Q2 2026 13F · SEC CIK 1910592

Harraden Circle Investments, LLC

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $784.1M
Reported positions: 236
Holdings vs S&P 500, 3 yrs: —
Assets under management: $562.9M

Harraden Circle Investments, LLC is a hedge fund that reported 236 positions worth $784.1M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Cantor Equity Partners IV in (CEPF, 5.0%), AIR Global PLC (AIIR, 4.2%), D Boral Arc Acquisition I Cl A Ord (BCAR, 3.5%).

Harraden Circle Investments, LLC holdings largest 50 of 236 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Harraden Circle Investments, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
CEPFCantor Equity Partners IV in	5.0%	6.4%	3,734,030	+19.1%	$38.8M
AIIRAIR Global PLC	4.2%	—	4,998,421	—	$33.3M
BCARD Boral Arc Acquisition I Cl A Ord	3.5%	4.3%	2,643,991	+23.9%	$27.6M
BEAGBold Eagle Acquisition Cor-A	3.2%	5.4%	2,384,139	-6.7%	$25.5M
PMTRPerimeter Acquisition Corp I	3.2%	5.0%	2,440,298	+0.0%	$25.4M
NWAXNew Amer Acquisition I Corp	3.2%	5.0%	2,479,304	+0.0%	$25.2M
ALDFAldel Finl II Inc	3.2%	5.0%	2,351,288	+0.0%	$25.1M
PLBLPolibeli Group Ltd	3.1%	5.1%	2,876,258	+0.0%	$24.2M
GRAFGraf Global Corp	2.8%	—	2,000,000	—	$21.7M
IPFXInflection Pt Acquisit Corp	2.5%	—	1,869,092	—	$19.3M
CCIICohen Circle Acquisit Corp I	2.5%	3.8%	1,875,436	+0.0%	$19.3M
FCRSFuturecrest Acquisition Corp	2.4%	0.5%	1,809,472	+571.8%	$18.6M
BRUNBoost Run Inc	2.3%	—	466,375	—	$18.1M
RMIXSuncrete Inc	2.3%	—	783,260	—	$17.6M
RTACRenatus Tactical Acquis	2.2%	3.0%	1,657,888	+14.7%	$17.4M
GSRVUGsr V Acquisition Corp	2.0%	—	1,569,000	—	$15.7M
CLBRColombier Acquisition Corp I	1.9%	2.9%	1,448,992	+0.0%	$14.9M
SACSafeguard Acquisition Corp	1.9%	1.9%	1,468,060	+51.6%	$14.8M
G66903132Ocean Cap Acquisition Corp	1.8%	—	1,387,657	—	$14.2M
CUBLionheart Holdings	1.8%	—	1,297,683	—	$14.0M
AESPUAeon Acquisition I Corp	1.7%	—	1,335,000	—	$13.5M
G37307124Futurecorp Space Acquisition	1.6%	—	1,250,000	—	$12.7M
BACCBlue Acquisition Corp	1.4%	—	1,064,723	—	$11.3M
BLUWBlue Wtr Acquisition Corp. I	1.4%	3.3%	1,050,642	-35.2%	$10.9M
TLNCTalon Cap Corp	1.4%	1.8%	1,042,732	+15.9%	$10.8M
CCIXChurchill Capital Corp Ix	1.4%	—	986,559	—	$10.7M
TVATexas Ventures Acquisition-A	1.3%	2.1%	1,001,393	+1.7%	$10.6M
UACUnited Acquisition Corp I	1.3%	2.1%	1,044,996	+0.0%	$10.4M
YICCUYorkville Intl Cap Corp	1.3%	—	1,000,000	—	$10.0M
AEXAAmerican Exceptionalism Acqu	1.2%	1.9%	813,400	-8.2%	$9.6M
CEPTCantor Equity Partners II in	1.2%	3.6%	904,798	-45.6%	$9.6M
JABRUJab Acquisition Corp I	1.2%	—	900,000	—	$9.0M
KRSPRice Acquisition Corp 3	1.1%	—	819,002	—	$8.6M
NHICNewhold Invt Corp III	1.1%	—	780,090	—	$8.5M
CCXIChurchill Cap Corp Xi	1.1%	—	478,517	—	$8.4M
CEPSCantor Equity Partners VI Inc	1.0%	0.5%	762,950	+202.5%	$7.9M
CEPVCantor Equity Partners-Cl A	1.0%	1.5%	750,000	+0.0%	$7.7M
DGAC-UNDisciplined Growth	1.0%	—	750,000	—	$7.5M
TMTSSpartacus Acquisition Corp I	0.9%	—	726,100	—	$7.3M
BRUNWBoost Run Inc	0.9%	—	265,148	—	$7.2M
TACOBerto Acquisition Corp	0.9%	—	649,284	—	$6.8M
ALPXUAlpex Acquisition Corp	0.8%	—	650,000	—	$6.5M
APXTApex Treas Corp	0.8%	—	600,000	—	$6.0M
COLAColumbus Acquisition Corp	0.8%	1.2%	557,800	+0.0%	$5.9M
GFUZSpring Vy Acquisition Corp I	0.7%	1.9%	563,577	-39.7%	$5.8M
FWACUFuturewave Acquisition Corp	0.7%	—	550,000	—	$5.5M
GHXIUGores Holdings Xi Inc	0.6%	—	500,000	—	$5.1M
CAESCantor Equity Partners VII Inc	0.6%	—	463,544	—	$4.7M
BCARWD. Boral Arc Acq I Corp.	0.6%	0.4%	2,574,680	-14.6%	$4.7M
PAIIPyrophyte Acquisition Corp-A	0.6%	—	348,923	—	$4.4M

What Harraden Circle Investments, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -6.3% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$784.1M	236
Q1 2026	$499.0M	180
Q4 2025	$545.6M	180
Q3 2025	$514.0M	147
Q2 2025	$386.1M	120
Q1 2025	$220.1M	115
Q4 2024	$123.3M	78

Questions about Harraden Circle Investments, LLC's portfolio

What stocks does Harraden Circle Investments, LLC own?

Harraden Circle Investments, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 236 positions worth $784.1M. The largest are Cantor Equity Partners IV in (CEPF) at 5.0%, AIR Global PLC (AIIR) at 4.2%, D Boral Arc Acquisition I Cl A Ord (BCAR) at 3.5%, Bold Eagle Acquisition Cor-A (BEAG) at 3.2% and Perimeter Acquisition Corp I (PMTR) at 3.2%.

What did Harraden Circle Investments, LLC buy last quarter?

In Q2 2026, Harraden Circle Investments, LLC added Futurecrest Acquisition Corp (FCRS) (+571.8% shares), Cantor Equity Partners VI Inc (CEPS) (+202.5% shares) and Safeguard Acquisition Corp (SAC) (+51.6% shares), compared with its Q1 2026 filing.

What did Harraden Circle Investments, LLC sell last quarter?

In Q2 2026, Harraden Circle Investments, LLC cut from its top 50 Haymaker Acquisition Corp IV (HYAC), cut from its top 50 Spartacus Acquisition Corp I (TMTSU), cut from its top 50 Galaxyedge Acquisition Corp, cut from its top 50 Space Asset Acquisition Cl A Ord (SAAQ), cut from its top 50 Apex Tech Acquisition Inc, Cantor Equity Partners II in (CEPT) (-45.6% shares), Spring Vy Acquisition Corp I (GFUZ) (-39.7% shares) and Blue Wtr Acquisition Corp. I (BLUW) (-35.2% shares), compared with its Q1 2026 filing.

When is Harraden Circle Investments, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Harraden Circle Investments, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Harraden Circle Investments, LLC manage?

Harraden Circle Investments, LLC reported $562.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $784.1M.