Pale Fire Capital SE 13F Holdings

CIK 0001922318 · Prague, 2N

As of Sep 30, 2025, Pale Fire Capital SE reported 54 positions worth $913.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
B2GOLD CORPBTGBasic Materials50,015,909$247.6M27.10%
GROUPON INCGRPNCommunication Services10,181,070$237.7M26.02%
DOLE PLCDOLEConsumer Defensive8,588,077 15.4M12.63%
IAMGOLD CORPIAGBasic Materials3,930,998$50.8M5.56%
NEW GOLD INCNGDBasic Materials6,211,037$44.6M4.88%
TEVA PHARMACEUTICAL INDUSTRIES LTDTEVAHealthcare1,689,811$34.1M3.74%
CENTERRA GOLD INCCGAUBasic Materials2,335,878$25.1M2.74%
ANGI INCANGICommunication Services1,368,478$22.3M2.44%
I-80 GOLD CORPIAUXBasic Materials22,518,159$21.5M2.36%
MINERALYS THERAPEUTICS INCMLYSHealthcare532,407$20.2M2.21%
ZIFF DAVIS INCZDCommunication Services401,825 5.3M1.68%
GALIANO GOLD INCGAUBasic Materials6,655,735 4.6M1.60%
TSAKOS ENERGY NAVIGATION LTDTENEnergy340,619$7.6M0.83%
ATAI BECKLEY NVATAIHealthcare1,080,768$5.7M0.63%
LIQUIDIA CORPLQDAHealthcare240,721$5.5M0.60%
KURA ONCOLOGY INCKURAHealthcare607,790$5.4M0.59%
NUVATION BIO INCNUVBHealthcare1,444,647$5.3M0.59%
TECTONIC THERAPEUTIC INCTECXHealthcare259,726$4.1M0.45%
INTERNATIONAL SEAWAYS INCINSWEnergy76,059$3.5M0.38%
SHUTTERSTOCK INCSSTKCommunication Services154,278$3.2M0.35%
GERON CORPGERNHealthcare2,281,754$3.1M0.34%
REGENXBIO INCRGNXHealthcare255,601$2.5M0.27%
DAY ONE BIOPHARMACEUTICALS INCDAWNHealthcare302,467$2.1M0.23%
CARIBOU BIOSCIENCES INCCRBUHealthcare775,055 .8M0.20%
ADVERUM BIOTECHNOLOGIES INCADVMHealthcare363,282 .6M0.18%