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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
CCIX
26
DELISTED
Churchill Capital Corp IX
CCIX
$10.7M 1.37%
+986,559
New +$10.6M
TVA
27
Texas Ventures Acquisition III Corp
TVA
$317M
$10.6M 1.35%
1,001,393
+16,393
+2% +$172K
UAC
28
United Acquisition Corp I
UAC
$138M
$10.4M 1.32%
1,044,996
– –
YICCU
29
Yorkville International Capital Corp Units
YICCU
$10M 1.28%
+1,000,000
New +$10M
AEXA
30
American Exceptionalism Acquisition Corp
AEXA
$569M
$9.61M 1.23%
813,400
-72,600
-8% -$819K
CEPT
31
DELISTED
Cantor Equity Partners II
CEPT
$9.59M 1.22%
904,798
-758,231
-46% -$8.95M
JABRU
32
JAB Acquisition Corp I Unit
JABRU
$9.03M 1.15%
+900,000
New +$9.02M
KRSP
33
Rice Acquisition Corporation 3
KRSP
$491M
$8.6M 1.1%
+819,002
New +$8.51M
NHIC
34
NewHold Investment Corp III
NHIC
$293M
$8.5M 1.08%
+780,090
New +$8.38M
CCXI
35
Churchill Capital Corp XI
CCXI
$778M
$8.35M 1.07%
+478,517
New +$5.1M
CEPS
36
Cantor Equity Partners VI
CEPS
$153M
$7.91M 1.01%
762,950
+510,750
+203% +$5.21M
CEPV
37
Cantor Equity Partners V
CEPV
$330M
$7.73M 0.99%
750,000
– –
DGAC.U
38
Disciplined Growth Acquisition Corp Units
DGAC.U
$7.5M 0.96%
+750,000
New +$7.52M
TMTS
39
Spartacus Acquisition Corp II
TMTS
$309M
$7.27M 0.93%
+726,100
New +$7.25M
BRUNW
40
DELISTED
Boost Run Inc Warrant
BRUNW
$7.21M 0.92%
+265,148
New +$5.19M
TACO
41
Berto Acquisition Corp
TACO
$393M
$6.81M 0.87%
+649,284
New +$6.73M
ALPXU
42
Alpex Acquisition Corp Unit
ALPXU
$103M
$6.51M 0.83%
+650,000
New +$6.5M
APXT
43
Apex Treasury Corp
APXT
$465M
$6.03M 0.77%
+600,000
New +$6.01M
COLA
44
Columbus Acquisition Corp
COLA
$47.9M
$5.94M 0.76%
557,800
– –
SVAC
45
DELISTED
Spring Valley Acquisition Corp III
SVAC
$5.78M 0.74%
563,577
-370,704
-40% -$3.85M
FWACU
46
Futurewave Acquisition Corp Units
FWACU
$5.52M 0.7%
+550,000
New +$5.51M
GHXIU
47
Gores Holdings XI Inc Units
GHXIU
$316M
$5.08M 0.65%
+500,000
New +$5.04M
CAES
48
Cantor Equity Partners VII
CAES
$322M
$4.68M 0.6%
+463,544
New +$4.68M
BCARW
49
DELISTED
D. Boral ARC Acquisition I Corp Warrant
BCARW
$4.66M 0.59%
2,574,680
-441,410
-15% -$646K
PAII
50
Pyrophyte Acquisition Corp II
PAII
$281M
$4.45M 0.57%
348,923
+300,000
+613% +$3.05M
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.