Beartown Capital Management, LLC Top Holdings and 13F Report (2026) About Beartown Capital Management, LLCInvestment ActivityBeartown Capital Management, LLC has $227.42 million in total holdings as of June 30, 2026.Beartown Capital Management, LLC owns shares of 41 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 31.09% of the portfolio was purchased this quarter.About 71.18% of the portfolio was sold this quarter.This quarter, Beartown Capital Management, LLC has purchased 34 new stocks and bought additional shares in 4 stocks.Beartown Capital Management, LLC sold shares of 8 stocks and completely divested from 7 stocks this quarter.Largest Holdings TeraWulf $37,050,000ECHOSTAR CORP $21,315,000GALAXY DIGITAL INC. $20,505,000HUT 8 CORP $19,625,650CORE SCIENTIFIC INC NEW $19,192,500 Largest New Holdings this Quarter 45245E109 - IMAX $4,384,600 Holding40609P105 - Hallador Energy $3,478,000 Holding610236101 - Monro Muffler Brake $3,422,000 Holding48123V102 - Ziff Davis $3,404,050 HoldingM5425M103 - InMode $3,289,500 Holding Largest Purchases this Quarter GALAXY DIGITAL INC. 650,000 shares (about $17.77M)ECHOSTAR CORP 110,000 shares (about $11.17M)CommScope 350,000 shares (about $4.47M)IMAX 110,000 shares (about $4.38M)Hallador Energy 200,000 shares (about $3.48M) Largest Sales this Quarter Cleanspark 2,500,000 shares (about $36.38M)Yandex 110,000 shares (about $30.38M)CORE SCIENTIFIC INC NEW 700,000 shares (about $17.91M)TeraWulf 575,000 shares (about $14.20M)Bitdeer Technologies Group 500,000 shares (about $7.94M) 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$37,050,000$14,202,500 â–¼-27.7%1,500,00016.3%TechnologyECHOSTAR CORP$21,315,000$11,165,000 â–²110.0%210,0009.4%CL AGALAXY DIGITAL INC.$20,505,000$17,771,000 â–²650.0%750,0009.0%CL AHUT 8 CORP$19,625,650$4,040,575 â–¼-17.1%170,0008.6%COMCORE SCIENTIFIC INC NEW$19,192,500$17,913,000 â–¼-48.3%750,0008.4%COMCLSKCleanspark$10,912,500$36,375,000 â–¼-76.9%750,0004.8%TechnologyPRCHPorch Group$10,076,800$300,800 â–²3.1%670,0004.4%TechnologyCOMMCommScope$9,585,000$4,473,000 â–²87.5%750,0004.2%TechnologyBTDRBitdeer Technologies Group$7,935,000$7,935,000 â–¼-50.0%500,0003.5%TechnologyATEXAnterix$7,720,500$2,573,500 â–¼-25.0%75,0003.4%Communication ServicesNRGVEnergy Vault$6,594,0000.0%1,400,0002.9%IndustrialsIMAXIMAX$4,384,600$4,384,600 â–²New Holding110,0001.9%Communication ServicesHNRGHallador Energy$3,478,000$3,478,000 â–²New Holding200,0001.5%UtilitiesMNROMonro Muffler Brake$3,422,000$3,422,000 â–²New Holding200,0001.5%Consumer DiscretionaryZDZiff Davis$3,404,050$3,404,050 â–²New Holding65,0001.5%Communication ServicesINMDInMode$3,289,500$3,289,500 â–²New Holding225,0001.4%HealthcareCHAIN BRIDGE BANCORP INC$3,187,1380.0%75,7941.4%CL ASHARONAI HOLDINGS INC$3,132,420$3,132,420 â–²New Holding37,0001.4%COM CL AHIVEHIVE Digital Technologies$2,912,000$2,912,000 â–²New Holding800,0001.3%TechnologyKNOPKNOT Offshore Partners$2,824,1600.0%282,9821.2%EnergyTDSTelephone and Data Systems$2,775,7500.0%75,0001.2%Communication ServicesYNDXYandex$2,761,700$30,378,700 â–¼-91.7%10,0001.2%TechnologyFERMI INC$2,748,000$2,748,000 â–²New Holding300,0001.2%COMPRTHPriority Technology$2,668,0000.0%400,0001.2%FinanceABIVAX SA$2,665,200$2,665,200 â–²New Holding20,0001.2%SPONSORED ADSECHOSTAR CORP$2,030,000$2,030,000 â–²New Holding20,0000.9%CL ADDIDoubleDown Interactive$1,660,433$1,660,433 â–²New Holding144,6370.7%Communication ServicesDIGI PWR X INC$1,635,000$1,635,000 â–²New Holding300,0000.7%COM SUB VTGQUREuniQure$1,612,100$1,612,100 â–²New Holding35,0000.7%HealthcareRYAMRayonier Advanced Materials$1,572,0000.0%200,0000.7%MaterialsBV FINL INC$1,283,8470.0%60,6160.6%COM NEWCOMSCORE INC$931,4080.0%126,2070.4%COM NEWKELYAKelly Services$627,066$627,066 â–²New Holding51,0640.3%IndustrialsWALDWaldencast$528,0000.0%300,0000.2%Consumer StaplesFSIFlexible Solutions International$497,8620.0%74,7540.2%MaterialsLELands' End$484,176$39,824 â–¼-7.6%46,2000.2%Consumer DiscretionaryFTEKFuel Tech$324,1830.0%146,6890.1%IndustrialsONLOrion Office REIT$37,2780.0%12,8990.0%Real EstateCNTYCentury Casinos$12,8000.0%10,0000.0%Consumer DiscretionaryFSPFranklin Street Properties$10,2320.0%19,8680.0%Real EstateAUROWAurora Innovation$9,6700.0%30,2090.0%TechnologySPYSPDR S&P 500 ETF Trust$0$19,510,200 â–¼-100.0%00.0%ETFQQQInvesco QQQ$0$11,543,600 â–¼-100.0%00.0%ETFNVRIEnviri$0$8,288,292 â–¼-100.0%00.0%IndustrialsCIFRCipher Mining$0$5,148,000 â–¼-100.0%00.0%TechnologyBWABorgWarner$0$2,713,000 â–¼-100.0%00.0%Consumer DiscretionaryCMTLComtech Telecommunications$0$836,245 â–¼-100.0%00.0%TechnologyMAPSWM Technology$0$374,553 â–¼-100.0%00.0%TechnologyShowing largest 100 holdings. 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