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Portfolio (Quarterly) Guide ↗

Beartown Capital Management, LLC

· CIK 0001877162
13F Portfolio $209M AUM 42 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 6 Added 6 Reduced 15 Exited
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FSP FRANKLIN STR PPTYS CORP Real Estate 19,868.0 $13K 0.01% $0.66 -22.2%
42 AURORA INNOVATION INC 30,209.0 $6K 0.00% $0.20
Page 3 of 3  ·  42 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 53.2%
Financial Services 29.3%
Communication Services 7.3%
Utilities 4.9%
Basic Materials 2.8%
Industrials 1.9%
Consumer Cyclical 0.6%
Real Estate 0.0%