BEARTOWN CAPITAL MANAGEMENT, LLC

PrivateCIK: 1877162
Location

HUNTINGTON WOODS, MI

34
Positions
$208.64M
Total AUM (reported)
14.46M
Total Shares

Allocation by class

TOTAL AUM$208.64M34 positions
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 338.0%4–1039.2%11–2521.9%Rest0.9%TOP 1077.2%0%100%
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

SOLE
COM
Shares2.08M
TypeSH
Market value$29.94M
14.35%
Sole
2.08M
Shared
0.00
None
0.00

CLEANSPARK INC

SOLE
COM NEW
Shares3.25M
TypeSH
Market value$27.66M
13.26%
Sole
3.25M
Shared
0.00
None
0.00

CORE SCIENTIFIC INC NEW

SOLE
COM
Shares1.45M
TypeSH
Market value$21.69M
10.40%
Sole
1.45M
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares30K
TypeSH
Market value$19.51M
9.35%
Sole
30K
Shared
0.00
None
0.00

NEBIUS GROUP N.V.

SOLE
SHS CLASS A
Shares120K
TypeSH
Market value$12.45M
5.97%
Sole
120K
Shared
0.00
None
0.00

ECHOSTAR CORP

SOLE
CL A
Shares100K
TypeSH
Market value$11.71M
5.61%
Sole
100K
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares20K
TypeSH
Market value$11.54M
5.53%
Sole
20K
Shared
0.00
None
0.00

HUT 8 CORP

SOLE
COM
Shares205K
TypeSH
Market value$9.62M
4.61%
Sole
205K
Shared
0.00
None
0.00

BITDEER TECHNOLOGIES GROUP

SOLE
CL A ORD SHS
Shares1M
TypeSH
Market value$8.65M
4.15%
Sole
1M
Shared
0.00
None
0.00

ENVIRI CORP

SOLE
COM
Shares422.44K
TypeSH
Market value$8.29M
3.97%
Sole
422.44K
Shared
0.00
None
0.00

VISTANCE NETWORKS INC

SOLE
COM
Shares400K
TypeSH
Market value$7.28M
3.49%
Sole
400K
Shared
0.00
None
0.00

CIPHER DIGITAL INC

SOLE
COM
Shares400K
TypeSH
Market value$5.15M
2.47%
Sole
400K
Shared
0.00
None
0.00

PORCH GROUP INC

SOLE
COM
Shares650K
TypeSH
Market value$4.66M
2.23%
Sole
650K
Shared
0.00
None
0.00

ENERGY VAULT HOLDINGS INC

SOLE
COM
Shares1.40M
TypeSH
Market value$4.62M
2.21%
Sole
1.40M
Shared
0.00
None
0.00

ANTERIX INC

SOLE
COM
Shares100K
TypeSH
Market value$3.82M
1.83%
Sole
100K
Shared
0.00
None
0.00

TELEPHONE & DATA SYS INC

SOLE
COM NEW
Shares75K
TypeSH
Market value$3.16M
1.51%
Sole
75K
Shared
0.00
None
0.00

KNOT OFFSHORE PARTNERS LP

SOLE
COM UNITS
Shares282.98K
TypeSH
Market value$2.85M
1.37%
Sole
282.98K
Shared
0.00
None
0.00

BORGWARNER INC

SOLE
COM
Shares50K
TypeSH
Market value$2.71M
1.30%
Sole
50K
Shared
0.00
None
0.00

CHAIN BRIDGE BANCORP INC

SOLE
CL A
Shares75.79K
TypeSH
Market value$2.65M
1.27%
Sole
75.79K
Shared
0.00
None
0.00

RAYONIER ADVANCED MATLS INC

SOLE
COM
Shares200K
TypeSH
Market value$2.21M
1.06%
Sole
200K
Shared
0.00
None
0.00

PRIORITY TECHNOLOGY HLDGS IN

SOLE
COM
Shares400K
TypeSH
Market value$1.89M
0.90%
Sole
400K
Shared
0.00
None
0.00

GALAXY DIGITAL INC.

SOLE
CL A
Shares100K
TypeSH
Market value$1.84M
0.88%
Sole
100K
Shared
0.00
None
0.00

BV FINL INC

SOLE
COM NEW
Shares60.62K
TypeSH
Market value$1.16M
0.56%
Sole
60.62K
Shared
0.00
None
0.00

COMSCORE INC

SOLE
COM NEW
Shares126.21K
TypeSH
Market value$875.9K
0.42%
Sole
126.21K
Shared
0.00
None
0.00

COMTECH TELECOMMUNICATIONS C

SOLE
COM NEW
Shares251.88K
TypeSH
Market value$836.2K
0.40%
Sole
251.88K
Shared
0.00
None
0.00
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