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High materiality8/10

Stack Capital posts 22% BV per share growth, eyeing 2026 monetization

Aug 5, 2026, 7:47 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Strong BV growth and buyback signal management confidence; large private-market milestones could re-rate BV if monetizations occur.

AI summary

What happened, with direct paths to the underlying reporting

Stack Capital reported Q2 2026 BV per share of $20.25, up 22% year-to-date and a total book value of $313 million. The delta was driven by key portfolio wins, notably SpaceX and X-Energy, among others, underscoring meaningful private-market value creation. Management highlighted 2026 as a meaningful year for BV growth and monetization opportunities, supported by a recent $40 million capital raise and ongoing buybacks.

BVpS rose 22% to $20.25; total BV is $313M.
Portfolio momentum from SpaceX, Fluidstack, CoreWeave, X-Energy highlighted.
NCIB bought 26,000 Stack shares at $18.58 in July 2026.
Management: 2026 could deliver meaningful BV growth and monetization.
Private holdings (SpaceX, X-Energy) underpin potential near-term value realization.

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