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Beartown Capital Management, LLC

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13F filer, CIK 1877162, HUNTINGTON WOODS, MI

Beartown Capital Management, LLC reported $227,420,523 across 41 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 72.73% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-26-014577

Period
2026-06-30
Reported value
$227M
Holdings
41
Top 10 weight
72.73%
New
15
Sold out
16

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GLXYadded+700,000$19.1M
ECHOadded+130,000$13.2M
BTDRnew+500,000$7.93M
VISNadded+350,000$4.47M
IMAXnew+110,000$4.38M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NBISreduced-80,000-$22.1M
CLSKreduced-800,000-$11.6M
NVRIexited-422,441-$8.29M
CIFRexited-400,000-$5.15M
ATEXreduced-25,000-$2.57M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001398344-26-014577, largest first. % of portfolio is the value over $225,390,523, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WULFTERAWULF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 2,000,000 shares; 2026Q1: 1,575,000 shares; 2026Q2: 1,500,000 shares 1,500,000$37M16.44%-75,000Timeline
ECHOECHOSTAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 150,000 shares; 2026Q1: 80,000 shares; 2026Q2: 210,000 shares 210,000$21.3M9.46%+130,000Timeline
GLXYGALAXY DIGITAL INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 50,000 shares; 2026Q2: 750,000 shares 750,000$20.5M9.1%+700,000Timeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 260,000 shares; 2026Q1: 180,000 shares; 2026Q2: 170,000 shares 170,000$19.6M8.71%-10,000Timeline
CORZCORE SCIENTIFIC INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 800,000 shares; 2026Q1: 850,000 shares; 2026Q2: 750,000 shares 750,000$19.2M8.52%-100,000Timeline
CLSKCLEANSPARK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,550,000 shares; 2026Q2: 750,000 shares 750,000$10.9M4.84%-800,000Timeline
PRCHPORCH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 450,000 shares; 2026Q1: 650,000 shares; 2026Q2: 670,000 shares 670,000$10.1M4.47%+20,000Timeline
VISNVISTANCE NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 400,000 shares; 2026Q1: 400,000 shares; 2026Q2: 750,000 shares 750,000$9.59M4.25%+350,000Timeline
BTDRBITDEER TECHNOLOGIES GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500,000 shares 500,000$7.93M3.52%newTimeline
ATEXANTERIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 145,000 shares; 2026Q1: 100,000 shares; 2026Q2: 75,000 shares 75,000$7.72M3.43%-25,000Timeline
NRGVENERGY VAULT HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 600,000 shares; 2026Q1: 1,400,000 shares; 2026Q2: 1,400,000 shares 1,400,000$6.59M2.93%0Timeline
IMAXIMAX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 110,000 shares 110,000$4.38M1.95%newTimeline
HNRGHALLADOR ENERGY COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200,000 shares 200,000$3.48M1.54%newTimeline
MNROMONRO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200,000 shares 200,000$3.42M1.52%newTimeline
ZDZIFF DAVIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65,000 shares 65,000$3.4M1.51%newTimeline
INMDINMODE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 225,000 shares 225,000$3.29M1.46%newTimeline
CBNACHAIN BRIDGE BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 75,794 shares; 2026Q1: 75,794 shares; 2026Q2: 75,794 shares 75,794$3.19M1.41%0Timeline
SHAZSHARONAI HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,000 shares 37,000$3.13M1.39%newTimeline
HIVEHIVE DIGITAL TECHNOLOGIES LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800,000 shares 800,000$2.91M1.29%newTimeline
KNOPKNOT OFFSHORE PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 157,082 shares; 2026Q1: 157,082 shares; 2026Q2: 282,982 shares 282,982$2.82M1.25%+125,900Timeline
TDSTELEPHONE & DATA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 75,000 shares; 2026Q1: 75,000 shares; 2026Q2: 75,000 shares 75,000$2.78M1.23%0Timeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 135,000 shares; 2026Q1: 90,000 shares; 2026Q2: 10,000 shares 10,000$2.76M1.23%-80,000Timeline
FRMIFERMI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300,000 shares 300,000$2.75M1.22%newTimeline
PRTHPRIORITY TECHNOLOGY HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 400,000 shares; 2026Q1: 400,000 shares; 2026Q2: 400,000 shares 400,000$2.67M1.18%0Timeline
ABVXABIVAX SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,000 shares 20,000$2.67M1.18%newTimeline
DDIDOUBLEDOWN INTERACTIVE CO LTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 144,637 shares 144,637$1.66M0.74%newTimeline
DGXXDIGI PWR X INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300,000 shares 300,000$1.64M0.73%newTimeline
QUREUNIQURE NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,000 shares 35,000$1.61M0.72%newTimeline
RYAMRAYONIER ADVANCED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 200,000 shares; 2026Q2: 200,000 shares 200,000$1.57M0.7%0Timeline
BVFLBV FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 60,616 shares; 2026Q1: 60,616 shares; 2026Q2: 60,616 shares 60,616$1.28M0.57%0Timeline
SCORCOMSCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 126,207 shares; 2026Q1: 126,207 shares; 2026Q2: 126,207 shares 126,207$931K0.41%0Timeline
KELYAKELLY SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,064 shares 51,064$627K0.28%newTimeline
WALDWALDENCAST PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 300,000 shares; 2026Q1: 300,000 shares; 2026Q2: 300,000 shares 300,000$528K0.23%0Timeline
FSIFLEXIBLE SOLUTIONS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 74,754 shares; 2026Q1: 74,754 shares; 2026Q2: 74,754 shares 74,754$498K0.22%0Timeline
LELANDS END INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 50,000 shares; 2026Q2: 46,200 shares 46,200$484K0.21%-3,800Timeline
FTEKFUEL TECH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 160,027 shares; 2026Q1: 146,689 shares; 2026Q2: 146,689 shares 146,689$324K0.14%0Timeline
ONLORION PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 12,899 shares; 2026Q2: 12,899 shares 12,899$37.3K0.02%0Timeline
CNTYCENTURY CASINOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000$12.8K0.01%0Timeline
FSPFRANKLIN STR PPTYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 19,868 shares; 2026Q1: 19,868 shares; 2026Q2: 19,868 shares 19,868$10.2K<0.01%0Timeline
AUROWAURORA INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not loaded; 2025Q2: not loaded; 2025Q3: not loaded; 2025Q4: 30,209 shares; 2026Q1: 30,209 shares; 2026Q2: 30,209 shares 30,209$9.67K<0.01%0Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
ECHOSTAR CORPECHOSTAR CORP CL Acall20,000$2.03Mnew

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SPYSTATE STR SPDR S&P 500 ETF T30,000$19.5Mput
CLSKCLEANSPARK INC1,700,000$14.5Mcall
QQQINVESCO QQQ TR20,000$11.5Mput
CORZCORE SCIENTIFIC INC NEW600,000$8.98Mcall
BTDRBITDEER TECHNOLOGIES GROUP1,000,000$8.65Mcall
NVRIENVIRI CORP422,441$8.29Mshares
WULFTERAWULF INC500,000$7.21Mcall
CIFRCIPHER DIGITAL INC400,000$5.15Mshares
NBISNEBIUS GROUP N.V.30,000$3.11Mcall
BWABORGWARNER INC50,000$2.71Mcall
ECHOECHOSTAR CORP20,000$2.34Mcall
KNOPKNOT OFFSHORE PARTNERS LP125,900$1.27Mcall
HUTHUT 8 CORP25,000$1.17Mcall
GLXYGALAXY DIGITAL INC.50,000$922Kcall
CMTLCOMTECH TELECOMMUNICATIONS C251,881$836Kshares
MAPSWM TECHNOLOGY INC568,883$375Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001398344-26-014577 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001398344-26-014577 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0001398344-26-009146 Quarter ended 2026-03-312026-05-14acceptance time not in the bulk data set
13F-HR 0001398344-26-003321 Quarter ended 2025-12-312026-02-18acceptance time not in the bulk data set