Harraden Circle Investments, LLC
•CIK: 1910592•Filing: Q4 2025
**Harraden Circle Investments, LLC** manages $546M across a diversified portfolio of 180 positions. The fund exhibits significant concentration in financial and market-related names, notably holding BACRP at $31.5M and BCLYF at $27.5M. Other top allocations include GSCE ($27.0M), NWAX/U ($25.8M), and UBS ($24.7M). This positioning suggests a tactical focus on cyclical value and established financial sector exposure.
Total AUM
$545.6M
QoQ Performance
+6.2%
Positions
147
Top 10 Concentration
45.1%
Latest Filing
Q4 2025
Top Holdings Allocation
POLI
CANT
POLIBELI5.8%
CANTOR5.0%
BOLD5.0%
NWAX/U4.7%
ALDEL4.5%
PERIMETER4.3%
VINE4.3%
REPUBLIC4.3%
📈 Biggest Buys
—
BOLD EAGLE ACQUISITION CORP
NEW
5.0% of portfolio
NWAX/U
NEW AMER ACQUISITION I CORP
NEW
4.7% of portfolio
—
CRANE HBR ACQUISITION CORP
NEW
3.9% of portfolio
—
BLUE WTR ACQUISITION CORP. I
NEW
3.3% of portfolio
—
VINE HILL CAP INVT CORP.
+101.1%
4.3% of portfolio
📉 Biggest Sells
—
M3BRIGADE ACQUISITION V CORP
-79.9%
1.0% of portfolio
—
WEN ACQUISITION CORP
-39.3%
3.4% of portfolio
—
REPUBLIC DIGITAL ACQUISITION
-23.3%
4.3% of portfolio
—
HCM III ACQUISITION CORP
-52.8%
0.8% of portfolio
—
YORKVILLE ACQUISITION CORP.
-10.5%
2.7% of portfolio
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
—
COLUMBUS CIRCLE CAPITAL I CL A ORD
SOLD
$26.0M
—
CANTOR EQUITY PARTNERS I CL A ORD
SOLD
$24.0M
—
CANTOR EQUITY PARTNERS III CL A ORD
SOLD
$20.7M
—
ARMADA ACQUISITION II CL A ORD
SOLD
$13.1M
—
GSR III Acquisition Corp ORD
SOLD
$12.8M
+23 more exited positions
Changes from Q3 2025
NEW61 new positions
↑42 increased
↓15 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024