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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
Cap. Flow
+$264M
Cap. Flow %
33.64%
Top 10 Hldgs %
33.93%
Holding
266
New
86
Increased
38
Reduced
20
Closed
30

Top Buys

Rank Stock Value
1
AIIR
Air Global PLC
AIIR
+$36.8M
2
TONT
Graf Global Corp
TONT
+$21.6M
3
IPFX
Inflection Point Acquisition Corp VI
IPFX
+$19.3M
4
GSRVU
GSR V Acquisition Corp. Units
GSRVU
+$15.7M
5
FCRS
FutureCrest Acquisition Corp
FCRS
+$15.7M

Top Sells

Rank Stock Value
1
HYAC
Haymaker Acquisition Corp 4
HYAC
+$23.4M
2
TMTSU
Spartacus Acquisition Corp II Unit
TMTSU
+$15.1M
3
GLED.U
GalaxyEdge Acquisition Corp Units
GLED.U
+$9.69M
4
CEPT
Cantor Equity Partners II
CEPT
+$8.95M
5
TRAD.U
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
CEPF
1
Cantor Equity Partners IV
CEPF
$592M
$38.8M 4.95%
3,734,030
+600,080
+19% +$6.17M
AIIR
2
Air Global PLC
AIIR
$1.2B
$33.3M 4.25%
+4,998,421
New +$36.8M
BCAR
3
DELISTED
D. Boral ARC Acquisition I Corp
BCAR
$27.6M 3.52%
2,643,991
+510,137
+24% +$5.35M
BEAG
4
Bold Eagle Acquisition Corp
BEAG
$338M
$25.5M 3.25%
2,384,139
-171,600
-7% -$1.82M
PMTR
5
Perimeter Acquisition Corp I
PMTR
$321M
$25.4M 3.24%
2,440,298
– –
NWAX
6
New America Acquisition I Corp
NWAX
$507M
$25.2M 3.21%
2,479,304
– –
ALDF
7
Aldel Financial II Inc
ALDF
$322M
$25.1M 3.2%
2,351,288
– –
PLBL
8
Polibeli Group
PLBL
$2.06B
$24.2M 3.08%
2,876,258
– –
TONT
9
Graf Global Corp
TONT
$154M
$21.7M 2.77%
+2,000,000
New +$21.6M
IPFX
10
Inflection Point Acquisition Corp VI
IPFX
$342M
$19.3M 2.46%
+1,869,092
New +$19.3M
CCII
11
Cohen Circle Acquisition Corp II
CCII
$358M
$19.3M 2.46%
1,875,436
– –
FCRS
12
FutureCrest Acquisition Corp
FCRS
$368M
$18.6M 2.38%
1,809,472
+1,540,124
+572% +$15.7M
BRUN
13
Boost Run Inc
BRUN
$1.36B
$18.1M 2.31%
+466,375
New +$14.5M
RMIX
14
Suncrete Inc
RMIX
$1.29B
$17.6M 2.25%
+783,260
New +$13.5M
RTAC
15
Renatus Tactical Acquisition Corp I
RTAC
$326M
$17.4M 2.22%
1,657,888
+212,305
+15% +$2.2M
GSRVU
16
GSR V Acquisition Corp. Units
GSRVU
$15.7M 2%
+1,569,000
New +$15.7M
CLBR
17
Colombier Acquisition Corp III
CLBR
$410M
$14.9M 1.89%
1,448,992
– –
SAC
18
Safeguard Acquisition Corp
SAC
$317M
$14.8M 1.88%
1,468,060
+500,000
+52% +$5.02M
OCAC.U
19
Ocean Capital Acquisition Corp Units
OCAC.U
$14.2M 1.81%
+1,387,657
New +$14.1M
CUB
20
Lionheart Holdings
CUB
$285M
$14M 1.78%
+1,297,683
New +$14M
AESPU
21
Aeon Acquisition I Corp Units
AESPU
$260M
$13.5M 1.72%
+1,335,000
New +$13.4M
FTRA.U
22
FutureCorp Space Acquisition 1 Units
FTRA.U
$12.7M 1.61%
+1,250,000
New +$12.7M
BACC
23
Blue Acquisition Corp
BACC
$293M
$11.3M 1.44%
+1,064,723
New +$11M
BLUW
24
Blue Water Acquisition Corp III
BLUW
$335M
$10.9M 1.38%
1,050,642
-571,958
-35% -$5.88M
TLNC
25
Talon Capital Corp
TLNC
$347M
$10.8M 1.37%
1,042,732
+142,733
+16% +$1.46M
1
2 3 4 5

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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.