Fund HoldingsPale Fire Capital SE

Total Portfolio Value
$994.58M
Total Bought
$23.98M
Total Sold
$503.45M
Net Transaction
-$479.48M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
GROUPON INC(GRPN)6,717,0666,717,066039,698102,90510.35%+63,208
SHELL PLC(SHEL)5,432,2055,432,2050327,997349,72535.16%+21,729
INTERNATIONAL SEAWAYS INC(INSW)1,797,0251,740,969-56,05668,71878,3447.88%+9,625
SCORPIO TANKERS INC(STNG)735,750779,912+44,16234,74942,2094.24%+7,459
ALIBABA GROUP HLDG LTD(BABA)070,000+70,00006,0720.61%+6,072
NOBLE CORP PLC(NE)513,234513,234021,20225,9952.61%+4,794
TRIPADVISOR INC(TRIP)30,000159,661+129,6614952,6470.27%+2,152
DARLING INGREDIENTS INC(DAR)40,00088,700+48,7002,5524,6300.47%+2,079
TSAKOS ENERGY NAVIGATION LTD(TEN)670,766670,766011,95313,9391.40%+1,985
VIRTU FINL INC(VIRT)099,669+99,66901,7210.17%+1,721
COUSINS PPTYS INC(CUZ)076,457+76,45701,5570.16%+1,557
VALARIS LTD(VAL)129,084129,08408,1239,6790.97%+1,555
NAVIOS MARITIME PARTNERS L P(NMM)705,680705,680015,41916,3221.64%+903
TEEKAY TANKERS LTD(TNK)546,787518,649-28,13820,90421,5912.17%+688
TORM PLC(TRMD)169,602169,60204,0984,6670.47%+570
NOMAD FOODS LTD(NOMD)024,764+24,76403770.04%+377
DIVERSIFIED HEALTHCARE TR(DHC)143,185351,109+207,9243226810.07%+359
1 800 FLOWERS COM INC050,265+50,26503520.04%+352
DIAMOND OFFSHORE DRILLING IN276,695276,69503,9404,0620.41%+122
RENEO PHARMACEUTICALS INC014,851+14,85101130.01%+113
IGM BIOSCIENCES INC012,601+12,60101050.01%+105
ALDEYRA THERAPEUTICS INC014,700+14,7000980.01%+98
CELCUITY INC(CELC)010,409+10,4090950.01%+95
PRELUDE THERAPEUTICS INC030,781+30,7810950.01%+95
CHIMERIX INC098,896+98,8960950.01%+95
MANNKIND CORP(MNKD)(Call)022,800+22,800094+94
KURA ONCOLOGY INC(KURA)010,050+10,0500920.01%+92
EDGEWISE THERAPEUTICS INC(EWTX)015,645+15,6450900.01%+90
ACLARIS THERAPEUTICS INC013,000+13,0000890.01%+89
COMPASS THERAPEUTICS INC045,155+45,1550890.01%+89
ATYR PHARMA INC055,857+55,8570880.01%+88
ERASCA INC(ERAS)042,101+42,1010830.01%+83
KEZAR LIFE SCIENCES INC068,851+68,8510820.01%+82
TERNS PHARMACEUTICALS INC015,202+15,2020760.01%+76
TENAYA THERAPEUTICS INC028,100+28,1000720.01%+72
IOVANCE BIOTHERAPEUTICS INC(IOVA)015,100+15,1000690.01%+69
NANOSTRING TECHNOLOGIES INC036,200+36,2000620.01%+62
RENEW ENERGY GLOBAL PLC(RNW)010,000+10,0000540.01%+54
CIDARA THERAPEUTICS INC054,356+54,3560510.01%+51
LARIMAR THERAPEUTICS INC012,040+12,0400480.00%+48
TSCAN THERAPEUTICS INC016,575+16,5750420.00%+42
VODAFONE GROUP PLC NEW(VOD)1,281,0971,281,097012,10612,1451.22%+38
NGM BIOPHARMACEUTICALS INC033,800+33,8000360.00%+36
EQRX INC100,200100,20001862220.02%+36
KINNATE BIOPHARMA INC23,68270,174+46,49272980.01%+26
ANTERO RESOURCES CORP(AR)10,32810,32802382620.03%+24
CYTEIR THERAPEUTICS INC57,59757,59701501640.02%+14
GALERA THERAPEUTICS INC(GRTX)017,400+17,400030.00%+3
COSTAMARE INC(CMRE)112,963112,96301,0921,0870.11%-6
C4 THERAPEUTICS INC19,20019,200053360.00%-17
BIOATLA INC15,88315,883048270.00%-21
CAPITAL PRODUCT PARTNERS L P234,388229,142-5,2463,2373,2100.32%-27
PASSAGE BIO INC98,66298,662093650.01%-28
ORANGE(FNCTF)251,125251,12502,9232,8850.29%-38
MERSANA THERAPEUTICS INC25,40025,400084320.00%-51
ORIC PHARMACEUTICALS INC(ORIC)33,05533,05502572000.02%-57
FORTUNA SILVER MINES INC140,000140,00004543810.04%-73
DANAOS CORPORATION(DAC)129,680129,68008,6618,5870.86%-74
KINROSS GOLD CORP(KGC)580,000580,00002,7672,6450.27%-122
2SEVENTY BIO INC24,28824,2880246950.01%-151
CREATIVE MEDIA & CMNTY TR184,196184,19609197460.08%-173
UNIQURE NV(QURE)60,10060,10006894030.04%-285
FRONTIER COMMUNICATIONS PARE101,366101,36601,8891,5860.16%-303
GLOBAL SHIP LEASE INC NEW
COM CL A
291,831290,931-9005,6625,3360.54%-326
OLEMA PHARMACEUTICALS INC(OLMA)44,0000-44,0003970-397
ENETI INC82,83613,483-69,3531,0031360.01%-867
CENTERRA GOLD INC(CGAU)296,149146,149-150,0001,7777160.07%-1,061
ALAMOS GOLD INC NEW138,5810-138,5811,6520-1,652
ANGI INC1,317,4701,317,47004,3482,6090.26%-1,739
BURFORD CAP LTD
ORD SHS
174,7430-174,7432,1280-2,128
OVERSEAS SHIPHOLDING GROUP I1,056,310394,578-661,7324,4051,7320.17%-2,673
TALOS ENERGY INC(TALO)1,299,979807,184-492,79518,03113,2701.33%-4,761
ARLO TECHNOLOGIES INC(ARLO)816,414395,026-421,3888,9074,0690.41%-4,838
IAC INC(PPLI)268,783211,723-57,06016,88010,6691.07%-6,211
EXPEDIA GROUP INC(EXPE)161,31381,313-80,00017,6468,3810.84%-9,265
DOLE PLC(DOLE)7,487,1427,487,1420101,22686,7018.72%-14,525
BP PLC(BP)6,319,4953,535,061-2,784,434223,015136,87813.76%-86,137
SPDR S&P 500 ETF TR(SPY)(Put)841,0000-841,000372,7980-372,798
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