Harraden Circle Investments, LLC
Filing Date
Global Rank
#3,054
/ 8,622
▲ 107
· as of Mar 2026
Top Industry
Shell Companies
89.4%
3Y Alpha vs SPY
-36.3%
Period ended 4 months ago
Filed May 15, 2026 · 2mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
-3.7%
SPY
+23.3%
Annualised alpha
-18.1%
Max drawdown
−15.7%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.
Portfolio Concentration
35 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.4%
−0.2 pts
Top 5
35.3%
−1.3 pts
Top 10
63.5%
+0.1 pts
HHI
501
Diversified−6
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 89.5% | $339,889,592 |
| Consumer Cyclical | 7.2% | $27,495,692 |
| Industrials | 2.5% | $9,492,294 |
| Technology | 0.4% | $1,568,808 |
| Utilities | 0.4% | $1,508,933 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HYAC | Haymaker Acquisition Corp. 4 | +2,004,586 | 2,034,839 | $23,482,042 | |
| CEPF | Cantor Equity Partners IV, Inc. | +1,922,050 | 3,133,950 | $31,934,950 | |
| RTAC | Renatus Tactical Acquisition Corp I | +1,383,996 | 1,445,583 | $14,860,593 | |
| CCII | Cohen Circle Acquisition Corp. II | +200,000 | 1,875,436 | $19,166,955 | |
| PMTR | Perimeter Acquisition Corp. I | +139,800 | 2,440,298 | $25,037,457 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VCIC | Vine Hill Capital Investment Corp. | −1,751,159 | 417,120 | $4,588,320 | |
| CEPT | Cantor Equity Partners II, Inc. | −777,365 | 1,663,029 | $18,110,385 | |
| TVA | Texas Ventures Acquisition III Corp | −81,667 | 985,000 | $10,234,150 | |
| BRR | ProCap Financial, Inc. | −26,250 | 175,000 | $369,250 | |
| FCRS | FutureCrest Acquisition Corp. | −12,440 | 269,348 | $2,709,640 | |
| PLBL | Polibeli Group Ltd | −250 | 2,876,258 | $25,311,070 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
13 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NWAX | New America Acquisition I Corp. | 2,479,304 | $24,817,833 | |
| BCAR | D. Boral ARC Acquisition I Corp. | 2,133,854 | $21,594,602 | |
| CLBR | Colombier Acquisition Corp. III | 1,448,992 | $14,576,859 | |
| UAC | United Acquisition Corp. I | 1,044,996 | $10,240,960 | |
| SAC | Safeguard Acquisition Corp. | 968,060 | $9,641,877 | |
| GFUZ | General Fusion Group Ltd. | 934,281 | $9,492,294 | |
| TLNC | Talon Capital Corp. | 899,999 | $9,179,989 | |
| SAAQ | Space Asset Acquisition Corp. | 877,538 | $8,740,278 | |
| RAAQ | Real Asset Acquisition Corp. | 437,747 | $4,596,343 | |
| CEPS | Cantor Equity Partners VI, Inc. | 252,200 | $2,547,220 | |
| CHAR | Charlton Aria Acquisition Corp | 200,000 | $2,116,000 | |
| XNDU | Xanadu Quantum Technologies Ltd | 104,380 | $799,550 | |
| CAPN | Cayson Acquisition Corp | 26,661 | $293,271 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
16 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RDAG | Republic Digital Acquisition Co | 2,299,466 | $23,282,093 | |
| WENN | WEN Acquisition Corp | 1,820,449 | $18,386,534 | |
| DAAQ | Digital Asset Acquisition Corp. | 1,619,038 | $16,449,426 | |
| ONCH | 1RT Acquisition Corp. | 1,500,192 | $15,301,958 | |
| MCGA | Yorkville Acquisition Corp. | 1,443,900 | $14,626,707 | |
| GSRF | GSR IV Acquisition Corp. | 768,456 | $7,676,875 | |
| DRDB | Roman DBDR Acquisition Corp. II | 671,465 | $7,003,379 | |
| BDCI | BTC Development Corp. | 666,903 | $6,675,699 | |
| GTEN | Gores Holdings X, Inc. / CI | 542,037 | $5,555,879 | |
| HCMA | Hcm III Acquisition Corp. | 423,280 | $4,249,731 | |
| RANG | Range Capital Acquisition Corp. | 318,600 | $3,319,812 | |
| FAC | Factorial Energy Inc. | 303,470 | $3,124,223 | |
| KYIV | Kyivstar Group Ltd. | 163,449 | $2,121,568 | |
| GTERA | Globa Terra Acquisition Corp | 120,896 | $1,221,049 | |
| RAIN | Rain Enhancement Technologies Holdco, Inc. | 60,000 | $350,400 | |
| KIDZ | KIDZ AI Inc. | 241,621 | $43,008 | |
| No positions match the current search. | ||||
35 tracked positions ·
$379,955,319 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CEPF |
Cantor Equity Partners IV, Inc.
Financial Services
|
Added | 3,133,950 | $31,934,950 | 8.40% | |
| BEAG |
Bold Eagle Acquisition Corp.
Financial Services
|
Held | 2,555,739 | $26,975,825 | 7.10% | |
| PLBL |
Polibeli Group Ltd
Consumer Cyclical
|
Reduced | 2,876,258 | $25,311,070 | 6.66% | |
| PMTR |
Perimeter Acquisition Corp. I
Financial Services
|
Added | 2,440,298 | $25,037,457 | 6.59% | |
| ALDF |
Aldel Financial II Inc.
Financial Services
|
Held | 2,351,288 | $24,829,601 | 6.53% | |
| NWAX |
New America Acquisition I Corp.
Financial Services
|
NEW | 2,479,304 | $24,817,833 | 6.53% | |
| HYAC |
Haymaker Acquisition Corp. 4
Financial Services
|
Added | 2,034,839 | $23,482,042 | 6.18% | |
| BCAR |
D. Boral ARC Acquisition I Corp.
Financial Services
|
NEW | 2,133,854 | $21,594,602 | 5.68% | |
| CCII |
Cohen Circle Acquisition Corp. II
Financial Services
|
Added | 1,875,436 | $19,166,955 | 5.04% | |
| CEPT |
Cantor Equity Partners II, Inc.
Financial Services
|
Reduced | 1,663,029 | $18,110,385 | 4.77% | |
| RTAC |
Renatus Tactical Acquisition Corp I
Financial Services
|
Added | 1,445,583 | $14,860,593 | 3.91% | |
| CLBR |
Colombier Acquisition Corp. III
Financial Services
|
NEW | 1,448,992 | $14,576,859 | 3.84% | |
| UAC |
United Acquisition Corp. I
Financial Services
|
NEW | 1,044,996 | $10,240,960 | 2.70% | |
| TVA |
Texas Ventures Acquisition III Corp
Financial Services
|
Reduced | 985,000 | $10,234,150 | 2.69% | |
| SAC |
Safeguard Acquisition Corp.
Financial Services
|
NEW | 968,060 | $9,641,877 | 2.54% | |
| AEXA |
American Exceptionalism Acquisition Corp. A
Financial Services
|
Held | 886,000 | $9,595,380 | 2.53% | |
| GFUZ |
General Fusion Group Ltd.
Industrials
|
NEW | 934,281 | $9,492,294 | 2.50% | |
| TLNC |
Talon Capital Corp.
Financial Services
|
NEW | 899,999 | $9,179,989 | 2.42% | |
| SAAQ |
Space Asset Acquisition Corp.
Financial Services
|
NEW | 877,538 | $8,740,278 | 2.30% | |
| CEPV |
Cantor Equity Partners V, Inc.
Financial Services
|
Held | 750,000 | $7,575,000 | 1.99% | |
| COLA |
Columbus Acquisition Corp/Cayman Islands
Financial Services
|
Held | 557,800 | $5,856,900 | 1.54% | |
| VLOS |
Velos Acquisition I Corp.
Financial Services
|
Held | 500,000 | $5,370,000 | 1.41% | |
| RAAQ |
Real Asset Acquisition Corp.
Financial Services
|
NEW | 437,747 | $4,596,343 | 1.21% | |
| VCIC |
Vine Hill Capital Investment Corp.
Financial Services
|
Reduced | 417,120 | $4,588,320 | 1.21% | |
| FCRS |
FutureCrest Acquisition Corp.
Financial Services
|
Reduced | 269,348 | $2,709,640 | 0.71% | |
| CEPS |
Cantor Equity Partners VI, Inc.
Financial Services
|
NEW | 252,200 | $2,547,220 | 0.67% | |
| KBSX |
FST Corp.
Consumer Cyclical
|
Held | 1,642,573 | $2,184,622 | 0.57% | |
| CHAR |
Charlton Aria Acquisition Corp
Financial Services
|
NEW | 200,000 | $2,116,000 | 0.56% | |
| BAYA |
Bayview Acquisition Corp
Financial Services
|
Held | 70,955 | $847,912 | 0.22% | |
| XNDU |
Xanadu Quantum Technologies Ltd
Technology
|
NEW | 104,380 | $799,550 | 0.21% | |
| NKLR |
Terra Innovatum Global N.V.
Utilities
|
Held | 167,311 | $776,323 | 0.20% | |
| AMCI |
AMC Robotics Corp
Technology
|
Held | 141,019 | $769,258 | 0.20% | |
| IMSR |
Terrestrial Energy Inc. /DE/
Utilities
|
Held | 122,000 | $732,610 | 0.19% | |
| BRR |
ProCap Financial, Inc.
Financial Services
|
Reduced | 175,000 | $369,250 | 0.10% | |
| CAPN |
Cayson Acquisition Corp
Financial Services
|
NEW | 26,661 | $293,271 | 0.08% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.