§ 13F · FUND PROFILE
Beartown Capital Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 44Turnover · — · Q4Filed · Feb 18, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$138.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | WULF | TERAWULF INC | 2.00M | $23.0T | 16.6% | NEW |
| 2 | SATS | ECHOSTAR CORP | 150K | $16.3T | 11.8% | NEW |
| 3 | HUT | HUT 8 CORP | 260K | $11.9T | 8.6% | NEW |
| 4 | CORZ | CORE SCIENTIFIC INC NEW | 800K | $11.6T | 8.4% | NEW |
| 5 | NBIS | NEBIUS GROUP N.V. | 135K | $11.3T | 8.2% | NEW |
| 6 | NVRI | ENVIRI CORP | 422K | $7.6T | 5.5% | NEW |
| 7 | VISN | COMMSCOPE HLDG CO INC | 400K | $7.3T | 5.2% | NEW |
| 8 | PRCH | PORCH GROUP INC | 450K | $4.1T | 3.0% | NEW |
| 9 | ATEX | ANTERIX INC | 145K | $3.2T | 2.3% | NEW |
| 10 | TDS | TELEPHONE & DATA SYS INC | 75K | $3.1T | 2.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BEARTOWN SIGNAL
AC read
Beartown Capital Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed