BCM
Beartown Capital Management Portfolio holdings
AUM
$128M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$128M
AUM Growth
–
Holding
39
Top Buys
| 1 | +$26.8M | |
| 2 | +$14M | |
| 3 | +$13.9M | |
| 4 |
EchoStar
SATS
|
+$12.2M |
| 5 |
HUT
Hut 8
HUT
|
+$11.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 32.39% |
| 2 | Communication Services | 27.47% |
| 3 | Technology | 21.75% |
| 4 | Industrials | 6.11% |
| 5 | Healthcare | 3.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Flexible Solutions
FSI
$68M
| $503K | 0.39% |
+74,754
|
|
||
27
WM Technology
MAPS
$71.4M
| $469K | 0.37% |
+568,883
|
|
||
|
GLIBK
28
GCI Liberty Inc Series C
GLIBK
$1.56B
| $372K | 0.29% |
+10,000
|
|
||
29
TriMas Corp
TRS
$1.5B
| $355K | 0.28% |
+10,000
|
|
||
30
Alphabet (Google) Class C
GOOG
$3.79T
| $322K | 0.25% |
+1,026
|
|
||
|
WW
31
WW International
WW
$219M
| $292K | 0.23% |
+10,000
|
|
||
32
Fuel Tech
FTEK
$44.1M
| $250K | 0.2% |
+160,027
|
|
||
33
Amazon
AMZN
$2.26T
| $237K | 0.19% |
+1,026
|
|
||
|
TTAM
34
Titan America SA
TTAM
$3.43B
| $165K | 0.13% |
+10,000
|
|
||
35
Limoneira
LMNR
$258M
| $163K | 0.13% |
+12,892
|
|
||
36
Farmer Brothers
FARM
$32.6M
| $78.9K | 0.06% |
+54,009
|
|
||
|
FSP
37
Franklin Street Properties
FSP
$74.3M
| $18.8K | 0.01% |
+19,868
|
|
||
38
Century Casinos
CNTY
$47.7M
| $13.3K | 0.01% |
+10,000
|
|
||
|
AUROW
39
Aurora Innovation Warrant
AUROW
$500M
| $6.8K | 0.01% |
+30,209
|
|