PF
| |
Pale Fire Capital SE13F | |
| Pale Fire Capital SE | |
| Last update 2025-05-15 | 62 Stocks (19 new) |
| Value $842.00 Mil | Turnover 40 % |
Pale Fire Capital SE Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GRPN | Groupon Inc | 10,181,070 | 191,098.7 | 0% | 22.710 | 0% | 25.590 | +81.93% | +180.16% | 1,355.3 | Interactive Media | |
BTG | B2Gold Corp | 64,838,409 | 184,789.5 | +23.69% | 21.960 | +4.21% | 4.910 | +11.86% | +45.93% | 4,623.8 | Metals & Mining | |
B | Barrick Mining Corp | 7,498,976 | 145,780.1 | New Holding | 17.320 | +17.32% | 0.440 | +14.08% | +41.07% | 36,997.4 | Metals & Mining | |
DOLE | Dole PLC | 6,269,939 | 90,600.6 | +1.15% | 10.770 | +0.12% | 6.590 | -0.59% | +7.78% | 1,372.4 | Consumer Packaged Goods | |
HL | Hecla Mining Co | 7,438,818 | 41,359.8 | New Holding | 4.910 | +4.91% | 1.180 | +8.51% | +28.49% | 3,985.1 | Metals & Mining | |
CDE | Coeur Mining Inc | 4,922,866 | 29,143.4 | New Holding | 3.460 | +3.46% | 0.770 | +62.63% | +66.61% | 6,096.3 | Metals & Mining | |
NGD | New Gold Inc | 6,447,352 | 23,919.7 | New Holding | 2.840 | +2.84% | 0.810 | +31.05% | +81.25% | 3,551.8 | Metals & Mining | |
CGAU | Centerra Gold Inc | 3,467,298 | 22,017.3 | +52.56% | 2.620 | +0.90% | 1.670 | +13.62% | +34.75% | 1,556.5 | Metals & Mining | |
PAAS | Pan American Silver Corp | 649,493 | 16,776.4 | New Holding | 1.990 | +1.99% | 0.180 | +15.69% | +47.54% | 10,657.2 | Metals & Mining | |
NVDA
PUT
| NVIDIA Corp | 103,000 | 11,163.1 | 0% | 1.330 | 0% | 0.000 | +66.21% | +27.13% | 4,162,956.0 | Semiconductors |
Pale Fire Capital SE's Historical Top Holdings Breakdowns
Pale Fire Capital SE's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
B | Barrick Mining Corp | 2025-03-31 | New Buy New Buy | +17.32% | 15.45 ($17.52) 19.56 | $21.66 | 23.66% | New holding | 7,498,976 | 7,498,976 | |
HL | Hecla Mining Co | 2025-03-31 | New Buy New Buy | +4.91% | 5.07 ($5.55) 6.37 | $6.29 | 13.33% | New holding | 7,438,818 | 7,438,818 | |
BTG | B2Gold Corp | 2025-03-31 | Add Add | +4.21% | 2.3 ($2.68) 3.3 | $3.52 | 31.16% | Add 23.69% | 64,838,409 | 12,419,383 | |
CDE | Coeur Mining Inc | 2025-03-31 | New Buy New Buy | +3.46% | 5.02 ($6.17) 7.29 | $9.53 | 54.38% | New holding | 4,922,866 | 4,922,866 | |
NGD | New Gold Inc | 2025-03-31 | New Buy New Buy | +2.84% | 2.54 ($2.96) 3.71 | $4.50 | 52.03% | New holding | 6,447,352 | 6,447,352 | |
PAAS | Pan American Silver Corp | 2025-03-31 | New Buy New Buy | +1.99% | 20.61 ($23.93) 26.7 | $29.59 | 23.63% | New holding | 649,493 | 649,493 | |
INSW | International Seaways Inc | 2025-03-31 | Reduce Reduce | -1.96% | 32.85 ($36.61) 41.61 | $40.69 | 11.14% | Reduce -46.52% | 276,626 | -240,638 | |
ZD | Ziff Davis Inc | 2025-03-31 | New Buy New Buy | +1.11% | 37.58 ($47.96) 55.5 | $32.93 | -31.34% | New holding | 249,325 | 249,325 | |
CGAU | Centerra Gold Inc | 2025-03-31 | Add Add | +0.90% | 5.5 ($6.11) 6.93 | $7.54 | 23.49% | Add 52.56% | 3,467,298 | 1,194,500 | |
GAU | Galiano Gold Inc | 2025-03-31 | New Buy New Buy | +0.53% | 1.09 ($1.23) 1.4 | $1.50 | 21.54% | New holding | 3,596,097 | 3,596,097 |
Pale Fire Capital SE Total Holding History ($B)
Pale Fire Capital SE's Asset Allocation
Pale Fire Capital SE Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Pale Fire Capital SE's Hypothetical Growth since 2025-03-31
Pale Fire Capital SE's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Pale Fire Capital SE's Holdings Heat Map
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Pale Fire Capital SE's Holdings Bubble Chart
Pale Fire Capital SE News
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