Institutional Manager · CIK 0001877162
Beartown Capital Management, LLC
HUNTINGTON WOODS, MI · File #028-26618
Latest AUM
$138.4M
Positions
44
Top-10 Concentration
71.8%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |