1y return−0.3%S&P 500 +20.9%
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.
$100 invested in its stock picks
Since December 31, 2024: $109 against $127 in the S&P 500.2
Harraden Circle Investments, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Cantor Equity Partners Iv InCUSIP G1828E100 | $38.8M | 5.0% | +19.1% |
| Air Global PLCCUSIP G0180Y100 | $33.3M | 4.2% | New |
| D. Boral Arc Acq I Corp.CUSIP G2616F101 | $27.6M | 3.5% | +23.9% |
| Bold Eagle Acquisition CorpCUSIP G2003N105 | $25.5M | 3.2% | −6.7% |
| Perimeter Acquisition Corp ICUSIP G7010A129 | $25.4M | 3.2% | |
| NWAXNew Amer Acquisition I Corp | $25.2M | 3.2% | |
| Aldel Finl II IncCUSIP G01558108 | $25.1M | 3.2% | |
| Polibeli Group LtdCUSIP G71604105 | $24.2M | 3.1% | |
| Graf Global CorpCUSIP G4036C106 | $21.7M | 2.8% | New |
| Inflection Pt Acquisit CorpCUSIP G4790S107 | $19.3M | 2.5% | New |
| Cohen Circle Acquisit Corp ICUSIP G2254C121 | $19.3M | 2.5% | |
| Futurecrest Acquisition CorpCUSIP G3730U107 | $18.6M | 2.4% | +571.8% |
| BRUNBoost Run Inc | $18.1M | 2.3% | New |
| RMIXSuncrete Inc | $17.6M | 2.3% | New |
| Renatus Tactical AcquisCUSIP G7490F101 | $17.4M | 2.2% | +14.7% |
| Gsr V Acquisition CorpCUSIP G4R102125 | $15.7M | 2.0% | New |
| Colombier Acquisition Corp ICUSIP G2284A103 | $14.9M | 1.9% | |
| Safeguard Acquisition CorpCUSIP G77676107 | $14.8M | 1.9% | +51.6% |
| Ocean Cap Acquisition CorpCUSIP G66903132 | $14.2M | 1.8% | New |
| Lionheart HoldingsCUSIP G5501C109 | $14.0M | 1.8% | New |
| Aeon Acquisition I CorpCUSIP G0R30P136 | $13.5M | 1.7% | New |
| Futurecorp Space AcquisitionCUSIP G37307124 | $12.7M | 1.6% | New |
| Blue Acquisition Corp.CUSIP G1331A108 | $11.3M | 1.4% | New |
| Blue Wtr Acquisition Corp. ICUSIP G1368E106 | $10.9M | 1.4% | −35.2% |
| Talon Cap CorpCUSIP G86652107 | $10.8M | 1.4% | +15.9% |
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 |
|---|---|---|---|
| Cantor Equity Partners II InCUSIP G1827P106 | June 30, 2025 | +21.7% | $9.6M |
| American Exceptionalism AcquCUSIP G0273J101 | September 30, 2025 | +8.1% | $9.6M |
| Aldel Finl II IncCUSIP G01558108 | December 31, 2024 | +7.6% | $25.1M |
| D. Boral Arc Acq I Corp.CUSIP G2616F101 | March 31, 2026 | +3.1% | $27.6M |
| Cantor Equity Partners Vi InCUSIP G1828R101 | March 31, 2026 | +2.7% | $7.9M |
| Perimeter Acquisition Corp ICUSIP G7010A129 | June 30, 2025 | +2.5% | $25.4M |
| Cantor Equity Partners Iv InCUSIP G1828E100 | September 30, 2025 | +2.1% | $38.8M |
| Futurecrest Acquisition CorpCUSIP G3730U107 | December 31, 2025 | +2.0% | $18.6M |
| Colombier Acquisition Corp ICUSIP G2284A103 | March 31, 2026 | +1.9% | $14.9M |
| Cohen Circle Acquisit Corp ICUSIP G2254C121 | September 30, 2025 | +1.5% | $19.3M |
Sold off last quarter
- Haymaker Acquisition Corp IvCUSIP G4375F108 was $23.4M
- Spartacus Acquisition Corp ICUSIP G8303R126 was $15.1M
- Galaxyedge Acquisition CorpCUSIP G3710B129 was $9.7M
- Apex Tech Acquisition IncCUSIP G0R21F121 was $8.5M
- Bhav Acquisition CorpCUSIP G1R59W127 was $7.6M
- Clearthink 1 Acquisition CorCUSIP G2294A127 was $6.6M
- M3brigade Acquisition V CorpCUSIP G63212107 was $5.4M
- Pono Cap Four IncCUSIP G71702123 was $3.8M
- Future Money Acquisition CorCUSIP G3700S124 was $3.7M
- Vine Hill Cap Invt Corp.CUSIP G93Y09107 was $3.6M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +2.6% | +14.8% |
| March 31, 2026 | −2.4% | −4.6% |
| December 31, 2025 | +0.7% | +2.4% |
| September 30, 2025 | −1.2% | +7.8% |
| June 30, 2025 | +6.6% | +10.5% |
| March 31, 2025 | +2.2% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Harraden Circle Investments, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1910592&type=13F-HR&dateb=&owner=include&count=40CIK 1910592
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1910592/000191059226000009/Filed August 14, 2026 · accession 0001910592-26-000009