Fund Holdings — Rangeley Capital, LLC

Total Portfolio Value
$116.11M
Total Bought
$51.65M
Total Sold
$41.82M
Net Transaction
+$9.83M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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WARNER BROS DISCOVERY INC(WBD)0216,000+216,00006,2255.36%+6,225
GOLDEN ENTMT INC0209,881+209,88105,7074.91%+5,707
AVIDITY BIOSCIENCES INC054,000+54,00003,8953.35%+3,895
KENNEDY-WILSON HOLDINGS INC0342,000+342,00003,3072.85%+3,307
GRINDR INC(GRND)0212,000+212,00002,8702.47%+2,870
PLYMOUTH INDL REIT INC0114,000+114,00002,4942.15%+2,494
REPARE THERAPEUTICS INC645,8761,287,829+641,9531,1373,3482.88%+2,212
CLEARWATER ANALYTICS HLDGS I080,000+80,00001,9301.66%+1,930
MERSANA THERAPEUTICS INC057,098+57,09801,6521.42%+1,652
AVADEL PHARMACEUTICALS PLC075,953+75,95301,6371.41%+1,637
LEGGETT & PLATT INC(LEG)0135,930+135,93001,4951.29%+1,495
SELECT MED HLDGS CORP081,072+81,07201,2041.04%+1,204
FORWARD AIR CORP(FWRD)27,40076,000+48,6007031,9001.64%+1,197
STURM RUGER & CO INC(RGR)035,107+35,10701,1460.99%+1,146
BRIGHTHOUSE FINL INC(BHF)9,85025,000+15,1505231,6201.39%+1,097
ZIM INTEGRATED SHIPPING SERV
SHS
041,052+41,05208720.75%+872
ECHOSTAR CORP(ECHO)23,00024,000+1,0001,7562,6092.25%+853
TEGNA INC10,00053,000+43,0002031,0290.89%+825
PLANET LABS PBC(PL)040,000+40,00007890.68%+789
GENERATION BIO CO098,280+98,28005580.48%+558
KORE GROUP HLDGS INC0131,347+131,34705540.48%+554
KEZAR LIFE SCIENCES INC
COM NEW
085,926+85,92605400.47%+540
GENERAL PURP ACQUISITION COR
UNIT 12/03/2030
050,000+50,00005010.43%+501
SWK HLDGS CORP(SWKHL)41,00063,000+22,0005971,0840.93%+487
FONAR CORP(FOA)025,113+25,11304660.40%+466
TREEHOUSE FOODS INC018,530+18,53004370.38%+437
NEW AMER ACQUISITION I CORP040,000+40,00004140.36%+414
JANUX THERAPEUTICS INC(JANX)025,414+25,41403510.30%+351
PRIORITY TECHNOLOGY HLDGS IN(PRTH)061,000+61,00003320.29%+332
DRUGS MADE IN AMER ACQ II CO
UNIT 09/16/2030
032,551+32,55103260.28%+326
ABEONA THERAPEUTICS INC(ABEO)057,600+57,60003040.26%+304
ENTRAVISION COMMUNICATIONS C(EVC)090,000+90,00002640.23%+264
ODYSSEY MARINE EXPL INC(OMEX)479,478608,749+129,2719351,1931.03%+258
BRAEMAR HOTELS & RESORTS INC(BHR)017,245+17,24502550.22%+255
PETMED EXPRESS INC(PETS)075,000+75,00002400.21%+240
ARBUTUS BIOPHARMA CORP(ABUS)840,000840,00003,8144,0403.48%+227
MONTE ROSA THERAPEUTICS INC(GLUE)113,00067,500-45,5008371,0580.91%+221
EXELIXIS INC(EXEL)05,000+5,00002190.19%+219
COHEN CIRCLE ACQUISIT CORP I
SHS CL A
020,809+20,80902130.18%+213
BRAEMAR HOTELS & RESORTS INC(BHR)073,895+73,89502120.18%+212
DIGITALBRIDGE GROUP INC(DBRG)013,800+13,80002120.18%+212
ADICET BIO INC025,001+25,00102110.18%+211
UNIQURE NV(QURE)08,500+8,50002030.18%+203
TRILOGY METALS INC NEW(TMQ)87,00087,00001833750.32%+192
ENVIRI CORP(NVRI)010,667+10,66701910.16%+191
PLIANT THERAPEUTICS INC(PLRX)60,220225,000+164,780892750.24%+185
REZOLUTE INC(RZLT)078,200+78,20001850.16%+185
EMMIS ACQUISITION CORP.(EMIS)018,107+18,10701800.16%+180
SEPTERNA INC(SEPN)88,00065,800-22,2001,6551,8351.58%+179
MEREO BIOPHARMA GROUP PLC(MREO)0364,000+364,00001520.13%+152
CEMENTOS PACASMAYO S A A(CPAC)012,000+12,00001250.11%+125
TASKUS INC(TASK)010,000+10,00001180.10%+118
PERIMETER ACQUISITION CORP I(PMTR)010,000+10,00001030.09%+103
REAL ASSET ACQUISITION CORP010,000+10,00001020.09%+102
STAR HLDGS(STHO)177,000187,100+10,1001,4571,5401.33%+83
D. BORAL ARC ACQ I CORP.
UNIT 07/23/2030
26,79033,780+6,9902683450.30%+77
YEXT INC(YEXT)545,000585,360+40,3604,6434,7184.06%+75
NKARTA INC(NKTX)032,078+32,0780590.05%+59
BARINTHUS BIOTHERAPEUTICS PL(BRNS)084,441+84,4410590.05%+59
ATEA PHARMACEUTICALS INC(AVIR)80,00080,00002322860.25%+54
WW INTL INC(WW)11,00012,000+1,0003013510.30%+50
HILTON GRAND VACATIONS INC(HGV)15,00015,00006276710.58%+44
VYNE THERAPEUTICS INC(YARW)50,000100,000+50,00017580.05%+41
PEPGEN INC(PEPG)44,00036,200-7,8002032360.20%+32
ABIVAX SA(ABVX)6,0004,000-2,0005095390.46%+30
FIFTH ERA ACQUISITION CORP I(FERA)30,99033,458+2,4683153440.30%+29
OTG ACQUISITION CORP. I(OTGA)25,00027,520+2,5202522800.24%+29
OAKTREE ACQUISITION CORP III
SHS CL A
37,82740,032+2,2053984240.36%+26
CSLM DIGITA ASSET ACQ CORP I
UNIT 08/12/2030
23,60026,092+2,4922382640.23%+26
EMMIS ACQUISITION CORP.(EMIS)018,107+18,1070180.02%+18
MOUNTAIN LAKE ACQUISITION CO015,000+15,0000160.01%+16
HCM III ACQUISITION CORP(HCMA)12,53014,046+1,5161271410.12%+14
INTERNATIONAL MNY EXPRESS IN(IMXI)10,00010,00001401540.13%+14
KURA ONCOLOGY INC(KURA)120,000102,900-17,1001,0621,0690.92%+7
LENSAR INC(LNSR)55,00059,000+4,0006796860.59%+7
ROMAN DBDR ACQUISITION CORP
ORD SHS CL A
43,20043,20004464510.39%+5
GLOBA TERRA ACQUISITION COR
UNIT 99/99/9999
40,38840,361-274114150.36%+4
PIONEER ACQUISITION I CORP(PACH)22,15722,145-122232260.19%+4
IMAGENEBIO INC(IMA)15,00018,244+3,2441221260.11%+4
ANEBULO PHARMACEUTICALS INC20,00050,000+30,00050510.04%+1
REPUBLIC DIGITAL ACQUISITION(RDAG)20,00020,188+1882042040.18%0
HIGHVIEW MERGER CORP(HVMC)20,00020,00002022030.17%0
MACROGENICS INC(MGNX)30,22030,220051490.04%-2
PROCAP ACQUISITION CORP(PCAP)47,30447,30404864790.41%-7
SEER INC(SEER)20,00020,000043370.03%-7
PMV PHARMACEUTICALS INC(PMVP)45,50045,500064570.05%-7
ONKURE THERAPEUTICS INC(OKUR)155,490145,000-10,4904284210.36%-7
YORKVILLE ACQUISITION CORP.(MCGA)10,00010,00001111030.09%-8
AN2 THERAPEUTICS INC65,00065,000083740.06%-8
RALLYBIO CORP(RLYB)83,00740,000-43,00741270.02%-14
MINERVA NEUROSCIENCES INC(NERV)10,0000-10,000210—-21
ETHZILLA CORPORATION10,0000-10,000240—-24
CABALETTA BIO INC(CABA)11,3000-11,300260—-26
CORE SCIENTIFIC INC NEW(CORZ)10,00010,00001791460.13%-34
SITE CTRS CORP(SITC)14,00014,0000126900.08%-36
SPARK I ACQUISITION CORP(SPKL)14,17310,813-3,3601651240.11%-41
D MARKET ELECTR SVCS & TRADI(HEPS)200,000200,00005384960.43%-42
REPLIMUNE GROUP INC(REPL)10,4000-10,400440—-44
AMPLIFY ENERGY CORP NEW(AMPY)10,0000-10,000530—-52
SPERO THERAPEUTICS INC(SPRO)30,0000-30,000560—-56
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Rangeley Capital, LLC — 13F Holdings — Q4 2025 | TickerTrail