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Pale Fire Capital SE

All holdings · as of Dec 31, 2025

55 positions

CompanyClassValue ↓Shares% 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%
Sagimet Biosciences Inc.SGMTCommon Stock$1.31M221,8750.2%
Cybin Inc.—$1.26M153,5050.2%
ABEONA THERAPEUTICS INC.—$920.7K174,7050.1%
ADECOAGRO S A—$671.2K84,6370.1%
X4 Pharmaceuticals, Inc—$670.4K167,5900.1%
LIFECORE BIOMEDICAL, INC—$581.1K71,0400.1%
Harrow, Inc.—$577.5K11,7850.1%
PERMA FIX ENVIRONMENTAL SERVICES INC—$544.1K43,2200.1%
DELCATH SYSTEMS, INC.—$404.9K40,0850.1%
MINERALYS THERAPEUTICS INCMLYSCommon Stock$375.7K10,3540.0%
Criteo S.A.—$373.0K18,0970.0%
AGIOS PHARMACEUTICALS, INC.—$322.6K11,8500.0%
ONITY GROUP INC.ONITCommon Stock$312.9K6,8330.0%
Pelthos Therapeutics Inc.PTHSCommon Stock$251.1K8,1000.0%
Ultragenyx Pharmaceutical Inc.—$234.9K10,2110.0%
Lexeo Therapeutics, Inc.—$221.5K22,3020.0%
enGene Therapeutics Inc.—$216.8K24,0040.0%
Relmada Therapeutics, Inc.—$215.2K44,5500.0%
VIZSLA SILVER CORP—$209.0K38,2010.0%
TARSUS PHARMACEUTICALS, INC.—$200.8K2,4520.0%
Cullinan Therapeutics, Inc.—$199.9K19,3180.0%
Annexon, Inc.—$193.8K38,6000.0%
ATAI BECKLEY NV—$187.4K45,8110.0%
Larimar Therapeutics, Inc.—$172.3K45,2180.0%
IMMATICS N.V—$170.9K16,2720.0%
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