§ 13F · FUND PROFILE
Logan Stone Capital, LLC.
AUM · $220M (13F)Positions · 66Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$110M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FOX | FOX CORP | 1.70M | $80M | 16.8% | −6% |
| 2 | HEI/A | HEICO CORP NEW | 277K | $71M | 15.1% | +182% |
| 3 | VTEB | VANGUARD MUN BD FDS | 1.27M | $64M | 13.5% | +260% |
| 4 | LLYVK | LIBERTY LIVE HOLDINGS INC | 223K | $24M | 5.0% | NEW |
| 5 | BELFA | BEL FUSE INC | 54K | $16M | 3.3% | NEW |
| 6 | GOF | GUGGENHEIM STRATEGIC OPPORTU | 1.20M | $13M | 2.8% | −7% |
| 7 | PTY | PIMCO CORPORATE & INCOME OPP | 675K | $8M | 1.7% | −14% |
| 8 | XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | 657K | $7M | 1.4% | +183% |
| 9 | ANSC | AGRICULTURE & NAT SOL ACQ CO | 525K | $6M | 1.3% | +5% |
| 10 | FMB | FIRST TR EXCH TRADED FD III | 109K | $6M | 1.2% | +153% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LOGAN SIGNAL
AC read
Logan Stone Capital, LLC is a Other fund managing $220 million in assets. The fund runs a portfolio of 66 positions.
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