MondegarAI
Logan Stone Capital, LLC

Q3 2025 · 13F-HR

Logan Stone Capital, LLCholdings as filed

Filed 2025-11-14 · accession 0001214659-25-016627

$220.2M
Reported value
66
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · Logan Stone Capital, LLC · Q3 2025

AI · grounded in 13F

Logan Stone Capital, LLC established a new position in USHY valued at $33.2M. The fund also initiated new stakes in SSK for $22.8M and FOX for $19.3M. Additional new positions include ETHA at $18.8M and IBIT at $15.2M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46435U853USHYISHARES TR$33.2M15.1%879,417CommonSOLE
26923N249SSKETF OPPORTUNITIES TRUST$22.8M10.3%711,825CommonSOLE
35137L204FOXFOX CORP$19.3M8.77%337,129CommonSOLE
46438R105ETHAISHARES ETHEREUM TR$18.8M8.55%597,699CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$15.2M6.89%233,398CommonSOLE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$15.0M6.80%149,992CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$8.5M3.88%205,275CommonSOLE
26923N231XRPRETF OPPORTUNITIES TRUST$6.4M2.90%269,653CommonSOLE
464288687PFFISHARES TR$5.9M2.67%186,186CommonSOLE
46435G334EWUISHARES TR$5.3M2.39%125,282CommonSOLE
464287226AGGISHARES TR$5.1M2.34%51,355CommonSOLE
05588W108LEOBNY MELLON STRATEGIC MUNS IN$4.5M2.02%712,527CommonSOLE
72200N106XPCQXPIMCO CALIF MUN INCOME FD$4.4M1.98%499,208CommonSOLE
65249B109NWSANEWS CORP NEW$3.8M1.71%122,873CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$3.5M1.58%5,235CommonSOLE
464286608EZUISHARES INC$3.2M1.44%51,196CommonSOLE
464288281EMBISHARES TR$3.1M1.43%33,010CommonSOLE
552738106MFMMFS MUN INCOME TR$2.7M1.24%508,288CommonSOLE
76883F108RMIRIVERNORTH OPPORTUNISTIC MUN$2.4M1.08%161,943CommonSOLE
922908553VNQVANGUARD INDEX FDS$2.4M1.07%25,714CommonSOLE
09255P107HYTBLACKROCK CORPOR HI YLD FD I$2.2M1.00%231,522CommonSOLE
46131H107VVRINVESCO SR INCOME TR$2.1M0.95%604,396CommonSOLE
78468R622JNKSPDR SERIES TRUST$2.0M0.93%20,865CommonSOLE
G24243100COPLCOPLEY ACQUISITION CORP$1.9M0.87%189,723CommonSOLE
38964R203ETHGRAYSCALE ETHEREUM MINI TR E$1.8M0.80%45,092CommonSOLE
31613E103FETHFIDELITY ETHEREUM FD$1.6M0.72%38,143CommonSOLE
464287168DVYISHARES TR$1.4M0.64%9,918CommonSOLE
09662W109DMBBNY MELLON MUN BD INFRASTRUC$1.3M0.58%119,784CommonSOLE
01864U106AFBALLIANCEBERNSTEIN NATL MUN I$1.3M0.58%117,673CommonSOLE
092479104BLACKROCK MUN INCOME QUALITY$1.2M0.56%113,157CommonSOLE
09253N104MHDBLACKROCK MUNIHOLDINGS FD IN$1.1M0.49%91,968CommonSOLE
09254C107BLACKROCK MUNIHOLDINGS QUALI$1.1M0.49%106,510CommonSOLE
464287465EFAISHARES TR$1.0M0.46%10,886CommonSOLE
047726302BATRKATLANTA BRAVES HLDGS INC$986,8480.45%23,728CommonSOLE
24610T108VFLABRDN NATL MUN INCOME FD$897,9140.41%87,516CommonSOLE
67072T108JFRNUVEEN FLOATING RATE INCOME$877,0760.40%107,222CommonSOLE
31423P108FMNFEDERATED HERMES PREM MUNI I$832,9570.38%75,449CommonSOLE
76883H104RFMRIVERNORTH FLEXIBLE MUN INCO$806,4340.37%55,770CommonSOLE
27828Q105XEFRXEATON VANCE SR FLTNG RTE TR$772,4170.35%67,519CommonSOLE
592835102MXFMEXICO FD INC$762,5870.35%38,710CommonSOLE
G2295P107COLACOLUMBUS ACQUISITION CORP$742,9880.34%72,522CommonSOLE
464287556IBBISHARES TR$706,2580.32%4,892CommonSOLE
92189H300EMLCVANECK ETF TRUST$679,7900.31%26,648CommonSOLE
59318D104CXEMFS HIGH INCOME MUN TR$606,7770.28%163,112CommonSOLE
72369J102XPHDXPIONEER FLOATING RATE FUND I$527,9100.24%53,003CommonSOLE
G7314B104QSEAQUARTZSEA ACQUISITION CORP$507,0370.23%50,053CommonSOLE
09247D105XBKNXBLACKROCK INVT QUALITY MUN T$506,3760.23%44,654CommonSOLE
09254L107MUCBLACKROCK MUNIHLDNGS CALI QL$486,3190.22%44,822CommonSOLE
67073D102XJQCXNUVEEN CR STRATEGIES INCOME$442,2950.20%83,927CommonSOLE
09248E102XBFZXBLACKROCK CALIF MUN INCOME T$389,4480.18%35,566CommonSOLE
64124P101NBHNEUBERGER BERMAN MUN FD INC$376,0400.17%36,438CommonSOLE
09257P105BTTBLACKROCK MUN TARGET TERM TR$325,9400.15%14,512CommonSOLE
G1000R101AAMAA MISSION ACQUISITION CORP$309,1720.14%29,389CommonSOLE
G93A7H104VACHVOYAGER ACQUISITION CORP$297,3060.14%28,327CommonSOLE
92838X805NCVVIRTUS CONVERTIBLE & INCOME$277,0800.13%18,472CommonSOLE
G8193F109SZZLSIZZLE ACQUISITION CORP. II$267,7250.12%26,560CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$263,7270.12%1,895CommonSOLE
27901F109XTEAXTORTOISE SUSTAINABLE & SOCIA$226,5920.10%19,268CommonSOLE
278279104EFTEATON VANCE FLTING RATE INC$205,8930.09%17,493CommonSOLE
298768102EEAEUROPEAN EQUITY FD INC$157,9820.07%14,574CommonSOLE
09253R105XMVFXBLACKROCK MUNIVEST FD INC$136,9530.06%19,964CommonSOLE
94987C103EODALLSPRING GLOBAL DIVIDEND OP$126,1700.06%22,135CommonSOLE
958435109SBIWESTERN ASSET INTER MUNI FD$117,8190.05%14,895CommonSOLE
27826F101CEVEATON VANCE CALIF MUN INCOM$114,1460.05%11,324CommonSOLE
27826S103EVFEATON VANCE SR INCOME TR$104,0870.05%18,994CommonSOLE
91705J204URBAN ONE INC$9,7020.00%13,942CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.