Logan Stone Capital, LLC: 13F holdings
CIK 15355212026Q2
| Positions | 155 |
|---|
| Reported value | $471.6m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 155 (+22 vs prior quarter) |
|---|
| Reported value | $471.6m (+31.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FOX FOX CORP | 1,700,253 | $79.6m | 16.9% |
| HEI.A HEICO CORP NEW | 277,163 | $71.5m | 15.2% |
| VTEB VANGUARD MUN BD FDS | 1,267,176 | $64.1m | 13.6% |
| LLYVK LIBERTY LIVE HOLDINGS INC | 223,246 | $23.6m | 5.0% |
| BELFA BEL FUSE INC | 54,020 | $15.7m | 3.3% |
| GOF GUGGENHEIM STRATEGIC OPPORTU | 1,204,833 | $13.2m | 2.8% |
| PTY PIMCO CORPORATE & INCOME OPP | 675,432 | $8.1m | 1.7% |
| XAWFX ALLIANCEBERNSTEIN GLOBAL HIG | 657,204 | $6.8m | 1.4% |
| AGRICULTURE & NAT SOL ACQ CO | 524,530 | $6.0m | 1.3% |
| FMB FIRST TR EXCH TRADED FD III | 109,061 | $5.6m | 1.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1535521")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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