HCI
Harraden Circle Investments Portfolio holdings
AUM
$784M
Turnover
43.61%
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
0.5
years
Top 10 Avg Time Held
0.4
years
Top 20 Avg Time Held
0.3
years
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 | |
|---|---|---|---|---|---|---|---|
|
AACBR
151
DELISTED
Artius II Acquisition Inc Rights
AACBR
| $282K | 0.04% |
1,341,436
| – | – |
2025 Q2
4 quarters
|
|
152
ACP Holdings Acquisition Corp Warrants
ACGCW
$4.34M
| $275K | 0.04% |
+916,496
| New | +$282K |
2026 Q2
0 quarters
|
|
153
Space Asset Acquisition Corp Warrants
SAAQW
$3.27M
| $274K | 0.04% |
304,820
| – | – |
2026 Q1
1 quarter
|
|
154
Silvia, Inc. Common Stock
SVIA
$331M
| $270K | 0.03% |
175,000
| – | – |
2025 Q2
4 quarters
|
|
|
155
Inflection Point Acquisition Corp VI Warrant
IPFXW
$6.58M
| $268K | 0.03% |
+142,419
| New | +$218K |
2026 Q2
0 quarters
|
|
|
156
FutureCrest Acquisition Corp Warrants
FCRS.WS
| $268K | 0.03% |
314,958
+232,011
| +280% | +$175K |
2025 Q4
2 quarters
|
|
|
USDEW
157
StablecoinX Inc Warrants
USDEW
$37.4M
| $267K | 0.03% |
+650,384
| New | +$346K |
2026 Q2
0 quarters
|
|
158
Spartacus Acquisition Corp II Warrants
TMTSW
| $261K | 0.03% |
+499,998
| New | +$242K |
2026 Q2
0 quarters
|
|
159
Calisa Acquisition Corp
ALIS
$72.1M
| $256K | 0.03% |
+25,268
| New | +$255K |
2026 Q2
0 quarters
|
|
160
Cayson Acquisition Corp Right
CAPNR
| $240K | 0.03% |
1,010,547
| – | – |
2024 Q4
6 quarters
|
|
161
1RT Acquisition Corp Warrant
ONCHW
$1.64M
| $239K | 0.03% |
469,973
| – | – |
2025 Q3
3 quarters
|
|
162
Harvard Ave Acquisition Corp Rights
HAVAR
| $233K | 0.03% |
1,453,318
| – | – |
2025 Q4
2 quarters
|
|
163
D. Boral Acquisition I Corp Warrants
DBCAW
$4.17M
| $229K | 0.03% |
601,686
+401,687
| +201% | +$151K |
2026 Q1
1 quarter
|
|
|
ENRDW
164
Einride AB Warrants
ENRDW
$1.76M
| $227K | 0.03% |
+377,734
| New | +$239K |
2026 Q2
0 quarters
|
|
165
Ribbon Acquisition Corp Rights
RIBBR
| $223K | 0.03% |
856,615
| – | – |
2025 Q1
5 quarters
|
|
166
AI Infrastructure Acquisition Corp Rights
AIIA.RT
| $220K | 0.03% |
1,045,276
| – | – |
2025 Q4
2 quarters
|
|
167
Bold Eagle Acquisition Corp Right
BEAGR
| $219K | 0.03% |
+756,126
| New | +$201K |
2026 Q2
0 quarters
|
|
168
Globa Terra Acquisition Corp Rights
GTERR
| $208K | 0.03% |
1,892,896
| – | – |
2025 Q3
3 quarters
|
|
169
Soulpower Acquisition Corp Rights
SOUL.RT
| $202K | 0.03% |
1,735,690
| – | – |
2025 Q2
4 quarters
|
|
170
MOZAYYX Acquisition Corp
MZYX
$375M
| $202K | 0.03% |
+20,297
| New | +$201K |
2026 Q2
0 quarters
|
|
171
Quantumsphere Acquisition Corp Rights
QUMSR
| $198K | 0.03% |
993,926
| – | – |
2025 Q3
3 quarters
|
|
172
Tavia Acquisition Corp Right
TAVIR
| $191K | 0.02% |
2,125,629
| – | – |
2024 Q4
6 quarters
|
|
173
Charlton Aria Acquisition Corp Rights
CHARR
| $187K | 0.02% |
2,310,728
| – | – |
2024 Q4
6 quarters
|
|
174
Range Capital Acquisition Corp II Warrants
RNGTW
| $179K | 0.02% |
525,177
+150,651
| +40% | +$50.9K |
2025 Q4
2 quarters
|
|
175
Trailblazer Acquisition Corp Warrant
BLZRW
| $177K | 0.02% |
400,869
| – | – |
2025 Q4
2 quarters
|
|
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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.