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BCM

Beartown Capital Management Portfolio holdings

AUM $227M
This Fund
S&P 500
This Quarter Est. Return
+6.98%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$209M
AUM Growth
+$70.3M
Cap. Flow
-$6.37M
Cap. Flow %
-3.05%
Top 10 Hldgs %
62.54%
Holding
57
New
14
Increased
6
Reduced
6
Closed
15

Top Buys

Rank Stock Value
1
CLSK icon
CleanSpark
CLSK
+$16.6M
2
CIFR icon
Cipher Digital
CIFR
+$6.34M
3
NRGV icon
Energy Vault
NRGV
+$3.3M
4
RYAM icon
Rayonier Advanced Materials
RYAM
+$1.8M
5
PRCH icon
Porch Group
PRCH
+$1.6M

Top Sells

Rank Stock Value
1
ECHO
EchoStar
ECHO
+$8.03M
2
WULF icon
TeraWulf
WULF
+$6.3M
3
NBIS
Nebius Group N.V.
NBIS
+$4.49M
4
HUT
Hut 8
HUT
+$4.33M
5
SEM
Select Medical
SEM
+$2.97M

Sector Composition

Rank Sector Weight
1 Miscellaneous 39.25%
2 Financials 25.76%
3 Technology 13.96%
4 Communication Services 12.31%
5 Industrials 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SEM
51
DELISTED
Select Medical
SEM
– –
-200,000
Closed -$2.97M
TALK
52
DELISTED
Talkspace
TALK
– –
-300,000
Closed -$1.09M
TRS icon
53
TriMas Corp
TRS
$1.42B
– –
-10,000
Closed -$355K
TTAM
54
Titan America SA
TTAM
$2.77B
– –
-10,000
Closed -$165K
STRZ
55
Starz Entertainment Corp
STRZ
$475M
– –
-50,000
Closed -$585K
WW
56
WW International
WW
$162M
– –
-10,000
Closed -$292K
GLIBK
57
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$1.04B
– –
-10,000
Closed -$372K
1 2
3

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Beartown Capital Management's Q1 2026 Portfolio in Review

As of Q1 2026, Beartown Capital Management held 57 positions worth $209M, up 51% from $138M the previous quarter. Its ten largest holdings account for 63% of the portfolio.

Beartown Capital Management withdrew a net $6.37M in Q1 2026, closing 15 positions and reducing 6 holdings. Its most notable exit was Select Medical, an estimated $2.97M position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 39% of assets, up from 7.6% a quarter earlier, followed by Financials and Technology.

Against the trend, Beartown Capital Management opened a new position in CleanSpark worth $13.2M.

  • Beartown Capital Management's largest Q1 2026 buy was CleanSpark: 1,550,000 shares worth $13.2M.
  • Beartown Capital Management added most to Energy Vault in Q1 2026, an estimated $3.3M increase.
  • Beartown Capital Management's biggest Q1 2026 reduction was EchoStar, cutting an estimated $8.03M.
  • Beartown Capital Management fully exited Select Medical in Q1 2026, selling an estimated $2.97M.
  • Beartown Capital Management's ten largest holdings make up 63% of its $209M portfolio in Q1 2026.
  • Beartown Capital Management opened 14 new positions and closed 15 in Q1 2026.
  • Beartown Capital Management's portfolio value rose 51% quarter-over-quarter to $209M.

Based on Beartown Capital Management's 13F filing for Q1 2026, filed 14 May 2026.