Fund Holdings — Rangeley Capital, LLC

Total Portfolio Value
$92.63M
Total Bought
$38.17M
Total Sold
$58.01M
Net Transaction
-$19.85M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2025
▲▼
Q1 2026
▲▼
Change
▲▼
Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
DRIVEN BRANDS HLDGS INC(DRVN)0625,500+625,50007,8888.52%+7,888
TRIPADVISOR INC(TRIP)0190,000+190,00002,0252.19%+2,025
ORION PROPERTIES INC(ONL)0915,000+915,00001,9672.12%+1,967
ICON PLC(ICLR)017,700+17,70001,9592.11%+1,959
GREEN DOT CORP(GDOT)0162,732+162,73201,8261.97%+1,826
THERAVANCE BIOPHARMA INC(TBPH)0103,000+103,00001,6721.80%+1,672
MISTER CAR WASH INC
COM
0220,500+220,50001,5371.66%+1,537
JANUX THERAPEUTICS INC(JANX)25,414122,500+97,0863511,7031.84%+1,352
ELME COMMUNITIES(ELME)0658,000+658,00001,3231.43%+1,323
KEZAR LIFE SCIENCES INC
COM NEW
85,926243,073+157,1475401,8041.95%+1,263
REVOLUTION MEDICINES INC(RVMD)066,700+66,70001,2361.33%+1,236
HOLOGIC INC013,000+13,00009831.06%+983
MONRO INC(MNRO)052,344+52,34408400.91%+840
LEGGETT & PLATT INC(LEG)135,930213,000+77,0701,4952,1042.27%+609
ZIM INTEGRATED SHIPPING SERV
SHS
41,05255,000+13,9488721,4491.56%+578
STAR HLDGS(STHO)187,100274,072+86,9721,5402,0752.24%+535
DISTRIBUTION SOLUTIONS GRP I(DSGR)016,857+16,85704420.48%+442
CORBUS PHARMACEUTICALS HLDGS(CRBP)044,840+44,84004210.45%+421
IMMERSION CORP(IMMR)075,000+75,00004100.44%+410
STRATUS PPTYS INC(STRS)012,546+12,54603830.41%+383
LISATA THERAPEUTICS INC(LSTA)075,000+75,00003760.41%+376
INHIBIKASE THERAPEUTICS INC(IKT)0220,000+220,00003700.40%+370
APARTMENT INVT & MGMT CO(AIV)090,000+90,00003660.40%+366
ENVIRI CORP(NVRI)10,66728,000+17,3331915490.59%+358
CENTESSA PHARMACEUTICALS PLC09,000+9,00003570.39%+357
SCRIPPS E W CO OHIO(SSP)085,490+85,49003180.34%+318
BRAEMAR HOTELS & RESORTS INC(BHR)73,895222,000+148,1052125240.57%+312
HILTON GRAND VACATIONS INC(HGV)15,00025,000+10,0006719781.06%+307
GROCERY OUTLET HLDG CORP(GO)040,000+40,00002820.30%+282
SEER INC(SEER)20,000184,302+164,302373100.33%+273
RALLYBIO CORP(RLYB)030,130+30,13002700.29%+270
SEAPORT ENTMT GROUP INC(SEG)153,517153,51703,0353,2983.56%+263
WEN ACQUISITION CORP(WENN)62,53085,000+22,4706328650.93%+234
FUTURECREST ACQUISITION CORP(FCRS)040,703+40,70302220.24%+222
ELECTRONIC ARTS INC01,000+1,00002040.22%+204
ROMAN DBDR ACQUISITION CORP
ORD SHS CL A
43,20060,000+16,8004516280.68%+178
FMC CORP(FMC)010,000+10,00001720.19%+172
ADICET BIO INC25,00156,000+30,9992113810.41%+171
FACT II ACQUISITION CORP(FACT)015,510+15,51001630.18%+163
BERTO ACQUISITION CORP(TACO)015,500+15,50001590.17%+159
MOUNTAIN LAKE ACQUISITION CO015,000+15,00001580.17%+158
PAGERDUTY INC(PD)025,000+25,00001550.17%+155
SOTERA HEALTH CO(SHC)010,000+10,00001430.15%+143
BICYCLE THERAPEUTICS PLC132,000232,260+100,2609351,0781.16%+143
SABLE OFFSHORE CORP(SOC)19,00019,00001713140.34%+143
RENATUS TACTICAL ACQUIS
SHS CL A
035,782+35,78201290.14%+129
DINGDONG CAYMAN LTD(DDL)050,000+50,00001290.14%+129
TWO HARBORS INVENTMENT CORPO(TWO)010,000+10,00001140.12%+114
SIZZLE ACQUISITION CORP. II(SZZL)010,000+10,00001030.11%+103
KYIVSTAR GROUP LTD(KYIV)010,000+10,00001010.11%+101
PRESIDIO PRODTN CO(FTW)0100,000+100,0000850.09%+85
NKARTA INC(NKTX)32,07868,000+35,922591430.15%+84
ACUMEN PHARMACEUTICALS INC(ABOS)035,000+35,0000830.09%+83
DOMO INC(DOMO)026,000+26,0000800.09%+80
INVIVYD INC(IVVD)045,000+45,0000590.06%+59
GREAT ELM CAP CORP(GECC)010,000+10,0000500.05%+50
STANDARD BIOTOOLS INC(LAB)050,000+50,0000460.05%+46
CLEAR CHANNEL OUTDOOR HLDGS(CCO)018,600+18,6000440.05%+44
IMAGENEBIO INC(IMA)18,24432,590+14,3461261630.18%+37
ENTRAVISION COMMUNICATIONS C(EVC)90,000100,000+10,0002642970.32%+33
BARINTHUS BIOTHERAPEUTICS PL(BRNS)84,441159,465+75,02459910.10%+32
ALIGHT INC(ALIT)049,464+49,4640290.03%+29
D MARKET ELECTR SVCS & TRADI(HEPS)200,000200,00004965240.57%+28
PMV PHARMACEUTICALS INC(PMVP)45,50066,846+21,34657830.09%+26
USA TODAY CO INC(TDAY)47,30037,300-10,0002442630.28%+19
KIORA PHARMACEUTICALS INC(KPRX)010,000+10,0000190.02%+19
MACROGENICS INC(MGNX)30,22021,500-8,72049620.07%+13
VYNE THERAPEUTICS INC(YARW)100,000118,064+18,06458710.08%+13
UNIQURE NV(QURE)8,50013,000+4,5002032130.23%+9
XEROX HOLDINGS CORP(XRX)0100,000+100,000090.01%+9
PLIANT THERAPEUTICS INC(PLRX)225,000225,00002752840.31%+9
PETMED EXPRESS INC(PETS)75,000109,208+34,2082402490.27%+9
GLOBA TERRA ACQUISITION COR
UNIT 99/99/9999
40,36140,36104154200.45%+5
INTERNATIONAL MONEY EXPRESS(IMXI)10,00010,00001541580.17%+4
4D MOLECULAR THERAPEUTICS IN38,66531,465-7,2002902930.32%+3
REAL ASSET ACQUISITION CORP10,00010,00001021050.11%+3
REPUBLIC DIGITAL ACQUISITION(RDAG)20,18820,18802042070.22%+2
EMMIS ACQUISITION CORP.(EMIS)18,10718,10701801820.20%+2
PIONEER ACQUISITION I CORP(PACH)22,14522,14502262280.25%+2
OTG ACQUISITION CORP. I(OTGA)27,52050,805+23,2852802820.30%+1
CSLM DIGITA ASSET ACQ CORP I
UNIT 08/12/2030
26,09248,944+22,8522642650.29%+1
DRUGS MADE IN AMER ACQ II CO
UNIT 09/16/2030
32,55155,612+23,0613263270.35%+1
HIGHVIEW MERGER CORP(HVMC)20,00020,00002032030.22%+1
OAKTREE ACQUISITION CORP III
SHS CL A
40,03261,188+21,1564244240.46%0
GENERAL PURP ACQUISITION COR
UNIT 12/03/2030
50,00050,00005015010.54%0
NEW AMER ACQUISITION I CORP40,00040,00004144140.45%0
SPARK I ACQUISITION CORP(SPKL)10,81310,81301241220.13%-1
ALT5 SIGMA CORP(AIFC)29,00026,000-3,00032290.03%-3
EXELIXIS INC(EXEL)5,0005,00002192140.23%-5
SWK HLDGS CORP(SWKHL)63,00063,00001,0841,0721.16%-12
CEMENTOS PACASMAYO S A A(CPAC)12,00011,221-7791251120.12%-13
SITE CTRS CORP(SITC)14,00014,000090760.08%-14
HCM III ACQUISITION CORP(HCMA)14,04612,530-1,5161411260.14%-15
MOUNTAIN LAKE ACQUISITION CO15,0000-15,000160—-16
EMMIS ACQUISITION CORP.(EMIS)18,1070-18,107180—-18
FIFTH ERA ACQUISITION CORP I(FERA)33,45830,990-2,4683443190.34%-25
ONKURE THERAPEUTICS INC(OKUR)145,00095,000-50,0004213930.42%-27
RALLYBIO CORP(RLYB)40,0000-40,000270—-27
ABEONA THERAPEUTICS INC(ABEO)57,60060,000+2,4003042690.29%-35
ATEA PHARMACEUTICALS INC(AVIR)80,00046,500-33,5002862500.27%-35
Page 1 of 2
Rangeley Capital, LLC — 13F Holdings — Q1 2026 | TickerTrail