Fund HoldingsRangeley Capital, LLC

Total Portfolio Value
$83.81M
Total Bought
$31.00M
Total Sold
$43.01M
Net Transaction
-$12.01M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
PROTHENA CORP PLC
SHS
0715,367+715,36704,3425.18%+4,342
SAGE THERAPEUTICS INC384,687730,000+345,3133,0586,6587.94%+3,599
ITEOS THERAPEUTICS INC0302,080+302,08003,0123.59%+3,012
CORE SCIENTIFIC INC NEW(CORZ)0146,200+146,20002,4962.98%+2,496
SKECHERS U S A INC036,000+36,00002,2722.71%+2,272
SURGERY PARTNERS INC(SGRY)90,900166,060+75,1602,1593,6924.40%+1,533
DELEK US HLDGS INC NEW(DK)339,000313,000-26,0005,1096,6297.91%+1,521
ARVINAS INC543,000694,800+151,8003,8125,1146.10%+1,302
WALGREENS BOOTS ALLIANCE INC0102,000+102,00001,1711.40%+1,171
NATURAL RESOURCE PARTNERS L(NRP)012,100+12,10001,1561.38%+1,156
VERVE THERAPEUTICS INC062,000+62,00006960.83%+696
KURA ONCOLOGY INC(KURA)0116,000+116,00006690.80%+669
LENSAR INC050,000+50,00006590.79%+659
BLUEPRINT MEDICINES CORP05,000+5,00006410.76%+641
THIRD HARMONIC BIO INC270,000290,000+20,0009371,5751.88%+638
SABLE OFFSHORE CORP025,000+25,00005500.66%+550
VIGIL NEUROSCIENCE INC067,800+67,80005390.64%+539
BICYCLE THERAPEUTICS PLC075,000+75,00005210.62%+521
REPARE THERAPEUTICS INC0355,292+355,29204940.59%+494
THERAVANCE BIOPHARMA INC(TBPH)033,729+33,72903720.44%+372
CHARTER COMMUNICATIONS INC N(CHTR)(Call)9,0009,00003,3173,679+363
ELEVATION ONCOLOGY INC0905,289+905,28903320.40%+332
SEPTERNA INC(SEPN)52,95058,605+5,6553076190.74%+313
HILLEVAX INC0153,790+153,79003060.37%+306
SITE CTRS CORP12,19740,001+27,8041574520.54%+296
ESSA PHARMA INC0170,000+170,00002890.34%+289
STAR HLDGS129,000172,000+43,0001,0981,3431.60%+246
KELLANOVA03,000+3,00002390.28%+239
PERCEPTIVE CAP SOLUTIONS COR
CL A ORD SHS
020,000+20,00002120.25%+212
WIDEOPENWEST INC(Call)050,000+50,0000203+203
ATEA PHARMACEUTICALS INC053,000+53,00001910.23%+191
ARES ACQUISITION CORP II011,920+11,92001350.16%+135
D MARKET ELECTR SVCS & TRADI(HEPS)144,326200,000+55,6744115400.64%+129
GSR III ACQUISITION CORP011,000+11,00001190.14%+119
THERATECHNOLOGIES INC050,000+50,00001180.14%+118
MURAL ONCOLOGY PUB LTD CO046,513+46,51301150.14%+115
SILVERBOX CORP IV010,000+10,00001100.13%+110
ONKURE THERAPEUTICS INC029,902+29,9020710.09%+71
4D MOLECULAR THERAPEUTICS IN013,000+13,0000480.06%+48
BRIDGEBIO PHARMA INC(BBIO)(Call)5,0005,0000173216+43
AKOYA BIOSCIENCES INC033,035+33,0350430.05%+43
VIVID SEATS INC025,000+25,0000420.05%+42
INTERNATIONAL GAME TECHNOLOG(BRSL)14,24917,000+2,7512322690.32%+37
LAVA THERAPEUTICS NV027,073+27,0730360.04%+36
MACROGENICS INC027,000+27,0000330.04%+33
NUVATION BIO INC(NUVB)013,000+13,0000250.03%+25
MEI PHARMA INC010,000+10,0000250.03%+25
CABALETTA BIO INC016,000+16,0000240.03%+24
ZURA BIO LTD021,000+21,0000220.03%+22
SEER INC010,000+10,0000210.03%+21
NOVABAY PHARMACEUTICALS INC033,210+33,2100190.02%+19
PEPGEN INC15,00035,000+20,00021390.05%+18
SYNLOGIC INC013,597+13,5970170.02%+17
NEBIUS GROUP N.V.(NBIS)9,9003,900-6,0002092160.26%+7
PLIANT THERAPEUTICS INC50,00060,220+10,22068700.08%+2
AN2 THERAPEUTICS INC50,00065,000+15,00068690.08%+1
LYELL IMMUNOPHARMA INC10,0000-10,00050-5
SOHO HOUSE & CO INC34,13427,600-6,5342112030.24%-8
SOHO HOUSE & CO INC(Call)1,4000-1,40090-9
TRILOGY METALS INC NEW98,07487,000-11,0741521170.14%-35
SURO CAPITAL CORP14,9500-14,950740-74
CALUMET INC(CLMT)(Call)6,0000-6,000760-76
FIVE POINT HOLDINGS LLC14,8510-14,851790-79
GAN LTD59,9120-59,9121060-106
XPLR INFRASTRUCTURE LP(XIFR)12,2000-12,2001160-116
ESPERION THERAPEUTICS INC NE92,5000-92,5001330-133
WM TECHNOLOGY INC125,0000-125,0001410-141
FIRST SEACOAST BANCORP INC13,0000-13,0001510-151
SWK HLDGS CORP(SWKHL)43,66241,000-2,6627596040.72%-155
CARGO THERAPEUTICS INC81,85141,851-40,0003331720.21%-161
SOTERA HEALTH CO(SHC)14,0000-14,0001630-163
GUESS INC15,0000-15,0001660-166
MAGNERA CORP10,0000-10,0001820-182
PONCE FINANCIAL GROUP INC14,7810-14,7811870-187
YPF SOCIEDAD ANONIMA(YPF)6,0000-6,0002100-210
SUPERIOR INDS INTL INC100,5330-100,5332140-214
BAUSCH PLUS LOMB CORP15,0000-15,0002180-217
AMENTUM HOLDINGS INC12,5000-12,5002280-227
CARDLYTICS INC130,0000-130,0002370-237
ATLANTA BRAVES HLDGS INC5,9810-5,9812390-239
INHIBRX BIOSCIENCES INC(INBX)17,8100-17,8102490-249
CANTOR EQUITY PARTNERS INC26,4820-26,4822840-284
MOUNTAIN LAKE ACQUISITION CO29,0000-29,0002910-291
KEROS THERAPEUTICS INC408,234285,400-122,8344,1603,8104.55%-350
HOWARD HUGHES HOLDINGS INC(HHH)4,7810-4,7813540-354
CVR PARTNERS LP(UAN)23,18315,000-8,1831,7431,3331.59%-410
MAMMOTH ENERGY SVCS INC205,8800-205,8804200-420
CADIZ INC0469,000+469,00001,4021.67%+1,402
ROMAN DBDR ACQUISITION CORP
*W EXP 10/31/203
44,5830-44,5834470-447
BRIDGEBIO PHARMA INC(BBIO)13,0000-13,0004490-449
FULL HSE RESORTS INC889,104882,426-6,6783,7163,2303.85%-487
MOUNTAIN LAKE ACQUISITION CO80,00030,000-50,0008043080.37%-496
WIDEOPENWEST INC757,248799,000+41,7523,7483,2443.87%-504
SUMMIT MIDSTREAM CORPORATION000000
DESPEGAR COM CORP29,7020-29,7025580-558
SPRINGWORKS THERAPEUTICS INC(Call)13,2000-13,2005830-583
SEAPORT ENTMT GROUP INC164,500158,000-6,5003,5322,9473.52%-585
ISHARES TR(Put)7,5000-7,5005920-592
CORE SCIENTIFIC INC NEW(CORZ)000000
TRIPADVISOR INC(TRIP)45,0090-45,0096380-638
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