Arkolith/Funds/Logan Stone Capital, LLC

Logan Stone Capital, LLC

CIK 1535521
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Logan Stone Capital, LLC holds a focused book of 133 stocks worth $360.1M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened HEICO CORP NEW and trimmed NEWS CORP NEW. Their largest long position is FOX CORP at 27% of the equity book.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Logan Stone Capital, LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1535521/holdings"
Ask your agent
Use Arkolith to show Logan Stone Capital, LLC's latest
holdings, largest changes, and filing provenance.
Opened
42
new positions
Added to
43
existing
Trimmed
35
reduced
Sold out
57
exited

Concentration

Top-heavy: focused book

Top 5 holdings
45%
Top 10 holdings
56%
Top 20 holdings
69%

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

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

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, no cost basis

Bought
  • FOX CORP
    +258%$69.5M
  • HEICO CORP NEW
    New$20.8M
  • VANGUARD MUN BD FDS
    New$17.6M
  • SPROTT ASSET MANAGEMENT LP
    New$8.3M
  • SILICON VY ACQUISITION CORP
    New$7.4M
  • SPROTT ASSET MANAGEMENT LP
    New$6.0M
Trimmed / exited
  • PIMCO DYNAMIC INCOME FD
    −99%$20.7M
  • GRAYSCALE ETHEREUM STAKING
    −99%$15.3M
  • DOUBLELINE INCOME SOLUTIONS
    −96%$9.2M
  • NUVEEN FLOATING RATE INCOME
    −61%$5.9M
  • NEWS CORP NEW
    −28%$5.6M
  • CROWN RESV ACQUISITION CORP
    −49%$2.5M

Holdings: largest first

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

133 positions
#SecurityValueShares% PortLast moveHistory
1Fox Corp
CL B COM
$96.4M1.82M
26.8%
+258%
Added · +1.3M sh
2Heico Corp New
CL A
$20.8M98.5K
5.8%
New
New position
3Vanguard Mun BD FDS
TAX EXEMPT BD
$17.6M352.4K
4.9%
New
New position
4Guggenheim Strategic Opportu
COM SBI
$14.3M1.30M
4.0%
+31%
Added · +309K sh
5News Corp New
CL A
$14.1M565.3K
3.9%
−28%
Reduced · −225K sh
6Pimco Corporate & Income Opp
COM
$9.5M784.9K
2.6%
−17%
Reduced · −164K sh
7Sprott Asset Management LP
PHYSICAL PLATINU
$8.3M537.2K
2.3%
New
New position
8Silicon Vy Acquisition Corp
CL A
$7.4M750.0K
2.1%
New
New position
9Sprott Asset Management LP
PHYSICAL GOLD AN
$6.0M125.7K
1.7%
New
New position
10Eaton Vance SR FLTNG Rte TR
COM
$5.7M540.7K
1.6%
+2.7%
Added · +14K sh
11Agriculture & Nat Sol Acq Co
SHS CL A
$5.7M501.0K
1.6%
Held
12Pimco Calif Mun Income FD
COM
$5.5M637.2K
1.5%
−21%
Reduced · −174K sh
13Gigcapital8 Corp
ORD CL A
$5.1M512.6K
1.4%
Held
14Oxley Bridge Acq Ltd
USD CL A ORD SHS
$5.1M502.4K
1.4%
Held
15CSLM Digita Asset Acq Corp I
USD CL A ORD SHS
$5.0M500.1K
1.4%
+26%
Added · +102K sh
16Cohen & Steers Tax Advan PFD
COM
$4.9M264.1K
1.4%
−1.7%
Reduced · −5K sh
17Ishares TR
CORE US AGGBD ET
$4.7M47.6K
1.3%
+1.8%
Added · +837 sh
18Doubleline Yield Opportuniti
COM
$4.5M321.1K
1.2%
−6.2%
Reduced · −21K sh
19Lake Superior Acquisition Co
USD CL A ORD SHS
$4.0M395.5K
1.1%
Held
20Thayer Ventures Acq Corp II
CL A
$3.9M382.8K
1.1%
+0.9%
Added · +4K sh
21Blackstone Long Short CR Inc
COM SHS BN INT
$3.8M352.0K
1.1%
+309%
Added · +266K sh
22Nuveen Floating Rate Income
COM
$3.8M502.1K
1.0%
−61%
Reduced · −781K sh
23AI Infrastructure Acquisi
ORD SHS CL A
$3.7M365.4K
1.0%
~0%
Added · +12 sh
24Blackstone Strategic Cred 20
COM SHS BEN IN
$3.6M321.2K
1.0%
+59%
Added · +119K sh
25First TR High Yield Opprt 20
COM
$3.4M248.8K
0.9%
+7.8%
Added · +18K sh
26Berto Acquisition Corp
ORD SHS
$3.3M323.9K
0.9%
+2.4%
Added · +8K sh
27Ishares TR
GLOB HLTHCRE ETF
$2.7M29.2K
0.8%
+0.1%
Added · +40 sh
28KKR Income Opportunities FD
COM
$2.7M246.2K
0.8%
+46%
Added · +78K sh
29Miluna Acquisition Corp
USD CL A ORD SHS
$2.6M260.2K
0.7%
~0%
Reduced · −8 sh
30Crown Resv Acquisition Corp
ORD SHS CL A
$2.6M258.7K
0.7%
−49%
Reduced · −249K sh
31Stonebridge Acquisition II C
CL A SHS
$2.5M252.0K
0.7%
Held
32Pimco New York Mun FD II
COM
$2.4M355.6K
0.7%
New
New position
33Ares Dynamic CR Allocation F
COM
$2.4M197.7K
0.7%
+82%
Added · +89K sh
34AllianceBernstein Global Hig
COM
$2.4M232.0K
0.7%
New
New position
35Eaton Vance Floating Rate In
COM
$2.3M217.2K
0.6%
−19%
Reduced · −52K sh
36Calamos Strategic Total Retu
COM SH BEN INT
$2.2M130.4K
0.6%
+565%
Added · +111K sh
37First TR Exch Traded FD III
MANAGD MUN ETF
$2.2M43.1K
0.6%
New
New position
38Starry Sea Acquisition Corp
SHS
$2.2M213.9K
0.6%
~0%
Added · +67 sh
39McKinley Acquisition Corp
SHS CL A
$2.0M196.9K
0.5%
+131%
Added · +111K sh
40Copley Acquisition Corp
ORD SHS CL A
$2.0M189.7K
0.5%
Held
41MFS Mun Income TR
SH BEN INT
$1.8M330.9K
0.5%
−25%
Reduced · −109K sh
42Flaherty & Crumrin PFD & Inm
COM
$1.7M108.4K
0.5%
New
New position
43Calisa Acquisition Corp
ORD SHS
$1.7M165.9K
0.5%
Held
44AllianceBernstein Natl Mun I
COM
$1.6M152.9K
0.5%
−19%
Reduced · −36K sh
45Globa Terra Acquisition Cor
CL A ORD SHS
$1.6M153.9K
0.4%
+9.9%
Added · +14K sh
46Lightwave Acquisition Corp
USD CL A ORD SHS
$1.5M147.1K
0.4%
+1.7%
Added · +2K sh
47First TR SR FLTG Rate Income
COM
$1.5M153.7K
0.4%
−5.6%
Reduced · −9K sh
48Abrdn Natl Mun Income FD
SH BEN INT
$1.3M130.1K
0.4%
+15%
Added · +17K sh
49Eaton Vance Enhanced Equity
COM
$1.3M61.6K
0.3%
+1.3%
Added · +779 sh
50Proem Acquisition Corp I
UNIT 01/29/2031
$1.2M125.0K
0.3%
New
New position
Showing 50 of 133 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026133$360.1M13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026150$405.5M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202566$220.2M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202578$212.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.