Pale Fire Capital SE as of March 31, 2023
Portfolio Holdings for Pale Fire Capital SE
Pale Fire Capital SE holds 17 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dole Ord Shs (DOLE) | 50.4 | $87M | 7.4M | 11.74 | |
| Groupon Com New (GRPN) | 16.3 | $28M | 6.7M | 4.21 | |
| Arlo Technologies (ARLO) | 8.0 | $14M | 2.3M | 6.06 | |
| Navios Maritime Partners Com Unit Lpi (NMM) | 5.4 | $9.4M | 390k | 24.12 | |
| Talos Energy (TALO) | 4.8 | $8.3M | 562k | 14.84 | |
| Burford Cap Ord Shs (BUR) | 3.4 | $5.9M | 530k | 11.06 | |
| Vodafone Group Sponsored Adr (VOD) | 2.7 | $4.6M | 417k | 11.04 | |
| Orange Sponsored Adr (ORAN) | 1.7 | $3.0M | 251k | 11.93 | |
| International Seaways (INSW) | 1.7 | $2.9M | 69k | 41.68 | |
| Kinross Gold Corp (KGC) | 1.6 | $2.7M | 580k | 4.71 | |
| Centerra Gold (CGAU) | 1.1 | $1.9M | 296k | 6.47 | |
| Global Ship Lease Com Cl A (GSL) | 1.1 | $1.9M | 102k | 18.74 | |
| Danaos Corporation SHS (DAC) | 0.6 | $1.1M | 21k | 54.62 | |
| Creative Media & Cmnty Tr Com New (CMCT) | 0.4 | $750k | 184k | 4.07 | |
| Chord Energy Corporation Com New (CHRD) | 0.4 | $660k | 4.9k | 134.60 | |
| Costamare SHS (CMRE) | 0.3 | $453k | 48k | 9.41 | |
| Angi Com Cl A New (ANGI) | 0.1 | $244k | 108k | 2.27 |
