13F HOLDINGS REPORT
Beartown Capital Management, LLC
Quarter ended Q4 2025 · Filed February 18, 2026 · Accession 0001398344-26-003321
Total Value
$138.4M
Positions
44
Other Managers
0
Confidential Omitted
No
Holdings (44)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TERAWULF INC | WULF | 2,000,000 | $23.0M | 16.61% |
| 2 | ECHOSTAR CORP | SATS | 150,000 | $16.3M | 11.78% |
| 3 | HUT 8 CORP | HUT | 260,000 | $11.9M | 8.63% |
| 4 | CORE SCIENTIFIC INC NEW | 21874A106 | 800,000 | $11.6M | 8.42% |
| 5 | NEBIUS GROUP N.V. | NBIS | 135,000 | $11.3M | 8.17% |
| 6 | ENVIRI CORP | NVRI | 422,441 | $7.6M | 5.47% |
| 7 | COMMSCOPE HLDG CO INC | 20337X109 | 400,000 | $7.3M | 5.24% |
| 8 | PORCH GROUP INC | PRCH | 450,000 | $4.1M | 2.97% |
| 9 | ANTERIX INC | ATEX | 145,000 | $3.2M | 2.29% |
| 10 | TELEPHONE & DATA SYS INC | TDS-PV | 75,000 | $3.1M | 2.22% |
| 11 | SELECT MED HLDGS CORP | 81619Q105 | 200,000 | $3.0M | 2.15% |
| 12 | CORE SCIENTIFIC INC NEW | 21874A106 | 200,000 | $2.9M | 2.10% |
| 13 | KENNEDY-WILSON HOLDINGS INC | KW | 300,000 | $2.9M | 2.10% |
| 14 | ENERGY VAULT HOLDINGS INC | NRGV | 600,000 | $2.8M | 2.00% |
| 15 | CHAIN BRIDGE BANCORP INC | CBNA | 75,794 | $2.6M | 1.90% |
| 16 | TERAWULF INC | WULF | 200,000 | $2.3M | 1.66% |
| 17 | TERAWULF INC | WULF | 200,000 | $2.3M | 1.66% |
| 18 | PRIORITY TECHNOLOGY HLDGS IN | PRTHU | 400,000 | $2.2M | 1.58% |
| 19 | FIRST CTZNS BANCSHARES INC D | 31946M103 | 1,000 | $2.1M | 1.55% |
| 20 | CENTURY ALUM CO | CENX | 50,000 | $2.0M | 1.42% |
| 21 | NEBIUS GROUP N.V. | NBIS | 20,000 | $1.7M | 1.21% |
| 22 | KNOT OFFSHORE PARTNERS LP | KNOP | 157,082 | $1.6M | 1.18% |
| 23 | COMTECH TELECOMMUNICATIONS C | 205826209 | 251,881 | $1.3M | 0.96% |
| 24 | KNOT OFFSHORE PARTNERS LP | KNOP | 125,900 | $1.3M | 0.94% |
| 25 | BV FINL INC | 05603E208 | 60,616 | $1.1M | 0.79% |
| 26 | TALKSPACE INC | TALKW | 300,000 | $1.1M | 0.79% |
| 27 | COMSCORE INC | SCOR | 126,207 | $820,346 | 0.59% |
| 28 | AFFINITY BANCSHARES INC | AFBI | 30,416 | $622,616 | 0.45% |
| 29 | STARZ ENTERTAINMENT CORP. | 855919106 | 50,000 | $585,000 | 0.42% |
| 30 | WALDENCAST PLC | WALDW | 300,000 | $564,000 | 0.41% |
| 31 | FLEXIBLE SOLUTIONS INTL INC | FLEX | 74,754 | $502,721 | 0.36% |
| 32 | WM TECHNOLOGY INC | MAPSW | 568,883 | $469,385 | 0.34% |
| 33 | GCI LIBERTY INC | GLIBK | 10,000 | $372,100 | 0.27% |
| 34 | TRIMAS CORP | TRS | 10,000 | $354,500 | 0.26% |
| 35 | ALPHABET INC | GOOG | 1,026 | $321,959 | 0.23% |
| 36 | WW INTL INC | 98262P200 | 10,000 | $292,150 | 0.21% |
| 37 | FUEL TECH INC | FTEK | 160,027 | $249,642 | 0.18% |
| 38 | AMAZON COM INC | AMZN | 1,026 | $236,821 | 0.17% |
| 39 | TITAN AMER SA | B9151N105 | 10,000 | $164,800 | 0.12% |
| 40 | LIMONEIRA CO | LMNR | 12,892 | $162,762 | 0.12% |
| 41 | FARMER BROS CO | 307675108 | 54,009 | $78,853 | 0.06% |
| 42 | FRANKLIN STR PPTYS CORP | 35471R106 | 19,868 | $18,791 | 0.01% |
| 43 | CENTURY CASINOS INC | CNTY | 10,000 | $13,300 | 0.01% |
| 44 | AURORA INNOVATION INC | AUROW | 30,209 | $6,800 | 0.00% |