0%COM SER CTRSTriMas$0$354,500 â–¼-100.0%00.0%IndustrialsGOOGAlphabet$0$321,959 â–¼-100.0%00.0%Computer and TechnologyWW INTL INC$0$292,150 â–¼-100.0%00.0%COM NEWAMZNAmazon.com$0$236,821 â–¼-100.0%00.0%Retail/WholesaleTITAN AMER SA$0$164,800 â–¼-100.0%00.0%COMMON SHARESLMNRLimoneira$0$162,762 â–¼-100.0%00.0%Consumer StaplesFARMFarmer Brothers$0$78,853 â–¼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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