Pale Fire Capital Se Top Holdings and 13F Report (2025) About Pale Fire Capital SeInvestment ActivityPale Fire Capital Se has $841.54 million in total holdings as of March 31, 2025.Pale Fire Capital Se owns shares of 62 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 42.00% of the portfolio was purchased this quarter.About 4.63% of the portfolio was sold this quarter.This quarter, Pale Fire Capital Se has purchased 51 new stocks and bought additional shares in 27 stocks.Pale Fire Capital Se sold shares of 10 stocks and completely divested from 11 stocks this quarter.Largest Holdings Groupon $191,098,684B2Gold $184,789,466BARRICK GOLD CORP $145,780,093(DOLE) $90,600,619Hecla Mining $41,359,828 Largest New Holdings this Quarter 067901108 - BARRICK GOLD CORP $145,780,093 Holding422704106 - Hecla Mining $41,359,828 Holding192108504 - Coeur Mining $29,143,367 Holding644535106 - NEW GOLD INC CDA $23,919,676 Holding697900108 - Pan American Silver $16,776,404 Holding Largest Purchases this Quarter BARRICK GOLD CORP 7,498,976 shares (about $145.78M)Hecla Mining 7,438,818 shares (about $41.36M)B2Gold 12,419,383 shares (about $35.40M)Coeur Mining 4,922,866 shares (about $29.14M)NEW GOLD INC CDA 6,447,352 shares (about $23.92M) Largest Sales this Quarter International Seaways 240,638 shares (about $7.99M)Tsakos Energy Navigation 126,231 shares (about $2.15M)Navios Maritime Partners 50,340 shares (about $1.97M)uniQure 118,349 shares (about $1.25M)Shutterstock 46,933 shares (about $874.36K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPale Fire Capital Se Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGRPNGroupon$191,098,6840.0%10,181,07022.7%Retail/WholesaleBTGB2Gold$184,789,466$35,395,242 ▲23.7%64,838,40922.0%Basic MaterialsBARRICK GOLD CORP$145,780,093$145,780,093 ▲New Holding7,498,97617.3%COMDOLE(DOLE)$90,600,619$1,030,271 ▲1.2%6,269,93910.8%Consumer StaplesHLHecla Mining$41,359,828$41,359,828 ▲New Holding7,438,8184.9%Basic MaterialsCDECoeur Mining$29,143,367$29,143,367 ▲New Holding4,922,8663.5%Basic MaterialsNEW GOLD INC CDA$23,919,676$23,919,676 ▲New Holding6,447,3522.8%COMCGAUCenterra Gold$22,017,342$7,585,075 ▲52.6%3,467,2982.6%Basic MaterialsPAASPan American Silver$16,776,404$16,776,404 ▲New Holding649,4932.0%Basic MaterialsNVIDIA CORPORATION$11,163,140$11,163,140 ▲New Holding103,0001.3%COMI-80 GOLD CORP$9,879,601$3,957,011 ▲66.8%16,981,0951.2%COMZDZiff Davis$9,369,634$9,369,634 ▲New Holding249,3251.1%Computer and TechnologyINSWInternational Seaways$9,183,983$7,989,181 ▼-46.5%276,6261.1%TransportationANGI INC$6,971,191$6,971,191 ▲New Holding452,3810.8%CL A NEWMLYSMineralys Therapeutics$6,344,028$4,170,104 ▲191.8%399,4980.8%MedicalTNPTsakos Energy Navigation$6,023,152$2,153,501 ▼-26.3%353,0570.7%TransportationQUREuniQure$4,901,005$1,254,499 ▼-20.4%462,3590.6%MedicalGAUGaliano Gold$4,459,160$4,459,160 ▲New Holding3,596,0970.5%Basic MaterialsAQSTAquestive Therapeutics$3,873,484$2,348,791 ▲154.1%1,335,6840.5%MedicalATAIAtai Life Sciences$3,525,914$2,849,447 ▲421.2%2,592,5840.4%MedicalOCULOcular Therapeutix$3,220,707$39,773 ▼-1.2%439,3870.4%MedicalCHIMERA INVT CORP$2,663,765$749,644 ▲39.2%207,6200.3%COM SHSUBERUber Technologies$2,185,800$2,185,800 ▲New Holding30,0000.3%Computer and TechnologyADVERUM BIOTECHNOLOGIES INC$1,609,327$232,104 ▲16.9%368,2670.2%COM NEWSSTKShutterstock$1,494,461$874,362 ▼-36.9%80,2180.2%Computer and TechnologyNMMNavios Maritime Partners$1,333,911$1,974,334 ▼-59.7%34,0110.2%TransportationTALOTalos Energy$1,003,454$1,003,454 ▲New Holding103,2360.1%EnergyCRBUCaribou Biosciences$718,356$47,954 ▲7.2%786,7220.1%MedicalCYBIN INC$715,184$329,002 ▲85.2%112,8050.1%COM NEWQIPTQuipt Home Medical$574,336$574,336 ▲New Holding246,4960.1%MedicalXFORX4 Pharmaceuticals$481,160$149,735 ▲45.2%2,035,3620.1%MedicalINZYInozyme Pharma$401,134$202,266 ▲101.7%440,8070.0%MedicalMITTAG Mortgage Investment Trust$373,7750.0%51,2020.0%FinanceTFPMTriple Flag Precious Metals$278,058$278,058 ▲New Holding14,5200.0%Basic MaterialsDAWNDay One Biopharmaceuticals$251,325$124,398 ▲98.0%31,6930.0%MedicalURGNUroGen Pharma$231,077$92,827 ▲67.1%20,8930.0%MedicalHROWHarrow$216,338$216,338 ▲New Holding8,1330.0%MedicalRGNXREGENXBIO$184,799$100,994 ▲120.5%25,8460.0%MedicalETNB89bio$180,136$41,155 ▼-18.6%24,7780.0%MedicalCELCCelcuity$178,340$1,840 ▲1.0%17,6400.0%MedicalNYMTNew York Mortgage Trust$177,1830.0%27,3010.0%FinanceDERMJourney Medical$160,917$160,917 ▲New Holding27,2740.0%MedicalVERVVerve Therapeutics$157,665$47,071 ▼-23.0%34,5000.0%MedicalARWRArrowhead Pharmaceuticals$155,696$155,696 ▲New Holding12,2210.0%MedicalIMTXImmatics$154,558$12,664 ▲8.9%34,2700.0%MedicalIOVAIovance Biotherapeutics$142,847$13,393 ▲10.3%42,8970.0%MedicalRZLTRezolute$136,654$11,412 ▲9.1%47,1220.0%MedicalODVOsisko Development$97,245$54,793 ▲129.1%65,2650.0%Basic MaterialsCLFCleveland-Cliffs$82,200$82,200 ▲New Holding10,0000.0%Basic MaterialsNEWPNew Pacific Metals$81,140$34,586 ▲74.3%73,4300.0%Basic MaterialsLRMRLarimar Therapeutics$80,664$11,199 ▲16.1%37,5180.0%MedicalNUVBNuvation Bio$80,330$11,690 ▲17.0%45,6420.0%MedicalENGENE HOLDINGS INC$77,298$11,397 ▲17.3%17,2540.0%COMPESIPerma-Fix Environmental Services$73,282$73,282 ▲New Holding10,0800.0%IndustrialsVIZSLA SILVER CORP$70,143$70,143 ▲New Holding30,9000.0%COM NEWCOURCoursera$66,600$66,600 ▲New Holding10,0000.0%Business ServicesTCRXTScan Therapeutics$65,873$5,535 ▲9.2%47,7340.0%MedicalLEXEO THERAPEUTICS INC$65,583$9,716 ▲17.4%18,9000.0%COMASPIASP Isotopes$50,183$4,690 ▼-8.5%10,7000.0%Basic MaterialsBMBLBumble$43,400$43,400 ▲New Holding10,0000.0%Computer and TechnologySAGIMET BIOSCIENCES INC$35,824$23,866 ▼-40.0%10,9890.0%COM SER ACREATIVE MEDIA & CMNTY TR$9,948$9,948 ▲New Holding39,6800.0%COMNVDANVIDIA$0$13,831,870 ▼-100.0%00.0%Computer and TechnologyANGIAngi$0$7,705,760 ▼-100.0%00.0%Computer and TechnologyTDOCTeladoc Health$0$1,013,099 ▼-100.0%00.0%MedicalSTNGScorpio Tankers$0$756,878 ▼-100.0%00.0%TransportationCMRXChimerix$0$370,728 ▼-100.0%00.0%MedicalPRAXIS PRECISION MEDICINES I$0$259,278 ▼-100.0%00.0%COM NEWBHVNBiohaven$0$205,276 ▼-100.0%00.0%MedicalACHVAchieve Life Sciences$0$145,798 ▼-100.0%00.0%MedicalINDVIndivior$0$124,312 ▼-100.0%00.0%MedicalACRVAcrivon Therapeutics$0$91,715 ▼-100.0%00.0%MedicalCMCTCreative Media & Community Trust Co.$0$89,280 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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