Filing Flows › 13F managers › Harraden Circle Investments, LLC
Harraden Circle Investments, LLC: 13F portfolio Q2 2026 and what copying it returned
Harraden Circle Investments, LLC's 13F for the quarter ended 2026-06-30 (filed Aug 14, 2026): 236 common-share positions, $784.1B reported. Copying each 13F the day after it was filed returned -53.1% from May 19, 2025 to Nov 6, 2026, against +18.5% for SPY.
Copying the 13F
Each 13F bought at the close of the first trading day after it was filed and held, drifting, until the next one; value-weighted over the common-share positions with a price (4.3% of the portfolio on average); 5 filings since May 15, 2025. Price returns for the clone and SPY alike (no dividends, no costs). A 13F lists only US long positions at quarter end, reported up to 45 days later.
Largest holdings (2026-06-30)
| Ticker | Company | Weight | Value | Change in the quarter |
|---|---|---|---|---|
| NWAX | New America Acquisition I | 3.2% | $25.2B | unchanged |
| BRUN | Boost Run | 2.3% | $18.1B | new |
| RMIX | Suncrete | 2.2% | $17.6B | new |
Biggest adds
- BRUN new
- RMIX new
Biggest cuts
- None reported.
Track record
Of 20 position changes scored in 20 separate decisions, 40.0% were on the right side of SPY over the next three months (Disclosures → Smart money).
Open in Disclosures → every quarter, the clone month by month, the smart-money record
Source: SEC Form 13F-HR, filer CIK 1910592. Not investment advice.