Fund Holdings — Rangeley Capital, LLC

Total Portfolio Value
$79.71M
Total Bought
$30.80M
Total Sold
$41.76M
Net Transaction
-$10.96M
Filing Period:
Securities
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SharesValue ($K)
Q1 2025
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Q2 2025
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Change
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Q1 2025
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Q2 2025
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Weight (%)
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Change
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PROTHENA CORP PLC
SHS
0715,367+715,36704,3425.45%+4,342
SAGE THERAPEUTICS INC384,687730,000+345,3133,0586,6588.35%+3,599
ITEOS THERAPEUTICS INC0302,080+302,08003,0123.78%+3,012
CORE SCIENTIFIC INC NEW(CORZ)0146,200+146,20002,4963.13%+2,496
SKECHERS U S A INC036,000+36,00002,2722.85%+2,272
SURGERY PARTNERS INC(SGRY)90,900166,060+75,1602,1593,6924.63%+1,533
DELEK US HLDGS INC NEW(DK)339,000313,000-26,0005,1096,6298.32%+1,521
ARVINAS INC(ARVN)543,000694,800+151,8003,8125,1146.42%+1,302
WALGREENS BOOTS ALLIANCE INC0102,000+102,00001,1711.47%+1,171
NATURAL RESOURCE PARTNERS L(NRP)012,100+12,10001,1561.45%+1,156
VERVE THERAPEUTICS INC062,000+62,00006960.87%+696
KURA ONCOLOGY INC(KURA)0116,000+116,00006690.84%+669
LENSAR INC(LNSR)050,000+50,00006590.83%+659
BLUEPRINT MEDICINES CORP05,000+5,00006410.80%+641
THIRD HARMONIC BIO INC270,000290,000+20,0009371,5751.98%+638
SABLE OFFSHORE CORP(SOC)025,000+25,00005500.69%+550
VIGIL NEUROSCIENCE INC067,800+67,80005390.68%+539
BICYCLE THERAPEUTICS PLC075,000+75,00005210.65%+521
REPARE THERAPEUTICS INC0355,292+355,29204940.62%+494
THERAVANCE BIOPHARMA INC(TBPH)033,729+33,72903720.47%+372
ELEVATION ONCOLOGY INC0905,289+905,28903320.42%+332
SEPTERNA INC(SEPN)52,95058,605+5,6553076190.78%+313
HILLEVAX INC0153,790+153,79003060.38%+306
SITE CTRS CORP(SITC)12,19740,001+27,8041574520.57%+296
ESSA PHARMA INC0170,000+170,00002890.36%+289
STAR HLDGS(STHO)129,000172,000+43,0001,0981,3431.69%+246
KELLANOVA03,000+3,00002390.30%+239
PERCEPTIVE CAP SOLUTIONS COR
CL A ORD SHS
020,000+20,00002120.27%+212
ATEA PHARMACEUTICALS INC(AVIR)053,000+53,00001910.24%+191
ARES ACQUISITION CORP II011,920+11,92001350.17%+135
D MARKET ELECTR SVCS & TRADI(HEPS)144,326200,000+55,6744115400.68%+129
GSR III ACQUISITION CORP011,000+11,00001190.15%+119
THERATECHNOLOGIES INC050,000+50,00001180.15%+118
MURAL ONCOLOGY PUB LTD CO046,513+46,51301150.14%+115
SILVERBOX CORP IV(SBXD)010,000+10,00001100.14%+110
ONKURE THERAPEUTICS INC(OKUR)029,902+29,9020710.09%+71
4D MOLECULAR THERAPEUTICS IN013,000+13,0000480.06%+48
AKOYA BIOSCIENCES INC033,035+33,0350430.05%+43
VIVID SEATS INC(SEAT)025,000+25,0000420.05%+42
INTERNATIONAL GAME TECHNOLOG(BRSL)14,24917,000+2,7512322690.34%+37
LAVA THERAPEUTICS NV027,073+27,0730360.04%+36
MACROGENICS INC(MGNX)027,000+27,0000330.04%+33
NUVATION BIO INC(NUVB)013,000+13,0000250.03%+25
MEI PHARMA INC(LITS)010,000+10,0000250.03%+25
CABALETTA BIO INC(CABA)016,000+16,0000240.03%+24
ZURA BIO LTD(ZURA)021,000+21,0000220.03%+22
SEER INC(SEER)010,000+10,0000210.03%+21
NOVABAY PHARMACEUTICALS INC033,210+33,2100190.02%+19
PEPGEN INC(PEPG)15,00035,000+20,00021390.05%+18
SYNLOGIC INC(SYBX)013,597+13,5970170.02%+17
NEBIUS GROUP N.V.(NBIS)9,9003,900-6,0002092160.27%+7
PLIANT THERAPEUTICS INC(PLRX)50,00060,220+10,22068700.09%+2
AN2 THERAPEUTICS INC50,00065,000+15,00068690.09%+1
LYELL IMMUNOPHARMA INC(LYEL)10,0000-10,00050—-5
SOHO HOUSE & CO INC34,13427,600-6,5342112030.25%-8
TRILOGY METALS INC NEW(TMQ)98,07487,000-11,0741521170.15%-35
SURO CAPITAL CORP(NSLR)14,9500-14,950740—-74
FIVE POINT HOLDINGS LLC(FPH)14,8510-14,851790—-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 INC(MAPS)125,0000-125,0001410—-141
FIRST SEACOAST BANCORP INC(FSEA)13,0000-13,0001510—-151
SWK HLDGS CORP(SWKHL)43,66241,000-2,6627596040.76%-155
CARGO THERAPEUTICS INC81,85141,851-40,0003331720.22%-161
SOTERA HEALTH CO(SHC)14,0000-14,0001630—-163
GUESS INC15,0000-15,0001660—-166
MAGNERA CORP(MAGN)10,0000-10,0001820—-182
PONCE FINANCIAL GROUP INC(PDLB)14,7810-14,7811870—-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 INC(CDLX)130,0000-130,0002370—-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 INC(KROS)408,234285,400-122,8344,1603,8104.78%-350
HOWARD HUGHES HOLDINGS INC(HHH)4,7810-4,7813540—-354
CVR PARTNERS LP(UAN)23,18315,000-8,1831,7431,3331.67%-410
MAMMOTH ENERGY SVCS INC(TUSK)205,8800-205,8804200—-420
CADIZ INC(CDZI)630,000469,000-161,0001,8461,4021.76%-444
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 INC(FLL)889,104882,426-6,6783,7163,2304.05%-487
MOUNTAIN LAKE ACQUISITION CO80,00030,000-50,0008043080.39%-496
WIDEOPENWEST INC757,248799,000+41,7523,7483,2444.07%-504
SUMMIT MIDSTREAM CORPORATION(SMC)15,0000-15,0005080—-508
DESPEGAR COM CORP29,7020-29,7025580—-558
SEAPORT ENTMT GROUP INC(SEG)164,500158,000-6,5003,5322,9473.70%-585
CORE SCIENTIFIC INC NEW(CORZ)86,4000-86,4006260—-626
TRIPADVISOR INC(TRIP)45,0090-45,0096380—-638
PARAGON 28 INC50,0000-50,0006530—-653
ROMAN DBDR ACQUISITION CORP
ORD SHS CL A
89,1670-89,1678940—-894
BANKFINANCIAL CORP89,0000-89,0001,1250—-1,125
NET LEASE OFFICE PROPERTIES(NLOP)110,06470,000-40,0643,4542,2792.86%-1,175
JACK IN THE BOX INC(JACK)44,0000-44,0001,1960—-1,196
LIBERTY BROADBAND CORP(LBRDA)16,5000-16,5001,4030—-1,402
ROIVANT SCIENCES LTD(ROIV)140,1780-140,1781,4140—-1,414
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Rangeley Capital, LLC — 13F Holdings — Q2 2025 | TickerTrail