Fund Holdings — Pale Fire Capital SE

Total Portfolio Value
$912.36M
Total Bought
$173.95M
Total Sold
$140.87M
Net Transaction
+$33.08M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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IAMGOLD CORP(IAG)1,321,0683,930,998+2,609,9309,71050,8285.57%+41,118
DOLE PLC(DOLE)6,174,5408,588,077+2,413,53786,382115,42412.65%+29,042
NEW GOLD INC CDA5,630,4786,211,037+580,55927,87144,5954.89%+16,724
TEVA PHARMACEUTICAL INDS LTD(TEVA)1,050,6491,689,811+639,16217,60934,1343.74%+16,525
MINERALYS THERAPEUTICS INC(MLYS)446,626532,407+85,7816,04320,1892.21%+14,146
B2GOLD CORP(BTG)65,760,90950,015,909-15,745,000237,397247,57927.14%+10,182
I-80 GOLD CORP(IAUX)21,263,65622,518,159+1,254,50312,72421,5142.36%+8,790
GALIANO GOLD INC(GAU)6,011,6276,655,735+644,1087,63514,5761.60%+6,941
KURA ONCOLOGY INC(KURA)20,100607,790+587,6901165,3790.59%+5,263
NUVATION BIO INC(NUVB)95,6421,444,647+1,349,0051875,3450.59%+5,159
ZIFF DAVIS INC(ZD)342,885401,825+58,94010,37915,3101.68%+4,930
LIQUIDIA CORPORATION(LQDA)85,700240,721+155,0211,0685,4740.60%+4,406
TECTONIC THERAPEUTIC INC(TECX)0259,726+259,72604,0750.45%+4,075
GERON CORP(GERN)02,281,754+2,281,75403,1260.34%+3,126
ANGI INC(ANGI)1,292,5171,368,478+75,96119,72422,2512.44%+2,528
REGENXBIO INC(RGNX)27,846255,601+227,7552292,4670.27%+2,238
DAY ONE BIOPHARMACEUTICALS I
COM
34,843302,467+267,6242262,1320.23%+1,906
COMMERCE.COM INC(CMRC)0298,631+298,63101,4900.16%+1,490
JOURNEY MED CORP(DERM)32,458228,567+196,1092331,6270.18%+1,394
ADVERUM BIOTECHNOLOGIES INC358,724363,282+4,5587711,6460.18%+874
CARIBOU BIOSCIENCES INC(CRBU)775,055775,05509771,8060.20%+829
TSAKOS ENERGY NAVIGATION LTD(TEN)360,433340,619-19,8146,9177,5690.83%+652
HERON THERAPEUTICS INC(HRTX)0471,190+471,19005940.07%+594
QUIDELORTHO CORP(QDEL)018,209+18,20905360.06%+536
X4 PHARMACEUTICALS INC(XFOR)60,051180,851+120,8001146190.07%+504
TARSUS PHARMACEUTICALS INC(TARS)07,075+7,07504200.05%+420
SHUTTERSTOCK INC(SSTK)154,278154,27802,9253,2170.35%+292
LIFECORE BIOMEDICAL INC(LFCR)30,68664,620+33,9342494760.05%+226
PERMA-FIX ENVIRONMENTAL SVCS(PESI)25,68945,270+19,5812704570.05%+187
REZOLUTE INC(RZLT)49,12241,922-7,2002193940.04%+175
BIOHAVEN LTD(BHVN)010,344+10,34401550.02%+155
AKEBIA THERAPEUTICS INC(AKBA)050,210+50,21001370.02%+137
ARROWHEAD PHARMACEUTICALS IN(ARWR)13,57110,123-3,4482143490.04%+135
89BIO INC26,57826,903+3252613950.04%+134
HARROW INC(HROW)8,6838,093-5902653900.04%+125
LEXEO THERAPEUTICS INC(LXEO)27,65033,650+6,0001112230.02%+112
IMMATICS N.V(IMTX)34,27034,27001842920.03%+108
MCEWEN INC.(MUX)12,35012,695+3451192170.02%+98
CULLINAN THERAPEUTICS INC(CGEM)014,615+14,6150870.01%+87
CENTERRA GOLD INC(CGAU)3,467,2982,335,878-1,131,42024,99925,0642.75%+65
ENGENE HOLDINGS INC
COM
17,25417,2540631180.01%+55
LARIMAR THERAPEUTICS INC(LRMR)37,51845,218+7,7001081460.02%+38
VIZSLA SILVER CORP(VZLA)38,80030,728-8,0721141330.01%+19
NEW PAC METALS CORP(NEWP)67,63025,978-41,65291700.01%-20
OSISKO DEVELOPMENT CORP49,06521,133-27,932105720.01%-33
CYBIN INC(HELP)112,805153,505+40,7009469040.10%-42
ATAI LIFE SCIENCES NV2,640,3841,080,768-1,559,6165,7825,7170.63%-65
ASP ISOTOPES INC(ASPI)10,3000-10,300760—-76
ADECOAGRO S A
COM
84,63784,63707746640.07%-110
AG MTG INVT TR INC51,20230,728-20,4743872220.02%-164
ULTRAGENYX PHARMACEUTICAL IN(RARE)5,6000-5,6002040—-204
NOBLE CORP PLC(NE)8,0000-8,0002120—-212
CELCUITY INC(CELC)15,9400-15,9402130—-213
SCPHARMACEUTICALS INC57,1280-57,1282180—-218
TALOS ENERGY INC(TALO)87,9940-87,9947460—-746
QUIPT HOME MEDICAL CORP460,3030-460,3038240—-824
CHIMERA INVT CORP(CIM)107,7080-107,7081,4940—-1,494
BURFORD CAP LTD
ORD SHS
128,0540-128,0541,8260—-1,826
OCULAR THERAPEUTIX INC(OCUL)530,1350-530,1354,9200—-4,920
AQUESTIVE THERAPEUTICS INC1,676,45193,132-1,583,3195,5495210.06%-5,028
INTERNATIONAL SEAWAYS INC(INSW)269,13376,059-193,0749,8183,5050.38%-6,313
UNIQURE NV(QURE)529,7980-529,7987,3850—-7,385
COEUR MNG INC(CDE)1,146,0220-1,146,02210,1540—-10,154
MATCH GROUP INC NEW(MTCH)416,5330-416,53312,8670—-12,867
SPROTT PHYSICAL PLAT PALLAD(SPPP)1,172,5230-1,172,52313,7540—-13,754
PAN AMERN SILVER CORP(PAAS)649,4930-649,49318,4460—-18,446
HECLA MNG CO(HL)7,438,8180-7,438,81844,5590—-44,559
GROUPON INC(GRPN)10,181,07010,181,0700340,557237,72826.06%-102,829
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Pale Fire Capital SE — 13F Holdings — Q3 2025 | TickerTrail