Beartown Capital Management, LLC
Net buyer this quarter
$227M
40
+$19.5M
72.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 WULF | $37.1M | 16.29% | 0.30% | -4.8% | Q4 2025 |
 ECHO | $21.3M | 9.37% | 0.44% | +162.5% | Q4 2025 |
 GLXY | $20.5M | 9.02% | 750000.00% | +1400.0% | Q1 2026 |
 HUT | $19.6M | 8.63% | 0.14% | -5.6% | Q4 2025 |
 CORZ | $19.2M | 8.44% | 0.23% | -11.8% | Q4 2025 |
 CLSK | $10.9M | 4.80% | 0.29% | -51.6% | Q1 2026 |
 PRCH | $10.1M | 4.43% | 0.52% | +3.1% | Q4 2025 |
 VISN | $9.59M | 4.21% | 0.34% | +87.5% | Q4 2025 |
 BTDR | $7.94M | 3.49% | 0.21% | New | Q2 2026 |
 ATEX | $7.72M | 3.39% | 0.38% | -25.0% | Q4 2025 |
 NRGV | $6.59M | 2.90% | 0.78% | Not reported | Q4 2025 |
 IMAX | $4.38M | 1.93% | 0.20% | New | Q2 2026 |
 HNRG | $3.48M | 1.53% | 0.42% | New | Q2 2026 |
 MNRO | $3.42M | 1.50% | 0.67% | New | Q2 2026 |
 ZD | $3.4M | 1.50% | 0.19% | New | Q2 2026 |
 INMD | $3.29M | 1.45% | 0.36% | New | Q2 2026 |
 CBNA | $3.19M | 1.40% | Not reported | Not reported | Q4 2025 |
 SHAZ | $3.13M | 1.38% | Not reported | New | Q2 2026 |
 HIVE | $2.91M | 1.28% | 0.30% | New | Q2 2026 |
 KNOP | $2.82M | 1.24% | 0.83% | +80.2% | Q4 2025 |
 TDS | $2.78M | 1.22% | 0.07% | Not reported | Q4 2025 |
 NBIS | $2.76M | 1.21% | 0.00% | -88.9% | Q4 2025 |
 FRMI | $2.75M | 1.21% | 0.05% | New | Q2 2026 |
 PRTH | $2.67M | 1.17% | 0.49% | Not reported | Q4 2025 |
 ABVX | $2.67M | 1.17% | 0.03% | New | Q2 2026 |
 DDI | $1.66M | 0.73% | 5.84% | New | Q2 2026 |
 DGXX | $1.64M | 0.72% | 0.30% | New | Q2 2026 |
 QURE | $1.61M | 0.71% | 0.05% | New | Q2 2026 |
 RYAM | $1.57M | 0.69% | 0.30% | Not reported | Q1 2026 |
 BVFL | $1.28M | 0.56% | 0.71% | Not reported | Q4 2025 |
 SCOR | $931K | 0.41% | 0.83% | Not reported | Q4 2025 |
 KELYA | $627K | 0.28% | Not reported | New | Q2 2026 |
 WALD | $528K | 0.23% | 3.75% | Not reported | Q4 2025 |
 FSI | $498K | 0.22% | 0.59% | Not reported | Q4 2025 |
 LE | $484K | 0.21% | 0.15% | -7.6% | Q1 2026 |
 FTEK | $324K | 0.14% | 0.47% | Not reported | Q4 2025 |
 ONL | $37.3K | 0.02% | 0.02% | Not reported | Q1 2026 |
 CNTY | $12.8K | 0.01% | 0.04% | Not reported | Q4 2025 |
 FSP | $10.2K | 0.00% | 0.02% | Not reported | Q4 2025 |
 AUROW | $9.67K | 0.00% | Not reported | Not reported | Q4 2025 |
| Q1 2026 | |||||
| WULF | $22.7M | 10.89% | 0.37% | -21.3% | Q4 2025 |
| CLSK | $13.2M | 6.32% | 0.60% | New | Q1 2026 |
| CORZ | $12.7M | 6.09% | 0.27% | +6.3% | Q4 2025 |
| ECHO | $9.37M | 4.49% | 0.17% | -46.7% | Q4 2025 |
| NBIS | $9.34M | 4.48% | 0.04% | -33.3% | Q4 2025 |
| HUT | $8.44M | 4.05% | 0.16% | -30.8% | Q4 2025 |
 NVRI | $8.29M | 3.97% | Not reported | Not reported | Q4 2025 |
| VISN | $7.28M | 3.49% | 0.18% | Not reported | Q4 2025 |
 CIFR | $5.15M | 2.47% | 0.10% | New | Q1 2026 |
| PRCH | $4.66M | 2.23% | 0.52% | +44.4% | Q4 2025 |
| NRGV | $4.62M | 2.21% | 0.80% | +133.3% | Q4 2025 |
| ATEX | $3.82M | 1.83% | 0.53% | -31.0% | Q4 2025 |
| TDS | $3.16M | 1.51% | 0.07% | Not reported | Q4 2025 |
| CBNA | $2.65M | 1.27% | Not reported | Not reported | Q4 2025 |
| RYAM | $2.21M | 1.06% | 0.30% | New | Q1 2026 |
| PRTH | $1.89M | 0.90% | 0.49% | Not reported | Q4 2025 |
| KNOP | $1.58M | 0.76% | 0.46% | Not reported | Q4 2025 |
| BVFL | $1.16M | 0.56% | 0.69% | Not reported | Q4 2025 |
| GLXY | $923K | 0.44% | 50000.00% | New | Q1 2026 |
| SCOR | $876K | 0.42% | 0.84% | Not reported | Q4 2025 |
 CMTL | $836K | 0.40% | 0.85% | Not reported | Q4 2025 |
| LE | $562K | 0.27% | 0.16% | New | Q1 2026 |
| FSI | $404K | 0.19% | 0.59% | Not reported | Q4 2025 |
| MAPS | $375K | 0.18% | 0.44% | Not reported | Q4 2025 |
| WALD | $285K | 0.14% | 3.75% | Not reported | Q4 2025 |
| FTEK | $179K | 0.09% | 0.47% | -8.3% | Q4 2025 |
| ONL | $27.7K | 0.01% | 0.02% | New | Q1 2026 |
| CNTY | $13.9K | 0.01% | 0.04% | Not reported | Q4 2025 |
| FSP | $13.2K | 0.01% | 0.02% | Not reported | Q4 2025 |
| AUROW | $6.01K | 0.00% | Not reported | Not reported | Q4 2025 |
| Q4 2025 | |||||
| WULF | $23M | 16.61% | 0.48% | New | Q4 2025 |
| ECHO | $16.3M | 11.78% | 0.31% | New | Q4 2025 |
| HUT | $11.9M | 8.63% | 0.24% | New | Q4 2025 |
| CORZ | $11.6M | 8.42% | 0.25% | New | Q4 2025 |
| NBIS | $11.3M | 8.17% | 0.05% | New | Q4 2025 |
| NVRI | $7.57M | 5.47% | Not reported | New | Q4 2025 |
| VISN | $7.25M | 5.24% | 0.18% | New | Q4 2025 |
| PRCH | $4.11M | 2.97% | 0.36% | New | Q4 2025 |
| ATEX | $3.17M | 2.29% | 0.77% | New | Q4 2025 |
| TDS | $3.08M | 2.22% | 0.07% | New | Q4 2025 |
| SEM | $2.97M | 2.15% | 0.16% | New | Q4 2025 |
| KW | $2.9M | 2.10% | 0.22% | New | Q4 2025 |
| NRGV | $2.77M | 2.00% | 0.36% | New | Q4 2025 |
| CBNA | $2.63M | 1.90% | Not reported | New | Q4 2025 |
| PRTH | $2.18M | 1.58% | 0.49% | New | Q4 2025 |
 FCNCA | $2.15M | 1.55% | Not reported | New | Q4 2025 |
 CENX | $1.96M | 1.42% | 0.05% | New | Q4 2025 |
| KNOP | $1.63M | 1.18% | 0.46% | New | Q4 2025 |
| CMTL | $1.33M | 0.96% | 0.85% | New | Q4 2025 |
| BVFL | $1.1M | 0.79% | 0.68% | New | Q4 2025 |
| TALK | $1.09M | 0.79% | 0.18% | New | Q4 2025 |
| SCOR | $820K | 0.59% | 0.85% | New | Q4 2025 |
| AFBI | $623K | 0.45% | 0.50% | New | Q4 2025 |
 STRZ | $585K | 0.42% | 0.30% | New | Q4 2025 |
| WALD | $564K | 0.41% | 3.75% | New | Q4 2025 |
| FSI | $503K | 0.36% | 0.59% | New | Q4 2025 |
| MAPS | $469K | 0.34% | 0.44% | New | Q4 2025 |
 GLIBK | $372K | 0.27% | Not reported | New | Q4 2025 |
 TRS | $355K | 0.26% | 0.03% | New | Q4 2025 |
 GOOG | $322K | 0.23% | Not reported | New | Q4 2025 |
 WW | $292K | 0.21% | 0.10% | New | Q4 2025 |
| FTEK | $250K | 0.18% | 0.52% | New | Q4 2025 |
 AMZN | $237K | 0.17% | 0.00% | New | Q4 2025 |
 TTAM | $165K | 0.12% | 0.01% | New | Q4 2025 |
 LMNR | $163K | 0.12% | 0.07% | New | Q4 2025 |
| FARM | $78.9K | 0.06% | 0.25% | New | Q4 2025 |
| FSP | $18.8K | 0.01% | 0.02% | New | Q4 2025 |
| CNTY | $13.3K | 0.01% | 0.03% | New | Q4 2025 |
| AUROW | $6.8K | 0.00% | Not reported | New | Q4 2025 |