Barden Capital Management, Inc.

Q3 2026 13F-HR Holdings

Location
Austin, TX
Holdings as of
9/30/2026
Date filed
10/8/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$109,966
Net value change ($000)
+1,565 (1.4%)
New positions
5
Sold out positions
0
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPMO 2,028 NEW
COR 861 NEW
TPR 600 NEW
MSFT 596 36.7%
RDDT 548 NEW
NVDA 542 12.6%
VLO 430 48.9%
AAPL 397 15.0%
MTZ 361 NEW
SCHG 243 5.0%
Top Reduces (Value $000, Stocks/ETFs)
SLYG -2,361 -83.7%
TSM -472 -17.5%
META -409 -36.9%
CASY -387 -27.1%
CARR -276 -29.4%
SCHV -252 -5.6%
SCHA -193 -9.4%
MDYV -187 -7.3%
SCHB -186 -7.5%
MDYG -168 -6.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type