Host Digital Infrastructure (HCWC) said it entered a 15-year, take-or-pay lease on August 7, 2026, to provide 43 MW of critical IT load capacity at its Northeast Oklahoma data center project. Aggregate contracted base-term rent is approximately $1.25 billion, including 3% annual escalators.
The company reported no material operating revenue and a net loss of $5.04 million for the six months ended July 31, 2026. Lease commencement and delivery of the project facility are expected in the first quarter of 2027.
- The planned facility is an approximately 45+ MW campus with an 80,000+ square foot building.
- The lease may be renewed for a total term of 30 years.
- HCWC had no cash and a working capital deficit of $27.47 million as of July 31, 2026.
- The company concluded there is substantial doubt about its ability to continue as a going concern for at least one year after its financial statements are issued.
$HCWC Hedge Fund Activity
We have seen 14 institutional investors add shares of $HCWC stock to their portfolio, and 22 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JANE STREET GROUP, LLC added 140,548 shares (+inf%) to their portfolio in Q2 2026, for an estimated $27,266
- COMMERCE BANK added 117,108 shares (+1029.9%) to their portfolio in Q2 2026, for an estimated $22,718
- DRW SECURITIES, LLC removed 86,966 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $21,645
- GEODE CAPITAL MANAGEMENT, LLC removed 72,096 shares (-38.4%) from their portfolio in Q2 2026, for an estimated $13,986
- HRT FINANCIAL LP removed 61,210 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $15,235
- UBS GROUP AG removed 46,774 shares (-53.7%) from their portfolio in Q2 2026, for an estimated $9,074
- VIRTU FINANCIAL LLC added 26,556 shares (+inf%) to their portfolio in Q2 2026, for an estimated $5,151
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
