HARRADEN CIRCLE INVESTMENTS, LLC

Filed: 2/13/2026ACC: 0001910592-26-000002

📋 What this filing means

HARRADEN CIRCLE INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 180 equity positions with a total reported market value of $545.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

180

Positions

$545.63M

Total AUM (reported)

188.51M

Total Shares

Allocation by class

CL A$78.50M14.4%

SHS CL A$77.15M14.1%

ORD SHS CL A$68.31M12.5%

CL A ORD SHS$63.07M11.6%

USD CL A ORD SHS$49.94M9.2%

COM CL A$45.16M8.3%

UNIT 99/99/9999$35.07M6.4%

Portfolio Concentration

Top 3$86.05M15.8%

4–10$160.28M29.4%

11–25$178.59M32.7%

Rest$120.72M22.1%

Top 3 weight

15.8%

Top 10 weight

45.1%

Voting Authority Distribution

Total shares with voting rights: 131.49M

Sole

Full voting authority

131.49M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole180

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings180

Rows:

POLIBELI GROUP LTD

SOLE

CL A ORD SHS

Shares2.88M

TypeSH

Market value$31.53M

5.78%

Sole

2.88M

Shared

0.00

None

0.00

CANTOR EQUITY PARTNERS II IN

SOLE

CL A ORD SHS

Shares2.44M

TypeSH

Market value$27.48M

5.04%

Sole

2.44M

Shared

0.00

None

0.00

BOLD EAGLE ACQUISITION CORP

SOLE

CL A

Shares2.56M

TypeSH

Market value$27.04M

4.96%

Sole

2.56M

Shared

0.00

None

0.00

NEW AMER ACQUISITION I CORP

SOLE

UNIT 99/99/9999

Shares2.48M

TypeSH

Market value$25.81M

4.73%

Sole

2.48M

Shared

0.00

None

0.00

ALDEL FINL II INC

SOLE

CL A

Shares2.35M

TypeSH

Market value$24.67M

4.52%

Sole

2.35M

Shared

0.00

None

0.00

PERIMETER ACQUISITION CORP I

SOLE

COM CL A

Shares2.30M

TypeSH

Market value$23.65M

4.33%

Sole

2.30M

Shared

0.00

None

0.00

VINE HILL CAP INVT CORP.

SOLE

ORD SHS CL A

Shares2.17M

TypeSH

Market value$23.35M

4.28%

Sole

2.17M

Shared

0.00

None

0.00

REPUBLIC DIGITAL ACQUISITION

SOLE

USD CL A ORD SHS

Shares2.30M

TypeSH

Market value$23.28M

4.27%

Sole

2.30M

Shared

0.00

None

0.00

CRANE HBR ACQUISITION CORP

SOLE

CL A

Shares1.96M

TypeSH

Market value$21.13M

3.87%

Sole

1.96M

Shared

0.00

None

0.00

WEN ACQUISITION CORP

SOLE

COM CL A

Shares1.82M

TypeSH

Market value$18.39M

3.37%

Sole

1.82M

Shared

0.00

None

0.00

BLUE WTR ACQUISITION CORP. I

SOLE

ORD SHS CL A

Shares1.72M

TypeSH

Market value$17.78M

3.26%

Sole

1.72M

Shared

0.00

None

0.00

COHEN CIRCLE ACQUISIT CORP I

SOLE

SHS CL A

Shares1.68M

TypeSH

Market value$17.16M

3.14%

Sole

1.68M

Shared

0.00

None

0.00

DIGITAL ASSET ACQUISITION CO

SOLE

SHS CL A

Shares1.62M

TypeSH

Market value$16.45M

3.01%

Sole

1.62M

Shared

0.00

None

0.00

1RT ACQUISITION CORP.

SOLE

USD CL A ORD SHS

Shares1.50M

TypeSH

Market value$15.30M

2.80%

Sole

1.50M

Shared

0.00

None

0.00

YORKVILLE ACQUISITION CORP.

SOLE

SHS CL A

Shares1.44M

TypeSH

Market value$14.63M

2.68%

Sole

1.44M

Shared

0.00

None

0.00

CANTOR EQUITY PARTNERS IV IN

SOLE

SHS CL A

Shares1.21M

TypeSH

Market value$12.46M

2.28%

Sole

1.21M

Shared

0.00

None

0.00

TEXAS VENTURES ACQUISITION I

SOLE

USD CL A ORD SHS

Shares1.07M

TypeSH

Market value$11.36M

2.08%

Sole

1.07M

Shared

0.00

None

0.00

INFLECTION POINT ACQUISITION

SOLE

SHS CL A

Shares955.65K

TypeSH

Market value$10.24M

1.88%

Sole

955.65K

Shared

0.00

None

0.00

AMERICAN EXCEPTIONALISM ACQU

SOLE

ORD CL A

Shares886K

TypeSH

Market value$10.09M

1.85%

Sole

886K

Shared

0.00

None

0.00

SOLE

CL A SHS

Shares768.46K

TypeSH

Market value$7.68M

1.41%

Sole

768.46K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
POLIBELI GROUP LTDSOLE	CL A ORD SHS	2.88M	SH	$31.53M 5.78%	2.88M
CANTOR EQUITY PARTNERS II INSOLE	CL A ORD SHS	2.44M	SH	$27.48M 5.04%	2.44M
BOLD EAGLE ACQUISITION CORPSOLE	CL A	2.56M	SH	$27.04M 4.96%	2.56M
NEW AMER ACQUISITION I CORPSOLE	UNIT 99/99/9999	2.48M	SH	$25.81M 4.73%	2.48M
ALDEL FINL II INCSOLE	CL A	2.35M	SH	$24.67M 4.52%	2.35M
PERIMETER ACQUISITION CORP ISOLE	COM CL A	2.30M	SH	$23.65M 4.33%	2.30M
VINE HILL CAP INVT CORP.SOLE	ORD SHS CL A	2.17M	SH	$23.35M 4.28%	2.17M
REPUBLIC DIGITAL ACQUISITIONSOLE	USD CL A ORD SHS	2.30M	SH	$23.28M 4.27%	2.30M
CRANE HBR ACQUISITION CORPSOLE	CL A	1.96M	SH	$21.13M 3.87%	1.96M
WEN ACQUISITION CORPSOLE	COM CL A	1.82M	SH	$18.39M 3.37%	1.82M
BLUE WTR ACQUISITION CORP. ISOLE	ORD SHS CL A	1.72M	SH	$17.78M 3.26%	1.72M
COHEN CIRCLE ACQUISIT CORP ISOLE	SHS CL A	1.68M	SH	$17.16M 3.14%	1.68M
DIGITAL ASSET ACQUISITION COSOLE	SHS CL A	1.62M	SH	$16.45M 3.01%	1.62M
1RT ACQUISITION CORP.SOLE	USD CL A ORD SHS	1.50M	SH	$15.30M 2.80%	1.50M
YORKVILLE ACQUISITION CORP.SOLE	SHS CL A	1.44M	SH	$14.63M 2.68%	1.44M
CANTOR EQUITY PARTNERS IV INSOLE	SHS CL A	1.21M	SH	$12.46M 2.28%	1.21M
TEXAS VENTURES ACQUISITION ISOLE	USD CL A ORD SHS	1.07M	SH	$11.36M 2.08%	1.07M
INFLECTION POINT ACQUISITIONSOLE	SHS CL A	955.65K	SH	$10.24M 1.88%	955.65K
AMERICAN EXCEPTIONALISM ACQUSOLE	ORD CL A	886K	SH	$10.09M 1.85%	886K
CRANE HBR ACQUISITION CORP ISOLE	UNIT 12/09/2030	1M	SH	$10.07M 1.85%	1M
SC II ACQUISITION CORPSOLE	UNIT 11/06/2030	950.40K	SH	$9.57M 1.75%	950.40K
SAFEGUARD ACQUISITION CORPSOLE	UNIT 99/99/9999	918.07K	SH	$9.26M 1.70%	918.07K
TRAILBLAZER ACQUISITION CORPSOLE	ORD SHS CL A	884.47K	SH	$8.85M 1.62%	884.47K
CANTOR EQUITY PARTNERS V INCSOLE	SHS CL A S	750K	SH	$7.69M 1.41%	750K
GSR IV ACQUISITION CORPSOLE	CL A SHS	768.46K	SH	$7.68M 1.41%	768.46K

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