Filed: 8/14/2026ACC: 0001398344-26-014577
📋 What this filing means
BEARTOWN CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 41 equity positions with a total reported market value of $227.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$227.42M
Total AUM (reported)
11.90M
Total Shares
Allocation by class
COM$132.89M58.4%
CL A$47.66M21.0%
COM NEW$18.82M8.3%
CL A ORD SHS$7.93M3.5%
SHS$4.90M2.2%
COM CL A$3.13M1.4%
COM UNITS$2.82M1.2%
Portfolio Concentration
Top 3$78.87M34.7%
4–10$85.05M37.4%
11–25$50.25M22.1%
Rest$13.26M5.8%
Top 3 weight
34.7%
Top 10 weight
72.1%
Voting Authority Distribution
Total shares with voting rights: 11.90M
Sole
Full voting authority
11.90M
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)
Sole41
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings41
Rows:
TERAWULF INC
SOLEShares1.50M
TypeSH
Market value$37.05M
16.29%
Sole
1.50M
Shared
0.00
None
0.00
ECHOSTAR CORP
SOLEShares210K
TypeSH
Market value$21.32M
9.37%
Sole
210K
Shared
0.00
None
0.00
GALAXY DIGITAL INC.
SOLEShares750K
TypeSH
Market value$20.50M
9.02%
Sole
750K
Shared
0.00
None
0.00
HUT 8 CORP
SOLEShares170K
TypeSH
Market value$19.63M
8.63%
Sole
170K
Shared
0.00
None
0.00
CORE SCIENTIFIC INC NEW
SOLEShares750K
TypeSH
Market value$19.19M
8.44%
Sole
750K
Shared
0.00
None
0.00
CLEANSPARK INC
SOLEShares750K
TypeSH
Market value$10.91M
4.80%
Sole
750K
Shared
0.00
None
0.00
PORCH GROUP INC
SOLEShares670K
TypeSH
Market value$10.08M
4.43%
Sole
670K
Shared
0.00
None
0.00
VISTANCE NETWORKS INC
SOLEShares750K
TypeSH
Market value$9.59M
4.21%
Sole
750K
Shared
0.00
None
0.00
BITDEER TECHNOLOGIES GROUP
SOLEShares500K
TypeSH
Market value$7.93M
3.49%
Sole
500K
Shared
0.00
None
0.00
ANTERIX INC
SOLEShares75K
TypeSH
Market value$7.72M
3.39%
Sole
75K
Shared
0.00
None
0.00
ENERGY VAULT HOLDINGS INC
SOLEShares1.40M
TypeSH
Market value$6.59M
2.90%
Sole
1.40M
Shared
0.00
None
0.00
IMAX CORP
SOLEShares110K
TypeSH
Market value$4.38M
1.93%
Sole
110K
Shared
0.00
None
0.00
HALLADOR ENERGY COMPANY
SOLEShares200K
TypeSH
Market value$3.48M
1.53%
Sole
200K
Shared
0.00
None
0.00
MONRO INC
SOLEShares200K
TypeSH
Market value$3.42M
1.50%
Sole
200K
Shared
0.00
None
0.00
ZIFF DAVIS INC
SOLEShares65K
TypeSH
Market value$3.40M
1.50%
Sole
65K
Shared
0.00
None
0.00
INMODE LTD
SOLEShares225K
TypeSH
Market value$3.29M
1.45%
Sole
225K
Shared
0.00
None
0.00
CHAIN BRIDGE BANCORP INC
SOLEShares75.79K
TypeSH
Market value$3.19M
1.40%
Sole
75.79K
Shared
0.00
None
0.00
SHARONAI HOLDINGS INC
SOLEShares37K
TypeSH
Market value$3.13M
1.38%
Sole
37K
Shared
0.00
None
0.00
HIVE DIGITAL TECHNOLOGIES LT
SOLEShares800K
TypeSH
Market value$2.91M
1.28%
Sole
800K
Shared
0.00
None
0.00
KNOT OFFSHORE PARTNERS LP
SOLEShares282.98K
TypeSH
Market value$2.82M
1.24%
Sole
282.98K
Shared
0.00
None
0.00
TELEPHONE & DATA SYS INC
SOLEShares75K
TypeSH
Market value$2.78M
1.22%
Sole
75K
Shared
0.00
None
0.00
NEBIUS GROUP N.V.
SOLEShares10K
TypeSH
Market value$2.76M
1.21%
Sole
10K
Shared
0.00
None
0.00
FERMI INC
SOLEShares300K
TypeSH
Market value$2.75M
1.21%
Sole
300K
Shared
0.00
None
0.00
PRIORITY TECHNOLOGY HLDGS IN
SOLEShares400K
TypeSH
Market value$2.67M
1.17%
Sole
400K
Shared
0.00
None
0.00
ABIVAX SA
SOLEShares20K
TypeSH
Market value$2.67M
1.17%
Sole
20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TERAWULF INCSOLE | COM | 1.50M | SH | $37.05M 16.29% | 1.50M | 0.00 | 0.00 |
ECHOSTAR CORPSOLE | CL A | 210K | SH | $21.32M 9.37% | 210K | 0.00 | 0.00 |
GALAXY DIGITAL INC.SOLE | CL A | 750K | SH | $20.50M 9.02% | 750K | 0.00 | 0.00 |
HUT 8 CORPSOLE | COM | 170K | SH | $19.63M 8.63% | 170K | 0.00 | 0.00 |
CORE SCIENTIFIC INC NEWSOLE | COM | 750K | SH | $19.19M 8.44% | 750K | 0.00 | 0.00 |
CLEANSPARK INCSOLE | COM NEW | 750K | SH | $10.91M 4.80% | 750K | 0.00 | 0.00 |
PORCH GROUP INCSOLE | COM | 670K | SH | $10.08M 4.43% | 670K | 0.00 | 0.00 |
VISTANCE NETWORKS INCSOLE | COM | 750K | SH | $9.59M 4.21% | 750K | 0.00 | 0.00 |
BITDEER TECHNOLOGIES GROUPSOLE | CL A ORD SHS | 500K | SH | $7.93M 3.49% | 500K | 0.00 | 0.00 |
ANTERIX INCSOLE | COM | 75K | SH | $7.72M 3.39% | 75K | 0.00 | 0.00 |
ENERGY VAULT HOLDINGS INCSOLE | COM | 1.40M | SH | $6.59M 2.90% | 1.40M | 0.00 | 0.00 |
IMAX CORPSOLE | COM | 110K | SH | $4.38M 1.93% | 110K | 0.00 | 0.00 |
HALLADOR ENERGY COMPANYSOLE | COM | 200K | SH | $3.48M 1.53% | 200K | 0.00 | 0.00 |
MONRO INCSOLE | COM | 200K | SH | $3.42M 1.50% | 200K | 0.00 | 0.00 |
ZIFF DAVIS INCSOLE | COM | 65K | SH | $3.40M 1.50% | 65K | 0.00 | 0.00 |
INMODE LTDSOLE | SHS | 225K | SH | $3.29M 1.45% | 225K | 0.00 | 0.00 |
CHAIN BRIDGE BANCORP INCSOLE | CL A | 75.79K | SH | $3.19M 1.40% | 75.79K | 0.00 | 0.00 |
SHARONAI HOLDINGS INCSOLE | COM CL A | 37K | SH | $3.13M 1.38% | 37K | 0.00 | 0.00 |
HIVE DIGITAL TECHNOLOGIES LTSOLE | COM NEW | 800K | SH | $2.91M 1.28% | 800K | 0.00 | 0.00 |
KNOT OFFSHORE PARTNERS LPSOLE | COM UNITS | 282.98K | SH | $2.82M 1.24% | 282.98K | 0.00 | 0.00 |
TELEPHONE & DATA SYS INCSOLE | COM NEW | 75K | SH | $2.78M 1.22% | 75K | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 10K | SH | $2.76M 1.21% | 10K | 0.00 | 0.00 |
FERMI INCSOLE | COM | 300K | SH | $2.75M 1.21% | 300K | 0.00 | 0.00 |
PRIORITY TECHNOLOGY HLDGS INSOLE | COM | 400K | SH | $2.67M 1.17% | 400K | 0.00 | 0.00 |
ABIVAX SASOLE | SPONSORED ADS | 20K | SH | $2.67M 1.17% | 20K | 0.00 | 0.00 |
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