Pale Fire Capital
$1.1B Assets Reported
76 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BTG | B2GOLD CORP | 69,740,133 | $316M | 27.8% |
| DOLE | DOLE PLC | 9,427,476 | $135M | 11.8% |
| GRPN | GROUPON INC | 10,181,070 | $121M | 10.6% |
| ZD | ZIFF DAVIS INC | 2,783,366 | $117M | 10.3% |
| PHR | PHREESIA INC | 8,649,329 | $72M | 6.4% |
| COUR | COURSERA INC | 10,511,603 | $61M | 5.4% |
| LSPD | LIGHTSPEED COMMERCE INC | 5,524,591 | $50M | 4.3% |
| CARS | CARS COM INC | 3,956,618 | $32M | 2.8% |
| IAUX | I-80 GOLD CORP | 20,843,056 | $32M | 2.8% |
| ANGI | ANGI INC | 3,930,416 | $27M | 2.4% |
Track Pale Fire Capital's 13F portfolio: $1.1B in reported holdings, 76 positions. Top holdings, AUM, and quarterly changes on SentiSense.