Logan Stone Capital, LLC — 13F holdings

Logan Stone Capital, LLC reported 155 holdings worth $473M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. FOX Fox Corp — $79.6M (16.8%)
2. HEI.A HEICO CORP NEW — $71.5M (15.1%)
3. VTEB VANGUARD MUN BD FDS — $64.1M (13.5%)
4. LLYVK LIBERTY LIVE HOLDINGS INC — $23.6M (5.0%)
5. BELFA BEL FUSE INC — $15.7M (3.3%)
6. GOF GUGGENHEIM STRATEGIC OPPORTU — $13.2M (2.8%)
7. PTY PIMCO CORPORATE & INCOME OPP — $8.13M (1.7%)
8. XAWFX ALLIANCEBERNSTEIN GLOBAL HIG — $6.77M (1.4%)
9. AGRICULTURE & NAT SOL ACQ CO — $5.99M (1.3%)
10. FMB FIRST TR EXCH TRADED FD III — $5.60M (1.2%)