Pale Fire Capital SE
Top Portfolio Positions
60 positions ·
$1,212,915,862 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 | 26.05% | |
| PHR |
Phreesia, Inc.
Healthcare
|
17,573,658 | $147,267,254 | 12.14% | |
| DOLE |
Dole plc
Consumer Defensive
|
9,427,476 | $134,718,632 | 11.11% | |
| GRPN |
Groupon, Inc.
Communication Services
|
10,181,070 | $121,154,733 | 9.99% | |
| ZD |
Ziff Davis, Inc.
Communication Services
|
2,783,366 | $116,790,037 | 9.63% | |
| COUR |
Coursera, Inc.
Consumer Defensive
|
10,511,603 | $61,177,529 | 5.04% | |
| LSPD |
Lightspeed Commerce Inc.
Technology
|
5,524,591 | $49,500,335 | 4.08% | |
| CARS |
Cars.com Inc.
Communication Services
|
3,956,618 | $32,127,738 | 2.65% | |
| IAUX |
i-80 Gold Corp.
Basic Materials
|
20,843,056 | $31,681,445 | 2.61% | |
| ANGI |
Angi Inc.
Communication Services
|
3,930,416 | $26,923,349 | 2.22% |
Portfolio Trend
14 quarters · across all stocks
Holdings in MLYS
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,904,808 | 365,626 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $375,746 | 10,354 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $20,188,873 | 532,407 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,042,849 | 446,626 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $6,344,028 | 399,498 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,685,202 | 136,897 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,657,822 | 136,897 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $408,189 | 34,888 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $373,292 | 28,915 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $298,789 | 34,743 | Shares | Defined | 2024-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||