Institutions / Beartown Capital Management, LLC

Beartown Capital Management, LLC

CIK 1877162 · Institution · as of Dec 31, 2025

Portfolio value

$127.88M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 39 →

Company	Class	Value	Shares	% of portfolio
Terawulf Inc.	—	$22.98M	2,000,000	18.0%
EchoStar CORP	—	$16.30M	150,000	12.8%
Hut 8 Corp.	—	$11.94M	260,000	9.3%
Core Scientific, Inc./tx	—	$11.65M	800,000	9.1%
Nebius Group N.V.	—	$11.30M	135,000	8.8%
ENVIRI Corp	—	$7.57M	422,441	5.9%
Vistance Networks, Inc.	—	$7.25M	400,000	5.7%
Porch Group, Inc.	—	$4.11M	450,000	3.2%
Anterix Inc.	—	$3.17M	145,000	2.5%
Telephone and Data Systems Inc	—	$3.08M	75,000	2.4%
Select Medical Holdings Corp	—	$2.97M	200,000	2.3%
Kennedy-Wilson Holdings, Inc.	—	$2.90M	300,000	2.3%
Energy Vault Holdings, Inc.NRGV	Common Stock	$2.77M	600,000	2.2%
Chain Bridge Bancorp IncCBNA	Common Stock	$2.63M	75,794	2.1%
Priority Technology Holdings, Inc.PRTH	Common Stock	$2.18M	400,000	1.7%
First Citizens Bancshares Inc /De	—	$2.15M	1,000	1.7%
Century Aluminum Co	—	$1.96M	50,000	1.5%
Knot Offshore Partners LP	—	$1.63M	157,082	1.3%
Comtech Telecommunications Corp.	—	$1.33M	251,881	1.0%
BV Financial, Inc.	—	$1.10M	60,616	0.9%
Talkspace, Inc	—	$1.09M	300,000	0.9%
Comscore, Inc.SCOR	Common Stock	$820.3K	126,207	0.6%
Affinity Bancshares Inc	—	$622.6K	30,416	0.5%
Starz Entertainment Corp /CnSTRZ	Common Stock	$585.0K	50,000	0.5%
Waldencast PLC	—	$564.0K	300,000	0.4%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.