Logan Stone Capital, LLC
Logan Stone Capital, LLC is a Chicago-based investment management firm founded in 2007. Primarily owned by Matthew Herman and Matthew Leffler, the firm manages portfolios and provides investment advisory services primarily for institutional clients and high-net-worth individuals. As a registered investment adviser and asset manager, Logan Stone Capital is focused on delivering value through actively managed, diversified securities portfolios, and has a small team of approximately 3 employees.
Investment Strategy
Logan Stone Capital, LLC employs an active investment management approach with diversified exposure across equities, fixed income, ETFs, and alternative assets. The firm favors a nimble portfolio structure, evidenced by relatively high turnover rates, and frequently rebalances to capitalize on market opportunities. Their portfolio shows a significant allocation to top ETF products and U.S. corporate bonds, complemented by opportunistic investments in equities and preferred securities. The investment philosophy emphasizes disciplined risk management, liquidity, and seizing structural and tactical inefficiencies across U.S. capital markets.
Latest 13F Filing Activity
Logan Stone Capital, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 77 equity positions with a total 13F market value of $213M. The fund increased holdings in Ishares Bitcoin Trust Etf, Ishares Ethereum TR, Grayscale Ethereum Mini TR E among other positions. Logan Stone Capital, LLC reduced exposure to Ishares TR, News Corp. New, SPDR Series Trust among others.
Top Holdings
Equity Positions (77)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IBIT | ISHARES BITCOIN TRUST ETF | 28.94% | $61.5M | 1,004,850 | $49.21 | $61.21 | +$36.1M |
E ETHA | ISHARES ETHEREUM TR | 12.38% | $26.3M | 1,379,690 | $19.07 | $19.07 | +$26.3M |
S SPY | SPDR S&P 500 ETF TR | 6.07% | $12.9M | 20,876 | $588.91 | $617.85 | +$6.6M |
E ETH | GRAYSCALE ETHEREUM MINI TR E | 5.69% | $12.1M | 509,399 | $23.72 | $23.72 | +$12.1M |
U USHY | ISHARES TR | 5.40% | $11.5M | 305,733 | $36.81 | $37.51 | -$24.8M |