Pale Fire Capital SE
Top Portfolio Positions
60 positions ·
$1,138,129,985 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BTG |
B2gold Corp
Basic Materials
|
69,740,133 | $315,922,802 | 27.76% | |
| DOLE |
Dole plc
Consumer Defensive
|
9,427,476 | $134,718,632 | 11.84% | |
| GRPN |
Groupon, Inc.
Communication Services
|
10,181,070 | $121,154,733 | 10.65% | |
| ZD |
Ziff Davis, Inc.
Communication Services
|
2,783,366 | $116,790,037 | 10.26% | |
| PHR |
Phreesia, Inc.
Healthcare
|
8,649,329 | $72,481,377 | 6.37% | |
| COUR |
Coursera, Inc.
Consumer Defensive
|
10,511,603 | $61,177,529 | 5.38% | |
| LSPD |
Lightspeed Commerce Inc.
Technology
|
5,524,591 | $49,500,335 | 4.35% | |
| CARS |
Cars.com Inc.
Communication Services
|
3,956,618 | $32,127,738 | 2.82% | |
| IAUX |
i-80 Gold Corp.
Basic Materials
|
20,843,056 | $31,681,445 | 2.78% | |
| ANGI |
Angi Inc.
Communication Services
|
3,930,416 | $26,923,349 | 2.37% |
Portfolio Trend
Holdings in ANGI
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,923,349 | 3,930,416 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $27,837,242 | 2,152,919 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $22,251,452 | 1,368,478 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $19,723,809 | 1,292,517 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $6,971,191 | 452,381 | Shares | Defined | 2025-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||