Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| WULFTerawulf Inc | $37.0M | 16.4% | −4.8% |
| ECHOEchostar Corp | $21.3M | 9.5% | +162.5% |
| GLXYGalaxy Digital Inc. | $20.5M | 9.1% | +1400.0% |
| HUTHut 8 Corp | $19.6M | 8.7% | −5.6% |
| CORZCore Scientific Inc New | $19.2M | 8.5% | −11.8% |
| CLSKCleanspark Inc | $10.9M | 4.8% | −51.6% |
| PRCHPorch Group Inc | $10.1M | 4.5% | +3.1% |
| VISNVistance Networks Inc | $9.6M | 4.3% | +87.5% |
| Bitdeer Technologies GroupCUSIP G11448100 | $7.9M | 3.5% | New |
| ATEXAnterix Inc | $7.7M | 3.4% | −25.0% |
| NRGVEnergy Vault Holdings Inc | $6.6M | 2.9% | |
| IMAXImax Corp | $4.4M | 1.9% | New |
| HNRGHallador Energy Company | $3.5M | 1.5% | New |
| MNROMonro Inc | $3.4M | 1.5% | New |
| ZDZiff Davis Inc | $3.4M | 1.5% | New |
| Inmode LtdCUSIP M5425M103 | $3.3M | 1.5% | New |
| CBNAChain Bridge Bancorp Inc | $3.2M | 1.4% | |
| SHAZSharonai Holdings Inc | $3.1M | 1.4% | New |
| HIVEHive Digital Technologies Lt | $2.9M | 1.3% | New |
| Knot Offshore Partners LPCUSIP Y48125101 | $2.8M | 1.3% | +80.1% |
| TDSTelephone & Data Sys Inc | $2.8M | 1.2% | |
| Nebius Group N.v.CUSIP N97284108 | $2.8M | 1.2% | −88.9% |
| FRMIFermi Inc | $2.7M | 1.2% | New |
| PRTHPriority Technology Hldgs In | $2.7M | 1.2% | |
| ABVXAbivax Sa | $2.7M | 1.2% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| ATEXAnterix Inc | December 31, 2025 | +371.6% | $7.7M |
| Nebius Group N.v.CUSIP N97284108 | December 31, 2025 | +229.9% | $2.8M |
| HUTHut 8 Corp | December 31, 2025 | +151.3% | $19.6M |
| WULFTerawulf Inc | December 31, 2025 | +115.0% | $37.0M |
| CORZCore Scientific Inc New | December 31, 2025 | +75.8% | $19.2M |
| CLSKCleanspark Inc | March 31, 2026 | +71.0% | $10.9M |
| PRCHPorch Group Inc | December 31, 2025 | +64.7% | $10.1M |
| GLXYGalaxy Digital Inc. | March 31, 2026 | +48.2% | $20.5M |
| AUROWAurora Innovation Inc | December 31, 2025 | +42.2% | $9,670 |
| FTEKFuel Tech Inc | December 31, 2025 | +41.7% | $324K |
Sold off last quarter
- Enviri CorpCUSIP 415864107 was $8.3M
- CIFRCipher Digital Inc was $5.1M
- CMTLComtech Telecommunications C was $836K
- MAPSWm Technology Inc was $375K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +58.7% | +14.8% |
| March 31, 2026 | +9.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Beartown Capital Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1877162&type=13F-HR&dateb=&owner=include&count=40CIK 1877162
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1877162/000139834426014577/Filed August 14, 2026 · accession 0001398344-26-014577