Institutional Manager · CIK 0001910592
Harraden Circle Investments, LLC
NEW YORK, NY · File #028-25046
Latest AUM
$545.6M
Positions
180
Top-10 Concentration
48.8%
Filings
6
Portfolio Value Over Time
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | BOLD EAGLE ACQUISITION CORP | BEAGU | +2,555,739 | +$27.0M | $0 |
| EXITED | COLUMBUS CIRCLE CAPITAL I CL A ORD | G2296A109 | -2,570,422 | -$26.0M | $0 |
| NEW | NEW AMER ACQUISITION I CORP | 023634207 | +2,479,306 | +$25.8M | $0 |
| EXITED | CANTOR EQUITY PARTNERS I CL A ORD | G1827K107 | -2,298,679 | -$24.0M | $0 |
| REDUCE | M3BRIGADE ACQUISITION V CORP | G63212107 | -1,992,910 | -$21.2M | +$199,432 |
| NEW | CRANE HBR ACQUISITION CORP | CR | +1,962,105 | +$21.1M | $0 |
| EXITED | CANTOR EQUITY PARTNERS III CL A ORD | G1828A108 | -2,004,067 | -$20.7M | $0 |
| NEW | BLUE WTR ACQUISITION CORP. I | G1368E106 | +1,722,800 | +$17.8M | $0 |
| EXITED | ARMADA ACQUISITION II CL A ORD | G0R38G104 | -1,256,800 | -$13.1M | $0 |
| EXITED | GSR III Acquisition Corp ORD | G4R103107 | -1,231,259 | -$12.8M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025180 pos · $545.6M
- 13F HOLDINGS REPORTQ/E Sep 2025147 pos · $514.0M
- 13F HOLDINGS REPORTQ/E Jun 2025120 pos · $386.1M
- 13F HOLDINGS REPORTQ/E Mar 2025115 pos · $220.1M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 202529 pos · $2.3M
- 13F HOLDINGS REPORTQ/E Dec 202478 pos · $123.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | POLIBELI GROUP LTD | PLBL | 2,876,508 | $31.5M | 6.24% |
| 2 | CANTOR EQUITY PARTNERS II IN | G1827P106 | 2,440,394 | $27.5M | 5.44% |
| 3 | BOLD EAGLE ACQUISITION CORP | BEAGU | 2,555,739 | $27.0M | 5.35% |
| 4 | NEW AMER ACQUISITION I CORP | 023634207 | 2,479,306 | $25.8M | 5.11% |
| 5 | ALDEL FINL II INC | G01558108 | 2,351,288 | $24.7M | 4.88% |
| 6 | PERIMETER ACQUISITION CORP I | PMTRW | 2,300,498 | $23.6M | 4.68% |
| 7 | VINE HILL CAP INVT CORP. | G93Y09107 | 2,168,279 | $23.4M | 4.62% |
| 8 | REPUBLIC DIGITAL ACQUISITION | RDAGW | 2,299,466 | $23.3M | 4.61% |
| 9 | CRANE HBR ACQUISITION CORP | CR | 1,962,105 | $21.1M | 4.18% |
| 10 | WEN ACQUISITION CORP | WENNW | 1,820,449 | $18.4M | 3.64% |
| 11 | BLUE WTR ACQUISITION CORP. I | G1368E106 | 1,722,800 | $17.8M | 3.52% |
| 12 | COHEN CIRCLE ACQUISIT CORP I | COHN | 1,675,436 | $17.2M | 3.40% |
| 13 | DIGITAL ASSET ACQUISITION CO | DAAQW | 1,619,038 | $16.4M | 3.26% |
| 14 | 1RT ACQUISITION CORP. | ONCHW | 1,500,192 | $15.3M | 3.03% |
| 15 | YORKVILLE ACQUISITION CORP. | MCGAW | 1,443,900 | $14.6M | 2.90% |
| 16 | CANTOR EQUITY PARTNERS IV IN | G1828E100 | 1,211,900 | $12.5M | 2.47% |
| 17 | TEXAS VENTURES ACQUISITION I | G8772L105 | 1,066,667 | $11.4M | 2.25% |
| 18 | INFLECTION POINT ACQUISITION | G1169T104 | 955,646 | $10.2M | 2.03% |
| 19 | AMERICAN EXCEPTIONALISM ACQU | AEXA | 886,000 | $10.1M | 2.00% |
| 20 | CRANE HBR ACQUISITION CORP I | CR | 1,000,000 | $10.1M | 1.99% |