SEC 13F Intelligence

Bear Mountain Capital, Inc. / SCZ

Bear Mountain Capital, Inc.’s Ishares Tr Position

Does Bear Mountain Capital, Inc. own Ishares Tr (SCZ)? Yes — 333.6K shares worth $28M (+8.48% of its 13F portfolio) as of Q1 2026, up from 325.3K shares the prior filed quarter.

Position Value
$28M
Q1 2026
Shares
333.6K
% of Portfolio
+8.48%
Quarters Held
10
currently held

Position History SCZ

Reported value by quarter
Q4 ’23: $18MQ4 ’23Q1 ’24: $18MQ2 ’24: $19MQ2 ’24Q3 ’24: $19MQ4 ’24: $19MQ4 ’24Q1 ’25: $21MQ2 ’25: $23MQ2 ’25Q3 ’25: $24MQ4 ’25: $26MQ4 ’25Q1 ’26: $28Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026333.6K$28M+8.48%
Q4 2025325.3K$26M+8.45%
Q3 2025319.3K$24M+8.15%
Q2 2025320.0K$23M+8.32%
Q1 2025316.2K$21M+8.15%
Q4 2024314.3K$19M+7.59%
Q3 2024294.3K$19M+7.60%
Q2 2024291.6K$19M+7.66%
Q1 2024290.4K$18M+7.59%
Q4 2023305.0K$18M+7.68%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bear Mountain Capital, Inc.’s full portfolio or all institutional holders of SCZ.