Logan Stone Capital, LLC
Net buyer this quarter
$473M
139
+$54.6M
49.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FOX | $79.6M | 16.83% | Not reported | -6.4% | Q1 2022 |
 HEI.A | $71.5M | 15.11% | Not reported | +181.5% | Q2 2024 |
 LLYVK | $23.6M | 4.98% | Not reported | New | Q2 2026 |
 BELFA | $15.7M | 3.32% | 2.48% | New | Q2 2026 |
 GOF | $13.2M | 2.78% | Not reported | -7.3% | Q4 2025 |
| PTY | $8.13M | 1.72% | Not reported | -13.9% | Q4 2025 |
 AWF | $6.77M | 1.43% | Not reported | +183.2% | Q1 2022 |
| ANSC | $5.99M | 1.27% | Not reported | +4.7% | Q4 2025 |
 OBA | $5.13M | 1.09% | Not reported | Not reported | Q4 2025 |
| KOYN | $5.08M | 1.07% | Not reported | +0.1% | Q4 2025 |
 PDI | $4.76M | 1.00% | Not reported | +2737.7% | Q4 2025 |
 PCQ | $4.27M | 0.90% | Not reported | -25.2% | Q4 2023 |
 SPXX | $4.26M | 0.90% | Not reported | +345.9% | Q4 2025 |
 EFR | $4.13M | 0.87% | Not reported | -28.0% | Q3 2022 |
 CAII | $4.01M | 0.85% | Not reported | New | Q2 2026 |
 TVAI | $3.96M | 0.84% | Not reported | +0.1% | Q4 2025 |
 DMII | $3.84M | 0.81% | 2.79% | +3273.9% | Q1 2026 |
 AIIA | $3.75M | 0.79% | Not reported | +0.2% | Q4 2025 |
 BGB | $3.66M | 0.77% | Not reported | +0.8% | Q2 2022 |
| BGX | $3.65M | 0.77% | Not reported | -4.7% | Q2 2022 |
 RVT | $3.61M | 0.76% | Not reported | Not reported | Q2 2024 |
 KF | $3.6M | 0.76% | Not reported | Not reported | Q4 2023 |
 FTHY | $3.52M | 0.74% | Not reported | +3.4% | Q2 2022 |
 EAD | $3.19M | 0.67% | Not reported | +1085.3% | Q1 2023 |
| DNMX | $3.17M | 0.67% | Not reported | +2681.8% | Q1 2026 |
 UHAL.B | $2.89M | 0.61% | Not reported | Not reported | Q4 2024 |
| CRAC | $2.62M | 0.55% | Not reported | Not reported | Q4 2025 |
 USA | $2.6M | 0.55% | Not reported | Not reported | Q4 2025 |
 APAC | $2.56M | 0.54% | Not reported | Not reported | Q4 2025 |
| LKSP | $2.52M | 0.53% | 1.58% | -37.1% | Q4 2025 |
| PTOR | $2.48M | 0.52% | Not reported | New | Q2 2026 |
| EOS | $2.1M | 0.44% | Not reported | +54.4% | Q4 2025 |
 MKLY | $2.04M | 0.43% | Not reported | +2.0% | Q4 2025 |
 BGR | $1.76M | 0.37% | Not reported | +113.0% | Q4 2021 |
 SVAQ | $1.69M | 0.36% | Not reported | -77.7% | Q1 2026 |
 SDHY | $1.56M | 0.33% | Not reported | +124.3% | Q4 2021 |
| FCT | $1.56M | 0.33% | Not reported | +5.0% | Q3 2022 |
 LWAC | $1.51M | 0.32% | Not reported | +0.8% | Q4 2025 |
 TRAD | $1.47M | 0.31% | 4.72% | New | Q2 2026 |
 MFM | $1.44M | 0.31% | Not reported | -22.3% | Q1 2022 |
 VVR | $1.44M | 0.30% | Not reported | +215.7% | Q2 2022 |
| PNI | $1.42M | 0.30% | Not reported | -43.9% | Q4 2022 |
| ETW | $1.4M | 0.29% | Not reported | +1.7% | Q3 2023 |
 TDWD | $1.31M | 0.28% | Not reported | +23.9% | Q4 2025 |
 AACI | $1.29M | 0.27% | Not reported | New | Q2 2026 |
 DLY | $1.28M | 0.27% | Not reported | -71.8% | Q4 2021 |
| ISD | $1.26M | 0.27% | Not reported | Not reported | Q1 2022 |
| PAAC | $1.24M | 0.26% | 2.65% | New | Q2 2026 |
 SWZ | $1.18M | 0.25% | Not reported | +612.5% | Q2 2024 |
| DSL | $1.18M | 0.25% | Not reported | +177.3% | Q4 2021 |
| Q1 2026 | |||||
| FOX | $96.4M | 26.77% | Not reported | +258.1% | Q1 2022 |
| HEI.A | $20.8M | 5.77% | Not reported | Not reported | Q2 2024 |
| GOF | $14.3M | 3.98% | Not reported | +31.2% | Q4 2025 |
 NWSA | $14.1M | 3.91% | 0.10% | -28.5% | Q3 2023 |
| PTY | $9.47M | 2.63% | Not reported | -17.3% | Q4 2025 |
 SPPP | $8.34M | 2.32% | 1.23% | New | Q1 2026 |
| SVAQ | $7.42M | 2.06% | Not reported | New | Q1 2026 |
| CEF | $6M | 1.67% | 0.07% | New | Q1 2026 |
| EFR | $5.7M | 1.58% | Not reported | +2.7% | Q3 2022 |
| ANSC | $5.66M | 1.57% | Not reported | Not reported | Q4 2025 |
| PCQ | $5.47M | 1.52% | Not reported | -21.5% | Q4 2023 |
 GIW | $5.11M | 1.42% | Not reported | Not reported | Q4 2025 |
| OBA | $5.1M | 1.42% | Not reported | Not reported | Q4 2025 |
| KOYN | $5.02M | 1.39% | Not reported | +25.5% | Q4 2025 |
 PTA | $4.95M | 1.37% | Not reported | -1.7% | Q4 2021 |
| DLY | $4.47M | 1.24% | Not reported | -6.2% | Q4 2021 |
| LKSP | $3.97M | 1.10% | 2.52% | Not reported | Q4 2025 |
| TVAI | $3.92M | 1.09% | Not reported | +1.0% | Q4 2025 |
| BGX | $3.84M | 1.07% | Not reported | +309.3% | Q2 2022 |
| JFR | $3.78M | 1.05% | Not reported | -60.9% | Q3 2022 |
| AIIA | $3.67M | 1.02% | Not reported | 0.0% | Q4 2025 |
| BGB | $3.58M | 0.99% | Not reported | +59.0% | Q2 2022 |
| FTHY | $3.37M | 0.93% | Not reported | +7.8% | Q2 2022 |
 TACO | $3.32M | 0.92% | 4.32% | +2.4% | Q4 2025 |
 KIO | $2.71M | 0.75% | Not reported | +46.4% | Q1 2022 |
| MMTX | $2.6M | 0.72% | 13.50% | 0.0% | Q4 2025 |
| CRAC | $2.59M | 0.72% | Not reported | -49.1% | Q4 2025 |
| APAC | $2.53M | 0.70% | Not reported | Not reported | Q4 2025 |
| PNI | $2.44M | 0.68% | Not reported | Not reported | Q4 2022 |
 ARDC | $2.4M | 0.67% | Not reported | +82.0% | Q2 2022 |
| AWF | $2.36M | 0.66% | Not reported | Not reported | Q1 2022 |
| EFT | $2.33M | 0.65% | Not reported | -19.5% | Q3 2022 |
 CSQ | $2.23M | 0.62% | Not reported | +565.0% | Q4 2025 |
| SSEA | $2.17M | 0.60% | 11.34% | 0.0% | Q4 2025 |
| MKLY | $1.97M | 0.55% | Not reported | +130.6% | Q4 2025 |
| COPL | $1.96M | 0.54% | Not reported | Not reported | Q2 2025 |
| MFM | $1.78M | 0.50% | Not reported | -24.7% | Q1 2022 |
 FFC | $1.68M | 0.47% | Not reported | Not reported | Q3 2022 |
| ALIS | $1.66M | 0.46% | 6.84% | Not reported | Q4 2025 |
 AFB | $1.63M | 0.45% | Not reported | -19.1% | Q3 2022 |
 GTERA | $1.57M | 0.44% | Not reported | +9.9% | Q4 2025 |
| LWAC | $1.5M | 0.42% | Not reported | +1.7% | Q4 2025 |
| FCT | $1.48M | 0.41% | Not reported | -5.6% | Q3 2022 |
| VFL | $1.3M | 0.36% | Not reported | +14.7% | Q3 2023 |
| EOS | $1.26M | 0.35% | Not reported | +1.3% | Q4 2025 |
 PAACU | $1.25M | 0.35% | Not reported | New | Q1 2026 |
| ETW | $1.25M | 0.35% | Not reported | +76.8% | Q3 2023 |
| TDWD | $1.05M | 0.29% | Not reported | 0.0% | Q4 2025 |
 BRW | $1.03M | 0.29% | Not reported | -12.9% | Q4 2021 |
 BH | $1.02M | 0.28% | Not reported | +91.1% | Q4 2025 |
| Q4 2025 | |||||
 IBIT | $44.6M | 11.00% | 0.06% | +284.9% | Q1 2024 |
| FOX | $32.9M | 8.12% | Not reported | +50.4% | Q1 2022 |
 ETH | $21.9M | 5.40% | 1.00% | +1630.1% | Q2 2025 |
| PDI | $21.6M | 5.33% | Not reported | New | Q4 2025 |
| NWSA | $20.7M | 5.09% | 0.14% | +543.5% | Q3 2023 |
| GOF | $12.8M | 3.15% | Not reported | New | Q4 2025 |
| PTY | $12.2M | 3.02% | Not reported | New | Q4 2025 |
| JFR | $10M | 2.48% | Not reported | +1096.4% | Q3 2022 |
| DSL | $9.96M | 2.46% | Not reported | Not reported | Q4 2021 |
| SVAQU | $7.46M | 1.84% | Not reported | New | Q4 2025 |
| PCQ | $7.09M | 1.75% | Not reported | +62.6% | Q4 2023 |
| GSOL | $6M | 1.48% | 3.74% | New | Q4 2025 |
| EFR | $5.86M | 1.45% | Not reported | +679.6% | Q3 2022 |
| ANSC | $5.61M | 1.38% | Not reported | New | Q4 2025 |
| PTA | $5.19M | 1.28% | Not reported | Not reported | Q4 2021 |
| GIW | $5.07M | 1.25% | Not reported | New | Q4 2025 |
| OBA | $5.06M | 1.25% | Not reported | New | Q4 2025 |
| CRAC | $5.05M | 1.24% | Not reported | New | Q4 2025 |
| DLY | $4.98M | 1.23% | Not reported | Not reported | Q4 2021 |
| RQI | $4.76M | 1.17% | Not reported | Not reported | Q3 2022 |
| KOYN | $3.96M | 0.98% | Not reported | New | Q4 2025 |
| LKSP | $3.92M | 0.97% | 2.52% | New | Q4 2025 |
| TVAI | $3.84M | 0.95% | Not reported | New | Q4 2025 |
| AIIA | $3.63M | 0.90% | Not reported | New | Q4 2025 |
| FTHY | $3.25M | 0.80% | Not reported | Not reported | Q2 2022 |
| TACO | $3.21M | 0.79% | 4.21% | New | Q4 2025 |
| EFT | $3.04M | 0.75% | Not reported | +1441.7% | Q3 2022 |
| JQC | $2.85M | 0.70% | Not reported | +575.5% | Q4 2021 |
| MMTX | $2.58M | 0.64% | 13.50% | New | Q4 2025 |
| VACH | $2.52M | 0.62% | 0.93% | +733.2% | Q3 2025 |
| APAC | $2.51M | 0.62% | Not reported | New | Q4 2025 |
| VVR | $2.46M | 0.61% | Not reported | +24.3% | Q2 2022 |
| MFM | $2.39M | 0.59% | Not reported | -13.5% | Q1 2022 |
| BGB | $2.38M | 0.59% | Not reported | Not reported | Q2 2022 |
| SSEA | $2.14M | 0.53% | 11.34% | New | Q4 2025 |
| AFB | $2.04M | 0.50% | Not reported | +60.6% | Q3 2022 |
 RMI | $1.97M | 0.49% | Not reported | -14.8% | Q4 2023 |
| KIO | $1.95M | 0.48% | Not reported | Not reported | Q1 2022 |
| UTF | $1.94M | 0.48% | Not reported | New | Q4 2025 |
| COPL | $1.94M | 0.48% | Not reported | Not reported | Q2 2025 |
| ALIS | $1.65M | 0.41% | 6.84% | New | Q4 2025 |
| FCT | $1.64M | 0.40% | Not reported | Not reported | Q3 2022 |
| JGH | $1.53M | 0.38% | Not reported | Not reported | Q2 2022 |
 IFN | $1.5M | 0.37% | Not reported | Not reported | Q2 2024 |
| LWAC | $1.45M | 0.36% | Not reported | New | Q4 2025 |
 MMD | $1.45M | 0.36% | Not reported | Not reported | Q4 2024 |
| ARDC | $1.44M | 0.36% | Not reported | Not reported | Q2 2022 |
| EOS | $1.42M | 0.35% | Not reported | New | Q4 2025 |
| GTERA | $1.41M | 0.35% | Not reported | New | Q4 2025 |
| RFM | $1.38M | 0.34% | Not reported | +77.5% | Q4 2021 |
| Q3 2025 | |||||
| FOX | $19.3M | 8.77% | Not reported | Not reported | Q1 2022 |
| ETHA | $18.8M | 8.55% | 0.15% | -56.7% | Q4 2024 |
| IBIT | $15.2M | 6.89% | 0.02% | -76.8% | Q1 2024 |
 FBTC | $15M | 6.80% | 0.06% | +591.2% | Q1 2024 |
 LEO | $4.45M | 2.02% | Not reported | -32.1% | Q1 2022 |
| PCQ | $4.35M | 1.98% | Not reported | +250.8% | Q4 2023 |
| NWSA | $3.77M | 1.71% | 0.02% | Not reported | Q3 2023 |
 SPY | $3.49M | 1.58% | Not reported | -74.9% | Q4 2021 |
| MFM | $2.74M | 1.24% | Not reported | +3.4% | Q1 2022 |
| RMI | $2.37M | 1.08% | Not reported | +55.4% | Q4 2023 |
| HYT | $2.2M | 1.00% | Not reported | Not reported | Q4 2022 |
| VVR | $2.09M | 0.95% | Not reported | Not reported | Q2 2022 |
| COPL | $1.92M | 0.87% | Not reported | Not reported | Q2 2025 |
| ETH | $1.77M | 0.80% | 0.06% | -91.2% | Q2 2025 |
| FETH | $1.58M | 0.72% | 0.05% | New | Q3 2025 |
| DMB | $1.28M | 0.58% | Not reported | -55.0% | Q4 2022 |
| AFB | $1.28M | 0.58% | Not reported | -27.4% | Q3 2022 |
| BYM | $1.24M | 0.56% | Not reported | -18.3% | Q4 2022 |
| MHD | $1.08M | 0.49% | Not reported | -35.4% | Q1 2022 |
| MUE | $1.07M | 0.49% | Not reported | -17.7% | Q4 2022 |
 BATRK | $987K | 0.45% | Not reported | Not reported | Q3 2023 |
| VFL | $898K | 0.41% | Not reported | -41.8% | Q3 2023 |
| JFR | $877K | 0.40% | Not reported | Not reported | Q3 2022 |
 FMN | $833K | 0.38% | Not reported | -5.0% | Q3 2022 |
| RFM | $806K | 0.37% | Not reported | -14.7% | Q4 2021 |
| EFR | $772K | 0.35% | Not reported | Not reported | Q3 2022 |
 MXF | $763K | 0.35% | Not reported | -0.8% | Q4 2022 |
| COLA | $743K | 0.34% | 3.73% | -6.6% | Q2 2025 |
 QSEA | $507K | 0.23% | 1.60% | Not reported | Q2 2025 |
| MUC | $486K | 0.22% | Not reported | -37.1% | Q4 2022 |
| JQC | $442K | 0.20% | Not reported | Not reported | Q4 2021 |
 NBH | $376K | 0.17% | Not reported | -53.3% | Q4 2022 |
| BTT | $326K | 0.15% | Not reported | -61.4% | Q4 2022 |
| AAM | $309K | 0.14% | 2938.90% | -1.1% | Q2 2025 |
| VACH | $297K | 0.14% | 0.11% | New | Q3 2025 |
| NCV | $277K | 0.13% | Not reported | Not reported | Q4 2022 |
 SZZL | $268K | 0.12% | Not reported | Not reported | Q2 2025 |
| EFT | $206K | 0.09% | Not reported | Not reported | Q3 2022 |
 EEA | $158K | 0.07% | Not reported | -24.0% | Q2 2024 |
| EOD | $126K | 0.06% | Not reported | -0.5% | Q4 2023 |
 SBI | $118K | 0.05% | Not reported | -71.2% | Q2 2022 |
| CEV | $114K | 0.05% | Not reported | -70.5% | Q1 2022 |
| EVF | $104K | 0.05% | Not reported | +26.3% | Q2 2022 |
 UONEK | $9.7K | 0.00% | Not reported | -39.8% | Q2 2024 |