Arkolith/Funds/Harraden Circle Investments, LLC

Harraden Circle Investments, LLC

CIK 1910592
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Harraden Circle Investments, LLC holds a diversified book of 236 stocks worth $784.1M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Air Holdings Ltd and trimmed Bold Eagle Acquisition Cor-A. Their largest long position is Cantor Equity Partners-CL A at 5% of the equity book.

Opened
88
bought for the first time
Added to
37
already held, bought more
Trimmed
19
sold some, still holds it
Sold out
32
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
34%
Top 20 holdings
55%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

72% mapped to company sectors

Financials
58%
ETF / fund or unclassified
28%
Information Technology
9%
Industrials
3%
Utilities
1%
Consumer Discretionary
0%
Health Care
0%
Materials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Harraden Circle Investments, LLC

Manager / fundShared namesTheir $ in those
Gritstone Asset Management LLC23 / 80$24.6M
L1 Global Manager Pty Ltd14 / 80$20.4M
Meteora Capital, LLC36 / 80$189.6M
HGC Investment Management Inc.23 / 80$70.7M
Governors Lane LP32 / 80$160.2M
Heights Capital Management, Inc27 / 80$51.6M
Wealthspring Capital LLC18 / 80$51.9M
Crossingbridge Advisors, LLC15 / 80$58.0M

Ranked by the share of each fund's own book sitting in the names it shares with Harraden Circle Investments, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

236 positions
#SecurityValueShares% PortLast moveHistory
1Cantor Equity Partners IV In
SHS CL A
$38.8M3.73M
5.0%
+19%
Added · +600K sh
2Air Global PLC
SHS
$33.3M5.00M
4.2%
New
New position
3D. Boral Arc Acq I Corp.
SHS CL A
$27.6M2.64M
3.5%
+24%
Added · +510K sh
4Bold Eagle Acquisition Corp
CL A
$25.5M2.38M
3.2%
−6.7%
Reduced · −172K sh
5Perimeter Acquisition Corp I
COM CL A
$25.4M2.44M
3.2%
Held
6New Amer Acquisition I Corp
COM SHS CL A
$25.2M2.48M
3.2%
Held
7Aldel Finl II Inc
CL A
$25.1M2.35M
3.2%
Held
8Polibeli Group Ltd
CL A ORD SHS
$24.2M2.88M
3.1%
Held
9Graf Global Corp
ORD SHS CL A
$21.7M2.00M
2.8%
New
New position
10Inflection PT Acquisit Corp
CL A ORD SHS
$19.3M1.87M
2.5%
New
New position
11Cohen Circle Acquisit Corp I
SHS CL A
$19.3M1.88M
2.5%
Held
12Futurecrest Acquisition Corp
CL A ORD SHS
$18.6M1.81M
2.4%
+572%
Added · +1.5M sh
13Boost Run Inc
ORD SHS CL A
$18.1M466.4K
2.3%
New
New position
14Suncrete Inc
COM SHS CL A
$17.6M783.3K
2.3%
New
New position
15Renatus Tactical Acquis
SHS CL A
$17.4M1.66M
2.2%
+15%
Added · +212K sh
16GSR V Acquisition Corp
UNIT 05/12/2031
$15.7M1.57M
2.0%
New
New position
17Colombier Acquisition Corp I
ORD SHS CL A
$14.9M1.45M
1.9%
Held
18Safeguard Acquisition Corp
CL A ORD SHS
$14.8M1.47M
1.9%
+52%
Added · +500K sh
19Ocean Cap Acquisition Corp
UNIT 99/99/9999
$14.2M1.39M
1.8%
New
New position
20Lionheart Holdings
SHS CL A
$14.0M1.30M
1.8%
New
New position
21Aeon Acquisition I Corp
UNIT 01/30/2031
$13.5M1.33M
1.7%
New
New position
22Futurecorp Space Acquisition
UNIT 99/99/9999
$12.7M1.25M
1.6%
New
New position
23Blue Acquisition Corp.
ORD SHS CL A
$11.3M1.06M
1.4%
New
New position
24Blue WTR Acquisition Corp. I
ORD SHS CL A
$10.9M1.05M
1.4%
−35%
Reduced · −572K sh
25Talon Cap Corp
ORD SHS CL A
$10.8M1.04M
1.4%
+16%
Added · +143K sh
26Churchill Capital Corp IX
CL A SHS
$10.7M986.6K
1.4%
New
New position
27Texas Ventures Acquisition I
USD CL A ORD SHS
$10.6M1.00M
1.3%
+1.7%
Added · +16K sh
28United Acquisition Corp I
ORD SHS CL A
$10.4M1.04M
1.3%
Held
29Yorkville Intl Cap Corp
UNIT 06/05/2031
$10.0M1.00M
1.3%
New
New position
30American Exceptionalism Acqu
ORD CL A
$9.6M813.4K
1.2%
−8.2%
Reduced · −73K sh
31Cantor Equity Partners II In
CL A ORD SHS
$9.6M904.8K
1.2%
−46%
Reduced · −758K sh
32Jab Acquisition Corp I
UNIT 06/05/2031
$9.0M900.0K
1.2%
New
New position
33Rice Acquisition Corp 3
ORD SHS CL A
$8.6M819.0K
1.1%
New
New position
34Newhold Invt Corp III
ORD SHS CL A
$8.5M780.1K
1.1%
New
New position
35Churchill Cap Corp XI
CL A ORD SHS
$8.4M478.5K
1.1%
New
New position
36Cantor Equity Partners VI In
CL A ORD SHS
$7.9M763.0K
1.0%
+203%
Added · +511K sh
37Cantor Equity Partners V Inc
SHS CL A S
$7.7M750.0K
1.0%
Held
38Disciplined Growth
UNIT 99/99/9999
$7.5M750.0K
1.0%
New
New position
39Spartacus Acquisition Corp I
CL A ORD SHS
$7.3M726.1K
0.9%
New
New position
40Boost Run Inc
*W EXP 05/08/203
$7.2M265.1K
0.9%
New
New position
41Berto Acquisition Corp
ORD SHS
$6.8M649.3K
0.9%
New
New position
42Alpex Acquisition Corp
UNIT 06/05/2031
$6.5M650.0K
0.8%
New
New position
43Apex Treas Corp
ORD SHS CL A
$6.0M600.0K
0.8%
New
New position
44Columbus Acquisition Corp
SHS
$5.9M557.8K
0.8%
Held
45Spring Vy Acquisition Corp I
SHS CL A
$5.8M563.6K
0.7%
−40%
Reduced · −371K sh
46Futurewave Acquisition Corp
UNIT 06/04/2031
$5.5M550.0K
0.7%
New
New position
47Gores Holdings XI Inc
UNIT 06/24/2031
$5.1M500.0K
0.6%
New
New position
48Cantor Equity Partners VII I
CL A ORD SHS
$4.7M463.5K
0.6%
New
New position
49D. Boral Arc Acq I Corp.
*W EXP 07/23/203
$4.7M2.57M
0.6%
−15%
Reduced · −441K sh
50Pyrophyte Acquisition Corp.
CL A SHS
$4.4M348.9K
0.6%
+613%
Added · +300K sh
Showing 50 of 236 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 2026236$784.1M13F-HR
Q1 2026Mar 31, 2026May 15, 2026181$499.0M13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026180$545.6M13F-HR
Q3 2025Sep 30, 2025Nov 13, 2025147$514.0M13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025120$386.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.