Harraden Circle Investments, LLC
Sector Allocation
- Financials59.4%$465.5M
- Other23.7%$185.7M
- Technology4.9%$38.1M
- Consumer Discretionary4.4%$34.5M
- Consumer Staples4.3%$33.3M
- Materials2.3%$17.6M
- Utilities0.8%$6.7M
- Industrials0.2%$1.7M
- Healthcare0.1%$800,296
- Communication Services0.0%$85,354
AUM History
13fpro.ai/research/fund/harraden-circle-investments-llc-1910592
Conviction and streaks
Diversifying · top 10 = 33.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
CEPF
$38.8MAIIR
$33.3MBCARU
$27.6MBEAG
$25.5MPMTR
$25.4MNWAX
$25.2MALDF
$25.1MPLBL
$24.2MTONT
$21.7M- INFLECTION$19.3M
CCII
$19.3MFCRS
$18.6MBRUN
$18.1MRMIX
$17.6MRTAC
$17.4MGSRV
$15.7M- COLOMBIER$14.9M
- SAFEGUARD$14.8M
- OCEAN$14.2M
CUB
$14.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/harraden-circle-investments-llc-1910592
Harraden Circle Investments, LLC 13F holdings — Q2 2026
$784.1M portfolio (+57.1% QoQ) · 236 holdings · Q2 2026 13F · top 10 are 34% of the stock portfolio
$38.8M
5.0% of stocks
+19%This quarter-1.3%Since filed4 qtrsHeld$33.3M
4.3% of stocks
NewThis quarter+2.0%Since filedNew this quarterHeld$27.6M
3.5% of stocks
+24%This quarter—Since filed4 qtrsHeld$25.5M
3.3% of stocks
-7%This quarter-3.4%Since filed3 qtrsHeld$25.4M
3.2% of stocks
No changeThis quarter+0.5%Since filed5 qtrsHeld$25.2M
3.2% of stocks
No changeThis quarter-1.3%Since filed3 qtrsHeld$25.1M
3.2% of stocks
No changeThis quarter—Since filed7+ qtrsHeld$24.2M
3.1% of stocks
No changeThis quarter-23.2%Since filed4 qtrsHeld$21.7M
2.8% of stocks
NewThis quarter+0.9%Since filedNew this quarterHeld- 10
INFLECTION PT ACQUISIT CORP - CL A ORD SHS
$19.3M
2.5% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy—
All holdings — Harraden Circle Investments, LLC (Q2 2026)
236 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Cohen Circle Acquisition Corp. II | Financials | $19.3M | 2.5% | 1.88M | — | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | FutureCrest Acquisition Corp. | Financials | $18.6M | 2.4% | 1.81M | +572% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Boost Run Inc. | Technology | $18.1M | 2.3% | 466K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Suncrete, Inc. | Materials | $17.6M | 2.3% | 783K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Renatus Tactical Acquisition Corp I | Financials | $17.4M | 2.2% | 1.66M | +15% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | GSR V Acquisition Corp.lp unit | Financials | $15.7M | 2.0% | 1.57M | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | COLOMBIER ACQUISITION CORP I - ORD SHS CL A | — | $14.9M | 1.9% | 1.45M | — | — | — | 13F |
| 18 | — | SAFEGUARD ACQUISITION CORP - CL A ORD SHS | — | $14.8M | 1.9% | 1.47M | +52% | — | — | 13F |
| 19 | — | OCEAN CAP ACQUISITION CORP - UNIT 99/99/9999lp unit | — | $14.2M | 1.8% | 1.39M | New | — | — | 13F |
| 20 | Lionheart Holdings | Financials | $14.0M | 1.8% | 1.30M | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | AEON ACQUISITION I CORP - UNIT 01/30/2031lp unit | — | $13.5M | 1.7% | 1.33M | New | — | — | 13F |
| 22 | — | FUTURECORP SPACE ACQUISITION - UNIT 99/99/9999lp unit | — | $12.7M | 1.6% | 1.25M | New | — | — | 13F |
| 23 | — | BLUE ACQUISITION CORP. - ORD SHS CL A | — | $11.3M | 1.4% | 1.06M | New | — | — | 13F |
| 24 | Blue Water Acquisition Corp. III | Financials | $10.9M | 1.4% | 1.05M | -35% | 3 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Talon Capital Corp. | Financials | $10.8M | 1.4% | 1.04M | +16% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CCIX | Churchill Capital Corp IX/Cayman | Technology | $10.7M | 1.4% | 987K | New | |||
| 27 | $TVA | Texas Ventures Acquisition III Corp | Financials | $10.6M | 1.4% | 1.00M | +2% | |||
| 28 | — | UNITED ACQUISITION CORP I - ORD SHS CL A | — | $10.4M | 1.3% | 1.04M | — | |||
| 29 | — | YORKVILLE INTL CAP CORP - UNIT 06/05/2031 | — | $10.0M | 1.3% | 1.00M | New | |||
| 30 | $AEXA | American Exceptionalism Acquisition Corp. A | Financials | $9.6M | 1.2% | 813K | -8% | |||
| 31 | $CEPT | Cantor Equity Partners II, Inc. | Financials | $9.6M | 1.2% | 905K | -46% | |||
| 32 | $ATLQ | JAB Acquisition Corp I | Financials | $9.0M | 1.1% | 900K | New | |||
| 33 | $KRSP | Rice Acquisition Corp 3 | Financials | $8.6M | 1.1% | 819K | New | |||
| 34 | $NHIC | NewHold Investment Corp. III | Financials | $8.5M | 1.1% | 780K | New | |||
| 35 | — | CHURCHILL CAP CORP XI - CL A ORD SHS | — | $8.4M | 1.1% | 479K | New | |||
| 36 | — | CANTOR EQUITY PARTNERS VI IN - CL A ORD SHS | — | $7.9M | 1.0% | 763K | +203% | |||
| 37 | $CEPV | Cantor Equity Partners V, Inc. | Financials | $7.7M | 1.0% | 750K | — | |||
| 38 | — | DISCIPLINED GROWTH - UNIT 99/99/9999 | — | $7.5M | 1.0% | 750K | New | |||
| 39 | — | SPARTACUS ACQUISITION CORP I - CL A ORD SHS | — | $7.3M | 0.9% | 726K | New | |||
| 40 | $BRUN | Boost Run Inc. | Technology | $7.2M | 0.9% | 265K | New | |||
| 41 | $TACO | Berto Acquisition Corp. | Financials | $6.8M | 0.9% | 649K | New | |||
| 42 | $ALPX | Alpex Acquisition Corp | Financials | $6.5M | 0.8% | 650K | New | |||
| 43 | $APXT | Apex Treasury Corp | Financials | $6.0M | 0.8% | 600K | New | |||
| 44 | — | COLUMBUS ACQUISITION CORP - SHS | — | $5.9M | 0.8% | 558K | — | |||
| 45 | $GFUZ | General Fusion Group Ltd. | Utilities | $5.8M | 0.7% | 564K | -40% | |||
| 46 | $FWAC | Futurewave Acquisition Corp | Financials | $5.5M | 0.7% | 550K | New | |||
| 47 | $GHXI | Gores Holdings XI, Inc. | Financials | $5.1M | 0.7% | 500K | New | |||
| 48 | $CAES | Cantor Equity Partners VII, Inc. | Financials | $4.7M | 0.6% | 464K | New | |||
| 49 | $BCARU | D. Boral ARC Acquisition I Corp. | Financials | $4.7M | 0.6% | 2.57M | -15% | |||
| 50 | $PAII | Pyrophyte Acquisition Corp. II | Financials | $4.4M | 0.6% | 349K | +613% | |||
| 51 | — | INFINITE EAGLE ACQUISITION C - CL A | — | $4.3M | 0.6% | 425K | New | |||
| 52 | $TMS | Teamshares Inc | Consumer Discretionary | $4.2M | 0.5% | 2.82M | New | |||
| 53 | $TMS | Teamshares Inc | Consumer Discretionary | $3.9M | 0.5% | 479K | New | |||
| 54 | — | WILLOW LANE ACQUISITION CRP - USD CL A ORD SHS | — | $3.6M | 0.5% | 350K | New | |||
| 55 | — | ARES ACQUISITION CORP III - UNIT 99/99/9999 | — | $3.0M | 0.4% | 300K | New | |||
| 56 | $GSRF | GSR IV Acquisition Corp. | Financials | $2.5M | 0.3% | 250K | New | |||
| 57 | — | SPACE ASSET ACQUISITION CORP - USD CL A ORD SHS | — | $2.5M | 0.3% | 248K | -72% | |||
| 58 | $ATII | Archimedes Tech SPAC Partners II Co. | Financials | $2.5M | 0.3% | 235K | New | |||
| 59 | $PECE | Peace Acquisition Corp. | Financials | $2.5M | 0.3% | 250K | New | |||
| 60 | $ATII | Archimedes Tech SPAC Partners II Co. | Financials | $2.5M | 0.3% | 1.13M | -30% | |||
| 61 | $CHAR | Charlton Aria Acquisition Corp | Financials | $2.2M | 0.3% | 200K | — | |||
| 62 | — | GENERAL CATALYST GBL RESIL M - CL A | — | $2.0M | 0.3% | 203K | New | |||
| 63 | $CSHR | CoinShares PLC | Financials | $2.0M | 0.3% | 529K | New | |||
| 64 | $CSHR | CoinShares PLC | Financials | $2.0M | 0.3% | 2.67M | New | |||
| 65 | $OTAI | Starlink AI Acquisition Corp | Financials | $2.0M | 0.3% | 200K | New | |||
| 66 | $IPEX | Inflection Point Acquisition Corp. V | Financials | $1.8M | 0.2% | 2.61M | — | |||
| 67 | $KBSX | FST Corp. | Consumer Discretionary | $1.6M | 0.2% | 1.64M | — | |||
| 68 | $GIW | GigCapital8 Corp. | Financials | $1.5M | 0.2% | 5.60M | +15% | |||
| 69 | $RAAQ | Real Asset Acquisition Corp. | Financials | $1.4M | 0.2% | 139K | -68% | |||
| 70 | — | GIGCAPITAL9 CORP - RIGHT 12/01/2030 | — | $1.2M | 0.2% | 4.80M | +73% | |||
| 71 | $BAYA | Bayview Acquisition Corp | Financials | $1.2M | 0.1% | 96K | +36% | |||
| 72 | $GSRF | GSR IV Acquisition Corp. | Financials | $1.2M | 0.1% | 479K | +13% | |||
| 73 | $PMTR | Perimeter Acquisition Corp. I | Financials | $1.0M | 0.1% | 1.16M | — | |||
| 74 | — | BLUE ACQUISITION CORP. - RIGHT 06/11/2030 | — | $1.0M | 0.1% | 1.32M | New | |||
| 75 | $RDAG | Republic Digital Acquisition Co | Financials | $1.0M | 0.1% | 2.73M | — | |||
| 76 | $BRKH | Burtech Acquisition Corp II | Financials | $1.0M | 0.1% | 100K | New | |||
| 77 | $ALDF | Aldel Financial II Inc. | Financials | $964K | 0.1% | 2.84M | — | |||
| 78 | $TACO | Berto Acquisition Corp. | Financials | $955K | 0.1% | 1.34M | +20% | |||
| 79 | $BLUW | Blue Water Acquisition Corp. III | Financials | $905K | 0.1% | 2.19M | +10% | |||
| 80 | $AACP | Apogee Acquisition Corp | Financials | $876K | 0.1% | 4.17M | New | |||
| 81 | $IMSR | Terrestrial Energy Inc. /DE/ | Industrials | $864K | 0.1% | 122K | — | |||
| 82 | — | SAFEGUARD ACQUISITION CORP - *W EXP 99/99/999 | — | $832K | 0.1% | 1.46M | +39% | |||
| 83 | $NKLR | Terra Innovatum Global N.V. | Industrials | $823K | 0.1% | 167K | — | |||
| 84 | $WENN | WEN Acquisition Corp | Financials | $812K | 0.1% | 2.29M | — | |||
| 85 | $TVA | Texas Ventures Acquisition III Corp | Financials | $787K | 0.1% | 1.48M | +5% | |||
| 86 | $DAAQ | Digital Asset Acquisition Corp. | Financials | $785K | 0.1% | 1.83M | — | |||
| 87 | — | NEW AMER ACQUISITION I CORP - *W EXP 99/99/999 | — | $764K | 0.1% | 1.27M | +3% | |||
| 88 | $TONT | Graf Global Corp. | Financials | $760K | 0.1% | 2.00M | New | |||
| 89 | $BREZ | Breeze Acquisition Corp. II | Financials | $759K | 0.1% | 2.92M | New | |||
| 90 | $FAC | Factorial Energy Inc. | Technology | $747K | 0.1% | 549K | +932% | |||
| 91 | $PAII | Pyrophyte Acquisition Corp. II | Financials | $725K | 0.1% | 1.61M | -42% | |||
| 92 | $AMCI | AMC Robotics Corp | Consumer Discretionary | $702K | 0.1% | 141K | — | |||
| 93 | $EURK | Eureka Acquisition Corp | Technology | $687K | 0.1% | 1.96M | +4% | |||
| 94 | $TRAD | APEX Tech Acquisition Inc. | Financials | $664K | 0.1% | 3.02M | New | |||
| 95 | $GTEN | Gores Holdings X, Inc. / CI | Financials | $657K | 0.1% | 63K | New | |||
| 96 | — | HALL CHADWICK ACQUISITION CO - RIGHT 11/20/2030 | — | $657K | 0.1% | 2.27M | +214% | |||
| 97 | $NHIC | NewHold Investment Corp. III | Financials | $630K | 0.1% | 304K | +51% | |||
| 98 | $KCHV | Kochav Defense Acquisition Corp. | Financials | $604K | 0.1% | 2.99M | — | |||
| 99 | — | COLUMBUS CIRCLE CAP CORP II - *W EXP 02/11/203 | — | $601K | 0.1% | 455K | +95% | |||
| 100 | $CCII | Cohen Circle Acquisition Corp. II | Financials | $599K | 0.1% | 844K | — | |||
| 101 | $BHAV | BHAV Acquisition Corp | Financials | $586K | 0.1% | 2.55M | New | |||
| 102 | $ANSC | Agriculture & Natural Solutions Acquisition Corp | Financials | $580K | 0.1% | 2.88M | — | |||
| 103 | $VNME | Vendome Acquisition Corp I | Financials | $578K | 0.1% | 1.99M | — | |||
| 104 | $HDRN | Hadron Energy, Inc. | Utilities | $574K | 0.1% | 283K | -65% | |||
| 105 | $APXT | Apex Treasury Corp | Financials | $573K | 0.1% | 1.76M | +17% | |||
| 106 | — | BLUE ACQUISITION CORP. - UNIT 06/02/2030 | — | $563K | 0.1% | 50K | New | |||
| 107 | $QSEA | Quartzsea Acquisition Corp | Financials | $561K | 0.1% | 2.55M | — | |||
| 108 | — | SC II ACQUISITION CORP - RIGHT 11/26/2030 | — | $540K | 0.1% | 2.90M | — | |||
| 109 | $ARCL | ARC Group Acquisition I Corp. | Financials | $536K | 0.1% | 2.28M | New | |||
| 110 | $AXIN | Axiom Intelligence Acquisition Corp 1 | Financials | $526K | 0.1% | 1.40M | +202% | |||
| 111 | — | WHITE PEARL ACQUISITION CORP - RIGHT 09/10/2030 | — | $513K | 0.1% | 1.82M | — | |||
| 112 | $APUR | Aperture AC | Financials | $508K | 0.1% | 3.18M | New | |||
| 113 | $AACP | Apogee Acquisition Corp | Financials | $508K | 0.1% | 4.41M | New | |||
| 114 | — | VERNAL CAP ACQUISITION CORP - RIGHT 10/31/2027 | — | $507K | 0.1% | 2.59M | New | |||
| 115 | $IPCX | Inflection Point Acquisition Corp. III | Financials | $468K | 0.1% | 1.04M | +316% | |||
| 116 | $RANG | Range Capital Acquisition Corp. | Financials | $464K | 0.1% | 1.66M | — | |||
| 117 | $QRED | QuasarEdge Acquisition Corp | Financials | $457K | 0.1% | 1.83M | New | |||
| 118 | $DRDB | Roman DBDR Acquisition Corp. II | Financials | $452K | 0.1% | 1.84M | — | |||
| 119 | $JACS | Jackson Acquisition Co II | Financials | $437K | 0.1% | 3.12M | — | |||
| 120 | $FMAC | Future Money Acquisition Corp | Financials | $435K | 0.1% | 2.54M | New | |||
| 121 | — | COLUMBUS ACQUISITION CORP - RIGHT 99/99/9999 | — | $420K | 0.1% | 764K | +31% | |||
| 122 | $KFII | K&F GROWTH ACQUISITION CORP. II | Financials | $420K | 0.1% | 3.36M | — | |||
| 123 | $VLOS | Velos Acquisition I Corp. | Financials | $415K | 0.1% | 1.05M | -32% | |||
| 124 | $CCAQ | COLLECTIVE ACQUISITION CORP. | Financials | $413K | 0.1% | 1.02M | — | |||
| 125 | $GLED | GalaxyEdge Acquisition Corp | Financials | $406K | 0.1% | 2.44M | New | |||
| 126 | $OHAC | Oceanhawk Acquisition Corp. | Financials | $403K | 0.1% | 1.55M | New | |||
| 127 | $KEYY | Keystone Acquisition Corp. | Financials | $399K | 0.1% | 908K | New | |||
| 128 | $MCAH | Mountain Crest Acquisition 6 Corp. | Financials | $394K | 0.1% | 1.46M | New | |||
| 129 | $NMP | NMP Acquisition Corp. | Financials | $394K | 0.1% | 2.23M | — | |||
| 130 | — | AMERICAN DRIVE ACQUISITION C - *W EXP 02/06/203 | — | $392K | 0.1% | 622K | — | |||
| 131 | $FRNM | Freenome, Inc. | Healthcare | $389K | 0.1% | 36K | New | |||
| 132 | $BKHA | Black Hawk Acquisition Corp | Healthcare | $383K | 0.1% | 249K | — | |||
| 133 | $MYX | Maywood Acquisition Corp. 2 | Financials | $382K | 0.1% | 1.59M | New | |||
| 134 | — | UNITED ACQUISITION CORP I - *W EXP 99/99/999 | — | $380K | 0.1% | 307K | — | |||
| 135 | — | K2 CAP ACQUISITION CORP - RIGHT 07/30/2027 | — | $362K | 0.1% | 1.64M | +33% | |||
| 136 | $SPEG | Silver Pegasus Acquisition Corp. | Financials | $349K | 0.0% | 1.25M | — | |||
| 137 | $HCMA | HCM III ACQUISITION CORP. | Financials | $345K | 0.0% | 531K | +55% | |||
| 138 | $PECE | Peace Acquisition Corp. | Financials | $332K | 0.0% | 706K | New | |||
| 139 | $ARCL | ARC Group Acquisition I Corp. | Financials | $324K | 0.0% | 2.79M | New | |||
| 140 | — | CHURCHILL CAP CORP XII - CL A ORD SHS | — | $324K | 0.0% | 30K | New | |||
| 141 | — | PLUTONIAN ACQUISITION CORP I - RIGHT 03/26/2031 | — | $323K | 0.0% | 1.90M | New | |||
| 142 | $ONEN | ONE Nuclear Energy Inc. | Utilities | $321K | 0.0% | 825K | — | |||
| 143 | — | SPACSPHERE ACQUISITION CORP - RIGHT 02/06/2031 | — | $313K | 0.0% | 2.09M | — | |||
| 144 | $TLNC | Talon Capital Corp. | Financials | $310K | 0.0% | 436K | — | |||
| 145 | $CRAC | Crown Reserve Acquisition Corp. I | Financials | $300K | 0.0% | 1.88M | — | |||
| 146 | $SAGU | Shreya Acquisition Group | Financials | $297K | 0.0% | 1.65M | New | |||
| 147 | $CAPN | Cayson Acquisition Corp | Financials | $294K | 0.0% | 27K | — | |||
| 148 | $SIMA | SIM Acquisition Corp. I | Financials | $293K | 0.0% | 1.05M | +36% | |||
| 149 | $GPAT | GP-Act III Acquisition Corp. | Financials | $289K | 0.0% | 1.52M | — | |||
| 150 | — | CRANE HBR ACQUISITION CORP I - RIGHT 12/09/2030 | — | $287K | 0.0% | 1.28M | +28% |
What changed in Q2 2026
Against the previous quarter's 13F: 77 new, 38 added to, 20 trimmed, 27 sold out. Share-count changes; largest moves by dollar size first.
New positions (77)
first bought this quarter
first bought this quarter
- INFLECTION PT ACQUISIT CORP - CL A ORD SHS$19.3M
first bought this quarter
first bought this quarter
first bought this quarter
first bought this quarter
+71 more in the Excel export
Added to (38)
now $18.6M · held 3 qtrs
now $38.8M · held 4 qtrs, 4 adds in a row
now $27.6M · held 4 qtrs, 4 adds in a row
- CANTOR EQUITY PARTNERS VI IN - CL A ORD SHS+203%
now $7.9M
- SAFEGUARD ACQUISITION CORP - CL A ORD SHS+52%
now $14.8M
$PAIIPyrophyte Acquisition Corp. II+613%
now $4.4M · held 4 qtrs
+32 more in the Excel export
Trimmed (20)
$CEPTCantor Equity Partners II, Inc.-46%
now $9.6M · held 5 qtrs, 2 trims in a row
- SPACE ASSET ACQUISITION CORP - USD CL A ORD SHS-72%
now $2.5M
$BLUWBlue Water Acquisition Corp. III-35%
now $10.9M · held 3 qtrs, 2 trims in a row
$GFUZGeneral Fusion Group Ltd.-40%
now $5.8M · held 2 qtrs
$RAAQReal Asset Acquisition Corp.-68%
now $1.4M · held 3 qtrs
now $25.5M · held 3 qtrs
+14 more in the Excel export
Sold out (27)
$HYAC-WTHaymaker Acquisition Corp. 4was $23.4M
held 2 qtrs
- SPARTACUS ACQUISITION CORP Iwas $15.1M
- GALAXYEDGE ACQUISITION CORPwas $9.7M
- APEX TECH ACQUISITION INCwas $8.5M
- BHAV ACQUISITION CORPwas $7.6M
- CLEARTHINK 1 ACQUISITION CORwas $6.6M
+21 more in the Excel export
Holdings by quarter
Every 13F Harraden Circle Investments, LLC has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow Harraden Circle Investments?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Top 10 since filing
-10.5%
Value-weighted move of the 10 largest stock positions
Turnover
20%
Last quarter; 92% over the last 4
Top 10 weight
34%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
43%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 1 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Harraden Circle Investments, LLC disclosed 236 positions worth $784.1M in its Form 13F-HR for Q2 2026, led by $CEPF (Cantor Equity Partners IV, Inc.) at 5.0% of the equity portfolio, followed by $AIIR and $BCARU. During the quarter the fund opened 77 new positions and exited 27 — including a new stake in $AIIR and a full exit from $HYAC-WT. The portfolio is most concentrated in Financials (59.4% of disclosed assets). All figures are sourced directly from Harraden Circle Investments, LLC’s Form 13F-HR filing with the SEC under CIK 1910592.
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AI-Powered Hedge Fund Analysis: Harraden Circle Investments, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Harraden Circle Investments, LLC (SEC CIK: 1910592), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Harraden Circle Investments, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.