Logan Stone Capital, LLC
Annual return '25
+25.3%
SPY '25
+17.7%
Alpha
+7.6ptsvs SPY
Invested
$360.1M
Holdings
132
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 89%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FOX
FOX CORP
Q3 2025: New position (337.1k shares)
26.9%
02
$HEI/A
HEICO CORP NEW
Held since at least Q1 2024
5.8%
03
$VTEB
VANGUARD MUN BD FDS
Q1 2025: Exited (was 4.6k shares)
4.9%
04
$GOF
GUGGENHEIM STRATEGIC OPPORTU
Held since at least Q1 2024
4.0%
05
$NWSA
NEWS CORP NEW
Q3 2025: New position (122.9k shares)
3.9%
06
$PTY
PIMCO CORPORATE & INCOME OPP
Held since at least Q1 2024
2.6%
07
$SPPP
SPROTT ASSET MANAGEMENT LP
Held since at least Q1 2024
2.3%
08
$SVAQ
SILICON VY ACQUISITION CORP
Held since at least Q1 2024
2.1%
09
$CEF
SPROTT ASSET MANAGEMENT LP
Held since at least Q1 2024
1.7%
10
$EFR
EATON VANCE SR FLTNG RTE TR
Q3 2025: New position (67.5k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:22 UTC.