Harraden Circle Investments, LLC

CIK

1910592

Location

NEW YORK, NY

Portfolio Value

Small $379,955,319

Diversification

Diversified

Filing Date

Global Rank

#3,026 / 8,603 ▲ 97 · as of Mar 2026

Top Industry

Shell Companies 91.9%

3Y Alpha vs SPY

-17.3%

Period ended 3 months ago

Filed May 15, 2026 · 55d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

-28.9%

SPY

+24.0%

Annualised alpha

-38.4%

Max drawdown

−33.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

35 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.4%

−0.1 pts

Top 5

35.3%

−1.0 pts

Top 10

63.5%

−0.3 pts

HHI

501

Diversified−7

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	92.0%	$349,381,886	29
Consumer Cyclical	7.2%	$27,495,692	2
Technology	0.4%	$1,568,808	2
Utilities	0.4%	$1,508,933	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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
SVAC	Spring Valley Acquisition Corp. III	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

15 positions

Ticker	Company	Shares	Value
RDAG	Republic Digital Acquisition Co	2,299,466	$23,282,093
KIDZ	KIDZ AI Inc.	241,621	$21,504,269
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
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

35 positions · $379,955,319 total · as of Mar 31, 2026

All sectors Consumer Cyclical Financial Services Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CEPF	Cantor Equity Partners IV, Inc. Financial Services	Added	3,133,950	+1,922,050	$31,934,950	+156.3%	8.40%
BEAG	Bold Eagle Acquisition Corp. Financial Services	Held	2,555,739	0	$26,975,825	−0.2%	7.10%
PLBL	Polibeli Group Ltd Consumer Cyclical	Reduced	2,876,258	-250	$25,311,070	−19.7%	6.66%
PMTR	Perimeter Acquisition Corp. I Financial Services	Added	2,440,298	+139,800	$25,037,457	+5.9%	6.59%
ALDF	Aldel Financial II Inc. Financial Services	Held	2,351,288	0	$24,829,601	+0.7%	6.53%
NWAX	New America Acquisition I Corp. Financial Services	NEW	2,479,304	NEW	$24,817,833	NEW	6.53%
HYAC	Haymaker Acquisition Corp. 4 Financial Services	Added	2,034,839	+2,004,586	$23,482,042	+6720.6%	6.18%
BCAR	D. Boral ARC Acquisition I Corp. Financial Services	NEW	2,133,854	NEW	$21,594,602	NEW	5.68%
CCII	Cohen Circle Acquisition Corp. II Financial Services	Added	1,875,436	+200,000	$19,166,955	+11.7%	5.04%
CEPT	Cantor Equity Partners II, Inc. Financial Services	Reduced	1,663,029	-777,365	$18,110,385	−34.1%	4.77%
RTAC	Renatus Tactical Acquisition Corp I Financial Services	Added	1,445,583	+1,383,996	$14,860,593	+2161.4%	3.91%
CLBR	Colombier Acquisition Corp. III Financial Services	NEW	1,448,992	NEW	$14,576,859	NEW	3.84%
UAC	United Acquisition Corp. I Financial Services	NEW	1,044,996	NEW	$10,240,960	NEW	2.70%
TVA	Texas Ventures Acquisition III Corp Financial Services	Reduced	985,000	-81,667	$10,234,150	−9.9%	2.69%
SAC	Safeguard Acquisition Corp. Financial Services	NEW	968,060	NEW	$9,641,877	NEW	2.54%
AEXA	American Exceptionalism Acquisition Corp. A Financial Services	Held	886,000	0	$9,595,380	−4.9%	2.53%
SVAC	Spring Valley Acquisition Corp. III Financial Services	NEW	934,281	NEW	$9,492,294	NEW	2.50%
TLNC	Talon Capital Corp. Financial Services	NEW	899,999	NEW	$9,179,989	NEW	2.42%
SAAQ	Space Asset Acquisition Corp. Financial Services	NEW	877,538	NEW	$8,740,278	NEW	2.30%
CEPV	Cantor Equity Partners V, Inc. Financial Services	Held	750,000	0	$7,575,000	−1.5%	1.99%
COLA	Columbus Acquisition Corp/Cayman Islands Financial Services	Held	557,800	0	$5,856,900	+1.1%	1.54%
MBAV	M3-Brigade Acquisition V Corp. Financial Services	Held	500,000	0	$5,370,000	+1.0%	1.41%
RAAQ	Real Asset Acquisition Corp. Financial Services	NEW	437,747	NEW	$4,596,343	NEW	1.21%
VCIC	Vine Hill Capital Investment Corp. Financial Services	Reduced	417,120	-1,751,159	$4,588,320	−80.4%	1.21%
FCRS	FutureCrest Acquisition Corp. Financial Services	Reduced	269,348	-12,440	$2,709,640	−4.8%	0.71%
CEPS	Cantor Equity Partners VI, Inc. Financial Services	NEW	252,200	NEW	$2,547,220	NEW	0.67%
KBSX	FST Corp. Consumer Cyclical	Held	1,642,573	0	$2,184,622	−5.0%	0.57%
CHAR	Charlton Aria Acquisition Corp Financial Services	NEW	200,000	NEW	$2,116,000	NEW	0.56%
BAYA	Bayview Acquisition Corp Financial Services	Held	70,955	0	$847,912	+0.6%	0.22%
XNDU	Xanadu Quantum Technologies Ltd Technology	NEW	104,380	NEW	$799,550	NEW	0.21%
NKLR	Terra Innovatum Global N.V. Utilities	Held	167,311	0	$776,323	+0.4%	0.20%
AMCI	AMC Robotics Corp Technology	Held	141,019	0	$769,258	−31.0%	0.20%
IMSR	Terrestrial Energy Inc. /DE/ Utilities	Held	122,000	0	$732,610	−1.7%	0.19%
BRR	ProCap Financial, Inc. Financial Services	Reduced	175,000	-26,250	$369,250	−48.0%	0.10%
CAPN	Cayson Acquisition Corp Financial Services	NEW	26,661	NEW	$293,271	NEW	0.08%