Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Logan Stone Capital, LLC (CIK 1535521) reported $360.1M across 109 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FOX ($96.4M, 26.77%), HEI.A ($20.8M, 5.77%), VTEB ($17.6M, 4.88%), GOF ($14.3M, 3.98%), NWSA ($14.1M, 3.91%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FOX | FOX CORP | $96.4M | 26.77% | 1.8M | Added |
| 2 | HEI.A | HEICO CORP NEW | $20.8M | 5.77% | 98,461 | New |
| 3 | VTEB | VANGUARD MUN BD FDS | $17.6M | 4.88% | 352,368 | New |
| 4 | GOF | GUGGENHEIM STRATEGIC OPPORTU | $14.3M | 3.98% | 1.3M | Added |
| 5 | NWSA | NEWS CORP NEW | $14.1M | 3.91% | 565,318 | Trimmed |
| 6 | PTY | PIMCO CORPORATE & INCOME OPP | $9.5M | 2.63% | 784,874 | Trimmed |
| 7 | SPPP | SPROTT ASSET MANAGEMENT LP | $8.3M | 2.32% | 537,219 | New |
| 8 | SILICON VY ACQUISITION CORP | $7.4M | 2.06% | 750,000 | New | |
| 9 | CEF | SPROTT ASSET MANAGEMENT LP | $6.0M | 1.67% | 125,705 | New |
| 10 | EFR | EATON VANCE SR FLTNG RTE TR | $5.7M | 1.58% | 540,718 | Added |
| 11 | ANSC | AGRICULTURE & NAT SOL ACQ CO | $5.7M | 1.57% | 500,955 | Hold |
| 12 | PCQ | PIMCO CALIF MUN INCOME FD | $5.5M | 1.52% | 637,240 | Trimmed |
| 13 | GIGCAPITAL8 CORP | $5.1M | 1.42% | 512,612 | Hold | |
| 14 | OBAWU | OXLEY BRIDGE ACQ LTD | $5.1M | 1.42% | 502,424 | Hold |
| 15 | CSLM DIGITA ASSET ACQ CORP I | $5.0M | 1.39% | 500,095 | Added | |
| 16 | PTA | COHEN & STEERS TAX ADVAN PFD | $4.9M | 1.37% | 264,073 | Trimmed |
| 17 | AGG | ISHARES TR | $4.7M | 1.31% | 47,642 | Added |
| 18 | DLY | DOUBLELINE YIELD OPPORTUNITI | $4.5M | 1.24% | 321,148 | Trimmed |
| 19 | LAKE SUPERIOR ACQUISITION CO | $4.0M | 1.10% | 395,502 | Hold | |
| 20 | TVAIU | THAYER VENTURES ACQ CORP II | $3.9M | 1.09% | 382,840 | Added |
| 21 | BGX | BLACKSTONE LONG SHORT CR INC | $3.8M | 1.07% | 352,014 | Added |
| 22 | JFR | NUVEEN FLOATING RATE INCOME | $3.8M | 1.05% | 502,052 | Trimmed |
| 23 | AI INFRASTRUCTURE ACQUISI | $3.7M | 1.02% | 365,411 | Added | |
| 24 | BGB | BLACKSTONE STRATEGIC CRED 20 | $3.6M | 0.99% | 321,202 | Added |
| 25 | FTHY | FIRST TR HIGH YIELD OPPRT 20 | $3.4M | 0.93% | 248,792 | Added |
Source: SEC Form 13F filings · as of 2026-03-31