SCRATCH CAPITAL LLC
SCRATCH CAPITAL LLC reported 44 positions worth $201.5M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: DFAC (17.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $34.7M | 17.24% | 783,242 | — | — | |
| ▸ 2 | DFIC | SH | $21.8M | 10.80% | 584,181 | — | — | |
| ▸ 3 | DUHP | SH | $20.2M | 10.02% | 483,926 | — | — | |
| ▸ 4 | VGSH | SH | $18.3M | 9.10% | 315,133 | — | — | |
| ▸ 5 | DFSV | SH | $16.8M | 8.34% | 433,153 | — | — | |
| ▸ 6 | DFIP | SH | $14.4M | 7.17% | 350,137 | — | — | |
| ▸ 7 | SGOV | SH | $12.5M | 6.19% | 123,808 | — | — | |
| ▸ 8 | DFEM | SH | $11.6M | 5.76% | 285,363 | — | — | |
| ▸ 9 | DFAT | SH | $9.2M | 4.57% | 131,831 | — | — | |
| ▸ 10 | VTI | SH | $8.5M | 4.24% | 23,063 | — | — |
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Frequently Asked Questions
What stocks does SCRATCH CAPITAL LLC hold as of Q2 2026?
SCRATCH CAPITAL LLC reported 44 positions worth $201.5M in its Q2 2026 13F filing. Largest positions: DFAC (17.2%), DFIC (10.8%), DUHP (10.0%), VGSH (9.1%) and DFSV (8.3%).
What did SCRATCH CAPITAL LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SCRATCH CAPITAL LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.