Harraden Circle Investments, LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
236
Total value ($000)
$784,083
Net value change ($000)
+285,072 (57.1%)
New positions
44
Sold out positions
13
Turnover %
58.7%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 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)
AIR GLOBAL PLC 33,289 NEW
GRAF 21,700 NEW
INFLECTION PT ACQUISIT CORP 19,326 NEW
BOOST RUN INC 18,100 NEW
SUNCRETE INC 17,647 NEW
FCRS 15,928 587.7%
GSR V ACQUISITION CORP 15,706 NEW
OCEAN CAP ACQUISITION CORP 14,196 NEW
CUB 13,976 NEW
AEON ACQUISITION I CORP 13,484 NEW
Top Reduces (Value $000, Stocks/ETFs)
HYAC -23,441 -100.0%
SPARTACUS ACQUISITION CORP I -15,053 -100.0%
GALAXYEDGE ACQUISITION CORP -9,687 -100.0%
CEPT -8,519 -47.0%
APEX TECH ACQUISITION INC -8,510 -100.0%
BHAV ACQUISITION CORP -7,572 -100.0%
CLEARTHINK 1 ACQUISITION COR -6,598 -100.0%
SPACE ASSET ACQUISITION CORP -6,210 -71.1%
BLUW -5,827 -34.9%
MBAV -5,370 -100.0%
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