Bear Mountain Capital’s BigBear.ai BBAI Stock Holding History

Bear Mountain Capital’s Portfolio BBAI Stock Details BBAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.42K	Buy	456 +45	+11%	+$180	﹤0.01%	129
2026 Q1	$1.58K	Buy	411 +36	+10%	+$167	﹤0.01%	131
2025 Q4	$2.31K	Buy	375 +26	+7%	+$170	﹤0.01%	126
2025 Q3	$2.47K	Buy	349 +28	+9%	+$179	﹤0.01%	140
2025 Q2	$2.55K	Buy	321 +3	+0.9%	+$11	﹤0.01%	130
2025 Q1	$1.14K	Hold	318	–	–	﹤0.01%	172
2024 Q4	$1.34K	Hold	318	–	–	﹤0.01%	131
2024 Q3	$559	Buy	+318	New	+$470	﹤0.01%	142

Other funds holding BBAI

TMC

Themes Management Co Greenwich, Connecticut $151M AUM

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

DAM

Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

LSA

Leonteq Securities AG Zurich, Switzerland $2.91B AUM 56.5% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Bear Mountain Capital's BBAI Position: Q2 2026 in Review

Bear Mountain Capital increased its BigBear.ai (BBAI) stake by 11% in Q2 2026, buying an estimated $180 and bringing the position to 456 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #129.

Bear Mountain Capital first reported a position in BBAI in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.55K in Q2 2025. 89 funds tracked by Wall St. Rank hold BBAI as of Q2 2026.

Bear Mountain Capital held 456 shares of BigBear.ai worth $1.42K as of Q2 2026.
Bear Mountain Capital bought 45 BigBear.ai shares in Q2 2026, an estimated $180.
BigBear.ai made up ﹤0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #129 holding.
Bear Mountain Capital first reported a position in BigBear.ai in Q3 2024 and has held it in 8 quarters since.
Bear Mountain Capital's BigBear.ai position peaked at $2.55K in Q2 2025.
89 funds tracked by Wall St. Rank held BigBear.ai as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.