We are live on
!
Find out more
HCI
Harraden Circle Investments Portfolio holdings
AUM
$784M
1-Year Est. Return
20.59%
This Fund
S&P 500
This Quarter
Est. Return
+10.06%
1 Year Est. Return
+20.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$784M
AUM Growth
+$285M
(+57%)
Cap. Flow
+$264M
Cap. Flow
% of AUM
33.64%
Top 10 Holdings %
Top 10 Hldgs %
33.93%
Holding
266
New
86
Increased
38
Reduced
20
Closed
30
Avg Time Held
1.9
quarters
Top 10 Avg Time Held
1.5
quarters
Top 20 Avg Time Held
1.3
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Air Global PLC
AIIR
|
+$36.8M |
| 2 |
Graf Global Corp
TONT
|
+$21.6M |
| 3 |
Inflection Point Acquisition Corp VI
IPFX
|
+$19.3M |
| 4 |
GSR V Acquisition Corp. Units
GSRVU
|
+$15.7M |
| 5 |
FutureCrest Acquisition Corp
FCRS
|
+$15.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Haymaker Acquisition Corp 4
HYAC
|
+$23.4M |
| 2 |
Spartacus Acquisition Corp II Unit
TMTSU
|
+$15.1M |
| 3 |
GalaxyEdge Acquisition Corp Units
GLED.U
|
+$9.69M |
| 4 |
CEPT
Cantor Equity Partners II
CEPT
|
+$8.95M |
| 5 |
APEX Tech Acquisition Inc Units
TRAD.U
|
+$8.51M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 64.88% |
| 2 | Miscellaneous | 22.64% |
| 3 | Consumer Staples | 4.25% |
| 4 | Consumer Discretionary | 3.28% |
| 5 | Technology | 2.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Cantor Equity Partners IV
CEPF
$588M
| $38.8M | 4.95% |
3,734,030
+600,080
| +19% | +$6.17M |
2025 Q3
3 quarters
|
|
|
2
Air Global PLC
AIIR
$1.15B
| $33.3M | 4.25% |
+4,998,421
| New | +$36.8M |
2026 Q2
0 quarters
|
|
|
BCAR
3
DELISTED
D. Boral ARC Acquisition I Corp
BCAR
| $27.6M | 3.52% |
2,643,991
+510,137
| +24% | +$5.35M |
2026 Q1
1 quarter
|
|
4
Bold Eagle Acquisition Corp
BEAG
$335M
| $25.5M | 3.25% |
2,384,139
-171,600
| -7% | -$1.82M |
2025 Q4
2 quarters
|
|
5
Perimeter Acquisition Corp I
PMTR
$322M
| $25.4M | 3.24% |
2,440,298
| – | – |
2025 Q2
4 quarters
|
|
6
New America Acquisition I Corp
NWAX
$500M
| $25.2M | 3.21% |
2,479,304
| – | – |
2026 Q1
1 quarter
|
|
7
Aldel Financial II Inc
ALDF
$323M
| $25.1M | 3.2% |
2,351,288
| – | – |
2024 Q4
6 quarters
|
|
8
Polibeli Group
PLBL
$1.98B
| $24.2M | 3.08% |
2,876,258
| – | – |
2025 Q3
3 quarters
|
|
|
9
Graf Global Corp
TONT
$155M
| $21.7M | 2.77% |
+2,000,000
| New | +$21.6M |
2026 Q2
0 quarters
|
|
|
10
Inflection Point Acquisition Corp VI
IPFX
$339M
| $19.3M | 2.46% |
+1,869,092
| New | +$19.3M |
2026 Q2
0 quarters
|
|
11
Cohen Circle Acquisition Corp II
CCII
$357M
| $19.3M | 2.46% |
1,875,436
| – | – |
2025 Q3
3 quarters
|
|
|
12
FutureCrest Acquisition Corp
FCRS
$367M
| $18.6M | 2.38% |
1,809,472
+1,540,124
| +572% | +$15.7M |
2025 Q4
2 quarters
|
|
13
Boost Run Inc
BRUN
$843M
| $18.1M | 2.31% |
+466,375
| New | +$14.5M |
2026 Q2
0 quarters
|
|
14
Suncrete Inc
RMIX
$800M
| $17.6M | 2.25% |
+783,260
| New | +$13.5M |
2026 Q2
0 quarters
|
|
15
Renatus Tactical Acquisition Corp I
RTAC
$326M
| $17.4M | 2.22% |
1,657,888
+212,305
| +15% | +$2.2M |
2025 Q4
2 quarters
|
|
|
16
GSR V Acquisition Corp. Units
GSRVU
| $15.7M | 2% |
+1,569,000
| New | +$15.7M |
2026 Q2
0 quarters
|
|
17
Colombier Acquisition Corp III
CLBR
$405M
| $14.9M | 1.89% |
1,448,992
| – | – |
2026 Q1
1 quarter
|
|
18
Safeguard Acquisition Corp
SAC
$317M
| $14.8M | 1.88% |
1,468,060
+500,000
| +52% | +$5.02M |
2026 Q1
1 quarter
|
|
19
Ocean Capital Acquisition Corp Units
OCAC.U
| $14.2M | 1.81% |
+1,387,657
| New | +$14.1M |
2026 Q2
0 quarters
|
|
20
Lionheart Holdings
CUB
$285M
| $14M | 1.78% |
+1,297,683
| New | +$14M |
2026 Q2
0 quarters
|
|
21
Aeon Acquisition I Corp Units
AESPU
| $13.5M | 1.72% |
+1,335,000
| New | +$13.4M |
2026 Q2
0 quarters
|
|
|
FTRA.U
22
FutureCorp Space Acquisition 1 Units
FTRA.U
| $12.7M | 1.61% |
+1,250,000
| New | +$12.7M |
2026 Q2
0 quarters
|
|
23
Blue Acquisition Corp
BACC
$292M
| $11.3M | 1.44% |
+1,064,723
| New | +$11M |
2026 Q2
0 quarters
|
|
24
Blue Water Acquisition Corp III
BLUW
$336M
| $10.9M | 1.38% |
1,050,642
-571,958
| -35% | -$5.88M |
2025 Q4
2 quarters
|
|
25
Talon Capital Corp
TLNC
$348M
| $10.8M | 1.37% |
1,042,732
+142,733
| +16% | +$1.46M |
2026 Q1
1 quarter
|
|
Similar funds
8OGI
HWM
AIP
TIAM
CWP
TWM
LF
CCG
Harraden Circle Investments's Q2 2026 Portfolio in Review
As of Q2 2026, Harraden Circle Investments held 266 positions worth $784M, up 57% from $499M the previous quarter. Its ten largest holdings account for 34% of the portfolio.
Harraden Circle Investments deployed $264M of net new capital in Q2 2026, opening 86 new positions and adding to 38 existing holdings. Its largest new stake was Air Global PLC: 4,998,421 shares worth $33.3M.
By sector, the portfolio is most concentrated in Financials at 65% of assets, down from 73% a quarter earlier, followed by Miscellaneous and Consumer Staples.
On the sell side, the largest reduction was Cantor Equity Partners II, an estimated $8.95M trimmed.
- Harraden Circle Investments's largest Q2 2026 buy was Air Global PLC: 4,998,421 shares worth $33.3M.
- Harraden Circle Investments added most to FutureCrest Acquisition Corp in Q2 2026, an estimated $15.7M increase.
- Harraden Circle Investments's biggest Q2 2026 reduction was Cantor Equity Partners II, cutting an estimated $8.95M.
- Harraden Circle Investments fully exited Haymaker Acquisition Corp 4 in Q2 2026, selling an estimated $23.4M.
- Harraden Circle Investments's ten largest holdings make up 34% of its $784M portfolio in Q2 2026.
- Harraden Circle Investments opened 86 new positions and closed 30 in Q2 2026.
- Harraden Circle Investments's portfolio value rose 57% quarter-over-quarter to $784M.
Based on Harraden Circle Investments's 13F filing for Q2 2026, filed 14 Aug 2026.