Town Capital LLC Historic Quarter Change: USA Stocks, New

Town Capital LLC historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, Town Capital LLC opened 5 positions, added to 8, reduced 15 and sold out of 14.

Q2 2026: Stock NEE; Country of operation United States; Class COM; Shares before 0.
Q2 2026: Stock MU; Country of operation United States; Class COM; Shares before 0.
Q2 2026: Stock TRV; Country of operation United States; Class COM; Shares before 0.
Q2 2026: Stock AVGO; Country of operation United States; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1871352), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-06-04). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.

Quarter	Stock	Country of operation	Class	Shares after	Share change	Value before	Value after	Value change	Filed
Q2 2026	NEE NEXTERA ENERGY INC	United States	COM	8,168	+8,168	$0	$716,905	+$716,905	2026-07-28
Q2 2026	MU MICRON TECHNOLOGY INC	United States	COM	314	+314	$0	$362,447	+$362,447	2026-07-28
Q2 2026	TRV TRAVELERS COMPANIES INC	United States	COM	876	+876	$0	$289,185	+$289,185	2026-07-28
Q2 2026	AVGO BROADCOM INC	United States	COM	565	+565	$0	$213,429	+$213,429	2026-07-28
Q2 2026	AMAT APPLIED MATLS INC	United States	COM	282	+282	$0	$203,886	+$203,886	2026-07-28

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