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High materiality8/10

Stack Capital Q2 BV per Share up 22% on Strong Private Portfolio Monetization

Aug 5, 2026, 7:48 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Strong BV growth and notable portfolio milestones (SpaceX, X-Energy, Databricks) can drive NAV expansion and investor sentiment, potentially lifting STCK’s multiple as monetization opportunities crystallize. Prior periods have shown private-portfolio marks translating into NAV growth for listed holding companies.

AI summary

What happened, with direct paths to the underlying reporting

Stack Capital reported Q2 2026 BV per share of $20.25, up 22% from March 31, with total BV at $313M. The quarter showed meaningful value creation across portfolio names, led by SpaceX’s IPO and high valuations in AI infrastructure plays; renewed monetization opportunities and a $40M capital raise bolster 2026 BV growth prospects.

BVpS rose 22% to $20.25; total BV $313M.
SpaceX IPO boosted BV, valuation ~US$1.77T; US$75B raised.
Databricks financing at US$188B valuation; ~40% above prior.
NCIB: Stack repurchased 26,000 shares at $18.58 in July.

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