Filed: 5/14/2026ACC: 0001398344-26-009146
📋 What this filing means
BEARTOWN CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $208.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$208.64M
Total AUM (reported)
14.46M
Total Shares
Allocation by class
COM$103.46M49.6%
COM NEW$33.69M16.1%
TR UNIT$19.51M9.4%
CL A$16.20M7.8%
SHS CLASS A$12.45M6.0%
UNIT SER 1$11.54M5.5%
CL A ORD SHS$8.65M4.1%
Portfolio Concentration
Top 3$79.29M38.0%
4–10$81.77M39.2%
11–25$45.71M21.9%
Rest$1.86M0.9%
Top 3 weight
38.0%
Top 10 weight
77.2%
Voting Authority Distribution
Total shares with voting rights: 14.46M
Sole
Full voting authority
14.46M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole34
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings34
Rows:
TERAWULF INC
SOLEShares2.08M
TypeSH
Market value$29.94M
14.35%
Sole
2.08M
Shared
0.00
None
0.00
CLEANSPARK INC
SOLEShares3.25M
TypeSH
Market value$27.66M
13.26%
Sole
3.25M
Shared
0.00
None
0.00
CORE SCIENTIFIC INC NEW
SOLEShares1.45M
TypeSH
Market value$21.69M
10.40%
Sole
1.45M
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares30K
TypeSH
Market value$19.51M
9.35%
Sole
30K
Shared
0.00
None
0.00
NEBIUS GROUP N.V.
SOLEShares120K
TypeSH
Market value$12.45M
5.97%
Sole
120K
Shared
0.00
None
0.00
ECHOSTAR CORP
SOLEShares100K
TypeSH
Market value$11.71M
5.61%
Sole
100K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares20K
TypeSH
Market value$11.54M
5.53%
Sole
20K
Shared
0.00
None
0.00
HUT 8 CORP
SOLEShares205K
TypeSH
Market value$9.62M
4.61%
Sole
205K
Shared
0.00
None
0.00
BITDEER TECHNOLOGIES GROUP
SOLEShares1M
TypeSH
Market value$8.65M
4.15%
Sole
1M
Shared
0.00
None
0.00
ENVIRI CORP
SOLEShares422.44K
TypeSH
Market value$8.29M
3.97%
Sole
422.44K
Shared
0.00
None
0.00
VISTANCE NETWORKS INC
SOLEShares400K
TypeSH
Market value$7.28M
3.49%
Sole
400K
Shared
0.00
None
0.00
CIPHER DIGITAL INC
SOLEShares400K
TypeSH
Market value$5.15M
2.47%
Sole
400K
Shared
0.00
None
0.00
PORCH GROUP INC
SOLEShares650K
TypeSH
Market value$4.66M
2.23%
Sole
650K
Shared
0.00
None
0.00
ENERGY VAULT HOLDINGS INC
SOLEShares1.40M
TypeSH
Market value$4.62M
2.21%
Sole
1.40M
Shared
0.00
None
0.00
ANTERIX INC
SOLEShares100K
TypeSH
Market value$3.82M
1.83%
Sole
100K
Shared
0.00
None
0.00
TELEPHONE & DATA SYS INC
SOLEShares75K
TypeSH
Market value$3.16M
1.51%
Sole
75K
Shared
0.00
None
0.00
KNOT OFFSHORE PARTNERS LP
SOLEShares282.98K
TypeSH
Market value$2.85M
1.37%
Sole
282.98K
Shared
0.00
None
0.00
BORGWARNER INC
SOLEShares50K
TypeSH
Market value$2.71M
1.30%
Sole
50K
Shared
0.00
None
0.00
CHAIN BRIDGE BANCORP INC
SOLEShares75.79K
TypeSH
Market value$2.65M
1.27%
Sole
75.79K
Shared
0.00
None
0.00
RAYONIER ADVANCED MATLS INC
SOLEShares200K
TypeSH
Market value$2.21M
1.06%
Sole
200K
Shared
0.00
None
0.00
PRIORITY TECHNOLOGY HLDGS IN
SOLEShares400K
TypeSH
Market value$1.89M
0.90%
Sole
400K
Shared
0.00
None
0.00
GALAXY DIGITAL INC.
SOLEShares100K
TypeSH
Market value$1.84M
0.88%
Sole
100K
Shared
0.00
None
0.00
BV FINL INC
SOLEShares60.62K
TypeSH
Market value$1.16M
0.56%
Sole
60.62K
Shared
0.00
None
0.00
COMSCORE INC
SOLEShares126.21K
TypeSH
Market value$875.9K
0.42%
Sole
126.21K
Shared
0.00
None
0.00
COMTECH TELECOMMUNICATIONS C
SOLEShares251.88K
TypeSH
Market value$836.2K
0.40%
Sole
251.88K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TERAWULF INCSOLE | COM | 2.08M | SH | $29.94M 14.35% | 2.08M | 0.00 | 0.00 |
CLEANSPARK INCSOLE | COM NEW | 3.25M | SH | $27.66M 13.26% | 3.25M | 0.00 | 0.00 |
CORE SCIENTIFIC INC NEWSOLE | COM | 1.45M | SH | $21.69M 10.40% | 1.45M | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 30K | SH | $19.51M 9.35% | 30K | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 120K | SH | $12.45M 5.97% | 120K | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 100K | SH | $11.71M 5.61% | 100K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 20K | SH | $11.54M 5.53% | 20K | 0.00 | 0.00 |
HUT 8 CORPSOLE | COM | 205K | SH | $9.62M 4.61% | 205K | 0.00 | 0.00 |
BITDEER TECHNOLOGIES GROUPSOLE | CL A ORD SHS | 1M | SH | $8.65M 4.15% | 1M | 0.00 | 0.00 |
ENVIRI CORPSOLE | COM | 422.44K | SH | $8.29M 3.97% | 422.44K | 0.00 | 0.00 |
VISTANCE NETWORKS INCSOLE | COM | 400K | SH | $7.28M 3.49% | 400K | 0.00 | 0.00 |
CIPHER DIGITAL INCSOLE | COM | 400K | SH | $5.15M 2.47% | 400K | 0.00 | 0.00 |
PORCH GROUP INCSOLE | COM | 650K | SH | $4.66M 2.23% | 650K | 0.00 | 0.00 |
ENERGY VAULT HOLDINGS INCSOLE | COM | 1.40M | SH | $4.62M 2.21% | 1.40M | 0.00 | 0.00 |
ANTERIX INCSOLE | COM | 100K | SH | $3.82M 1.83% | 100K | 0.00 | 0.00 |
TELEPHONE & DATA SYS INCSOLE | COM NEW | 75K | SH | $3.16M 1.51% | 75K | 0.00 | 0.00 |
KNOT OFFSHORE PARTNERS LPSOLE | COM UNITS | 282.98K | SH | $2.85M 1.37% | 282.98K | 0.00 | 0.00 |
BORGWARNER INCSOLE | COM | 50K | SH | $2.71M 1.30% | 50K | 0.00 | 0.00 |
CHAIN BRIDGE BANCORP INCSOLE | CL A | 75.79K | SH | $2.65M 1.27% | 75.79K | 0.00 | 0.00 |
RAYONIER ADVANCED MATLS INCSOLE | COM | 200K | SH | $2.21M 1.06% | 200K | 0.00 | 0.00 |
PRIORITY TECHNOLOGY HLDGS INSOLE | COM | 400K | SH | $1.89M 0.90% | 400K | 0.00 | 0.00 |
GALAXY DIGITAL INC.SOLE | CL A | 100K | SH | $1.84M 0.88% | 100K | 0.00 | 0.00 |
BV FINL INCSOLE | COM NEW | 60.62K | SH | $1.16M 0.56% | 60.62K | 0.00 | 0.00 |
COMSCORE INCSOLE | COM NEW | 126.21K | SH | $875.9K 0.42% | 126.21K | 0.00 | 0.00 |
COMTECH TELECOMMUNICATIONS CSOLE | COM NEW | 251.88K | SH | $836.2K 0.40% | 251.88K | 0.00 | 0.00 |
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