Beartown Capital Management, LLC Q4 2025 Filing
Filed February 18, 2026
Portfolio Value
$138.4M
Holdings
39
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WULFTERAWULF INC | 2,400,000 | $27.6M | 19.93% | Call |
| 2 | SATSECHOSTAR CORP | 150,000 | $16.3M | 11.78% | |
| 3 | CORZCORE SCIENTIFIC INC NEW | 1,000,000 | $14.6M | 10.52% | Call |
| 4 | NBISNEBIUS GROUP N.V. | 155,000 | $13.0M | 9.38% | Call |
| 5 | HUTHUT 8 CORP | 260,000 | $11.9M | 8.63% | |
| 6 | NVRIENVIRI CORP | 422,441 | $7.6M | 5.47% | |
| 7 | VISNCOMMSCOPE HLDG CO INC | 400,000 | $7.3M | 5.24% | |
| 8 | PRCHPORCH GROUP INC | 450,000 | $4.1M | 2.97% | |
| 9 | ATEXANTERIX INC | 145,000 | $3.2M | 2.29% | |
| 10 | TDSTELEPHONE & DATA SYS INC | 75,000 | $3.1M | 2.22% | |
| 11 | SEMSELECT MED HLDGS CORP | 200,000 | $3.0M | 2.15% | |
| 12 | KNOPKNOT OFFSHORE PARTNERS LP | 282,982 | $2.9M | 2.12% | Call |
| 13 | KWKENNEDY-WILSON HOLDINGS INC | 300,000 | $2.9M | 2.10% | |
| 14 | NRGVENERGY VAULT HOLDINGS INC | 600,000 | $2.8M | 2.00% | |
| 15 | CBNACHAIN BRIDGE BANCORP INC | 75,794 | $2.6M | 1.90% | |
| 16 | PRTHPRIORITY TECHNOLOGY HLDGS IN | 400,000 | $2.2M | 1.58% | |
| 17 | FCNCAFIRST CTZNS BANCSHARES INC D | 1,000 | $2.1M | 1.55% | |
| 18 | CENXCENTURY ALUM CO | 50,000 | $2.0M | 1.42% | |
| 19 | CMTLCOMTECH TELECOMMUNICATIONS C | 251,881 | $1.3M | 0.96% | |
| 20 | BVFLBV FINL INC | 60,616 | $1.1M | 0.79% | |
| 21 | TALKTALKSPACE INC | 300,000 | $1.1M | 0.79% | |
| 22 | SCORCOMSCORE INC | 126,207 | $820K | 0.59% | |
| 23 | AFBIAFFINITY BANCSHARES INC | 30,416 | $622K | 0.45% | |
| 24 | STRZSTARZ ENTERTAINMENT CORP. | 50,000 | $585K | 0.42% | |
| 25 | WALDWALDENCAST PLC | 300,000 | $564K | 0.41% | |
| 26 | FSIFLEXIBLE SOLUTIONS INTL INC | 74,754 | $502K | 0.36% | |
| 27 | MAPSWM TECHNOLOGY INC | 568,883 | $469K | 0.34% | |
| 28 | GLIBKGCI LIBERTY INC | 10,000 | $372K | 0.27% | |
| 29 | TRSTRIMAS CORP | 10,000 | $354K | 0.26% | |
| 30 | GOOGALPHABET INC | 1,026 | $321K | 0.23% | |
| 31 | WWWW INTL INC | 10,000 | $292K | 0.21% | |
| 32 | FUE1FUEL TECH INC | 160,027 | $249K | 0.18% | |
| 33 | AMZNAMAZON COM INC | 1,026 | $236K | 0.17% | |
| 34 | TTAMTITAN AMER SA | 10,000 | $164K | 0.12% | |
| 35 | LMNRLIMONEIRA CO | 12,892 | $162K | 0.12% | |
| 36 | FARMFARMER BROS CO | 54,009 | $78K | 0.06% | |
| 37 | FSPFRANKLIN STR PPTYS CORP | 19,868 | $18K | 0.01% | |
| 38 | CNTCENTURY CASINOS INC | 10,000 | $13K | 0.01% | |
| 39 | AUROWAURORA INNOVATION INC | 30,209 | $6K | 0.00% |