Scratch Capital LLC filed its 13F report for Q1 2026 on May 11, 2026. The portfolio totaled 174.63 M reflecting a +14.27% change from the prior quarter, spanning 45 assets. The top 10 holdings comprised 84.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 6 complete exits.
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Scratch Capital submitted their Form 13F-HR for the Q1 2026 period on 05/11/2026. This was the only submission for the quarter.
In the Q1 2026 filing, Scratch Capital reported a managed portfolio value of 174.63 M, consisting of 45 individual positions.
This page displays the raw filing documents. To see which stocks Scratch Capital bought or sold during Q1 2026, please visit Scratch Capital's Portfolio Analysis page.