Fund HoldingsRangeley Capital, LLC

Total Portfolio Value
$93.37M
Total Bought
$26.38M
Total Sold
$42.27M
Net Transaction
-$15.89M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
KEROS THERAPEUTICS INC0408,234+408,23404,1604.46%+4,160
ARVINAS INC0543,000+543,00003,8124.08%+3,812
SAGE THERAPEUTICS INC0384,687+384,68703,0583.28%+3,058
SURGERY PARTNERS INC(SGRY)090,900+90,90002,1592.31%+2,159
SPRINGWORKS THERAPEUTICS INC033,400+33,40001,4741.58%+1,474
THIRD HARMONIC BIO INC0270,000+270,00009371.00%+937
ROMAN DBDR ACQUISITION CORP
ORD SHS CL A
089,167+89,16708940.96%+894
GENESIS ENERGY L P(GEL)211,000189,000-22,0002,1332,9653.18%+832
MOUNTAIN LAKE ACQUISITION CO080,000+80,00008040.86%+804
PARAGON 28 INC050,000+50,00006530.70%+653
TRIPADVISOR INC(TRIP)045,009+45,00906380.68%+638
ISHARES TR(Put)07,500+7,5000592+592
SPRINGWORKS THERAPEUTICS INC(Call)013,200+13,2000583+583
DESPEGAR COM CORP029,702+29,70205580.60%+558
FULL HSE RESORTS INC787,878889,104+101,2263,2153,7163.98%+502
ROMAN DBDR ACQUISITION CORP
*W EXP 10/31/203
044,583+44,58304470.48%+447
CENTRAL & EASTERN EUROPE FD(CEE)111,000113,892+2,8921,2121,6431.76%+431
CARGO THERAPEUTICS INC081,851+81,85103330.36%+333
SEPTERNA INC(SEPN)052,950+52,95003070.33%+307
MOUNTAIN LAKE ACQUISITION CO029,000+29,00002910.31%+291
CHARTER COMMUNICATIONS INC N(CHTR)(Call)9,0009,00003,0853,317+232
INTERNATIONAL GAME TECHNOLOG(BRSL)014,249+14,24902320.25%+232
SOHO HOUSE & CO INC034,134+34,13402110.23%+211
LIBERTY BROADBAND CORP(LBRDA)16,50016,50001,2271,4031.50%+176
GUESS INC015,000+15,00001660.18%+166
TRILOGY METALS INC NEW098,074+98,07401520.16%+152
WM TECHNOLOGY INC0125,000+125,00001410.15%+141
XPLR INFRASTRUCTURE LP(XIFR)012,200+12,20001160.12%+116
LIQUIDIA CORPORATION(LQDA)191,000160,000-31,0002,2462,3602.53%+114
D MARKET ELECTR SVCS & TRADI(HEPS)100,000144,326+44,3263034110.44%+108
BRIDGEBIO PHARMA INC(BBIO)13,00013,00003574490.48%+93
FIVE POINT HOLDINGS LLC014,851+14,8510790.08%+79
AN2 THERAPEUTICS INC050,000+50,0000680.07%+68
PLIANT THERAPEUTICS INC050,000+50,0000680.07%+68
SWK HLDGS CORP(SWKHL)43,66243,66206927590.81%+67
JACK IN THE BOX INC27,50044,000+16,5001,1451,1961.28%+51
BRIDGEBIO PHARMA INC(BBIO)(Call)5,0005,0000137173+36
WIDEOPENWEST INC750,340757,248+6,9083,7223,7484.01%+27
PEPGEN INC015,000+15,0000210.02%+21
FIRST SEACOAST BANCORP INC13,00013,00001311510.16%+21
SUPERIOR INDS INTL INC100,000100,533+5332042140.23%+10
CANTOR EQUITY PARTNERS INC26,48226,48202752840.30%+9
SOHO HOUSE & CO INC(Call)01,400+1,40009+9
LYELL IMMUNOPHARMA INC010,000+10,000050.01%+5
LUNA INNOVATIONS INC(Call)2,0000-2,00040-4
BANKFINANCIAL CORP89,00089,00001,1301,1251.20%-5
SHF HOLDINGS INC24,0000-24,000110-11
HILTON GRAND VACATIONS INC(HGV)41,00042,000+1,0001,5971,5711.68%-26
SOTERA HEALTH CO(SHC)14,00014,00001921630.17%-28
SITE CTRS CORP12,19712,19701861570.17%-30
CALUMET INC(CLMT)(Call)5,0006,000+1,00011076-34
BAUSCH PLUS LOMB CORP(Call)2,0000-2,000360-36
OMNIAB INC11,5000-11,500410-41
BALLYS CORPORATION(Call)2,5000-2,500450-45
LUNA INNOVATIONS INC23,0000-23,000500-50
ARBUTUS BIOPHARMA CORP(ABUS)1,459,0001,349,000-110,0004,7714,7085.04%-63
SURO CAPITAL CORP25,00014,950-10,050147740.08%-73
BAUSCH PLUS LOMB CORP16,20015,000-1,2002932180.23%-75
GAN LTD100,00059,912-40,0881821060.11%-76
CVR PARTNERS LP(UAN)24,00023,183-8171,8231,7431.87%-80
PAR PAC HOLDINGS INC(PARR)129,103141,687+12,5842,1162,0202.16%-96
GIGCAPITAL7 CORP
ORD SHS CL A
10,0000-10,0001000-100
MAGNERA CORP15,50010,000-5,5002821820.19%-100
OAKTREE ACQUISITION CORP III
UNIT 10/04/2029
10,0000-10,0001010-101
ESPERION THERAPEUTICS INC NE107,00092,500-14,5002351330.14%-102
COHEN CIRCLE ACQUISITION COR11,3700-11,3701150-115
BLEICHROEDER ACQUISITION COR11,8000-11,8001190-119
CORE SCIENTIFIC INC NEW(CORZ)(Put)9,5000-9,5001330-133
STAR HLDGS127,000129,000+2,0001,2361,0981.18%-138
ATLANTA BRAVES HLDGS INC10,0005,981-4,0193832390.26%-143
EQV VENTURES ACQUISITION COR17,1530-17,1531710-171
GSR III ACQUISITION CORP20,1330-20,1332020-202
WILLIS LEASE FIN CORP(WLFC)1,0000-1,0002080-208
YPF SOCIEDAD ANONIMA(YPF)10,0006,000-4,0004252100.23%-215
VOXX INTL CORP35,6000-35,6002630-263
UNIQURE NV(QURE)16,7000-16,7002950-295
TESLA INC(TSLA)7480-7483020-302
LIFECORE BIOMEDICAL INC43,7000-43,7003250-325
REVANCE THERAPEUTICS INC(Call)110,0000-110,0003340-334
PONCE FINANCIAL GROUP INC46,00014,781-31,2195981870.20%-411
NEBIUS GROUP N.V.(NBIS)22,5009,900-12,6006232090.22%-414
ISHARES BITCOIN TRUST ETF(IBIT)8,7500-8,7504640-464
HOWARD HUGHES HOLDINGS INC(HHH)10,9634,781-6,1828433540.38%-489
BALLYS CORPORATION27,4000-27,4004900-490
INHIBRX BIOSCIENCES INC(INBX)49,40117,810-31,5917612490.27%-512
NORTHEAST CMNTY BANCORP INC27,5450-27,5456740-674
DRIVEN BRANDS HLDGS INC(DRVN)43,0000-43,0006940-694
FIRST INTERNET BANCORP20,5000-20,5007380-738
AMENTUM HOLDINGS INC47,00012,500-34,5009882280.24%-761
BOOZ ALLEN HAMILTON HLDG COR(Put)6,0000-6,0007720-772
CACI INTL INC(CACI)(Put)2,0000-2,0008080-808
LEIDOS HOLDINGS INC(LDOS)(Put)6,0000-6,0008640-864
MAMMOTH ENERGY SVCS INC432,338205,880-226,4581,2974200.45%-877
VALARIS LTD(VAL)20,2850-20,2858970-897
SEAPORT ENTMT GROUP INC159,270164,500+5,2304,4523,5323.78%-920
POSEIDA THERAPEUTICS INC97,3000-97,3009340-934
CARDLYTICS INC320,000130,000-190,0001,1872370.25%-951
MOUNTAIN LAKE ACQUISITION CO
UNIT 11/15/2028
95,0000-95,0009530-953
DELEK US HLDGS INC NEW(DK)334,000339,000+5,0006,1795,1095.47%-1,070
BURFORD CAP LTD
ORD SHS
461,000351,000-110,0005,8784,6374.97%-1,241
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