Institutions / Pale Fire Capital SE

Pale Fire Capital SE

CIK 1922318 · Institutionalso an insider · as of Dec 31, 2025
Portfolio value
$775.80M
Positions
55
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 55 →
CompanyClassValueShares% of portfolio
Groupon Inc—$179.29M10,181,07023.1%
B2GOLD Corp—$177.30M39,311,60322.9%
Dole PLC—$140.50M9,372,77618.1%
Ziff Davis Inc—$42.53M1,209,9525.5%
Baxter International Inc—$39.63M2,074,0165.1%
i-80 Gold Corp.IAUXCommon Stock$30.18M20,668,3153.9%
Angi Inc.—$27.84M2,152,9193.6%
Galiano Gold Inc.—$20.02M7,914,4092.6%
Teladoc Health, Inc.—$13.61M1,944,2031.8%
Liquidia CorpLQDACommon Stock$13.09M379,3921.7%
Centerra Gold Inc—$8.50M591,2221.1%
Cars.com Inc.—$8.07M661,5011.0%
REGENXBIO Inc.—$7.19M499,5260.9%
Fractyl Health, Inc.GUTSCommon Stock$7.06M3,209,9420.9%
Tsakos Energy Navigation Ltd—$6.63M295,9090.9%
Geron Corp—$6.32M4,788,5940.8%
Syndax Pharmaceuticals Inc—$5.98M284,4600.8%
Tectonic Therapeutic, Inc.TECXCommon Stock$5.45M261,0260.7%
Day One Biopharmaceuticals, Inc.—$5.07M544,0630.7%
Kura Oncology, Inc.—$4.70M452,2450.6%
People Inc—$3.77M96,5070.5%
Journey Medical CorpDERMCommon Stock$3.43M444,6420.4%
Wix.com Ltd.—$3.22M31,0000.4%
Commerce.com, Inc.—$3.09M748,9250.4%
Heron Therapeutics, Inc. /De—$1.91M1,469,6550.2%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.

Insider transactions

Also files Forms 3 / 4 / 5
DateActionCompanyValueShares ΔPosition afterImpact
Mar 19, 2026BuyPHR
Phreesia, Inc.
Common Stock, par value $0.01 per share
$9.12M+780K
+11.36%
7,648,829
12.37% of shares
high
Mar 18, 2026BuyPHR
Phreesia, Inc.
Common Stock, par value $0.01 per share
$5.79M+519K
+8.18%
6,868,820
11.11% of shares
high
Mar 17, 2026BuyPHR
Phreesia, Inc.
Common Stock, par value $0.01 per share
$3.40M+303K
+5.02%
6,349,624
10.27% of shares
high